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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 82
减持 31
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$15.5M
361,062
-43%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.2M
4,064,248
+3%
建仓
PVAL
PUTNAM ETF TRUST
+$8.1M
176,821
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
ITOT
ISHARES TR
+$7.2M
1,024,654
+3%
减持
GOOGL
ALPHABET INC
+$6.8M
123,609
-6%
增持
MS
MORGAN STANLEY
+$6.0M
52,126
+157%
增持
IWY
ISHARES TR
+$5.5M
28,223
+231%
清仓
NVO
NOVO-NORDISK A S
-$5.4M
0
-100%
减持
IWR
ISHARES TR
-$5.1M
7,101
-88%
增持
LLY
ELI LILLY & CO
+$4.6M
13,934
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.6M
32,819
-22%
增持
GEV
GE VERNOVA INC
+$4.4M
9,329
+230%
增持
AMZN
AMAZON COM INC
+$3.9M
116,200
+11%
增持
NFLX
NETFLIX INC
-$3.7M
147,003
+908%
增持
RECS
COLUMBIA ETF TR I
+$3.6M
2,075,118
+3%
增持
MRK
MERCK & CO INC
+$3.5M
135,281
+5%
增持
DCOR
DIMENSIONAL ETF TRUST
+$3.2M
616,797
+5%
增持
DYNF
BLACKROCK ETF TRUST
+$3.2M
1,054,581
+2%
增持
RTX
RTX CORPORATION
+$3.1M
54,690
+32%
增持
IVV
ISHARES TR
+$3.1M
76,646
+4%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.0M
1,917,407
+4%
增持
MFDX
PIMCO EQUITY SER
+$3.0M
1,291,412
+3%
增持
MSFT
MICROSOFT CORP
-$2.8M
93,527
+1%
减持
AVGO
BROADCOM INC
-$2.7M
96,892
-12%
清仓
USAI
PACER FDS TR
-$2.6M
0
-100%
增持
AAPL
APPLE INC
+$2.6M
124,357
+1%
增持
DGRW
WISDOMTREE TR
+$2.6M
926,245
+3%
增持
SPAB
SPDR SERIES TRUST
+$2.5M
2,154,828
+5%
清仓
EPI
WISDOMTREE TR
-$2.3M
0
-100%
增持
IGEB
ISHARES TR
+$2.1M
1,141,537
+5%
增持
UBER
UBER TECHNOLOGIES INC
-$2.1M
135,971
+1%
减持
C
CITIGROUP INC
+$2.0M
143,214
-1%
增持
IAGG
ISHARES TR
+$2.0M
945,951
+7%
减持
VO
VANGUARD INDEX FDS
-$1.9M
11,200
-36%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.9M
2,668
+332%
增持
META
META PLATFORMS INC
-$1.8M
26,288
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.8M
378,472
+4%
减持
ADBE
ADOBE INC
-$1.8M
13,297
-27%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.8M
276,251
+2%
增持
DDWM
WISDOMTREE TR
+$1.7M
593,277
+3%
增持
AXP
AMERICAN EXPRESS CO
+$1.7M
40,460
+1%
减持
CNP
CENTERPOINT ENERGY INC
-$1.7M
17,107
-71%
增持
DIVO
AMPLIFY ETF TR
+$1.6M
694,676
+6%
减持
GOOG
ALPHABET INC
+$1.5M
25,289
-4%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$1.4M
0
-100%
增持
FLRN
SPDR SERIES TRUST
+$1.3M
920,342
+5%
增持
—
ASML HOLDING N V
+$1.3M
1,419
+452%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.3M
723,039
+2%
增持
AMGN
AMGEN INC
+$1.2M
23,515
+2%
增持
LQD
ISHARES TR
+$1.2M
328,888
+5%
增持
—
CRH PLC
+$1.2M
86,750
+8%
增持
CRM
SALESFORCE INC
+$1.1M
31,959
+3%
增持
WMT
WALMART INC
+$1.1M
110,933
+2%
增持
SMTH
ALPS ETF TR
+$1.1M
3,259,817
+2%
增持
HD
HOME DEPOT INC
-$1.1M
21,292
+2%
清仓
CMCSA
COMCAST CORP NEW
-$1.1M
0
-100%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.0M
165,573
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$978.2K
579,285
+6%
增持
NVDA
NVIDIA CORPORATION
+$966.6K
229,711
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$959.8K
9,732
+1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$920.1K
341,074
+3%
增持
LNG
CHENIERE ENERGY INC
-$862.7K
24,745
+2%
增持
VTI
VANGUARD INDEX FDS
+$831.3K
43,406
+4%
减持
MGK
VANGUARD WORLD FD
-$810.2K
50,732
-6%
增持
DELL
DELL TECHNOLOGIES INC
-$780.9K
52,640
+1%
增持
—
EXXON MOBIL CORP
+$759.1K
37,876
+12%
增持
CEG
CONSTELLATION ENERGY CORP
+$755.9K
26,320
+1%
增持
VOO
VANGUARD INDEX FDS
+$720.8K
14,883
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$720.7K
54,346
+2%
减持
ICOW
PACER FDS TR
-$710.6K
318,101
-11%
增持
BAC
BANK AMERICA CORP
+$697.1K
181,281
+1%
增持
DFIP
DIMENSIONAL ETF TRUST
+$634.4K
445,779
+5%
减持
IWD
ISHARES TR
+$633.0K
115,570
-1%
增持
ORCL
ORACLE CORP
-$616.2K
9,090
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$613.1K
5,713
+51%
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$604.3K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$599.5K
4,199
+84%
增持
PYLD
PIMCO ETF TR
+$581.5K
1,686,185
+2%
增持
LULU
LULULEMON ATHLETICA INC
+$560.5K
17,103
+2%
增持
DGRO
ISHARES TR
+$559.1K
186,447
+2%
增持
WFC
WELLS FARGO CO NEW
+$536.8K
51,277
+1%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$526.1K
756,610
+3%
增持
CAT
CATERPILLAR INC
+$507.6K
4,707
+3%
减持
COST
COSTCO WHSL CORP NEW
-$501.4K
5,370
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$487.0K
116,652
-10%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$474.6K
125,004
+4%
增持
JNJ
JOHNSON & JOHNSON
+$447.2K
20,253
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$441.1K
36,905
+7%
增持
MCK
MCKESSON CORP
+$432.0K
2,386
+21%
增持
KO
COCA COLA CO
+$416.5K
36,673
+13%
增持
DFSD
DIMENSIONAL ETF TRUST
+$412.8K
267,194
+4%
增持
DLR
DIGITAL RLTY TR INC
-$397.2K
24,677
+1%
清仓
SCHX
SCHWAB STRATEGIC TR
-$395.5K
0
-100%
建仓
LITE
LUMENTUM HLDGS INC
+$385.2K
1,045
建仓
ISRG
INTUITIVE SURGICAL INC
+$371.0K
655
增持
COM
DIREXION SHS ETF TR
+$370.6K
431,615
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$344.6K
2,038
-2%
减持
IEFA
ISHARES TR
-$334.6K
73,936
-7%
减持
IWM
ISHARES TR
-$321.3K
1,979
-41%
建仓
APP
APPLOVIN CORP
+$306.6K
455
减持
CSCO
CISCO SYS INC
+$303.6K
39,501
-1%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$301.1K
4,452
增持
SPY
SPDR S&P 500 ETF TR
+$300.8K
3,796
+11%
增持
MA
MASTERCARD INCORPORATED
+$297.4K
19,728
+2%
增持
IDEV
ISHARES TR
+$295.4K
9,132
+60%
建仓
IEMG
ISHARES INC
+$288.4K
4,289
减持
BLK
BLACKROCK INC
-$278.4K
2,147
-3%
清仓
—
KELLANOVA
-$276.3K
0
-100%
建仓
CMI
CUMMINS INC
+$276.3K
541
减持
INTU
INTUIT
-$273.4K
770
-33%
增持
BND
VANGUARD BD INDEX FDS
+$271.1K
77,470
+5%
减持
XCCC
BONDBLOXX ETF TRUST
-$268.1K
15,043
-30%
减持
DFAT
DIMENSIONAL ETF TRUST
-$265.1K
12,788
-27%
清仓
DE
DEERE & CO
-$258.2K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$251.1K
3,902
+6%
增持
VXF
VANGUARD INDEX FDS
+$242.5K
3,784
+44%
建仓
XB
BONDBLOXX ETF TRUST
+$242.2K
6,135
增持
PEP
PEPSICO INC
+$241.1K
22,118
+6%
减持
ABT
ABBOTT LABS
-$239.1K
16,059
-4%
减持
—
LINDE PLC
-$227.9K
634
-40%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$223.8K
0
-100%
建仓
USB
US BANCORP DEL
+$220.5K
4,132
建仓
KLAC
KLA CORP
+$219.3K
180
清仓
CTAS
CINTAS CORP
-$219.2K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$218.9K
12,400
-2%
清仓
AFL
AFLAC INC
-$215.7K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$212.0K
0
-100%
建仓
GLW
CORNING INC
+$211.5K
2,415
清仓
NOW
SERVICENOW INC
-$209.8K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$209.2K
0
-100%
清仓
GIS
GENERAL MLS INC
-$208.4K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$207.5K
1,535
清仓
APD
AIR PRODS & CHEMS INC
-$205.2K
0
-100%
建仓
ING
ING GROEP N.V.
+$204.9K
7,317
清仓
OXY
OCCIDENTAL PETE CORP
-$203.8K
0
-100%
清仓
WSO
WATSCO INC
-$203.4K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$202.8K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$202.4K
709
增持
FBND
FIDELITY MERRIMACK STR TR
+$202.4K
127,027
+4%
减持
SLV
ISHARES SILVER TR
+$202.1K
12,092
-11%
清仓
NLR
VANECK ETF TRUST
-$202.0K
0
-100%
建仓
FE
FIRSTENERGY CORP
+$200.9K
4,487
减持
VUG
VANGUARD INDEX FDS
+$200.4K
82,474
-1%
清仓
ZWS
ZURN ELKAY WATER SOLNS CORP
-$200.4K
0
-100%
减持
QLC
FLEXSHARES TR
+$194.4K
83,134
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$188.7K
1,608
-22%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$188.3K
6,513
+23%
增持
TSLA
TESLA INC
+$186.3K
6,841
+5%
减持
NOC
NORTHROP GRUMMAN CORP
-$185.8K
3,171
-3%
增持
TMUS
T-MOBILE US INC
-$181.8K
10,091
+8%
