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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 82
减持 39
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$26.0M
3,960,421
+12%
增持
DCOR
DIMENSIONAL ETF TRUST
+$18.7M
586,441
+67%
增持
DFCF
DIMENSIONAL ETF TRUST
+$16.3M
1,838,451
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。
+25%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$16.0M
735,206
增持
ITOT
ISHARES TR
+$15.0M
996,277
+3%
增持
IVV
ISHARES TR
+$12.4M
73,841
+24%
增持
GOOGL
ALPHABET INC
+$9.1M
131,083
+1%
增持
NVDA
NVIDIA CORPORATION
+$8.9M
224,432
+7%
增持
DFSD
DIMENSIONAL ETF TRUST
+$8.7M
257,297
+232%
增持
IAGG
ISHARES TR
+$8.5M
885,065
+23%
增持
RECS
COLUMBIA ETF TR I
+$8.4M
2,012,071
+2%
增持
IGEB
ISHARES TR
+$8.4M
1,085,864
+19%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$8.4M
11,643
-96%
增持
DGRW
WISDOMTREE TR
+$7.0M
902,464
+3%
增持
DFIC
DIMENSIONAL ETF TRUST
+$7.0M
330,384
+167%
增持
AAPL
APPLE INC
+$6.7M
122,566
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.4M
633,320
+21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.3M
150,397
+23%
增持
COM
DIREXION SHS ETF TR
+$6.2M
431,456
+93%
增持
DYNF
BLACKROCK ETF TRUST
+$6.2M
1,029,665
+2%
增持
DFGX
DIMENSIONAL ETF TRUST
+$6.0M
155,574
+246%
减持
AVGO
BROADCOM INC
+$5.6M
109,871
-1%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$5.5M
0
-100%
增持
IWR
ISHARES TR
+$5.1M
59,663
+745%
增持
MGK
VANGUARD WORLD FD
+$4.9M
54,050
+18%
减持
TDVG
T ROWE PRICE ETF INC
-$4.3M
10,281
-91%
增持
FDVV
FIDELITY COVINGTON TRUST
+$4.2M
300,073
+25%
减持
IWY
ISHARES TR
-$4.1M
8,529
-67%
增持
DFEM
DIMENSIONAL ETF TRUST
+$3.8M
706,484
+11%
清仓
ARGT
GLOBAL X FDS
-$3.3M
0
-100%
增持
DFIP
DIMENSIONAL ETF TRUST
+$3.3M
423,631
+21%
增持
QGRO
AMERICAN CENTY ETF TR
+$3.2M
111,920
+27%
减持
SLV
ISHARES SILVER TR
-$3.2M
13,614
-88%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.2M
2,562
-80%
增持
MSFT
MICROSOFT CORP
+$2.8M
92,710
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.8M
271,921
+0%
增持
SPAB
SPDR SERIES TRUST
+$2.7M
2,048,160
+4%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$2.6M
155,562
+27%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$2.5M
10,740
-88%
减持
NLR
VANECK ETF TRUST
-$2.5M
1,488
-94%
减持
VUG
VANGUARD INDEX FDS
+$2.5M
83,475
-3%
增持
DIVO
AMPLIFY ETF TR
+$2.5M
657,352
+4%
增持
MFDX
PIMCO EQUITY SER
+$2.5M
1,255,326
+2%
增持
C
CITIGROUP INC
+$2.4M
144,591
+0%
增持
—
CRH PLC
+$2.4M
80,563
+2%
清仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$2.4M
0
-100%
清仓
FIW
FIRST TR EXCHANGE-TRADED FD
-$2.2M
0
-100%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$2.2M
2,259
-87%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$2.2M
0
-100%
减持
NFLX
NETFLIX INC
-$2.1M
14,577
-0%
清仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$2.0M
0
-100%
减持
NANR
SPDR INDEX SHS FDS
-$2.0M
16,304
-70%
增持
GOOG
ALPHABET INC
+$1.9M
26,355
+4%
减持
PAVE
GLOBAL X FDS
-$1.9M
5,979
-88%
增持
ICOW
PACER FDS TR
+$1.9M
357,352
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.9M
365,086
+1%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.8M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
129,744
+24%
清仓
TAXE
T ROWE PRICE ETF INC
-$1.8M
0
-100%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.7M
97,017
+172%
增持
LQD
ISHARES TR
+$1.6M
314,537
+3%
增持
DGCB
DIMENSIONAL ETF TRUST
+$1.6M
47,181
+156%
增持
DDWM
WISDOMTREE TR
+$1.6M
576,504
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.6M
72,509
-37%
减持
DFAW
DIMENSIONAL ETF TRUST
-$1.5M
155,848
-17%
增持
DELL
DELL TECHNOLOGIES INC
+$1.4M
52,248
+7%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.4M
33,068
-62%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
41,893
+4%
增持
IEFA
ISHARES TR
+$1.4M
79,590
+19%
清仓
DUSB
DIMENSIONAL ETF TRUST
-$1.3M
0
-100%
增持
ABBV
ABBVIE INC
+$1.3M
27,153
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$1.3M
53,231
-1%
减持
PSFF
PACER FDS TR
-$1.3M
97,113
-32%
增持
GD
GENERAL DYNAMICS CORP
+$1.3M
22,785
+2%
建仓
NEAR
ISHARES U S ETF TR
+$1.3M
24,461
增持
MRK
MERCK & CO INC
+$1.3M
128,329
+7%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.2M
12,146
-74%
减持
BALT
INNOVATOR ETFS TRUST
-$1.2M
193,165
-18%
建仓
VRIG
INVESCO ACTIVELY MANAGED EXC
+$1.2M
46,550
增持
VOO
VANGUARD INDEX FDS
+$1.2M
14,065
+7%
减持
SMTH
ALPS ETF TR
-$1.1M
3,206,014
-3%
减持
IWD
ISHARES TR
+$1.1M
116,293
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$1.0M
546,577
+3%
增持
TSLA
TESLA INC
+$954.8K
6,499
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$942.4K
9,648
+5%
增持
RTX
RTX CORPORATION
+$931.5K
41,464
+1%
增持
HD
HOME DEPOT INC
+$929.4K
20,820
+2%
减持
PYLD
PIMCO ETF TR
-$899.0K
1,654,469
-3%
减持
XT
ISHARES TR
+$893.0K
176,470
-2%
建仓
XCCC
BONDBLOXX ETF TRUST
+$840.1K
21,402
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$836.5K
0
-100%
建仓
LQDH
ISHARES U S ETF TR
+$836.2K
8,939
增持
IJH
ISHARES TR
+$832.0K
154,121
+4%
增持
LULU
LULULEMON ATHLETICA INC
-$818.4K
16,825
+5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$806.7K
17,634
-48%
增持
NVO
NOVO-NORDISK A S
-$800.9K
96,725
+8%
减持
DFIV
DIMENSIONAL ETF TRUST
-$798.8K
12,499
-61%
增持
ORCL
ORACLE CORP
+$794.4K
8,490
+16%
增持
UBER
UBER TECHNOLOGIES INC
+$787.1K
135,056
+1%
建仓
FLXR
TCW ETF TRUST
+$764.6K
19,211
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$761.7K
119,741
-15%
减持
BAC
BANK AMERICA CORP
+$750.0K
179,750
-0%
增持
CRM
SALESFORCE INC
-$742.1K
30,974
+4%
增持
USTB
VICTORY PORTFOLIOS II
+$729.4K
22,316
+178%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$723.4K
12,636
+1%
增持
WMT
WALMART INC
+$709.3K
109,039
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$702.6K
2,515
增持
JNJ
JOHNSON & JOHNSON
+$697.2K
20,193
+1%
增持
AXP
AMERICAN EXPRESS CO
+$680.8K
39,958
+1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$662.5K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
-$661.9K
2,085
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$661.0K
2,537
-71%
增持
URA
GLOBAL X FDS
+$648.9K
25,024
+79%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$639.3K
14,483
+300%
减持
DFUS
DIMENSIONAL ETF TRUST
-$629.5K
9,457
-52%
清仓
DFLV
DIMENSIONAL ETF TRUST
-$619.4K
0
-100%
增持
PSX
PHILLIPS 66
+$614.8K
32,286
+2%
减持
DFSV
DIMENSIONAL ETF TRUST
-$586.6K
24,132
-48%
增持
MCK
MCKESSON CORP
+$584.6K
1,974
+54%
减持
DGRO
ISHARES TR
+$578.4K
181,905
-1%
清仓
VNLA
JANUS DETROIT STR TR
-$569.6K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$569.0K
73,513
+11%
减持
DFAX
DIMENSIONAL ETF TRUST
-$554.0K
39,199
-35%
清仓
SPTM
SPDR SERIES TRUST
-$547.2K
0
-100%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$536.5K
197,293
+1%
清仓
DFAR
DIMENSIONAL ETF TRUST
-$532.2K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$525.8K
5,314
+63%
增持
AMZN
AMAZON COM INC
+$496.4K
104,510
+2%
清仓
TLH
ISHARES TR
-$477.4K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$473.5K
2,284
-40%
建仓
IDEV
ISHARES TR
+$457.9K
5,711
清仓
DFNM
DIMENSIONAL ETF TRUST
-$449.4K
0
-100%
增持
IYW
ISHARES TR
+$441.1K
5,906
+43%
增持
PEP
PEPSICO INC
+$431.7K
20,886
+10%
增持
CEG
CONSTELLATION ENERGY CORP
+$424.5K
25,958
+3%
增持
CAT
CATERPILLAR INC
+$420.7K
4,588
+1%
增持
ADBE
ADOBE INC
-$420.7K
18,205
+3%
减持
COST
COSTCO WHSL CORP NEW
-$416.6K
5,544
-1%
减持
NOW
SERVICENOW INC
-$407.0K
228
-62%
减持
VYM
VANGUARD WHITEHALL FDS
-$403.0K
11,371
-24%
建仓
SCHX
SCHWAB STRATEGIC TR
+$395.5K
15,014
建仓
SCHF
SCHWAB STRATEGIC TR
+$390.5K
16,772
增持
SPY
SPDR S&P 500 ETF TR
+$388.1K
3,434
+12%
增持
—
MEDTRONIC PLC
+$386.4K
34,258
+4%
减持
EPI
WISDOMTREE TR
-$383.9K
51,414
-8%
增持
NOC
NORTHROP GRUMMAN CORP
+$377.7K
3,273
+1%
减持
QLC
FLEXSHARES TR
+$377.4K
83,867
-3%
建仓
CMF
ISHARES TR
+$376.4K
6,599
增持
MA
MASTERCARD INCORPORATED
+$367.3K
19,277
+2%
清仓
TGT
TARGET CORP
-$367.0K
0
-100%
