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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 30
增持 82
减持 26
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$33.5M
2,503,788
+70%
建仓
SPAB
SPDR SER TR
+$30.3M
1,205,961
减持
BND
VANGUARD BD INDEX FDS
-$29.8M
27,026
-94%
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
ITOT
ISHARES TR
+$15.2M
578,218
+25%
建仓
DIVO
AMPLIFY ETF TR
+$12.1M
312,364
清仓
WTPI
WISDOMTREE TR
-$10.7M
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$10.6M
676,533
+62%
增持
IGEB
ISHARES TR
+$9.4M
484,961
+79%
增持
DGRW
WISDOMTREE TR
+$7.6M
643,667
+15%
增持
IAGG
ISHARES TR
+$7.4M
402,140
+58%
减持
IJH
ISHARES TR
-$7.1M
140,495
-44%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$6.6M
225,407
增持
GOOGL
ALPHABET INC
+$6.3M
153,301
+7%
建仓
FSMD
FIDELITY COVINGTON TRUST
+$6.2M
165,199
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$6.0M
149,475
+599%
减持
IJR
ISHARES TR
-$5.8M
19,136
-73%
增持
BKNG
BOOKING HOLDINGS INC
+$5.5M
1,524
+858%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.6M
552,412
+38%
增持
LQD
ISHARES TR
+$4.5M
188,050
+31%
增持
MSFT
MICROSOFT CORP
+$4.4M
75,960
+8%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
85,015
+1163%
建仓
UBER
UBER TECHNOLOGIES INC
+$4.2M
57,829
清仓
DE
DEERE & CO
-$4.1M
0
-100%
建仓
ICOW
PACER FDS TR
+$3.9M
128,429
增持
MFDX
PIMCO EQUITY SER
+$3.5M
1,232,551
+12%
增持
DFIP
DIMENSIONAL ETF TRUST
+$3.4M
171,577
+99%
增持
DFGR
DIMENSIONAL ETF TRUST
+$3.3M
326,839
+70%
建仓
SCHW
SCHWAB CHARLES CORP
+$2.7M
36,317
增持
DGRO
ISHARES TR
+$2.6M
60,899
+278%
增持
DDWM
WISDOMTREE TR
+$2.6M
572,380
+16%
增持
META
META PLATFORMS INC
+$2.5M
14,289
+46%
减持
AAPL
APPLE INC
+$2.4M
103,866
-9%
建仓
C
CITIGROUP INC
+$2.3M
37,001
增持
VTIP
VANGUARD MALVERN FDS
+$2.2M
309,550
+15%
增持
AVGO
BROADCOM INC
+$2.2M
6,310
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.2M
373,911
+11%
增持
FLRN
SPDR SER TR
+$2.1M
495,913
+16%
减持
JPM
JPMORGAN CHASE & CO.
-$2.0M
43,894
-19%
减持
APD
AIR PRODS & CHEMS INC
-$2.0M
793
-91%
增持
LLY
ELI LILLY & CO
+$1.9M
6,864
+24%
增持
MRK
MERCK & CO INC
+$1.8M
55,119
+45%
增持
NFLX
NETFLIX INC
+$1.7M
20,099
+3%
增持
AMZN
AMAZON COM INC
+$1.7M
55,355
+11%
增持
COM
DIREXION SHS ETF TR
+$1.6M
230,464
+30%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
32,787
+25%
建仓
FCX
FREEPORT-MCMORAN INC
+$1.5M
31,465
减持
VUG
VANGUARD INDEX FDS
+$1.5M
60,342
-1%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.5M
261,006
+11%
清仓
BSV
VANGUARD BD INDEX FDS
-$1.5M
0
-100%
减持
AMGN
AMGEN INC
-$1.4M
17,607
-28%
增持
ADBE
ADOBE INC
+$1.4M
13,417
+12%
减持
MA
MASTERCARD INCORPORATED
-$1.4M
14,413
-11%
建仓
JBL
JABIL INC
+$1.4M
12,656
减持
V
VISA INC
-$1.3M
25,035
-11%
增持
WMT
WALMART INC
+$1.3M
117,661
+6%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.2M
155,627
-8%
增持
NVO
NOVO-NORDISK A S
+$1.1M
51,224
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
29,718
+43%
减持
HON
HONEYWELL INTL INC
-$988.0K
17,270
-24%
增持
SMTH
ALPS ETF TR
+$986.8K
1,806,373
+3%
增持
SLB
SCHLUMBERGER LTD
+$954.9K
66,413
+67%
增持
UNH
UNITEDHEALTH GROUP INC
+$912.8K
17,665
+8%
增持
DLR
DIGITAL RLTY TR INC
+$885.3K
15,071
+54%
增持
COST
COSTCO WHSL CORP NEW
+$862.3K
5,416
+6%
增持
IVV
ISHARES TR
+$798.5K
32,967
+1%
增持
CRM
SALESFORCE INC
-$713.3K
27,404
+6%
减持
GOOG
ALPHABET INC
+$686.1K
22,676
-1%
增持
CVX
CHEVRON CORP NEW
+$644.3K
28,894
+18%
增持
VOO
VANGUARD INDEX FDS
+$593.5K
6,991
+16%
增持
LNG
CHENIERE ENERGY INC
+$567.3K
22,384
+8%
清仓
QLTA
ISHARES TR
-$562.8K
0
-100%
建仓
ALL
ALLSTATE CORP
+$539.3K
3,378
减持
IWD
ISHARES TR
-$531.4K
93,795
-1%
增持
BAC
BANK AMERICA CORP
+$526.0K
161,741
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$510.0K
150,389
+5%
清仓
BDJ
BLACKROCK ENHANCED EQUITY DI
-$471.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$465.7K
31,588
+7%
建仓
TPR
TAPESTRY INC
+$451.1K
10,542
增持
RTX
RTX CORPORATION
+$397.4K
38,640
+8%
减持
MGK
VANGUARD WORLD FD
+$381.0K
24,213
-4%
减持
DUK
DUKE ENERGY CORP NEW
-$357.0K
15,657
-21%
建仓
EMB
ISHARES TR
+$348.9K
3,943
增持
DFAW
DIMENSIONAL ETF TRUST
+$343.2K
84,734
+7%
减持
NEE
NEXTERA ENERGY INC
-$332.1K
59,129
-16%
减持
SBUX
STARBUCKS CORP
-$327.6K
12,903
-11%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$327.1K
10,041
+11%
增持
MCD
MCDONALDS CORP
-$324.3K
18,537
+4%
建仓
—
CHUBB LIMITED
+$323.5K
1,268
建仓
IYF
ISHARES TR
+$298.0K
3,151
增持
—
EATON CORP PLC
+$296.2K
3,821
+32%
增持
GD
GENERAL DYNAMICS CORP
+$289.0K
9,087
+9%
建仓
ABT
ABBOTT LABS
+$284.5K
2,737
建仓
SCHF
SCHWAB STRATEGIC TR
+$284.0K
7,393
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$283.9K
17,890
+50%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$273.3K
2,986
建仓
VMC
VULCAN MATLS CO
+$265.5K
1,067
建仓
BWXT
BWX TECHNOLOGIES INC
+$264.2K
2,780
减持
CMCSA
COMCAST CORP NEW
-$264.1K
24,007
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$256.1K
2,014
+25%
减持
BIL
SPDR SER TR
-$254.3K
2,510
-52%
清仓
VNQ
VANGUARD INDEX FDS
-$254.2K
0
-100%
减持
NKE
NIKE INC
-$253.3K
4,419
-29%
建仓
FIDI
FIDELITY COVINGTON TRUST
+$252.3K
12,423
减持
IWR
ISHARES TR
-$247.7K
7,080
-28%
增持
ADI
ANALOG DEVICES INC
+$240.7K
2,353
+57%
增持
PSX
PHILLIPS 66
-$240.1K
25,039
+8%
建仓
NSC
NORFOLK SOUTHN CORP
+$238.9K
1,112
清仓
CVS
CVS HEALTH CORP
-$236.6K
0
-100%
增持
ORCL
ORACLE CORP
+$235.0K
5,234
+30%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$234.7K
8,432
减持
AGG
ISHARES TR
-$233.3K
2,105
-53%
增持
HD
HOME DEPOT INC
-$232.5K
23,445
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$226.8K
2,927
+40%
建仓
EMR
EMERSON ELEC CO
+$226.4K
2,054
增持
WM
WASTE MGMT INC DEL
+$218.2K
16,931
+6%
建仓
VXF
VANGUARD INDEX FDS
+$217.6K
1,289
清仓
ULTA
ULTA BEAUTY INC
-$211.2K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$211.1K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$207.7K
214,605
+2%
建仓
TER
TERADYNE INC
+$207.5K
1,399
增持
KO
COCA COLA CO
+$207.3K
30,690
+8%
清仓
POOL
POOL CORP
-$207.0K
0
-100%
清仓
NDSN
NORDSON CORP
-$206.5K
0
-100%
建仓
ECL
ECOLAB INC
+$206.2K
866
建仓
WSO
WATSCO INC
+$203.4K
439
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$203.3K
298,011
+3%
建仓
SPGI
S&P GLOBAL INC
+$202.1K
453
清仓
FNDF
SCHWAB STRATEGIC TR
-$200.3K
0
-100%
减持
IEFA
ISHARES TR
-$196.5K
92,075
-1%
增持
IWF
ISHARES TR
+$195.4K
2,417
+19%
增持
LMT
LOCKHEED MARTIN CORP
+$193.7K
3,658
+10%
建仓
FLWS
1 800 FLOWERS COM INC
+$184.0K
19,325
增持
SNX
TD SYNNEX CORPORATION
+$181.1K
26,629
+4%
增持
—
LINDE PLC
+$180.4K
897
+95%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$176.9K
2,770
+0%
增持
IYW
ISHARES TR
+$170.7K
2,831
+50%
增持
—
EXXON MOBIL CORP
+$166.4K
33,265
+6%
增持
MS
MORGAN STANLEY
+$160.5K
18,857
+6%
增持
IDV
ISHARES TR
+$153.5K
19,219
+42%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$151.8K
144,381
-1%
增持
QQQ
INVESCO QQQ TR
+$143.4K
912
+38%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
-$141.8K
188,462
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$141.3K
1,607
+66%
增持
CSCO
CISCO SYS INC
+$141.2K
142,965
+7%
增持
PEP
PEPSICO INC
+$141.0K
24,276
+10%
减持
—
SUPER MICRO COMPUTER INC
-$140.6K
568
-5%
增持
NOC
NORTHROP GRUMMAN CORP
-$139.4K
3,355
+0%
增持
GLD
SPDR GOLD TR
+$135.9K
1,583
+59%
增持
GILD
GILEAD SCIENCES INC
+$133.8K
35,262
+13%
增持
UNIY
WISDOMTREE TR
+$124.9K
6,885
+62%
