小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 61
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$59.4M
4,819,689
+54%
增持
ITOT
ISHARES TR
+$40.7M
988,839
+44%
增持
RECS
COLUMBIA ETF TR I
+$16.3M
1,410,831
+47%
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
DFCF
DIMENSIONAL ETF TRUST
+$14.2M
1,224,872
+46%
增持
IVV
ISHARES TR
+$13.3M
56,136
+64%
增持
SPAB
SPDR SER TR
+$10.3M
1,791,242
+36%
增持
DGRW
WISDOMTREE TR
+$10.1M
837,901
+21%
增持
IGEB
ISHARES TR
+$9.8M
835,460
+42%
增持
AVGO
BROADCOM INC
+$9.6M
85,308
+44%
减持
MFDX
PIMCO EQUITY SER
-$8.5M
1,282,098
-10%
增持
IAGG
ISHARES TR
+$7.3M
663,824
+33%
增持
FLRN
SPDR SER TR
+$7.0M
819,769
+39%
增持
DIVO
AMPLIFY ETF TR
+$6.8M
549,467
+47%
增持
VUG
VANGUARD INDEX FDS
+$6.8M
81,523
+17%
增持
VTIP
VANGUARD MALVERN FDS
+$6.5M
504,616
+38%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.8M
359,751
-14%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.0M
881,329
+291%
增持
LQD
ISHARES TR
+$4.9M
281,995
+27%
减持
MRK
MERCK & CO INC
-$4.6M
45,265
-44%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$4.4M
283,041
+346%
减持
AVDV
AMERICAN CENTY ETF TR
-$4.4M
262,527
-14%
减持
UBER
UBER TECHNOLOGIES INC
-$4.4M
55,359
-46%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.0M
128,180
+244%
增持
DGRO
ISHARES TR
+$3.8M
173,024
+58%
增持
DFIP
DIMENSIONAL ETF TRUST
+$3.5M
308,036
+45%
减持
GOOGL
ALPHABET INC
-$3.4M
125,061
-23%
减持
DDWM
WISDOMTREE TR
-$3.3M
586,965
-10%
减持
ICOW
PACER FDS TR
-$3.3M
230,380
-27%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.2M
100,696
-33%
减持
JNJ
JOHNSON & JOHNSON
-$3.0M
14,572
-54%
减持
IEFA
ISHARES TR
-$3.0M
63,623
-33%
减持
WM
WASTE MGMT INC DEL
-$3.0M
3,360
-81%
增持
MGK
VANGUARD WORLD FD
+$2.8M
31,399
+26%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.7M
175,301
+12%
增持
AAPL
APPLE INC
+$2.6M
103,769
+3%
减持
AMZN
AMAZON COM INC
+$2.6M
86,517
-2%
减持
DFEM
DIMENSIONAL ETF TRUST
-$2.6M
600,157
-8%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$2.5M
118,957
减持
PEP
PEPSICO INC
-$2.5M
12,459
-52%
增持
FMDE
FIDELITY COVINGTON TRUST
+$2.4M
308,853
+29%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
138,490
+4%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$2.4M
37,280
增持
C
CITIGROUP INC
+$2.4M
99,396
+35%
增持
IWD
ISHARES TR
+$2.4M
122,249
+15%
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$2.3M
362,610
-13%
增持
SPYM
SPDR SER TR
+$2.1M
37,284
+492%
减持
SMTH
ALPS ETF TR
-$2.1M
1,959,640
-1%
减持
HON
HONEYWELL INTL INC
-$2.0M
7,980
-57%
增持
AGG
ISHARES TR
+$2.0M
23,364
+763%
建仓
INTF
ISHARES TR
+$2.0M
68,103
减持
NFLX
NETFLIX INC
+$1.9M
15,354
-7%
增持
GD
GENERAL DYNAMICS CORP
+$1.9M
17,732
+93%
增持
FSMD
FIDELITY COVINGTON TRUST
+$1.9M
221,454
+27%
减持
SCHW
SCHWAB CHARLES CORP
-$1.9M
8,483
-78%
增持
SPYV
SPDR SER TR
+$1.8M
51,065
+250%
减持
NVO
NOVO-NORDISK A S
-$1.8M
51,487
-1%
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$1.8M
162,217
-15%
增持
IJR
ISHARES TR
+$1.7M
39,130
+65%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.7M
33,480
-5%
建仓
BLK
BLACKROCK INC
+$1.7M
1,614
建仓
BIL
SPDR SER TR
+$1.6M
18,013
增持
—
CRH PLC
+$1.6M
63,709
+39%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
16,255
-4%
清仓
JBL
JABIL INC
-$1.6M
0
-100%
清仓
SPMB
SPDR SER TR
-$1.6M
0
-100%
增持
XT
ISHARES TR
+$1.6M
212,963
+16%
建仓
ACWI
ISHARES TR
+$1.5M
13,183
减持
AMGN
AMGEN INC
-$1.4M
17,130
-7%
增持
USIG
ISHARES TR
+$1.4M
41,736
+224%
增持
IGIB
ISHARES TR
+$1.4M
70,607
+67%
增持
META
META PLATFORMS INC
+$1.3M
21,271
+10%
建仓
TTEK
TETRA TECH INC NEW
+$1.3M
33,568
减持
ADBE
ADOBE INC
-$1.3M
13,951
-4%
增持
BKNG
BOOKING HOLDINGS INC
+$1.3M
1,668
+1%
减持
SLB
SCHLUMBERGER LTD
-$1.3M
43,726
-38%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$1.3M
212,902
+11%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$1.2M
24,799
减持
DFAW
DIMENSIONAL ETF TRUST
-$1.1M
74,182
-18%
减持
CRM
SALESFORCE INC
+$1.1M
27,534
-7%
建仓
TDTF
FLEXSHARES TR
+$1.1M
45,790
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$976.2K
339,826
+9%
减持
FCX
FREEPORT-MCMORAN INC
-$964.1K
19,061
-44%
减持
NEE
NEXTERA ENERGY INC
-$928.3K
58,461
-3%
增持
IJK
ISHARES TR
+$922.9K
17,616
+139%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$920.4K
7,430
-4%
减持
HD
HOME DEPOT INC
-$913.4K
21,767
-6%
增持
COST
COSTCO WHSL CORP NEW
+$912.2K
5,219
+20%
增持
SNX
TD SYNNEX CORPORATION
+$902.5K
36,481
+30%
增持
EFA
ISHARES TR
+$894.2K
16,100
+317%
建仓
IJJ
ISHARES TR
+$861.4K
6,893
减持
JPM
JPMORGAN CHASE & CO.
+$858.7K
45,848
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$844.4K
34,583
+7%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$761.6K
12,742
建仓
IWO
ISHARES TR
+$752.8K
2,615
增持
BND
VANGUARD BD INDEX FDS
+$747.4K
68,598
+23%
建仓
DISV
DIMENSIONAL ETF TRUST
+$746.9K
28,110
增持
VTI
VANGUARD INDEX FDS
+$707.7K
10,208
+28%
增持
LLY
ELI LILLY & CO
-$706.6K
7,014
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$641.0K
2,987
-17%
减持
PSX
PHILLIPS 66
-$630.0K
23,921
-6%
增持
GOOG
ALPHABET INC
+$615.2K
23,936
+1%
增持
TSLA
TESLA INC
+$588.2K
3,245
+18%
减持
—
EXXON MOBIL CORP
-$552.5K
32,410
-6%
减持
CVX
CHEVRON CORP NEW
-$515.6K
30,336
-9%
减持
TXN
TEXAS INSTRS INC
-$503.7K
7,990
-18%
减持
—
MEDTRONIC PLC
-$497.4K
28,904
-7%
减持
ELV
ELEVANCE HEALTH INC
-$491.2K
612
-56%
清仓
HSY
HERSHEY CO
-$486.2K
0
-100%
减持
LNG
CHENIERE ENERGY INC
+$465.9K
21,950
-7%
建仓
STIP
ISHARES TR
+$458.8K
4,561
减持
COM
DIREXION SHS ETF TR
-$450.8K
176,237
-7%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$408.7K
9,975
-5%
减持
WMT
WALMART INC
+$400.5K
99,884
-6%
增持
GLDM
WORLD GOLD TR
+$390.9K
11,404
+194%
建仓
VGT
VANGUARD WORLD FD
+$390.9K
628
减持
—
EATON CORP PLC
-$381.3K
2,509
-31%
增持
KKR
KKR & CO INC
+$370.9K
4,610
+94%
减持
RTX
RTX CORPORATION
-$370.9K
37,573
-4%
减持
PG
PROCTER AND GAMBLE CO
-$368.7K
35,750
-3%
增持
IYW
ISHARES TR
+$351.2K
4,690
+79%
清仓
IYH
ISHARES TR
-$349.2K
0
-100%
清仓
IVOO
VANGUARD ADMIRAL FDS INC
-$345.5K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$332.3K
3,076
-9%
增持
V
VISA INC
+$325.3K
7,042
+2%
减持
BAC
BANK AMERICA CORP
+$323.9K
149,990
-5%
清仓
SPTI
SPDR SER TR
-$310.7K
0
-100%
减持
MS
MORGAN STANLEY
+$306.9K
18,960
-5%
清仓
BWXT
BWX TECHNOLOGIES INC
-$302.9K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$301.9K
3,176
+14%
减持
KOMP
SPDR SER TR
-$299.4K
10,767
-37%
建仓
FCOR
FIDELITY MERRIMACK STR TR
+$293.7K
6,332
减持
KO
COCA COLA CO
-$279.8K
24,030
-3%
增持
MSFT
MICROSOFT CORP
-$274.4K
73,543
+1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$271.5K
474
清仓
VMC
VULCAN MATLS CO
-$270.1K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$268.5K
1,952
减持
COP
CONOCOPHILLIPS
-$268.2K
21,948
-5%
清仓
MFC
MANULIFE FINL CORP
-$267.1K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$264.3K
3,159
+51%
增持
ABT
ABBOTT LABS
+$261.8K
4,915
+91%
增持
VYM
VANGUARD WHITEHALL FDS
+$258.6K
8,972
+30%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$255.5K
4,319
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$251.3K
1,283
清仓
SIVR
ABRDN SILVER ETF TRUST
-$250.9K
0
-100%
建仓
—
ASTRAZENECA PLC
+$250.4K
3,822
建仓
MUB
ISHARES TR
+$250.4K
2,349
建仓
QLC
FLEXSHARES TR
+$249.4K
3,757
建仓
EUSA
ISHARES INC
+$248.3K
2,604
增持
SCHF
SCHWAB STRATEGIC TR
-$246.2K
14,887
+17%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$242.4K
5,555
