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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 115 项
建仓 9
增持 23
减持 24
清仓 59
方向
标的
Δ市值
现股数(环比)
增持
DFAX
DFA World ex US Core Equity 2 ETF
+$8.7M
5,510,306
+7%
增持
DFEM
DFA Emerging Markets Core Equity 2 ETF
+$6.1M
756,442
+37%
增持
DFAC
DFA US Core Equity 2 ETF
+$5.0M
6,497,779
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。
+2%
增持
AAPL
Apple
+$4.8M
119,904
+1%
增持
NVDA
Nvidia
+$4.3M
108,735
+981%
增持
DFIC
DFA Intl Core Equity 2 ETF
+$2.8M
150,169
+253%
清仓
GILD
Gilead Sciences
-$2.7M
0
-100%
增持
MSFT
Microsoft
+$2.3M
25,876
+17%
增持
DFIP
DFA Inflation Protected Securities ETF
+$2.2M
71,166
+342%
清仓
ETR
Entergy Corp New
-$2.2M
0
-100%
增持
DFAT
DFA US Targeted Value ETF
+$2.2M
734,326
+11%
增持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$2.2M
156,057
+37%
减持
IBM
International Bus.MCHS.
-$2.1M
2,406
-82%
清仓
OEF
iShares S&P 100 ETF
-$1.7M
0
-100%
增持
DFIV
DFA Intl Value ETF
+$1.6M
245,170
+25%
增持
DCOR
DFA US Core Equity 1 ETF
+$1.6M
332,104
+7%
减持
GOOGL
Alphabet Inc Cap STK
+$1.6M
53,391
-1%
清仓
BP
BP PLC ADR (CNV Into
-$1.6M
0
-100%
减持
DFUV
DFA US Marketwide Value ETF
-$1.5M
570,289
-2%
减持
VTI
Vanguard Total Market Index ETF
-$1.5M
36,947
-16%
清仓
PG
Procter & Gamble
-$1.4M
0
-100%
清仓
MRK
Merck & Co.
-$1.4M
0
-100%
增持
DE
Deere & Co
+$1.2M
5,371
+183%
清仓
MO
Altria Group
-$1.2M
0
-100%
清仓
JPM
JP Morgan Chase & Co.
-$1.2M
0
-100%
清仓
ATO
Atmos Energy
-$1.2M
0
-100%
清仓
ABBV
Abbvie Inc Com
-$1.1M
0
-100%
减持
EMR
Emerson Electric
-$1.1M
2,000
-83%
减持
GOOG
Alphabet Inc Cap STK CL C
+$1.1M
38,670
-1%
清仓
CSCO
Cisco Systems
-$1.1M
0
-100%
清仓
BHP
BHP Billiton LTD
-$1.1M
0
-100%
建仓
FAST
Fastenal
+$1.1M
17,400
建仓
CAT
Caterpillar
+$1.1M
3,157
清仓
GIS
General Mills Inc
-$958.6K
0
-100%
建仓
DFEV
Dimensional Emerging Markts Valu ETF
+$953.8K
34,685
清仓
ORI
Old Republic Intl.
-$952.3K
0
-100%
清仓
BCH
Banco De Chile Spon ADR
-$942.5K
0
-100%
清仓
BNY
Bank Of NY Mellon Co
-$921.9K
0
-100%
清仓
XRX
Xerox Holdings Corp
-$907.9K
0
-100%
清仓
—
Astrazeneca PLC F
-$887.3K
0
-100%
清仓
BAC
Bank Of America
-$877.1K
0
-100%
清仓
GSK
GSK PLC Spon Ads
-$867.3K
0
-100%
减持
—
Asml Holding N V N Y
-$850.5K
3,131
-25%
减持
VNQ
Vanguard REIT Index ETF
-$784.6K
39,905
-17%
减持
VBR
Vanguard Small-Cap Value ETF
-$708.0K
29,290
-8%
清仓
AFL
Aflac
-$686.9K
0
-100%
建仓
DFAR
DFA US Real Estate ETF
+$671.3K
30,375
清仓
FE
Firstenergy Corp
-$656.8K
0
-100%
清仓
—
H&e Equipment SVCS Inc
-$641.8K
0
-100%
清仓
C
Citigroup
-$632.4K
0
-100%
清仓
STWD
Starwood Property Trust
-$624.3K
0
-100%
清仓
T
AT&T
-$613.7K
0
-100%
清仓
BMO
Bank Montreal Quebec F
-$603.6K
0
-100%
增持
VO
Vanguard Mid-Cap ETF
+$588.8K
6,974
+58%
建仓
UNH
Unitedhealth GP.
+$565.9K
1,111
清仓
CMA
Comerica Incorporate
-$557.0K
0
-100%
清仓
CAG
Conagra Foods
-$513.4K
0
-100%
减持
DFAS
DFA US Small Cap ETF
-$510.5K
155,252
-2%
清仓
LLY
Eli Lilly
-$506.5K
0
-100%
清仓
NVS
Novartis AG ADR
-$502.3K
0
-100%
清仓
MMM
3M
-$491.4K
0
-100%
减持
IWD
iShares Russell 1000 Value ETF
-$481.3K
10,618
-19%
清仓
BMY
Bristol Myers Squibb
-$479.9K
0
-100%
清仓
MDY
SPDR S&P Midcap 400
-$465.4K
0
-100%
清仓
INTC
Intel
-$465.4K
0
-100%
清仓
F
Ford Motor
-$458.4K
0
-100%
清仓
ARCC
Ares Cap.
-$453.9K
0
-100%
增持
DISV
DFA International Small Cap Value ETF
+$444.7K
725,361
+3%
清仓
WMT
Wal Mart Stores
-$418.5K
0
-100%
清仓
MDLZ
Mondelez International CL.A
-$415.5K
0
-100%
减持
BX
Blackstone Group Inc CL A
-$411.8K
2,335
-56%
减持
KMB
Kimberly-Clark
+$380.4K
70,145
-3%
清仓
WSR
Whitestone REIT Com
-$376.5K
0
-100%
清仓
DTE
Dte Energy Company
-$367.8K
0
-100%
建仓
HON
Honeywell Intl.
+$361.7K
1,694
减持
PFE
Pfizer
-$351.4K
17,825
-42%
清仓
OGE
Oge Energy Corp
-$343.0K
0
-100%
清仓
HD
Home Depot
-$338.1K
0
-100%
清仓
CG
Carlyle Group Inc
-$336.6K
0
-100%
清仓
—
Eagle Bulk Shipping
-$332.1K
0
-100%
清仓
UNP
Union Pacific
-$316.0K
0
-100%
清仓
FDN
First Trust Dow Jones
-$307.6K
0
-100%
减持
WM
Waste Man.
-$301.8K
13,549
-10%
清仓
SGU
Star Gas Partners
-$301.7K
0
-100%
清仓
ABR
Arbor Realty TR REIT
-$267.6K
0
-100%
清仓
VV
Vanguard Large-Cap ETF
-$262.1K
0
-100%
清仓
WFC
Wells Fargo & Co
-$260.8K
0
-100%
清仓
—
Brookfield Renewable C F Class A
-$245.7K
0
-100%
建仓
COST
Costco Wholesale
+$227.0K
267
减持
RSP
Invesco S&P 500 Equal Weight ETF
-$221.0K
2,465
-33%
减持
JNJ
Johnson & Johnson
-$220.5K
4,099
-21%
清仓
ADM
Archer-Danls.-Midl.
-$210.0K
0
-100%
清仓
TKC
Turkcell Iletisim
-$207.6K
0
-100%
建仓
VGT
Vanguard Sector (index FDS Vanguard Information Technology Vipers)
+$207.3K
359
清仓
BXMT
Blackstone MTG Trust Inc CL A
-$205.3K
0
-100%
清仓
AGNC
Agnc Invt Corp Com
-$200.4K
0
-100%
建仓
XEXGX
Eaton Vance Tax-MNGD (GBL DIV Eq Inc Com STK Usd0.01)
+$196.7K
23,282
减持
KO
Coca Cola
-$188.0K
8,754
-28%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$178.1K
11,594
-23%
增持
SPY
SPDR S&P 500 ETF
+$161.5K
5,878
+1%
增持
XETYX
Eaton Vance Tax MG Cef
+$146.1K
27,775
+52%
清仓
GAIN
Gladstone Inv.
-$142.3K
0
-100%
减持
BRK/B
Berkshire Hathaway 'B'
-$135.1K
2,186
-10%
清仓
ACHR
Archer Aviation Inc
-$131.7K
0
-100%
减持
AMZN
Amazon.Com
+$125.0K
15,628
-3%
减持
CVX
Chevron
-$113.5K
2,370
-23%
增持
DFLV
DFA US Large Cap Value ETF
+$111.1K
269,950
+5%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$93.6K
9,531
-22%
增持
DFSV
DFA US Small Cap Value ETF
-$61.7K
47,245
+0%
增持
DIS
Walt Disney
+$50.5K
11,198
+29%
减持
NFLX
Netflix
-$34.5K
343
-22%
清仓
—
Nikola Corp
-$31.9K
0
-100%
增持
PBHC
Pathfinder Bancorp, Inc.
+$19.1K
29,695
+0%
增持
LMT
Lockheed Martin Corp
+$16.8K
1,150
+1%
增持
—
Getaround Inc Com
-$7.8K
46,877
+0%