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Index Fund Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Index Fund Advisors, Inc.
报告期 2026-03-31 · CIK 0001665097
持仓数
127
前50大市值合计
$2.17B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
21Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 146 项
建仓 16
增持 83
减持 32
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
DFAT
DIMENSIONAL ETF TRUST
+$46.5M
6,520,506
+6%
增持
SGOV
ISHARES TR
+$39.0M
389,783
+15319%
增持
DFUV
DIMENSIONAL ETF TRUST
+$37.7M
5,827,280
+11%
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
DFIV
DIMENSIONAL ETF TRUST
+$31.9M
3,628,776
+15%
增持
DFAS
DIMENSIONAL ETF TRUST
+$29.8M
5,856,832
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$23.1M
4,992,856
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$13.0M
2,427,771
+11%
增持
VTI
VANGUARD INDEX FDS
+$11.7M
47,437
+276%
建仓
GDX
VANECK ETF TRUST
+$6.3M
82,369
建仓
JNJ
JOHNSON & JOHNSON
+$5.8M
31,176
增持
DFLV
DIMENSIONAL ETF TRUST
+$4.3M
1,139,488
+7%
增持
DISV
DIMENSIONAL ETF TRUST
+$3.3M
556,854
+10%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.0M
36,711
+934%
增持
AAPL
APPLE INC
+$2.9M
23,870
+55%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
38,749
+31%
增持
BND
VANGUARD BD INDEX FDS
+$2.4M
474,007
+6%
增持
DFEV
DIMENSIONAL ETF TRUST
+$2.1M
408,797
+12%
增持
VNQ
VANGUARD INDEX FDS
+$1.9M
28,907
+228%
增持
AMZN
AMAZON COM INC
+$1.5M
29,732
+30%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.5M
610,277
+2%
增持
MSFT
MICROSOFT CORP
+$1.4M
9,385
+34%
增持
AVEE
AMERICAN CENTY ETF TR
+$1.3M
88,131
+22%
增持
V
VISA INC
+$1.2M
8,517
+81%
增持
META
META PLATFORMS INC
+$1.1M
6,085
+32%
增持
GOOG
ALPHABET INC
+$951.0K
5,161
+199%
减持
DFAE
DIMENSIONAL ETF TRUST
+$942.8K
513,691
-3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$830.7K
69,739
+38%
清仓
APPF
APPFOLIO INC
-$776.7K
0
-100%
增持
IVV
ISHARES TR
+$760.9K
12,560
+2%
减持
MORN
MORNINGSTAR INC
-$750.2K
2,061
-47%
增持
DFGR
DIMENSIONAL ETF TRUST
+$733.3K
791,200
+2%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$623.0K
7,411
清仓
ZTS
ZOETIS INC
-$620.7K
0
-100%
增持
AVGE
AMERICAN CENTY ETF TR
+$615.9K
70,703
+4%
清仓
TFIN
TRIUMPH FINANCIAL INC
-$597.6K
0
-100%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$593.8K
7,869
-48%
增持
VGT
VANGUARD WORLD FD
+$557.9K
6,496
+0%
增持
APH
AMPHENOL CORP NEW
+$532.7K
21,209
+0%
增持
DFSD
DIMENSIONAL ETF TRUST
+$516.2K
38,148
+39%
建仓
KVUE
KENVUE INC
+$514.9K
31,724
减持
VXUS
VANGUARD STAR FDS
-$506.5K
221,620
-9%
减持
NOW
SERVICENOW INC
-$456.2K
570
-40%
清仓
DHR
DANAHER CORPORATION
-$453.4K
0
-100%
增持
GOOGL
ALPHABET INC
+$446.1K
5,053
+14%
增持
GSHD
GOOSEHEAD INS INC
-$444.7K
14,311
+0%
清仓
EPAC
ENERPAC TOOL GROUP CORP
-$402.4K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$396.9K
108,641
+3%
清仓
IT
GARTNER INC
-$373.5K
0
-100%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$372.8K
8,718
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$371.7K
6,204
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$370.1K
19,471
+48%
减持
EFX
EQUIFAX INC
-$360.0K
1,014
-58%
减持
ROP
ROPER TECHNOLOGIES INC
-$359.9K
490
-54%
减持
VB
VANGUARD INDEX FDS
+$353.2K
21,251
-0%
清仓
USPH
U S PHYSICAL THERAPY
-$352.3K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$350.8K
6,799
减持
ORLY
OREILLY AUTOMOTIVE INC
-$325.7K
3,901
-53%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$293.0K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$281.1K
3,353
减持
DFH
DREAM FINDERS HOMES INC
-$271.5K
11,608
-49%
减持
TSLA
TESLA INC
+$270.7K
3,073
-11%
减持
RVLV
REVOLVE GROUP INC
-$262.5K
13,360
-51%
建仓
DGCB
DIMENSIONAL ETF TRUST
+$249.7K
4,503
清仓
AVSF
AMERICAN CENTY ETF TR
-$248.1K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$247.8K
17,483
+0%
建仓
DFGX
DIMENSIONAL ETF TRUST
+$245.7K
4,554
清仓
HQY
HEALTHEQUITY INC
-$245.6K
0
-100%
建仓
RTX
RTX CORPORATION
+$230.9K
1,380
建仓
LRCX
LAM RESEARCH CORP
+$228.6K
1,707
清仓
TOST
TOAST INC
-$227.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$213.1K
3,991
+2%
建仓
IDXX
IDEXX LABS INC
+$209.6K
328
清仓
DPZ
DOMINOS PIZZA INC
-$208.6K
0
-100%
清仓
—
CARNIVAL CORP
-$206.9K
0
-100%
建仓
DDOG
DATADOG INC
+$206.9K
1,453
增持
JPM
JPMORGAN CHASE & CO.
+$205.8K
1,953
+38%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$205.3K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$203.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$203.2K
11,346
+5%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$202.3K
4,455
增持
NET
CLOUDFLARE INC
+$202.1K
10,733
+0%
建仓
ROL
ROLLINS INC
+$200.9K
3,420
增持
AVGO
BROADCOM INC
+$161.2K
1,711
+17%
增持
CELH
CELSIUS HLDGS INC
+$157.0K
14,083
+0%
减持
SDY
SPDR SERIES TRUST
-$154.1K
9,320
-13%
增持
ANET
ARISTA NETWORKS INC
+$143.2K
3,286
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$141.6K
2,789
+0%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$137.0K
86,535
+15%
增持
VO
VANGUARD INDEX FDS
+$126.3K
8,882
+0%
增持
VOE
VANGUARD INDEX FDS
+$124.4K
11,565
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$122.2K
2,050
+10%
减持
ROST
ROSS STORES INC
-$120.8K
1,778
-42%
增持
TTD
THE TRADE DESK INC
-$115.2K
5,022
+0%
增持
QQQ
INVESCO QQQ TR
+$110.7K
1,770
+3%
增持
NFLX
NETFLIX INC
-$104.7K
804
+1%
增持
—
EATON CORP PLC
+$104.2K
908
+38%
增持
AVIG
AMERICAN CENTY ETF TR
+$102.4K
60,048
+3%
增持
WING
WINGSTOP INC
-$94.8K
1,118
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$91.9K
34,384
+0%
减持
IJR
ISHARES TR
+$89.3K
10,238
-1%
增持
SPYV
SPDR SERIES TRUST
+$86.1K
27,680
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$85.9K
887
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$76.6K
17,087
+0%
减持
PGR
PROGRESSIVE CORP
-$73.7K
3,619
-0%
增持
AAON
AAON INC
+$73.1K
3,684
+0%
减持
VTV
VANGUARD INDEX FDS
+$73.0K
7,682
-0%
增持
IVLU
ISHARES TR
+$62.0K
23,675
+0%
增持
STT
STATE STR CORP
+$56.9K
5,661
+0%
增持
DEXC
DIMENSIONAL ETF TRUST
+$55.9K
23,932
+1%
减持
SCHC
SCHWAB STRATEGIC TR
+$53.1K
19,537
-0%
增持
IJS
ISHARES TR
+$48.2K
4,175
+0%
减持
IEMG
ISHARES INC
+$43.4K
9,860
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$42.9K
8,843
+0%
减持
HWKN
HAWKINS INC
-$41.2K
1,967
-30%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$38.1K
892
-0%
减持
MAR
MARRIOTT INTL INC NEW
-$37.4K
2,412
-1%
增持
KNSL
KINSALE CAP GROUP INC
-$36.4K
637
+0%
减持
EWX
SPDR INDEX SHS FDS
+$35.4K
8,378
-2%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$35.2K
11,511
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$33.9K
7,013
+0%
增持
HD
HOME DEPOT INC
+$32.7K
583
+5%
增持
VV
VANGUARD INDEX FDS
+$31.3K
1,381
+0%
减持
DUSB
DIMENSIONAL ETF TRUST
-$27.1K
44,565
-1%
减持
SPGI
S&P GLOBAL INC
-$26.7K
646
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$25.1K
7,157
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$25.0K
13,095
+0%
减持
ISCF
ISHARES TR
+$23.6K
17,559
-3%
增持
DFGP
DIMENSIONAL ETF TRUST
+$22.2K
4,354
+8%
减持
EEMS
ISHARES INC
+$21.8K
7,188
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$20.6K
10,934
-0%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$20.2K
6,241
+0%
增持
HON
HONEYWELL INTL INC
-$18.9K
991
+1%
增持
SQ
BLOCK INC
+$17.1K
3,619
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$16.8K
474
+1%
增持
SPHY
SPDR SERIES TRUST
+$16.7K
47,243
+1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$16.0K
14,068
+1%
减持
EFA
ISHARES TR
-$13.8K
4,638
-7%
增持
CSGP
COSTAR GROUP INC
+$13.4K
3,283
+0%
增持
NCNO
NCINO INC
-$13.2K
15,597
+0%
减持
SCZ
ISHARES TR
-$11.6K
6,834
-7%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$8.6K
3,586
+0%
增持
ECL
ECOLAB INC
+$8.3K
1,697
+0%
增持
SNOW
SNOWFLAKE INC
+$7.2K
3,546
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.0K
3,081
+1%
增持
WDAY
WORKDAY INC
+$2.2K
1,061
+1%
增持
LLY
ELI LILLY & CO
+$171
1,245
+2%
