Dodds Wealth, LLC
CIK 1973728 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $444.6M
- 持仓
- 56
- 截至
- 2026年6月30日
按 13F 价值排名第 4095（共 9443） · 前 43.4%
投资组合价值同比（季度）：+9.1% 13F不披露现金
- 前十大持仓权重
- 85.43%
- 前二十五大持仓权重
- 96.27%
- 持仓高于 1%
- 14
- 有效持仓数量
- 11.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.39% 估计买入 $54000968 · 卖出 $1662231
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 81.2% 仍持有
- 新仓位
- 5
- 增加
- 22
- 减少
- 14
- 已结清
- 5
本页内容
行业细分
Technology
1.5%
Communication Services
0.8%
Retail
0.3%
Healthcare
0.3%
Financials
0.3%
Real Estate
0.2%
Industrials
0.2%
Consumer Discretionary
0.1%
Consumer Staples
0.1%
Consumer products
0.1%
其他/未映射
96.1%
完整投资组合 56 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $58849089 | 13.24% | 712028 | $2155549 | 上涨 ×6 | ||
| SPIB | $58393866 | 13.13% | 1745184 | $2187108 | 上涨 ×6 | ||
| VUG | $51696911 | 11.63% | 600150 | $7436737 | 上涨 ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $49125482 | 11.05% | 923932 | $1801299 | 上涨 ×6 | ||
| GOVT | $46453866 | 10.45% | 2039239 | $842401 | 上涨 ×1 | ||
| SCHV | $35856997 | 8.07% | 1030077 | $4102654 | 下跌 ×4 | ||
| SCHB | $29553917 | 6.65% | 1020508 | $4256944 | 上涨 ×6 | ||
| VOO | $24091973 | 5.42% | 35078 | $3595912 | 上涨 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $14596043 | 3.28% | 170734 | $1405120 | 下跌 ×2 | ||
| JMUB | $11165489 | 2.51% | 220422 | $1057201 | 上涨 ×2 | ||
| XLK XLK | $6976969 | 1.57% | 36621 | $2126778 | 上涨 ×1 | ||
| DFAU | $6349108 | 1.43% | 122830 | $506382 | 下跌 ×2 | ||
| DFAI | $5815020 | 1.31% | 140970 | $164536 | 下跌 ×2 | ||
| VNQ | $4965114 | 1.12% | 51489 | $474261 | 上涨 ×2 | ||
| VYM | $3992886 | 0.90% | 25267 | $240899 | 下跌 ×6 | ||
| AAPL Apple Inc. - Common Stock | $3873327 | 0.87% | 13386 | $505353 | 上涨 ×1 | ||
| RSP | $2502416 | 0.56% | 11761 | $245377 | 上涨 ×2 | ||
| DFUS | $2250414 | 0.51% | 27464 | $238071 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2113742 | 0.48% | 5982 | $397653 | |||
| NVDA NVIDIA Corporation - Common Stock | $2045513 | 0.46% | 10223 | $283060 | 上涨 ×1 | ||
| SPY SPY | $1811720 | 0.41% | 2426 | $218901 | 下跌 ×2 | ||
| BRKB | $1716588 | 0.39% | 3431 | $72692 | |||
| IJH | $1365941 | 0.31% | 17714 | $176955 | 上涨 ×1 | ||
| DVY iShares Select Dividend ETF | $1250561 | 0.28% | 8001 | $51033 | 上涨 ×2 | ||
| VT | $1183279 | 0.27% | 7539 | $139479 | 下跌 ×2 | ||
| XLV XLV | $1172394 | 0.26% | 7389 | $94731 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1125802 | 0.25% | 3150 | $271392 | 上涨 ×1 | ||
| IVV | $1112311 | 0.25% | 1485 | $94309 | 下跌 ×1 | ||
| WELL Welltower Inc. Common Stock | $1077654 | 0.24% | 4748 | $138927 | |||
| IYW | $971331 | 0.22% | 3851 | $256688 | 下跌 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $962132 | 0.22% | 1307 | $235731 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $839433 | 0.19% | 3522 | $143395 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $711747 | 0.16% | 2802 | $-84920 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $708413 | 0.16% | 1899 | $42982 | 上涨 ×1 | ||
| VEA | $696506 | 0.16% | 9776 | $-45319 | 下跌 ×3 | ||
| PFF iShares Preferred and Income Securities ETF | $544489 | 0.12% | 17858 | $8661 | 上涨 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $506380 | 0.11% | 1547 | $92497 | 上涨 ×1 | ||
| USB U.S. Bancorp Common Stock | $462543 | 0.10% | 7658 | $64250 | |||
| MAR Marriott International - Class A Common Stock | $445623 | 0.10% | 1202 | $-107278 | 下跌 ×1 | ||
| CBZ CBIZ, Inc. Common Stock | $434427 | 0.10% | 13542 | $70824 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $424493 | 0.10% | 8099 | $-132745 | 下跌 ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $424237 | 0.10% | 1723 | 上涨 ×1 | |||
| PWV | $396959 | 0.09% | 5239 | $31748 | |||
| WMT Walmart Inc. - Common Stock | $339780 | 0.08% | 3000 | $-33060 | |||
| LLY Eli Lilly and Company Common Stock | $325257 | 0.07% | 271 | $75837 | |||
| HCA HCA Healthcare, Inc. Common Stock | $311912 | 0.07% | 800 | $-66680 | |||
| KO Coca-Cola Company (The) Common Stock | $304543 | 0.07% | 3747 | $19575 | |||
| EQAL | $301780 | 0.07% | 5093 | $21156 | |||
| PEP PepsiCo, Inc. - Common Stock | $294140 | 0.07% | 2172 | $-43208 | |||
| VOE | $281165 | 0.06% | 1423 | $18973 | |||
| DFAR | $269835 | 0.06% | 10315 | $25890 | |||
| DIS Walt Disney Company (The) Common Stock | $256662 | 0.06% | 2667 | $-346 | |||
| CW Curtiss-Wright Corporation Common Stock | $236421 | 0.05% | 312 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $226243 | 0.05% | 1543 | ||||
| AVGO Broadcom Inc. - Common Stock | $206668 | 0.05% | 547 | ||||
| VIG | $201465 | 0.05% | 851 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| SCHA | 2025年6月30日 | 261356 | $6123561 | 不再跟踪 |
| USHY | 2025年6月30日 | 78102 | $2874923 | 不再跟踪 |
| DFAS | 2025年6月30日 | 13002 | $776873 | 不再跟踪 |
| NUSC | 2025年6月30日 | 13758 | $527478 | 不再跟踪 |
| VTWO | 2025年6月30日 | 5841 | $471117 | |
| AVGO | 2025年12月31日 | 1004 | $331230 | 4.5% |
| PTY | 2026年3月31日 | 23113 | $298158 | -2.8% |
| TSLA | 2025年12月31日 | 576 | $256159 | -24.8% |
| TSLA | 2025年3月31日 | 558 | $231631 | 30.5% |
| PLTR | 2026年3月31日 | 1258 | $223610 | 17.0% |
| PAYX | 2026年3月31日 | 1927 | $216158 | 33.4% |
| ORCL | 2025年12月31日 | 746 | $209805 | -28.6% |
| SCHH | 2025年12月31日 | 9544 | $205859 | 不再跟踪 |
| PG | 2026年3月31日 | 1431 | $205055 | 1.2% |
| META | 2026年3月31日 | 309 | $203968 | -4.7% |
| LPSNXXXX | 2025年12月31日 | 67402 | $39316 | 不再跟踪 |