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MONOGRAPH WEALTH ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MONOGRAPH WEALTH ADVISORS, LLC
报告期 2026-03-31 · CIK 0001776588
持仓数
144
前50大市值合计
$1.00B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 108 项
建仓 14
增持 39
减持 26
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DFA US Core Equity 2 ETF
+$28.4M
6,217,191
+6%
建仓
DCOR
DFA US Core Equity 1 ETF
+$15.2M
285,040
增持
DFAX
DFA World ex US Core Equity 2 ETF
+$9.1M
4,723,857
+0%
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。
建仓
DFLV
DFA US Large Cap Value ETF
+$6.2M
230,175
增持
DFAT
DFA US Targeted Value ETF
+$4.7M
619,089
+2%
增持
VTI
Vanguard Total Market Index ETF
+$3.7M
43,877
+39%
减持
PG
Procter & Gamble
-$3.5M
2,069
-92%
建仓
KMB
Kimberly-Clark
+$3.4M
28,385
减持
VOO
Vanguard S&P 500 ETF
-$3.3M
6,316
-59%
清仓
BMY
Bristol Myers Squibb
-$3.1M
0
-100%
清仓
MDLZ
Mondelez International CL.A
-$3.1M
0
-100%
减持
AAPL
Apple
+$2.7M
136,102
-1%
减持
BRK/B
Berkshire Hathaway 'B'
-$2.5M
2,973
-71%
清仓
JPM
JP Morgan Chase & Co.
-$2.5M
0
-100%
增持
MSFT
Microsoft
+$1.9M
15,713
+23%
建仓
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$1.8M
34,624
清仓
DHR
Danaher Corp
-$1.7M
0
-100%
减持
DFUV
DFA US Marketwide Value ETF
-$1.5M
613,139
-14%
增持
DISV
DFA International Small Cap Value ETF
+$1.2M
591,365
+0%
清仓
BP
BP PLC ADR (CNV Into
-$1.2M
0
-100%
清仓
STZ
Constellation Brands 'a'
-$1.1M
0
-100%
清仓
HON
Honeywell Intl.
-$1.1M
0
-100%
减持
CVX
Chevron
-$1.0M
3,719
-61%
增持
VNQ
Vanguard REIT Index ETF
+$970.5K
41,564
+17%
清仓
SDY
SPDR S&P Dividend ETF IV
-$862.6K
0
-100%
清仓
ZBH
Zimmer HDG.
-$856.3K
0
-100%
减持
INTU
Intuit Inc
+$832.7K
7,554
-1%
清仓
CSX
CSX
-$830.3K
0
-100%
清仓
TXT
Textron
-$769.1K
0
-100%
减持
DFAS
DFA US Small Cap ETF
-$756.9K
165,447
-18%
清仓
GIS
General Mills Inc
-$748.7K
0
-100%
减持
DFEM
DFA Emerging Markets Core Equity 2 ETF
+$737.6K
488,089
-1%
增持
META
Meta Platforms, Inc
+$716.3K
12,030
+2%
建仓
DFIP
DFA Inflation Protected Securities ETF
+$664.8K
16,105
清仓
MKL
Markel
-$662.6K
0
-100%
减持
NKE
Nike 'B'
-$654.3K
4,160
-64%
增持
DFIV
DFA Intl Value ETF
+$648.3K
205,545
+5%
减持
VBR
Vanguard Small-Cap Value ETF
+$617.1K
30,377
-0%
清仓
CMCSA
Comcast 'a'
-$576.3K
0
-100%
清仓
MS
Morgan Stanley
-$540.7K
0
-100%
减持
SPY
SPDR S&P 500 ETF
-$538.2K
2,189
-41%
增持
NVDA
Nvidia
+$523.4K
6,487
+5%
减持
SBUX
Starbucks
-$519.5K
4,000
-60%
清仓
ADM
Archer-Danls.-Midl.
-$478.7K
0
-100%
清仓
—
Ferrari N V
-$443.3K
0
-100%
清仓
NVST
Envista HLDGS Corp
-$418.2K
0
-100%
增持
GOOG
Alphabet Inc Cap STK CL C
+$403.8K
35,957
+2%
减持
JNJ
Johnson & Johnson
-$363.0K
4,260
-36%
增持
DFIC
DFA Intl Core Equity 2 ETF
+$339.6K
24,276
+102%
清仓
PYPL
Paypal HLDGS Inc Com
-$328.8K
0
-100%
清仓
—
DuPont De Nemours
-$305.1K
0
-100%
清仓
—
Discover Financial S
-$286.7K
0
-100%
建仓
NFLX
Netflix
+$280.4K
576
建仓
COST
Costco Wholesale
+$277.5K
411
增持
DFSV
DFA US Small Cap Value ETF
+$252.9K
47,215
+7%
建仓
QUAL
iShares Edge MSCI
+$245.0K
1,664
建仓
MA
Mastercard
+$236.7K
555
清仓
WEC
Wec Energy Group Inc Com
-$236.1K
0
-100%
减持
QQQ
Invesco QQQ TR Unit (ser 1)
-$222.3K
916
-45%
清仓
DVN
Devon Energy Corp New Com
-$221.3K
0
-100%
减持
GOOGL
Alphabet Inc Cap STK
+$220.4K
52,955
-3%
清仓
CTVA
Corteva Inc Com
-$215.3K
0
-100%
清仓
DOW
Dow Inc Com
-$214.1K
0
-100%
建仓
USMV
iShares Edge MSCI Min Vol USA ETF
+$212.5K
2,723
清仓
BN
Brookfield
-$211.1K
0
-100%
清仓
HSY
The Hershey Company
-$210.1K
0
-100%
减持
DE
Deere & Co
-$210.0K
2,874
-20%
清仓
INDA
iShares MSCI India Index
-$205.0K
0
-100%
减持
AMZN
Amazon.Com
-$188.5K
15,695
-22%
增持
TMO
Thermo Fisher Scientific
+$187.8K
7,299
+0%
增持
V
Visa 'a'
+$183.8K
4,692
+4%
增持
OEF
iShares S&P 100 ETF
+$156.5K
6,829
+0%
增持
VIG
Vanguard Group DIV (app Etf)
+$131.5K
9,114
+0%
增持
IVE
iShares S&P 500 ETF
+$102.2K
5,315
+0%
增持
LMT
Lockheed Martin Corp
+$102.1K
2,147
+1%
增持
TGT
Target
+$101.7K
2,905
+3%
增持
IBM
International Bus.MCHS.
+$80.8K
2,511
+7%
增持
BX
Blackstone Group Inc CL A
+$73.5K
2,472
+6%
增持
UNP
Union Pacific
+$73.4K
1,364
+6%
减持
KFY
Korn Ferry Intl.
-$72.9K
4,138
-38%
增持
DIS
Walt Disney
+$61.9K
4,417
+6%
增持
PFE
Pfizer
-$59.0K
19,935
+4%
增持
HD
Home Depot
+$58.2K
936
+6%
建仓
—
Thirdeye Systems LTD
+$52.4K
57,856
增持
EUFN
iShares MSCI Europe Financials ETF
+$51.5K
24,176
+0%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$48.5K
11,505
+0%
增持
SCHF
Schwab International Equity ETF
+$47.0K
15,582
+0%
增持
ALNY
Alnylam Pharmaceuticals
+$32.7K
2,138
+1%
增持
KO
Coca Cola
+$28.2K
9,629
+1%
建仓
—
Ascendas Real Esta Ordf
+$27.6K
12,000
建仓
—
Vitasoy Intl HLDGS Ordf
+$23.7K
23,800
减持
SCHW
Charles Schwab
-$23.6K
5,893
-25%
减持
XLF
Sector SPDR TR SHS
+$22.7K
14,345
-8%
增持
PEP
Pepsico
+$21.9K
3,718
+3%
减持
RSP
Invesco S&P 500 Equal Weight ETF
+$17.7K
3,696
-7%
减持
IWM
iShares Russell 2000
+$17.2K
1,357
-6%
增持
CHD
Church & Dwight Co.
+$16.9K
4,539
+1%
减持
VWO
Vanguard FTSE Emerging Markets ETF
+$16.7K
9,530
-0%
减持
TSLA
Tesla Motors
-$16.6K
3,238
-1%
减持
IJH
iShares Core S&P Mid-Cap
+$16.5K
1,070
-4%
增持
GUNR
FlexShares Mstar Glbl Upstrm Nat Res ETF
+$16.1K
8,555
+4%
增持
XETYX
Eaton Vance Tax MG Cef
+$11.9K
18,269
+0%
清仓
—
Grom Social
-$10.7K
0
-100%
增持
PBHC
Pathfinder Bancorp, Inc.
-$6.1K
29,637
+0%
增持
—
Exxon Mobil
-$3.8K
2,467
+16%
增持
BF/B
Brown-Forman 'B'
+$826
7,590
+1%
增持
CSCO
Cisco Systems
+$325
4,172
+7%
建仓
—
Advanced Viral Resh
+$0
10,000
