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Gemmer Asset Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Gemmer Asset Management LLC
报告期 2026-03-31 · CIK 0001607825
持仓数
172
前50大市值合计
$1.17B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 107 项
建仓 10
增持 77
减持 18
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SCHF
SCHWAB STRATEGIC TR
+$7.9M
1,999,429
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.4M
490,122
-1%
增持
FNDX
SCHWAB STRATEGIC TR
+$3.2M
651,690
+7%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
807,126
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.5M
925,139
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.4M
1,178,987
+4%
增持
AAPL
APPLE INC
+$2.1M
43,039
+12%
增持
BSV
VANGUARD BD INDEX FDS
+$2.0M
631,604
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.9M
427,492
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.7M
436,832
+11%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.5M
355,751
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.4M
125,908
+72%
增持
EFAX
SPDR INDEX SHS FDS
+$1.3M
217,512
+119%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
33,123
+1%
增持
DSI
ISHARES TR
+$1.2M
98,810
+9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.2M
130,180
+57%
增持
IGV
ISHARES TR
+$1.1M
14,937
+11%
减持
SCHB
SCHWAB STRATEGIC TR
+$837.8K
340,013
-1%
增持
SCHE
SCHWAB STRATEGIC TR
+$794.1K
178,364
+18%
增持
SPYX
SPDR SER TR
+$778.8K
173,210
+225%
增持
ESGV
VANGUARD WORLD FD
+$776.0K
52,587
+16%
增持
MSFT
MICROSOFT CORP
+$718.7K
13,358
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$681.8K
13,890
+0%
增持
SHY
ISHARES TR
+$518.6K
111,765
+5%
减持
TSLA
TESLA INC
+$469.2K
5,748
-2%
减持
SBUX
STARBUCKS CORP
+$465.6K
112,325
-1%
增持
VB
VANGUARD INDEX FDS
+$464.9K
60,844
+1%
建仓
SCHD
SCHWAB STRATEGIC TR
+$456.6K
6,241
建仓
ITOT
ISHARES TR
+$441.7K
4,878
增持
BIV
VANGUARD BD INDEX FDS
+$436.2K
138,015
+1%
增持
AMZN
AMAZON COM INC
+$396.4K
17,219
+5%
增持
VO
VANGUARD INDEX FDS
+$392.1K
44,017
+1%
增持
SCHW
SCHWAB CHARLES CORP
-$383.8K
12,681
+1%
建仓
IDV
ISHARES TR
+$383.0K
13,932
增持
NVDA
NVIDIA CORPORATION
+$377.9K
2,852
+1%
增持
METV
LISTED FD TR
+$350.4K
3,803
+0%
增持
EFA
ISHARES TR
+$335.8K
48,498
+2%
增持
NOBL
PROSHARES TR
+$331.2K
5,963
+152%
增持
AGG
ISHARES TR
+$307.0K
64,645
+2%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$296.0K
11,871
增持
DUHP
DIMENSIONAL ETF TRUST
+$287.0K
39,545
+34%
增持
IVE
ISHARES TR
+$277.7K
6,816
+31%
减持
DFUS
DIMENSIONAL ETF TRUST
+$257.7K
94,372
-0%
建仓
IEFA
ISHARES TR
+$254.8K
3,812
建仓
AMD
ADVANCED MICRO DEVICES INC
+$245.1K
2,501
建仓
ABNB
AIRBNB INC
+$242.2K
1,947
清仓
COP
CONOCOPHILLIPS
-$238.8K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$237.5K
4,847
+23%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$237.3K
10,291
增持
VTV
VANGUARD INDEX FDS
+$233.4K
62,075
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$231.1K
5,169
+5%
建仓
CRM
SALESFORCE INC
+$224.6K
1,124
增持
IGSB
ISHARES TR
+$220.4K
62,504
+6%
建仓
BA
BOEING CO
+$208.2K
980
增持
DFIV
DIMENSIONAL ETF TRUST
+$203.3K
36,989
+14%
清仓
CAT
CATERPILLAR INC
-$201.0K
0
-100%
增持
GPRO
GOPRO INC
+$198.1K
12,752
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$183.1K
39,370
+9%
减持
SPSB
SPDR SER TR
+$176.2K
798,954
-0%
增持
DFEM
DIMENSIONAL ETF TRUST
+$167.2K
20,798
+44%
减持
PFE
PFIZER INC
-$166.7K
7,232
-20%
增持
JNJ
JOHNSON & JOHNSON
-$153.0K
7,359
+0%
增持
HRL
HORMEL FOODS CORP
-$149.0K
26,307
+0%
增持
ESGD
ISHARES TR
+$135.8K
6,618
+28%
减持
DFAS
DIMENSIONAL ETF TRUST
+$122.8K
133,593
-1%
减持
—
INTRA-CELLULAR THERAPIES INC
-$122.5K
8,000
-24%
增持
IVW
ISHARES TR
+$115.1K
8,973
+15%
增持
IWB
ISHARES TR
+$109.5K
7,356
+0%
减持
MRK
MERCK & CO INC
-$108.4K
3,077
-22%
增持
INTC
INTEL CORP
+$108.2K
17,315
+0%
增持
SCHC
SCHWAB STRATEGIC TR
+$103.7K
18,467
+12%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$91.7K
7,646
-0%
增持
CVX
CHEVRON CORP NEW
-$80.3K
5,048
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$77.6K
5,871
+35%
增持
IJR
ISHARES TR
+$77.4K
6,592
+11%
增持
COST
COSTCO WHSL CORP NEW
+$76.4K
762
+15%
增持
V
VISA INC
+$73.4K
4,103
+0%
增持
ORCL
ORACLE CORP
+$73.3K
6,489
+0%
增持
DIS
DISNEY WALT CO
+$72.4K
3,924
+6%
增持
IJH
ISHARES TR
+$67.7K
2,328
+9%
增持
TFC
TRUIST FINL CORP
-$65.8K
7,840
+1%
减持
BAC
BANK AMERICA CORP
-$64.2K
14,058
-0%
减持
IVV
ISHARES TR
+$53.2K
6,627
-5%
增持
QCOM
QUALCOMM INC
+$46.2K
2,537
+1%
增持
—
EATON CORP PLC
+$43.0K
2,910
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$38.0K
696
+1%
增持
ABT
ABBOTT LABS
-$35.3K
4,270
+0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$33.0K
14,310
+1%
增持
—
BLACKROCK INC
-$24.1K
705
+1%
增持
TGT
TARGET CORP
+$24.0K
1,365
+1%
减持
WMT
WALMART INC
-$20.3K
1,991
-10%
增持
MA
MASTERCARD INCORPORATED
+$20.2K
979
+1%
增持
KO
COCA COLA CO
+$19.9K
3,921
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$16.7K
4,646
+1%
增持
ABBV
ABBVIE INC
+$16.3K
4,312
+4%
增持
MCD
MCDONALDS CORP
+$16.1K
995
+0%
增持
SCZ
ISHARES TR
+$14.8K
4,101
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$14.6K
7,205
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
+$14.4K
9,091
-1%
增持
VHT
VANGUARD WORLD FDS
-$13.3K
1,478
+0%
减持
NFLX
NETFLIX INC
+$13.3K
1,190
-12%
增持
CMF
ISHARES TR
+$9.8K
6,530
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.0K
3,344
-3%
减持
CSCO
CISCO SYS INC
+$7.8K
8,638
-7%
增持
JPM
JPMORGAN CHASE & CO
-$7.5K
3,254
+1%
增持
PG
PROCTER AND GAMBLE CO
-$7.2K
2,639
+0%
增持
WY
WEYERHAEUSER CO MTN BE
-$5.8K
6,836
+0%
