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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 41
增持 84
减持 17
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
-$57.3M
3,315,673
-31%
建仓
DYNF
BLACKROCK ETF TRUST
+$46.3M
948,646
建仓
PYLD
PIMCO ETF TR
+$36.5M
1,385,347
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
SMTH
ALPS ETF TR
+$18.6M
2,651,970
+35%
增持
RECS
COLUMBIA ETF TR I
+$14.1M
1,894,985
+34%
清仓
GOVI
INVESCO EXCH TRADED FD TR II
-$9.8M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.1M
1,186,861
+35%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$8.1M
130,852
-25%
减持
ITOT
ISHARES TR
-$6.8M
986,886
-0%
增持
UBER
UBER TECHNOLOGIES INC
+$6.4M
133,329
+141%
增持
DFCF
DIMENSIONAL ETF TRUST
+$6.1M
1,346,097
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.9M
444,967
+31%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.9M
40,460
+17%
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$5.6M
197,148
增持
MRK
MERCK & CO INC
+$5.6M
112,002
+147%
建仓
BALT
INNOVATOR ETFS TRUST
+$5.3M
170,122
增持
QLC
FLEXSHARES TR
+$4.5M
74,749
+1890%
增持
SLB
SCHLUMBERGER LTD
+$4.5M
146,908
+236%
清仓
SNX
TD SYNNEX CORPORATION
-$4.3M
0
-100%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$4.3M
172,200
减持
FSMD
FIDELITY COVINGTON TRUST
-$4.1M
128,627
-42%
建仓
SCHB
SCHWAB STRATEGIC TR
+$4.1M
188,936
增持
SPAB
SPDR SER TR
+$4.1M
1,911,365
+7%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$4.0M
103,598
减持
VUG
VANGUARD INDEX FDS
-$3.8M
79,944
-2%
增持
ABBV
ABBVIE INC
+$3.1M
25,445
+103%
增持
DFAW
DIMENSIONAL ETF TRUST
+$3.0M
125,037
+69%
建仓
TDVG
T ROWE PRICE ETF INC
+$2.9M
72,151
增持
DGRW
WISDOMTREE TR
+$2.9M
885,126
+6%
增持
IGEB
ISHARES TR
+$2.9M
886,851
+6%
建仓
PSFF
PACER FDS TR
+$2.8M
99,095
减持
FMDE
FIDELITY COVINGTON TRUST
-$2.8M
234,037
-24%
增持
ICOW
PACER FDS TR
+$2.8M
303,059
+32%
增持
C
CITIGROUP INC
+$2.7M
136,059
+37%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
20,242
+98%
增持
CVX
CHEVRON CORP NEW
+$2.6M
41,624
+37%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$2.5M
85,737
建仓
SLV
ISHARES SILVER TR
+$2.5M
81,567
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$2.5M
0
-100%
减持
IVV
ISHARES TR
-$2.3M
54,653
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
20,116
+24%
建仓
ARGT
GLOBAL X FDS
+$2.3M
28,453
增持
AMGN
AMGEN INC
+$2.2M
21,382
+25%
增持
LQD
ISHARES TR
+$2.2M
297,090
+5%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$2.1M
174,604
-18%
增持
MGK
VANGUARD WORLD FD
+$2.1M
41,620
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
52,872
+15%
增持
VTIP
VANGUARD MALVERN FDS
+$1.9M
528,523
+5%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.9M
62,661
增持
META
META PLATFORMS INC
+$1.9M
24,927
+17%
增持
TTEK
TETRA TECH INC NEW
+$1.9M
109,890
+227%
建仓
USAI
PACER FDS TR
+$1.8M
43,870
增持
FCX
FREEPORT-MCMORAN INC
+$1.7M
64,519
+238%
建仓
EPI
WISDOMTREE TR
+$1.7M
38,976
增持
MSFT
MICROSOFT CORP
+$1.7M
87,077
+18%
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$1.7M
66,631
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$1.6M
56,063
增持
—
EXXON MOBIL CORP
+$1.6M
42,750
+32%
增持
ABT
ABBOTT LABS
+$1.6M
16,139
+228%
增持
DGRO
ISHARES TR
+$1.6M
197,262
+14%
建仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$1.6M
63,410
增持
DIVO
AMPLIFY ETF TR
+$1.6M
583,681
+6%
清仓
ACWI
ISHARES TR
-$1.5M
0
-100%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$1.5M
15,076
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$1.5M
12,863
建仓
TAXE
T ROWE PRICE ETF INC
+$1.5M
29,658
建仓
PAVE
GLOBAL X FDS
+$1.4M
38,253
增持
LLY
ELI LILLY & CO
+$1.4M
8,284
+18%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.4M
192,979
+19%
增持
NVO
NOVO-NORDISK A S
+$1.4M
84,046
+63%
增持
AVGO
BROADCOM INC
-$1.4M
109,931
+29%
增持
GOOGL
ALPHABET INC
-$1.4M
144,250
+15%
增持
COM
DIREXION SHS ETF TR
+$1.3M
215,231
+22%
减持
AGG
ISHARES TR
-$1.3M
9,517
-59%
增持
ADBE
ADOBE INC
+$1.3M
19,612
+41%
增持
DFIP
DIMENSIONAL ETF TRUST
+$1.3M
326,994
+6%
增持
GD
GENERAL DYNAMICS CORP
+$1.3M
21,831
+23%
建仓
NLR
VANECK ETF TRUST
+$1.3M
17,132
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
27,284
-19%
增持
IAGG
ISHARES TR
+$1.2M
687,632
+4%
减持
MFDX
PIMCO EQUITY SER
+$1.2M
1,221,889
-5%
建仓
EQT
EQT CORP
+$1.2M
21,992
清仓
DFSD
DIMENSIONAL ETF TRUST
-$1.2M
0
-100%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
34,421
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
41,809
+17%
增持
RTX
RTX CORPORATION
+$1.1M
40,807
+9%
增持
PEP
PEPSICO INC
+$1.0M
19,446
+56%
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
18,854
+29%
减持
AVDV
AMERICAN CENTY ETF TR
+$948.0K
258,579
-2%
增持
NEE
NEXTERA ENERGY INC
+$944.2K
72,440
+24%
增持
PSX
PHILLIPS 66
+$940.0K
29,683
+24%
增持
BKNG
BOOKING HOLDINGS INC
+$934.6K
2,002
+20%
增持
NVDA
NVIDIA CORPORATION
+$922.3K
180,108
+30%
建仓
CEG
CONSTELLATION ENERGY CORP
+$907.4K
4,500
增持
ELV
ELEVANCE HEALTH INC
+$905.0K
2,599
+325%
增持
DFEM
DIMENSIONAL ETF TRUST
+$897.4K
627,949
+5%
增持
—
CRH PLC
+$889.0K
77,110
+21%
建仓
GEV
GE VERNOVA INC
+$884.7K
2,898
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$869.2K
326,870
+15%
增持
LNG
CHENIERE ENERGY INC
+$837.2K
24,000
+9%
减持
IJR
ISHARES TR
-$826.4K
35,212
-10%
增持
AXP
AMERICAN EXPRESS CO
+$826.0K
38,797
+20%
增持
COP
CONOCOPHILLIPS
+$818.6K
28,520
+30%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$761.6K
0
-100%
增持
BAC
BANK AMERICA CORP
+$747.5K
175,882
+17%
增持
JAAA
JANUS DETROIT STR TR
+$723.3K
24,397
+141%
增持
HD
HOME DEPOT INC
+$704.2K
25,025
+15%
增持
FLRN
SPDR SER TR
+$703.0K
840,185
+2%
增持
DLR
DIGITAL RLTY TR INC
+$693.4K
23,427
+56%
增持
DCOR
DIMENSIONAL ETF TRUST
+$652.3K
49,636
+33%
增持
KO
COCA COLA CO
+$646.5K
29,916
+24%
减持
XT
ISHARES TR
-$645.8K
209,512
-2%
增持
IEFA
ISHARES TR
+$638.1K
67,542
+6%
增持
EUSA
ISHARES INC
+$635.1K
9,439
+262%
增持
—
MEDTRONIC PLC
+$627.8K
32,680
+13%
建仓
HSY
HERSHEY CO
+$627.5K
3,669
增持
GOOG
ALPHABET INC
-$588.2K
25,412
+6%
清仓
MINT
PIMCO ETF TR
-$585.5K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$583.4K
106,210
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$559.1K
17,720
+19%
建仓
URTH
ISHARES INC
+$552.8K
3,609
增持
IJH
ISHARES TR
-$529.5K
151,427
+1%
建仓
FCTE
ETF OPPORTUNITIES TRUST
+$516.6K
20,572
建仓
USFR
WISDOMTREE TR
+$515.2K
10,237
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$506.6K
33,806
+23%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$493.3K
348,609
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$492.0K
8,756
+18%
建仓
COWZ
PACER FDS TR
+$490.1K
8,950
增持
CSCO
CISCO SYS INC
+$489.0K
40,067
+20%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$479.6K
4,414
建仓
SPGM
SPDR INDEX SHS FDS
+$473.8K
7,591
建仓
NOW
SERVICENOW INC
+$468.9K
589
增持
TSLA
TESLA INC
+$462.1K
6,840
+111%
增持
PM
PHILIP MORRIS INTL INC
+$449.3K
7,078
+26%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$442.8K
14,778
+158%
增持
HON
HONEYWELL INTL INC
+$434.1K
10,563
+32%
减持
VO
VANGUARD INDEX FDS
-$428.6K
18,181
-6%
建仓
PH
PARKER-HANNIFIN CORP
+$413.8K
680
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$405.0K
8,653
建仓
BSV
VANGUARD BD INDEX FDS
+$395.4K
5,051
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$386.9K
11,870
+19%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$380.5K
0
-100%
增持
AAPL
APPLE INC
-$379.7K
115,275
+11%
增持
BLK
BLACKROCK INC
+$376.3K
2,146
+33%
减持
NFLX
NETFLIX INC
+$362.3K
15,064
-2%
建仓
USTB
VICTORY PORTFOLIOS II
+$358.0K
7,068
建仓
SPYG
SPDR SER TR
+$354.1K
4,406
增持
COST
COSTCO WHSL CORP NEW
+$348.8K
5,425
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$347.1K
2,476
+40%
