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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 109 项
建仓 6
增持 62
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SCHV
SCHWAB STRATEGIC TR
+$8.1M
1,266,715
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$8.1M
2,185,845
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$7.0M
707,804
-27%
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
+$5.8M
881,762
+6%
增持
FNDX
SCHWAB STRATEGIC TR
+$4.9M
727,469
+1%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.6M
486,830
-1%
增持
NOW
SERVICENOW INC
+$4.4M
18,866
+17%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.3M
383,592
+12%
增持
SCHM
SCHWAB STRATEGIC TR
+$4.0M
466,500
+2%
增持
IGV
ISHARES TR
+$3.3M
19,477
+43%
增持
SNOW
SNOWFLAKE INC
+$3.1M
35,732
+37%
减持
FNDA
SCHWAB STRATEGIC TR
-$3.0M
274,159
-27%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.0M
157,516
+161%
增持
VB
VANGUARD INDEX FDS
+$3.0M
70,122
+10%
增持
ESGV
VANGUARD WORLD FD
+$2.8M
92,533
+37%
减持
BSV
VANGUARD BD INDEX FDS
-$2.6M
600,984
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$2.4M
9,541
+95%
增持
SPYX
SPDR SER TR
+$2.3M
252,237
+17%
增持
VTV
VANGUARD INDEX FDS
+$2.3M
80,694
+14%
增持
VO
VANGUARD INDEX FDS
+$1.8M
48,288
+6%
增持
EFAX
SPDR INDEX SHS FDS
+$1.7M
277,774
+7%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
23,538
+1%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
34,868
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
142,009
+0%
减持
DSI
ISHARES TR
+$994.3K
105,489
-0%
减持
MSFT
MICROSOFT CORP
+$782.4K
13,548
-1%
减持
DFIC
DIMENSIONAL ETF TRUST
+$778.5K
461,873
-2%
减持
BIV
VANGUARD BD INDEX FDS
-$678.2K
120,176
-12%
减持
AAPL
APPLE INC
+$583.4K
43,086
-4%
增持
DFLV
DIMENSIONAL ETF TRUST
+$581.0K
156,208
+6%
增持
SBUX
STARBUCKS CORP
+$536.5K
111,993
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$516.9K
126,552
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$482.7K
89,152
+0%
增持
IVV
ISHARES TR
+$457.6K
7,184
+4%
建仓
KRE
SPDR SER TR
+$407.4K
7,770
增持
EFA
ISHARES TR
+$369.1K
52,660
+1%
增持
AGG
ISHARES TR
+$361.9K
62,338
+1%
清仓
CMF
ISHARES TR
-$361.6K
0
-100%
减持
AMZN
AMAZON COM INC
+$352.3K
16,827
-3%
清仓
IDV
ISHARES TR
-$331.7K
0
-100%
减持
TSLA
TESLA INC
-$283.1K
5,806
-16%
建仓
CVLC
MORGAN STANLEY ETF TRUST
+$262.0K
4,388
建仓
BA
BOEING CO
+$257.3K
987
减持
SCHC
SCHWAB STRATEGIC TR
-$251.3K
8,274
-51%
建仓
LMT
LOCKHEED MARTIN CORP
+$230.2K
508
增持
CRM
SALESFORCE INC
+$223.8K
1,661
+58%
减持
INTC
INTEL CORP
+$217.9K
16,624
-4%
建仓
IEMG
ISHARES INC
+$210.4K
4,160
建仓
ELV
ELEVANCE HEALTH INC
+$208.4K
442
清仓
T
AT&T INC
-$187.9K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
+$173.2K
12,666
-0%
减持
METV
LISTED FD TR
-$165.4K
3,230
-26%
增持
NFLX
NETFLIX INC
+$164.8K
1,304
+5%
增持
SHY
ISHARES TR
+$161.5K
95,786
+1%
减持
IWB
ISHARES TR
+$159.5K
7,201
-2%
增持
IVE
ISHARES TR
+$156.2K
7,719
+0%
减持
SPSB
SPDR SER TR
+$137.4K
863,792
-1%
增持
V
VISA INC
+$125.6K
4,114
+0%
增持
GPRO
GOPRO INC
+$123.4K
11,605
+1%
减持
LLY
ELI LILLY & CO
-$122.8K
1,024
-24%
减持
CVX
CHEVRON CORP NEW
-$122.2K
5,019
-3%
增持
BAC
BANK AMERICA CORP
+$122.0K
14,063
+10%
增持
VTI
VANGUARD INDEX FDS
+$119.9K
4,396
+1%
减持
HD
HOME DEPOT INC
+$113.0K
2,593
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$99.5K
43,273
+1%
增持
COST
COSTCO WHSL CORP NEW
+$96.6K
796
+5%
增持
JPM
JPMORGAN CHASE & CO
+$91.3K
3,086
+3%
增持
IGSB
ISHARES TR
+$80.2K
50,309
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$76.3K
2,218
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$74.1K
4,652
+3%
减持
QCOM
QUALCOMM INC
+$70.7K
2,429
-4%
增持
MCD
MCDONALDS CORP
+$64.9K
1,029
+13%
减持
IJH
ISHARES TR
+$63.2K
2,524
-1%
减持
—
EATON CORP PLC
+$58.7K
2,907
-3%
减持
IVW
ISHARES TR
+$58.7K
9,586
-1%
减持
HRL
HORMEL FOODS CORP
-$55.9K
7,533
-4%
增持
IWM
ISHARES TR
+$55.7K
1,394
+10%
减持
WMT
WALMART INC
-$51.7K
2,122
-12%
增持
DIS
DISNEY WALT CO
+$49.6K
4,279
+3%
增持
DFSV
DIMENSIONAL ETF TRUST
+$46.6K
12,014
+0%
增持
NOBL
PROSHARES TR
+$44.0K
6,069
+1%
增持
ESGD
ISHARES TR
+$43.5K
6,320
+1%
减持
IJR
ISHARES TR
-$41.2K
6,021
-18%
增持
SCHD
SCHWAB STRATEGIC TR
+$38.4K
4,630
+4%
减持
ABT
ABBOTT LABS
+$35.3K
2,761
-0%
减持
CAT
CATERPILLAR INC
-$35.3K
840
-19%
增持
DFEM
DIMENSIONAL ETF TRUST
+$32.1K
17,676
+1%
增持
WY
WEYERHAEUSER CO MTN BE
+$31.6K
6,936
+1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$30.5K
5,669
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$29.4K
5,075
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$26.3K
3,511
-5%
增持
PFE
PFIZER INC
-$26.1K
7,340
+3%
增持
ABBV
ABBVIE INC
+$24.1K
2,686
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$23.5K
11,697
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$23.2K
9,111
+0%
增持
MRK
MERCK & CO INC
+$22.5K
3,113
+1%
减持
DIHP
DIMENSIONAL ETF TRUST
+$22.4K
14,299
-4%
增持
CSCO
CISCO SYS INC
-$22.3K
8,304
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$20.4K
6,000
-6%
减持
SCHE
SCHWAB STRATEGIC TR
+$20.1K
198,127
-3%
增持
VHT
VANGUARD WORLD FDS
+$18.2K
1,053
+1%
减持
SCZ
ISHARES TR
-$15.9K
3,762
-15%
增持
JNJ
JOHNSON & JOHNSON
+$14.0K
6,104
+1%
减持
KO
COCA COLA CO
+$11.4K
3,918
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$11.0K
427
+0%
减持
ABNB
AIRBNB INC
-$8.9K
1,882
-3%
清仓
—
VINTAGE WINE ESTATES INC
-$7.0K
0
-100%
增持
COP
CONOCOPHILLIPS
-$6.3K
1,989
+0%
增持
ORCL
ORACLE CORP
-$2.1K
6,520
+0%
