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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 32
增持 85
减持 23
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
RECS
COLUMBIA ETF TR I
+$32.5M
958,405
增持
DFAC
DIMENSIONAL ETF TRUST
+$26.6M
3,130,907
+25%
增持
ITOT
ISHARES TR
+$17.8M
688,624
+19%
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。
减持
DFAS
DIMENSIONAL ETF TRUST
-$9.1M
3,585
-98%
增持
MFDX
PIMCO EQUITY SER
+$9.1M
1,427,667
+16%
增持
DFCF
DIMENSIONAL ETF TRUST
+$8.2M
840,662
+24%
减持
DFGR
DIMENSIONAL ETF TRUST
-$8.0M
7,204
-98%
增持
DGRW
WISDOMTREE TR
+$7.4M
693,236
+8%
增持
ICOW
PACER FDS TR
+$6.1M
316,376
+146%
增持
SMTH
ALPS ETF TR
+$6.1M
1,969,650
+9%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$5.9M
416,841
+86%
增持
IGEB
ISHARES TR
+$5.8M
586,856
+21%
增持
IAGG
ISHARES TR
+$5.7M
497,899
+24%
增持
AMZN
AMAZON COM INC
+$5.7M
87,959
+59%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
133,350
+57%
增持
LQD
ISHARES TR
+$5.0M
222,881
+19%
减持
CSCO
CISCO SYS INC
-$4.9M
35,705
-75%
减持
V
VISA INC
-$4.7M
6,912
-72%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.5M
304,146
+17%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.5M
419,807
+12%
减持
BA
BOEING CO
-$4.3M
3,411
-87%
增持
SPAB
SPDR SER TR
+$4.3M
1,320,272
+9%
增持
VUG
VANGUARD INDEX FDS
+$4.1M
69,557
+15%
增持
DDWM
WISDOMTREE TR
+$4.0M
655,597
+15%
增持
META
META PLATFORMS INC
+$3.9M
19,401
+36%
增持
IWD
ISHARES TR
+$3.9M
106,724
+14%
增持
MA
MASTERCARD INCORPORATED
+$3.7M
20,328
+41%
增持
UBER
UBER TECHNOLOGIES INC
+$3.5M
103,026
+78%
增持
DFEM
DIMENSIONAL ETF TRUST
+$3.5M
649,808
+18%
增持
DGRO
ISHARES TR
+$3.4M
109,406
+80%
增持
DIVO
AMPLIFY ETF TR
+$3.3M
374,174
+20%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.3M
156,316
+4%
增持
VTIP
VANGUARD MALVERN FDS
+$2.9M
364,508
+18%
减持
MCD
MCDONALDS CORP
-$2.9M
5,925
-68%
增持
FLRN
SPDR SER TR
+$2.9M
588,459
+19%
减持
MSFT
MICROSOFT CORP
-$2.7M
72,677
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.4M
225,686
+5%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$2.3M
192,106
+29%
增持
MRK
MERCK & CO INC
+$2.3M
80,481
+46%
建仓
IGIB
ISHARES TR
+$2.3M
42,288
增持
C
CITIGROUP INC
+$2.3M
73,577
+99%
增持
BND
VANGUARD BD INDEX FDS
+$2.2M
55,724
+106%
减持
GILD
GILEAD SCIENCES INC
-$2.2M
2,725
-92%
增持
XT
ISHARES TR
+$2.1M
183,218
+19%
增持
DFIP
DIMENSIONAL ETF TRUST
+$2.0M
212,885
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
32,224
+2%
增持
AXP
AMERICAN EXPRESS CO
+$1.8M
34,724
+6%
减持
NFLX
NETFLIX INC
-$1.8M
16,567
-18%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.7M
37,231
增持
IVV
ISHARES TR
+$1.7M
34,220
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7M
312,115
+5%
建仓
SPMB
SPDR SER TR
+$1.6M
70,287
清仓
—
BLACKROCK INC
-$1.5M
0
-100%
减持
AAPL
APPLE INC
+$1.5M
100,320
-3%
建仓
FLIA
FRANKLIN TEMPLETON ETF TR
+$1.3M
63,406
减持
HD
HOME DEPOT INC
+$1.3M
23,151
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
48,048
+9%
减持
COM
DIREXION SHS ETF TR
-$1.2M
189,348
-18%
增持
IJH
ISHARES TR
+$1.1M
150,244
+7%
增持
NVO
NOVO-NORDISK A S
-$1.1M
52,169
+2%
减持
UNP
UNION PAC CORP
-$1.1M
2,462
-67%
增持
CRM
SALESFORCE INC
+$1.1M
29,640
+8%
增持
FMDE
FIDELITY COVINGTON TRUST
+$1.1M
239,568
+6%
增持
FSMD
FIDELITY COVINGTON TRUST
+$995.9K
174,411
+6%
减持
—
MEDTRONIC PLC
-$984.1K
31,171
-35%
增持
—
CRH PLC
+$980.6K
45,913
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$955.4K
35,202
+18%
增持
BKNG
BOOKING HOLDINGS INC
+$951.0K
1,659
+9%
增持
NEE
NEXTERA ENERGY INC
+$932.4K
60,563
+2%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$914.9K
189,966
+1%
增持
GOOGL
ALPHABET INC
-$890.7K
162,997
+6%
减持
UNH
UNITEDHEALTH GROUP INC
+$855.6K
16,849
-5%
建仓
KOMP
SPDR SER TR
+$846.7K
17,164
增持
RTX
RTX CORPORATION
+$839.7K
38,947
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$834.8K
150,920
+5%
增持
JNJ
JOHNSON & JOHNSON
+$796.5K
31,495
+7%
建仓
SPYV
SPDR SER TR
+$771.7K
14,599
增持
IEFA
ISHARES TR
+$741.4K
95,191
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$735.5K
7,736
+6%
减持
COST
COSTCO WHSL CORP NEW
-$733.5K
4,365
-19%
增持
IJR
ISHARES TR
+$729.3K
23,686
+24%
增持
DFAW
DIMENSIONAL ETF TRUST
+$717.6K
90,807
+7%
建仓
USIG
ISHARES TR
+$676.9K
12,873
减持
WMT
WALMART INC
+$657.2K
106,799
-9%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$578.4K
4,917
增持
NANR
SPDR INDEX SHS FDS
+$567.3K
59,855
+16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$559.4K
30,696
+24%
建仓
VNQ
VANGUARD INDEX FDS
+$558.7K
5,735
建仓
VXUS
VANGUARD STAR FDS
+$554.3K
8,561
建仓
AMP
AMERIPRISE FINL INC
+$529.5K
1,127
增持
PG
PROCTER AND GAMBLE CO
+$516.9K
36,733
+4%
减持
SBUX
STARBUCKS CORP
-$506.7K
5,106
-60%
清仓
—
SUPER MICRO COMPUTER INC
-$465.4K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$463.3K
8,021
-55%
建仓
SPYM
SPDR SER TR
+$425.0K
6,296
增持
MGK
VANGUARD WORLD FD
+$421.4K
24,940
+3%
减持
VO
VANGUARD INDEX FDS
+$415.4K
19,712
-0%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$412.7K
1,866
增持
AMGN
AMGEN INC
+$411.7K
18,352
+4%
增持
CVX
CHEVRON CORP NEW
+$389.9K
33,337
+15%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$384.7K
14,585
+104%
减持
LMT
LOCKHEED MARTIN CORP
+$383.7K
3,580
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$374.7K
4,593
+57%
增持
PEP
PEPSICO INC
+$368.6K
25,713
+6%
增持
TSLA
TESLA INC
+$359.3K
2,761
+50%
建仓
IYH
ISHARES TR
+$349.2K
5,371
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$345.5K
3,271
增持
LNG
CHENIERE ENERGY INC
+$337.1K
23,635
+6%
清仓
—
LAM RESEARCH CORP
-$333.3K
0
-100%
建仓
EFA
ISHARES TR
+$323.1K
3,863
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$322.2K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$319.9K
16,137
+7%
增持
ABBV
ABBVIE INC
+$319.4K
12,072
+0%
建仓
XLC
SELECT SECTOR SPDR TR
+$317.0K
3,507
增持
NOC
NORTHROP GRUMMAN CORP
+$313.3K
3,363
+0%
建仓
SPTI
SPDR SER TR
+$310.7K
10,691
增持
SNX
TD SYNNEX CORPORATION
+$303.1K
28,115
+6%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$299.5K
29,290
-41%
建仓
XLY
SELECT SECTOR SPDR TR
+$299.2K
1,493
建仓
FTEC
FIDELITY COVINGTON TRUST
+$282.2K
1,617
增持
CRWD
CROWDSTRIKE HLDGS INC
-$276.7K
2,798
+1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$275.3K
1,183
增持
VOO
VANGUARD INDEX FDS
+$255.8K
7,111
+2%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$251.6K
3,168
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$251.3K
10,536
+5%
增持
IYF
ISHARES TR
+$249.5K
5,269
+67%
清仓
OXY
OCCIDENTAL PETE CORP
-$249.0K
0
-100%
清仓
MUB
ISHARES TR
-$246.9K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$245.6K
1,813
清仓
—
ASML HOLDING N V
-$244.7K
0
-100%
增持
MS
MORGAN STANLEY
+$244.0K
19,922
+6%
增持
CAT
CATERPILLAR INC
+$238.4K
3,575
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$237.6K
12,685
+72%
减持
DUK
DUKE ENERGY CORP NEW
+$234.8K
15,647
-0%
增持
JBL
JABIL INC
+$234.3K
13,445
+6%
增持
LOW
LOWES COS INC
+$231.4K
3,902
+4%
清仓
BIL
SPDR SER TR
-$230.4K
0
-100%
建仓
AFL
AFLAC INC
+$228.4K
2,043
建仓
IEI
ISHARES TR
+$222.9K
1,864
建仓
PLD
PROLOGIS INC.
+$220.6K
1,746
清仓
VLO
VALERO ENERGY CORP
-$218.6K
0
-100%
增持
GOOG
ALPHABET INC
-$216.2K
23,584
+4%
建仓
EQIX
EQUINIX INC
+$214.0K
241
建仓
SPTL
SPDR SER TR
+$214.0K
7,360
建仓
BAR
GRANITESHARES GOLD TR
+$209.6K
8,072
增持
—
EXXON MOBIL CORP
+$209.3K
34,455
+4%
清仓
TER
TERADYNE INC
-$207.5K
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$206.0K
106
建仓
IFRA
ISHARES TR
+$205.5K
4,375
增持
—
ACCENTURE PLC IRELAND
+$205.5K
2,923
+7%
