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Fundamentun, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fundamentun, LLC
报告期 2026-03-31 · CIK 0001707206
持仓数
371
前50大市值合计
$1.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 39
增持 51
减持 38
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
DFAC
DIMENSIONAL ETF TRUST
+$47.2M
1,476,466
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$24.2M
142,859
减持
QLTA
ISHARES TR
-$22.3M
11,852
-98%
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。
建仓
DFCF
DIMENSIONAL ETF TRUST
+$17.5M
416,772
建仓
IAGG
ISHARES TR
+$12.7M
253,944
建仓
IGEB
ISHARES TR
+$12.1M
270,546
建仓
DFAS
DIMENSIONAL ETF TRUST
+$10.6M
169,915
建仓
DFEM
DIMENSIONAL ETF TRUST
+$10.2M
399,305
减持
MGK
VANGUARD WORLD FD
-$6.8M
25,216
-53%
增持
NVDA
NVIDIA CORPORATION
+$5.3M
6,733
+314%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$4.9M
192,163
增持
ITOT
ISHARES TR
+$4.9M
464,117
+0%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$4.7M
79,518
减持
PFE
PFIZER INC
-$4.6M
15,394
-91%
减持
AAPL
APPLE INC
-$4.3M
113,867
-8%
增持
META
META PLATFORMS INC
+$4.3M
9,789
+670%
增持
MSFT
MICROSOFT CORP
+$4.1M
70,174
+4%
增持
NVO
NOVO-NORDISK A S
+$3.7M
48,387
+103%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$3.6M
86,427
减持
MDLZ
MONDELEZ INTL INC
-$3.4M
6,523
-88%
增持
AMZN
AMAZON COM INC
+$3.3M
50,057
+32%
减持
CMCSA
COMCAST CORP NEW
-$3.0M
27,779
-71%
增持
MFDX
PIMCO EQUITY SER
+$3.0M
1,101,300
+4%
增持
MRK
MERCK & CO INC
+$3.0M
38,120
+101%
增持
GOOGL
ALPHABET INC
+$3.0M
143,126
+7%
建仓
SNX
TD SYNNEX CORPORATION
+$2.9M
25,570
减持
SBUX
STARBUCKS CORP
-$2.7M
14,575
-65%
减持
NKE
NIKE INC
-$2.7M
6,240
-79%
增持
NFLX
NETFLIX INC
+$2.5M
19,503
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
29,450
+7%
增持
DDWM
WISDOMTREE TR
+$2.3M
495,460
+9%
建仓
GILD
GILEAD SCIENCES INC
+$2.3M
31,202
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.2M
337,176
+8%
减持
DGRW
WISDOMTREE TR
+$2.2M
559,274
-3%
建仓
SLB
SCHLUMBERGER LTD
+$2.2M
39,746
增持
SMTH
ALPS ETF TR
+$2.2M
1,753,495
+6%
增持
AVGO
BROADCOM INC
+$2.1M
6,021
+14%
清仓
KOMP
SPDR SER TR
-$2.1M
0
-100%
减持
PEP
PEPSICO INC
-$2.0M
22,072
-36%
增持
LQD
ISHARES TR
+$2.0M
143,554
+16%
建仓
MS
MORGAN STANLEY
+$1.7M
17,760
增持
BND
VANGUARD BD INDEX FDS
+$1.6M
437,548
+7%
减持
COST
COSTCO WHSL CORP NEW
-$1.5M
5,106
-36%
增持
WTPI
WISDOMTREE TR
+$1.5M
320,260
+11%
建仓
DLR
DIGITAL RLTY TR INC
+$1.4M
9,763
减持
JPM
JPMORGAN CHASE & CO
+$1.4M
54,225
-3%
减持
VUG
VANGUARD INDEX FDS
+$1.4M
61,135
-3%
增持
IJH
ISHARES TR
+$1.3M
252,624
+398%
增持
BA
BOEING CO
-$1.2M
24,981
+8%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
26,150
+3%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
16,170
+4%
增持
LLY
ELI LILLY & CO
+$1.1M
5,518
+2%
减持
CVX
CHEVRON CORP NEW
-$1.1M
24,568
-27%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
234,372
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
209,542
+1%
减持
AGG
ISHARES TR
-$1.1M
4,469
-70%
增持
CRM
SALESFORCE INC
+$1.0M
25,762
+1%
减持
NEE
NEXTERA ENERGY INC
-$987.1K
70,710
-22%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$976.7K
0
-100%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$968.6K
21,393
建仓
DGRO
ISHARES TR
+$934.6K
16,096
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$909.8K
0
-100%
减持
IWD
ISHARES TR
+$850.1K
94,332
-3%
增持
V
VISA INC
+$825.6K
28,259
+4%
增持
IJR
ISHARES TR
+$773.7K
71,298
+9%
增持
VTI
VANGUARD INDEX FDS
+$755.1K
8,100
+42%
增持
—
CRH PLC
+$748.1K
39,207
+3%
增持
RTX
RTX CORPORATION
+$735.8K
35,699
+9%
减持
IWF
ISHARES TR
-$724.6K
2,034
-56%
减持
HD
HOME DEPOT INC
+$716.8K
21,645
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$703.2K
20,780
+1%
减持
IVV
ISHARES TR
+$701.0K
32,796
-5%
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$693.7K
183,466
-16%
增持
WM
WASTE MGMT INC DEL
+$676.3K
15,923
+5%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$638.8K
220,629
+14%
增持
ADBE
ADOBE INC
-$638.6K
11,937
+7%
增持
VTIP
VANGUARD MALVERN FDS
+$627.4K
268,680
+4%
增持
—
MEDTRONIC PLC
+$607.5K
43,179
+13%
建仓
—
SUPER MICRO COMPUTER INC
+$606.0K
600
增持
FLRN
SPDR SER TR
+$581.2K
426,730
+4%
减持
—
BLACKROCK INC
-$579.2K
1,770
-30%
建仓
BKNG
BOOKING HOLDINGS INC
+$577.0K
159
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$575.7K
11,931
减持
IWR
ISHARES TR
-$559.6K
9,771
-45%
增持
—
EXXON MOBIL CORP
+$550.5K
31,513
+1%
增持
AIQ
GLOBAL X FDS
+$542.0K
22,177
+227%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$538.2K
288,420
-2%
建仓
WFC
WELLS FARGO CO NEW
+$534.7K
9,226
减持
BAC
BANK AMERICA CORP
+$530.3K
155,760
-2%
增持
WMT
WALMART INC
+$526.4K
111,226
+184%
建仓
JAAA
JANUS DETROIT STR TR
+$502.8K
9,910
建仓
AMAT
APPLIED MATLS INC
+$481.6K
2,335
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$478.7K
6,853
+4%
清仓
EFAV
ISHARES TR
-$456.1K
0
-100%
增持
GOOG
ALPHABET INC
+$451.7K
22,811
+6%
建仓
CI
THE CIGNA GROUP
+$430.7K
1,185
增持
VOO
VANGUARD INDEX FDS
+$410.0K
6,039
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$402.2K
6,953
+77%
减持
PG
PROCTER AND GAMBLE CO
+$399.6K
36,606
-3%
增持
DE
DEERE & CO
+$380.9K
9,910
+7%
清仓
GPC
GENUINE PARTS CO
-$362.8K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$361.6K
6,104
-24%
增持
COM
DIREXION SHS ETF TR
+$336.7K
177,220
+5%
建仓
IVW
ISHARES TR
+$332.2K
3,933
清仓
PRU
PRUDENTIAL FINL INC
-$324.0K
0
-100%
减持
IEFA
ISHARES TR
+$321.8K
92,762
-1%
清仓
—
ISHARES TR
-$314.7K
0
-100%
清仓
IBTO
ISHARES TR
-$314.3K
0
-100%
清仓
IBDT
ISHARES TR
-$313.1K
0
-100%
减持
MO
ALTRIA GROUP INC
-$312.9K
5,879
-58%
减持
XLK
SELECT SECTOR SPDR TR
-$311.5K
2,090
-46%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$309.1K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$308.0K
1,105
-65%
清仓
IBDR
ISHARES TR
-$303.6K
0
-100%
清仓
EOG
EOG RES INC
-$301.1K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$300.4K
145,249
-0%
清仓
IBTM
ISHARES TR
-$298.2K
0
-100%
建仓
IVE
ISHARES TR
+$290.5K
1,554
清仓
SO
SOUTHERN CO
-$290.3K
0
-100%
增持
CAT
CATERPILLAR INC
+$284.6K
3,392
+5%
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$274.9K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$274.2K
2,904
清仓
GDX
VANECK ETF TRUST
-$274.1K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$273.8K
0
-100%
减持
PSX
PHILLIPS 66
+$273.3K
23,111
-12%
清仓
IQV
IQVIA HLDGS INC
-$271.4K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$268.9K
1,806
建仓
BNY
BANK NEW YORK MELLON CORP
+$266.2K
4,620
增持
COP
CONOCOPHILLIPS
+$257.0K
20,507
+1%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$255.8K
0
-100%
建仓
IYW
ISHARES TR
+$255.4K
1,890
建仓
OXY
OCCIDENTAL PETE CORP
+$248.0K
3,816
清仓
LVHD
LEGG MASON ETF INVT
-$245.1K
0
-100%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$244.5K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$244.2K
6,329
-53%
减持
VLO
VALERO ENERGY CORP
-$242.1K
1,322
-63%
减持
TXN
TEXAS INSTRS INC
-$237.9K
10,510
-13%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$229.2K
7,000
-45%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$225.5K
57,086
+79%
增持
NANR
SPDR INDEX SHS FDS
+$223.5K
51,621
+1%
建仓
—
ASML HOLDING N V
+$221.3K
228
减持
BSV
VANGUARD BD INDEX FDS
-$211.3K
19,227
-12%
建仓
ULTA
ULTA BEAUTY INC
+$211.2K
404
建仓
MFC
MANULIFE FINL CORP
+$211.2K
8,452
建仓
CINF
CINCINNATI FINL CORP
+$211.2K
1,700
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$209.8K
3,519
清仓
PLD
PROLOGIS INC.
-$208.7K
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$208.5K
625
建仓
POOL
POOL CORP
+$207.0K
513
建仓
NDSN
NORDSON CORP
+$206.5K
752
