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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 38
增持 85
减持 20
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SCHD
SCHWAB STRATEGIC TR
-$30.9M
87,579
-93%
增持
DCOR
DIMENSIONAL ETF TRUST
+$20.5M
351,460
+608%
增持
DFAC
DIMENSIONAL ETF TRUST
+$17.4M
3,537,788
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。
+7%
增持
SMTH
ALPS ETF TR
+$16.4M
3,288,789
+24%
增持
NVDA
NVIDIA CORPORATION
+$13.5M
208,835
+16%
增持
MSFT
MICROSOFT CORP
+$12.6M
90,978
+4%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$12.5M
240,012
增持
AVGO
BROADCOM INC
+$12.3M
111,349
+1%
增持
RECS
COLUMBIA ETF TR I
+$9.8M
1,978,098
+4%
减持
ITOT
ISHARES TR
+$9.7M
963,792
-2%
建仓
QGRO
AMERICAN CENTY ETF TR
+$9.6M
87,807
增持
PYLD
PIMCO ETF TR
+$8.8M
1,707,045
+23%
增持
DYNF
BLACKROCK ETF TRUST
+$8.5M
1,006,058
+6%
增持
VTI
VANGUARD INDEX FDS
+$8.0M
44,498
+120%
增持
VUG
VANGUARD INDEX FDS
+$7.9M
85,637
+7%
建仓
PWV
INVESCO EXCHANGE TRADED FD T
+$7.6M
122,026
清仓
FMDE
FIDELITY COVINGTON TRUST
-$7.3M
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$7.2M
25,150
+459%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.5M
13,063
-35%
建仓
IWY
ISHARES TR
+$6.4M
26,025
增持
IVV
ISHARES TR
+$6.3M
59,574
+9%
增持
EQT
EQT CORP
+$6.3M
127,754
+481%
清仓
SLB
SCHLUMBERGER LTD
-$6.1M
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$5.7M
1,474,842
+10%
增持
DELL
DELL TECHNOLOGIES INC
+$5.6M
48,667
+1243%
减持
NFLX
NETFLIX INC
+$5.5M
14,592
-3%
增持
MFDX
PIMCO EQUITY SER
+$5.1M
1,230,100
+1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$5.0M
188,794
+51%
减持
FSMD
FIDELITY COVINGTON TRUST
-$4.7M
7,156
-94%
减持
CVX
CHEVRON CORP NEW
-$4.6M
16,160
-61%
增持
META
META PLATFORMS INC
+$4.6M
25,677
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.4M
524,030
+18%
增持
MGK
VANGUARD WORLD FD
+$4.0M
46,000
+11%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$3.9M
123,966
建仓
LULU
LULULEMON ATHLETICA INC
+$3.8M
16,046
建仓
DFSD
DIMENSIONAL ETF TRUST
+$3.7M
77,383
增持
LLY
ELI LILLY & CO
+$3.6M
13,367
+61%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.4M
270,620
+5%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
13,112
+65%
减持
NEE
NEXTERA ENERGY INC
-$3.3M
26,059
-64%
增持
AMZN
AMAZON COM INC
+$3.2M
102,333
+1%
清仓
TTEK
TETRA TECH INC NEW
-$3.2M
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$3.2M
49,145
+362%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$3.1M
290,978
+48%
增持
DIVO
AMPLIFY ETF TR
+$3.0M
630,755
+8%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.0M
359,836
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$2.7M
133,380
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$2.7M
2,059
+3%
增持
C
CITIGROUP INC
+$2.6M
144,047
+6%
减持
COP
CONOCOPHILLIPS
-$2.6M
4,506
-84%
减持
DGRW
WISDOMTREE TR
+$2.6M
874,834
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$2.5M
53,513
+1%
增持
IAGG
ISHARES TR
+$2.5M
721,527
+5%
增持
DDWM
WISDOMTREE TR
+$2.4M
567,297
+4%
建仓
DFGX
DIMENSIONAL ETF TRUST
+$2.4M
44,936
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.3M
3,672
-87%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.2M
633,796
+1%
增持
BALT
INNOVATOR ETFS TRUST
+$2.2M
234,673
+38%
增持
AXP
AMERICAN EXPRESS CO
+$2.2M
39,475
+2%
建仓
EXC
EXELON CORP
+$2.1M
48,755
建仓
CNP
CENTERPOINT ENERGY INC
+$2.1M
57,494
建仓
TMUS
T-MOBILE US INC
+$2.1M
8,828
建仓
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
71,011
增持
EUSA
ISHARES INC
+$2.0M
29,507
+213%
建仓
ED
CONSOLIDATED EDISON INC
+$2.0M
20,222
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
40,465
+0%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$1.8M
33,973
增持
TDVG
T ROWE PRICE ETF INC
+$1.8M
111,410
+54%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.8M
60,743
增持
IGEB
ISHARES TR
+$1.7M
915,748
+3%
减持
IJR
ISHARES TR
-$1.7M
18,317
-48%
减持
HD
HOME DEPOT INC
-$1.7M
20,474
-18%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$1.7M
46,798
增持
ICOW
PACER FDS TR
+$1.6M
327,540
+8%
减持
—
EXXON MOBIL CORP
-$1.6M
32,534
-24%
增持
PSFF
PACER FDS TR
+$1.5M
142,428
+44%
增持
NLR
VANECK ETF TRUST
+$1.5M
24,606
+44%
增持
SPAB
SPDR SERIES TRUST
+$1.4M
1,962,947
+3%
增持
QLC
FLEXSHARES TR
+$1.4M
86,511
+16%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.4M
32,110
建仓
DFSV
DIMENSIONAL ETF TRUST
+$1.4M
46,041
建仓
DUSB
DIMENSIONAL ETF TRUST
+$1.3M
26,519
建仓
DFSU
DIMENSIONAL ETF TRUST
+$1.3M
32,604
增持
SLV
ISHARES SILVER TR
+$1.2M
115,043
+41%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.2M
221,271
+28%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.2M
222,562
+18%
增持
WMT
WALMART INC
+$1.2M
107,672
+1%
增持
BAC
BANK AMERICA CORP
+$1.2M
180,121
+2%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$1.2M
27,722
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$1.2M
140,521
-20%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.1M
29,073
减持
CRM
SALESFORCE INC
-$1.1M
29,642
-14%
增持
LQD
ISHARES TR
+$1.1M
304,833
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
19,614
+449%
增持
AAPL
APPLE INC
-$1.1M
119,480
+4%
增持
ARGT
GLOBAL X FDS
+$1.0M
39,434
+39%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.0M
17,919
+39%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.0M
90,344
+44%
建仓
DGCB
DIMENSIONAL ETF TRUST
+$999.6K
18,432
建仓
DFGR
DIMENSIONAL ETF TRUST
+$957.3K
35,681
增持
EPI
WISDOMTREE TR
+$952.8K
55,960
+44%
增持
DISV
DIMENSIONAL ETF TRUST
+$919.2K
51,602
+93%
增持
DFAU
DIMENSIONAL ETF TRUST
+$892.4K
115,079
+11%
增持
FLRN
SPDR SERIES TRUST
+$832.7K
866,921
+3%
增持
DFIP
DIMENSIONAL ETF TRUST
+$831.7K
349,242
+7%
增持
USAI
PACER FDS TR
+$829.1K
64,661
+47%
建仓
PFXF
VANECK ETF TRUST
+$819.1K
47,845
增持
DLR
DIGITAL RLTY TR INC
+$776.0K
23,707
+1%
增持
PAVE
GLOBAL X FDS
+$768.8K
50,759
+33%
增持
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$747.9K
79,679
+42%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$747.6K
122,866
+43%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$732.9K
21,199
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$725.7K
20,782
+38%
建仓
BKGI
BNY MELLON ETF TRUST
+$715.6K
18,218
建仓
QDPL
PACER FDS TR
+$712.8K
18,065
增持
VYM
VANGUARD WHITEHALL FDS
+$711.2K
15,046
+50%
建仓
FALN
ISHARES TR
+$703.6K
25,926
减持
ADBE
ADOBE INC
-$679.4K
17,686
-10%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$655.7K
51,269
+49%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$651.2K
12,501
+5%
增持
INTU
INTUIT
+$639.7K
1,123
+182%
减持
GEV
GE VERNOVA INC
+$638.2K
2,878
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$620.1K
9,217
+5%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$619.4K
19,969
增持
MS
MORGAN STANLEY
+$617.3K
20,452
+5%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$607.2K
12,188
增持
RTX
RTX CORPORATION
+$601.4K
41,136
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$582.0K
104,906
-1%
建仓
EYLD
CAMBRIA ETF TR
+$581.8K
16,107
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$569.0K
15,964
建仓
SPYI
NEOS ETF TRUST
+$567.7K
11,282
增持
GD
GENERAL DYNAMICS CORP
+$564.3K
22,338
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$558.7K
3,792
+69%
减持
—
ACCENTURE PLC IRELAND
-$552.3K
1,657
-51%
建仓
PCMM
BONDBLOXX ETF TRUST
+$547.0K
10,857
增持
MRK
MERCK & CO INC
-$535.2K
120,239
+7%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$532.2K
22,687
增持
MA
MASTERCARD INCORPORATED
+$527.8K
18,859
+3%
清仓
FCTE
ETF OPPORTUNITIES TRUST
-$516.6K
0
-100%
清仓
USFR
WISDOMTREE TR
-$515.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$514.7K
3,075
+24%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$513.1K
93,850
+41%
减持
GOOG
ALPHABET INC
+$510.7K
25,260
-1%
清仓
DEW
WISDOMTREE TR
-$505.6K
0
-100%
增持
AMGN
AMGEN INC
-$499.3K
22,070
+3%
清仓
COWZ
PACER FDS TR
-$490.1K
0
-100%
建仓
TLH
ISHARES TR
+$477.4K
4,699
建仓
AXON
AXON ENTERPRISE INC
+$476.1K
575
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$473.1K
86,214
+36%
增持
—
CRH PLC
+$469.6K
79,008
+2%
