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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 136 项
建仓 55
增持 40
减持 30
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DFA US Core Equity 2 ETF
+$22.7M
6,398,762
+3%
增持
DFAX
DFA World ex US Core Equity 2 ETF
+$16.1M
5,165,363
+9%
增持
KMB
Kimberly-Clark
+$6.0M
71,987
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。
+154%
增持
NVDA
Nvidia
+$5.9M
10,059
+55%
减持
AAPL
Apple
-$5.8M
119,118
-12%
建仓
—
Asml Holding N V N Y
+$4.1M
4,176
增持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$4.0M
113,501
+228%
增持
DISV
DFA International Small Cap Value ETF
+$3.8M
701,403
+19%
增持
DFAT
DFA US Targeted Value ETF
+$3.5M
659,423
+7%
增持
MSFT
Microsoft
+$3.4M
22,101
+41%
建仓
WM
Waste Man.
+$3.2M
14,977
增持
DCOR
DFA US Core Equity 1 ETF
+$2.9M
309,409
+9%
建仓
GILD
Gilead Sciences
+$2.7M
36,635
建仓
ETR
Entergy Corp New
+$2.2M
21,130
增持
IBM
International Bus.MCHS.
+$2.1M
13,363
+432%
增持
SPY
SPDR S&P 500 ETF
+$2.0M
5,809
+165%
增持
DFEM
DFA Emerging Markets Core Equity 2 ETF
+$1.9M
553,174
+13%
建仓
BP
BP PLC ADR (CNV Into
+$1.6M
41,233
增持
DFLV
DFA US Large Cap Value ETF
+$1.5M
256,525
+11%
建仓
MRK
Merck & Co.
+$1.4M
10,383
建仓
MO
Altria Group
+$1.2M
27,429
建仓
JPM
JP Morgan Chase & Co.
+$1.2M
5,823
建仓
ATO
Atmos Energy
+$1.2M
9,750
建仓
ABBV
Abbvie Inc Com
+$1.1M
6,304
增持
TMO
Thermo Fisher Scientific
+$1.1M
8,633
+18%
建仓
VO
Vanguard Mid-Cap ETF
+$1.1M
4,427
增持
PG
Procter & Gamble
+$1.1M
8,681
+320%
建仓
BHP
BHP Billiton LTD
+$1.1M
19,145
减持
DFUV
DFA US Marketwide Value ETF
+$1.1M
584,621
-5%
增持
EMR
Emerson Electric
+$1.1M
12,000
+300%
减持
VTI
Vanguard Total Market Index ETF
+$974.5K
43,797
-0%
建仓
GIS
General Mills Inc
+$958.6K
13,700
建仓
ORI
Old Republic Intl.
+$952.3K
31,000
建仓
BCH
Banco De Chile Spon ADR
+$942.5K
39,423
建仓
BNY
Bank Of NY Mellon Co
+$921.9K
16,000
建仓
XRX
Xerox Holdings Corp
+$907.9K
50,023
增持
CSCO
Cisco Systems
+$905.2K
22,360
+436%
建仓
—
Astrazeneca PLC F
+$887.3K
13,097
增持
GOOG
Alphabet Inc Cap STK CL C
+$886.1K
39,101
+9%
建仓
BAC
Bank Of America
+$877.1K
23,130
建仓
GSK
GSK PLC Spon Ads
+$867.3K
20,042
增持
GOOGL
Alphabet Inc Cap STK
+$735.7K
53,886
+2%
建仓
AFL
Aflac
+$686.9K
8,000
减持
META
Meta Platforms, Inc
+$672.0K
10,153
-16%
增持
IWM
iShares Russell 2000
+$668.1K
4,472
+230%
增持
DIS
Walt Disney
+$661.2K
8,674
+96%
建仓
FE
Firstenergy Corp
+$656.8K
17,007
建仓
—
H&e Equipment SVCS Inc
+$641.8K
10,000
建仓
C
Citigroup
+$632.4K
10,000
建仓
STWD
Starwood Property Trust
+$624.3K
30,000
增持
VBR
Vanguard Small-Cap Value ETF
+$616.8K
31,706
+4%
建仓
T
AT&T
+$613.7K
34,867
建仓
BMO
Bank Montreal Quebec F
+$603.6K
6,179
建仓
COWZ
Pacer FDS TR US Cash (cows 100)
+$591.0K
10,170
增持
IWD
iShares Russell 1000 Value ETF
+$579.2K
13,030
+23%
建仓
CMA
Comerica Incorporate
+$557.0K
10,000
增持
DFIC
DFA Intl Core Equity 2 ETF
+$518.6K
42,555
+75%
建仓
CAG
Conagra Foods
+$513.4K
17,320
增持
AMZN
Amazon.Com
+$510.4K
16,050
+2%
清仓
EUFN
iShares MSCI Europe Financials ETF
-$506.7K
0
-100%
建仓
LLY
Eli Lilly
+$506.5K
651
建仓
NVS
Novartis AG ADR
+$502.3K
5,000
增持
VNQ
Vanguard REIT Index ETF
+$495.6K
48,199
+16%
建仓
MMM
3M
+$491.4K
4,633
减持
INTU
Intuit Inc
-$487.4K
6,514
-14%
建仓
BMY
Bristol Myers Squibb
+$479.9K
8,850
建仓
INTC
Intel
+$465.4K
10,537
建仓
F
Ford Motor
+$458.4K
34,516
建仓
ARCC
Ares Cap.
+$453.9K
21,799
减持
LMT
Lockheed Martin Corp
-$452.6K
1,144
-47%
建仓
WMT
Wal Mart Stores
+$418.5K
6,932
建仓
MDLZ
Mondelez International CL.A
+$415.5K
5,900
减持
V
Visa 'a'
-$381.0K
3,012
-36%
增持
BX
Blackstone Group Inc CL A
+$377.2K
5,335
+116%
建仓
WSR
Whitestone REIT Com
+$376.5K
30,000
减持
DE
Deere & Co
-$370.3K
1,900
-34%
建仓
DTE
Dte Energy Company
+$367.8K
3,250
建仓
ARDX
Ardelyx Inc Com
+$365.0K
50,000
减持
VOO
Vanguard S&P 500 ETF
-$363.0K
4,984
-21%
建仓
OGE
Oge Energy Corp
+$343.0K
10,000
建仓
CG
Carlyle Group Inc
+$336.6K
7,175
建仓
—
Eagle Bulk Shipping
+$332.1K
5,316
增持
SCHB
Schwab U.S. Broad Market ETF
+$323.0K
10,786
+79%
减持
VIG
Vanguard Group DIV (app Etf)
-$319.0K
6,758
-26%
建仓
FDN
First Trust Dow Jones
+$307.6K
1,500
清仓
IJH
iShares Core S&P Mid-Cap
-$296.6K
0
-100%
清仓
COST
Costco Wholesale
-$277.5K
0
-100%
清仓
—
Mawson
-$277.3K
0
-100%
增持
PFE
Pfizer
+$276.2K
30,637
+54%
建仓
ABR
Arbor Realty TR REIT
+$267.6K
20,196
减持
TSLA
Tesla Motors
-$264.6K
3,072
-5%
建仓
WFC
Wells Fargo & Co
+$260.8K
4,500
建仓
—
Brookfield Renewable C F Class A
+$245.7K
10,000
清仓
MA
Mastercard
-$236.7K
0
-100%
建仓
IAU
iShares Gold ETF
+$219.8K
5,232
清仓
USMV
iShares Edge MSCI Min Vol USA ETF
-$212.5K
0
-100%
建仓
ADM
Archer-Danls.-Midl.
+$210.0K
3,344
建仓
TKC
Turkcell Iletisim
+$207.6K
40,000
建仓
BXMT
Blackstone MTG Trust Inc CL A
+$205.3K
10,000
建仓
AGNC
Agnc Invt Corp Com
+$200.4K
20,000
增持
VEA
Vanguard FTSE Developed Markets ETF
+$200.0K
14,971
+30%
增持
KO
Coca Cola
+$182.0K
12,154
+26%
清仓
ULE
ProShares Ultra Euro
-$178.8K
0
-100%
增持
QUAL
iShares Edge MSCI
+$177.4K
2,570
+54%
减持
BF/B
Brown-Forman 'B'
-$175.9K
5,000
-34%
减持
PEP
Pepsico
-$173.4K
2,625
-29%
增持
OEF
iShares S&P 100 ETF
+$167.5K
6,843
+0%
增持
JNJ
Johnson & Johnson
+$151.9K
5,181
+22%
减持
SBUX
Starbucks
-$146.4K
2,600
-35%
减持
NKE
Nike 'B'
-$142.7K
3,291
-21%
建仓
GAIN
Gladstone Inv.
+$142.3K
10,000
减持
PFF
iShares TR U.S. PFD
-$141.4K
27,119
-17%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$119.0K
12,226
+28%
减持
DFIV
DFA Intl Value ETF
+$117.9K
195,385
-5%
减持
CHD
Church & Dwight Co.
-$116.3K
3,000
-34%
减持
ALNY
Alnylam Pharmaceuticals
-$91.5K
2,126
-1%
减持
TGT
Target
+$86.4K
2,822
-3%
减持
VB
Vanguard Small-Cap ETF
-$77.1K
1,236
-27%
减持
DIA
SPDR Dow Jones Indl
-$72.5K
5,541
-8%
减持
CVX
Chevron
-$70.6K
3,070
-17%
清仓
—
Thirdeye Systems LTD
-$52.4K
0
-100%
增持
SCHF
Schwab International Equity ETF
+$49.5K
16,028
+3%
增持
DFSV
DFA US Small Cap Value ETF
+$46.6K
47,224
+0%
增持
PBHC
Pathfinder Bancorp, Inc.
-$37.3K
29,663
+0%
减持
BRK/B
Berkshire Hathaway 'B'
-$36.0K
2,436
-18%
增持
QQQ
Invesco QQQ TR Unit (ser 1)
+$32.0K
917
+0%
清仓
—
Ascendas Real Esta Ordf
-$27.6K
0
-100%
减持
DFAS
DFA US Small Cap ETF
-$25.9K
157,812
-5%
清仓
—
Vitasoy Intl HLDGS Ordf
-$23.7K
0
-100%
增持
XETYX
Eaton Vance Tax MG Cef
+$21.4K
18,272
+0%
减持
UNP
Union Pacific
-$19.0K
1,285
-6%
减持
SCHW
Charles Schwab
+$15.4K
5,818
-1%
减持
NFLX
Netflix
-$14.4K
438
-24%
减持
HD
Home Depot
+$13.6K
881
-6%
减持
—
Exxon Mobil
+$940
2,130
-14%
清仓
—
Advanced Viral Resh
+$0
0
-100%
