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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 100 项
建仓 21
增持 52
减持 18
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFAX
DFA World ex US Core Equity 2 ETF
+$23.7M
5,749,117
+4%
减持
DFAT
DFA US Targeted Value ETF
-$8.7M
586,205
-25%
增持
DFEM
DFA Emerging Markets Core Equity 2 ETF
+$7.1M
756,742
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。
+31%
增持
NVDA
Nvidia
+$6.9M
130,856
+3%
减持
DFAC
DFA US Core Equity 2 ETF
+$6.7M
6,394,643
-5%
增持
DFUV
DFA US Marketwide Value ETF
+$6.4M
792,768
+21%
增持
DISV
DFA International Small Cap Value ETF
+$6.1M
858,564
+13%
减持
DFUS
Dimensional ETF (trust US Equity Etf)
-$3.1M
28,435
-66%
增持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$3.0M
515,522
+12%
增持
VOO
Vanguard S&P 500 ETF
+$2.5M
7,726
+113%
减持
LIF
Life 360, Inc
+$2.3M
96,354
-7%
增持
META
Meta Platforms, Inc
+$1.9M
10,400
+4%
增持
MSFT
Microsoft
+$1.8M
12,107
+8%
增持
AMZN
Amazon.Com
+$1.5M
22,573
+23%
增持
IWF
iShares Russell (1000 Growth Etf)
+$1.4M
10,597
+23%
增持
DFAS
DFA US Small Cap ETF
+$1.3M
187,161
+6%
增持
GOOG
Alphabet Inc Cap STK CL C
+$1.2M
27,479
+16%
增持
AAPL
Apple
-$1.2M
97,836
+2%
增持
INTU
Intuit Inc
+$1.1M
6,522
+0%
增持
TSLA
Tesla Motors
+$1.0M
6,567
+58%
减持
KMB
Kimberly-Clark
-$971.0K
68,695
-1%
增持
DFAI
Dimensional International Core Equity Market ETF
+$896.5K
33,955
+282%
减持
DFIV
DFA Intl Value ETF
+$834.1K
254,770
-0%
减持
QUAL
iShares Edge MSCI
-$814.4K
2,570
-66%
增持
GOOGL
Alphabet Inc Cap STK
+$798.2K
36,445
+0%
增持
TMO
Thermo Fisher Scientific
-$789.8K
8,647
+0%
减持
DCOR
DFA US Core Equity 1 ETF
-$783.9K
408,744
-11%
增持
DIA
SPDR Dow Jones Indl
+$779.7K
6,088
+34%
建仓
AMD
ADVANCED MICRO
+$765.8K
5,397
增持
VEA
Vanguard FTSE Developed Markets ETF
+$748.5K
23,780
+99%
建仓
ILCV
iShares TR MRNGSTR (LG-CP VL)
+$743.4K
8,915
增持
SPY
SPDR S&P 500 ETF
+$724.5K
7,149
+8%
建仓
TSM
Taiwan SMCNDCTR MFG Co LTD ADR
+$705.0K
3,102
增持
VNQ
Vanguard REIT Index ETF
+$609.6K
49,843
+18%
清仓
ALNY
Alnylam Pharmaceuticals
-$574.1K
0
-100%
清仓
DFSU
DFA US Sustainability Core 1 ETF
-$543.4K
0
-100%
增持
DFIC
DFA Intl Core Equity 2 ETF
+$536.2K
65,263
+21%
建仓
VONE
Vanguard Russell (1000)
+$521.0K
1,855
建仓
INTC
Intel
+$520.3K
23,226
建仓
QLTA
iShares Trust Aaa - (a Rated Corp BD Etf)
+$501.8K
10,490
建仓
ISHG
iShares TR 3YRTB ETF
+$501.5K
6,550
建仓
D
Dominion Res.
+$491.8K
8,702
清仓
DXUV
Dimensional US Vector Equity ETF
-$478.4K
0
-100%
建仓
ETR
Entergy Corp New
+$473.0K
5,690
建仓
SO
Southern
+$467.2K
5,088
建仓
IWB
iShares Russell
+$397.3K
1,170
增持
VO
Vanguard Mid-Cap ETF
+$370.1K
8,077
+10%
清仓
XLK
Technology Select Sector SPDR ETF
-$366.1K
0
-100%
建仓
CGIE
Capital Group Internatnl Eqty ETF
+$347.0K
10,455
建仓
BDJ
BlackRock Enh.Eq.DIV. TST.
+$337.2K
37,925
清仓
BX
Blackstone Group Inc CL A
-$326.3K
0
-100%
建仓
VB
Vanguard Small-Cap ETF
+$320.2K
1,347
增持
DIS
Walt Disney
+$318.1K
12,260
+0%
建仓
ITOT
iShares Core S&P Total U.S. Stock Market ETF
+$301.7K
2,234
增持
NFLX
Netflix
+$288.5K
682
+2%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$283.3K
14,680
+50%
建仓
SPYM
SPDR Portfolio S&P 500 ETF
+$272.3K
3,746
增持
MCHP
Microchip Technology
+$264.6K
12,016
+0%
建仓
IWS
iShares Russell Mid Cap Value ETF
+$255.4K
1,933
清仓
DFSI
Dimensional ETF TR Dimensional Intl Sustainability Core 1 ETF
-$251.4K
0
-100%
增持
DFIP
DFA Inflation Protected Securities ETF
+$234.6K
136,427
+5%
增持
OEF
iShares S&P 100 ETF
+$234.0K
6,900
+0%
建仓
IEMG
iShares Core MSCI Emerging Market ETF
+$210.2K
3,501
增持
DFAW
Dimensional World Equity ETF
+$205.6K
14,579
+16%
建仓
ISCG
iShares Morningstar Small Cap Growth ETF
+$205.1K
4,122
清仓
—
Asml Holding N V N Y
-$202.1K
0
-100%
建仓
IJH
iShares Core S&P Mid-Cap
+$200.4K
3,231
减持
COWZ
Pacer FDS TR US Cash (cows 100)
-$198.6K
6,502
-36%
增持
UNH
Unitedhealth GP.
-$198.3K
988
+2%
减持
VTI
Vanguard Total Market Index ETF
-$184.9K
38,108
-11%
清仓
SGU
Star Gas Partners
-$177.2K
0
-100%
增持
CAT
Caterpillar
+$173.2K
2,960
+0%
增持
NRG
NRG Energy Inc
+$164.6K
2,513
+0%
增持
SCHF
Schwab International Equity ETF
+$162.3K
36,037
+12%
减持
VBR
Vanguard Small-Cap Value ETF
+$158.4K
28,557
-2%
建仓
LION
Lionsgate Studios
+$119.0K
20,481
增持
FAST
Fastenal
+$106.1K
32,892
+100%
增持
VGT
Vanguard Sector (index FDS Vanguard Information Technology Vipers)
+$100.5K
786
+1%
清仓
—
Lions Gate Entertainment Corp Registered SHS -B- Non-Voting
-$84.7K
0
-100%
增持
SCHV
Schwab US Large Cap Value ETF
+$81.4K
54,608
+2%
增持
SCHB
Schwab U.S. Broad Market ETF
+$80.0K
34,485
+0%
增持
SCHW
Charles Schwab
+$75.7K
5,821
+0%
减持
DFAR
DFA US Real Estate ETF
-$70.6K
28,386
-8%
增持
IAU
iShares Gold ETF
+$69.2K
6,057
+16%
增持
IWN
iShares Russell 2000 Value
+$66.0K
3,284
+10%
减持
JNJ
Johnson & Johnson
-$63.4K
4,122
-1%
增持
BRK/B
Berkshire Hathaway 'B'
-$57.7K
2,121
+4%
减持
IBM
International Bus.MCHS.
+$57.7K
1,515
-3%
减持
DFSV
DFA US Small Cap Value ETF
-$48.2K
48,134
-7%
减持
VIG
Vanguard Group DIV (app Etf)
+$48.0K
6,627
-2%
减持
—
Exxon Mobil
-$34.9K
2,163
-4%
增持
WM
Waste Man.
-$29.3K
11,562
+0%
减持
IWM
iShares Russell 2000
-$25.8K
4,015
-10%
增持
PBHC
Pathfinder Bancorp, Inc.
-$24.9K
23,007
+0%
增持
XETYX
Eaton Vance Tax MG Cef
+$22.2K
18,288
+0%
增持
LMT
Lockheed Martin Corp
+$18.1K
925
+1%
增持
TGT
Target
-$16.1K
2,824
+0%
增持
COST
Costco Wholesale
+$13.8K
269
+1%
增持
MA
Mastercard
+$11.8K
414
+3%
增持
KO
Coca Cola
-$2.5K
8,827
+1%
