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
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
报告期 2026-03-31 · CIK 0001767601
持仓数
106
前50大市值合计
$606.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 95 项
建仓 11
增持 23
减持 56
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
TFLO
ISHARES TR
+$22.9M
451,910
减持
TLH
ISHARES TR
-$17.3M
16,938
-90%
清仓
SHY
ISHARES TR
-$12.8M
0
-100%
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
VGLT
VANGUARD SCOTTSDALE FDS
+$11.8M
230,480
+1376%
建仓
LQD
ISHARES TR
+$9.8M
95,721
增持
DFIP
DIMENSIONAL ETF TRUST
+$7.5M
200,341
+1639%
减持
DFCF
DIMENSIONAL ETF TRUST
-$6.8M
794,083
-15%
减持
IYW
ISHARES TR
-$6.3M
57,600
-49%
减持
EFG
ISHARES TR
-$5.9M
178,143
-20%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$5.6M
22,510
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.1M
728,158
+28%
增持
LRGF
ISHARES TR
+$5.0M
487,907
+35%
减持
QUAL
ISHARES TR
-$4.9M
135,532
-20%
建仓
IJH
ISHARES TR
+$4.7M
18,712
减持
BND
VANGUARD BD INDEX FDS
-$3.4M
25,581
-64%
减持
DFAE
DIMENSIONAL ETF TRUST
-$3.4M
499,279
-20%
减持
USMV
ISHARES TR
-$3.3M
75,404
-36%
增持
IVV
ISHARES TR
+$2.4M
92,849
+10%
减持
DFSD
DIMENSIONAL ETF TRUST
-$1.2M
30,527
-46%
减持
AGG
ISHARES TR
-$1.2M
2,132
-85%
减持
VB
VANGUARD INDEX FDS
-$940.4K
11,553
-26%
减持
EEMV
ISHARES INC
-$910.8K
17,453
-48%
减持
DFAS
DIMENSIONAL ETF TRUST
-$904.6K
170,236
-5%
减持
IGIB
ISHARES TR
-$814.0K
46,442
-24%
减持
SPY
SPDR S&P 500 ETF TR
-$760.3K
15,634
-7%
减持
IUSB
ISHARES TR
-$749.9K
12,746
-56%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$674.7K
353,004
+1%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$673.0K
15,373
减持
DFAI
DIMENSIONAL ETF TRUST
-$644.7K
139,904
-11%
减持
MBB
ISHARES TR
-$640.5K
140,640
-0%
减持
IEMG
ISHARES INC
-$593.8K
5,843
-67%
减持
SPYM
SPDR SER TR
-$582.5K
108,830
-6%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$580.0K
3,733
减持
IEF
ISHARES TR
-$502.5K
9,301
-34%
减持
VGT
VANGUARD WORLD FDS
-$487.9K
2,328
-29%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$408.1K
32,990
-3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$394.9K
17,331
-31%
建仓
GOOGL
ALPHABET INC
+$393.9K
3,010
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$347.7K
137,769
+376%
减持
IMTB
ISHARES TR
-$329.1K
11,852
-38%
增持
MSFT
MICROSOFT CORP
+$328.3K
2,747
+74%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$326.1K
7,537
清仓
MTUM
ISHARES TR
-$316.7K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$307.2K
35,045
+18%
建仓
TIP
ISHARES TR
+$297.8K
2,871
减持
JPM
JPMORGAN CHASE & CO
-$296.1K
3,070
-40%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$293.7K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$265.7K
0
-100%
清仓
VFMO
VANGUARD WELLINGTON FD
-$263.9K
0
-100%
建仓
META
META PLATFORMS INC
+$230.3K
767
减持
IWF
ISHARES TR
-$228.4K
21,882
-0%
建仓
NVDA
NVIDIA CORPORATION
+$211.4K
486
增持
AAPL
APPLE INC
+$209.2K
11,866
+26%
减持
IJS
ISHARES TR
-$186.2K
10,306
-11%
减持
DFUS
DIMENSIONAL ETF TRUST
-$165.3K
42,038
-5%
增持
AMZN
AMAZON COM INC
+$165.1K
3,547
+62%
减持
USIG
ISHARES TR
-$164.1K
21,907
-10%
减持
WCC
WESCO INTL INC
-$162.3K
4,285
-1%
减持
IEFA
ISHARES TR
-$158.9K
29,291
-3%
减持
IVE
ISHARES TR
-$151.9K
18,830
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$145.9K
13,169
-19%
减持
SCHV
SCHWAB STRATEGIC TR
-$141.0K
15,612
-9%
减持
GOVT
ISHARES TR
-$137.0K
28,896
-14%
减持
VTV
VANGUARD INDEX FDS
-$135.4K
10,588
-6%
减持
LLY
ELI LILLY & CO
+$116.5K
5,129
-9%
减持
SDY
SPDR SER TR
-$114.3K
7,127
-6%
减持
VBR
VANGUARD INDEX FDS
-$104.9K
10,165
-3%
减持
IXUS
ISHARES TR
-$101.2K
24,733
-2%
减持
DGRO
ISHARES TR
-$99.0K
17,841
-6%
减持
SCHA
SCHWAB STRATEGIC TR
-$98.2K
19,398
-6%
增持
IVW
ISHARES TR
+$95.9K
20,722
+10%
减持
ESGU
ISHARES TR
-$93.8K
3,336
-20%
减持
SLYV
SPDR SER TR
-$79.6K
11,548
-3%
减持
SCHF
SCHWAB STRATEGIC TR
-$78.1K
18,572
-7%
减持
IJR
ISHARES TR
-$78.1K
8,294
-4%
增持
IFRA
ISHARES TR
-$72.6K
31,699
+1%
增持
COST
COSTCO WHSL CORP NEW
+$64.2K
2,173
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$54.9K
28,284
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$44.7K
3,364
-9%
减持
IWM
ISHARES TR
-$41.6K
2,100
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$40.8K
10,272
+16%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$33.0K
17,119
+392%
减持
IYE
ISHARES TR
+$30.5K
11,401
-4%
增持
EMB
ISHARES TR
-$27.9K
73,800
+4%
减持
DSI
ISHARES TR
-$21.7K
4,874
-2%
增持
VV
VANGUARD INDEX FDS
+$20.7K
11,797
+5%
减持
EFV
ISHARES TR
-$19.5K
64,603
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$18.5K
14,994
-2%
增持
SPG
SIMON PPTY GROUP INC NEW
-$18.1K
2,850
+1%
增持
PG
PROCTER AND GAMBLE CO
-$14.3K
2,766
+0%
增持
VOO
VANGUARD INDEX FDS
+$8.1K
12,021
+4%
增持
STIP
ISHARES TR
+$6.1K
2,699
+3%
减持
DUK
DUKE ENERGY CORP NEW
-$6.0K
3,331
-0%
增持
ICSH
ISHARES TR
+$1.9K
8,632
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$132
5,769
-0%