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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 92 项
建仓 19
增持 37
减持 31
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
iShares Core S&P 500
+$34.2M
55,517
+1048%
增持
DFAC
DFA US Core Equity 2 ETF
+$24.6M
6,578,647
+3%
增持
DFAX
DFA World ex US Core Equity 2 ETF
+$18.5M
5,969,193
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。
+4%
增持
AAPL
Apple
+$11.4M
123,595
+26%
增持
DFAI
Dimensional International Core Equity Market ETF
+$9.8M
302,235
+790%
增持
DFUV
DFA US Marketwide Value ETF
+$9.0M
951,740
+20%
增持
DFAT
DFA US Targeted Value ETF
+$8.8M
693,812
+18%
增持
MSFT
Microsoft
+$7.5M
26,135
+116%
增持
DFEM
DFA Emerging Markets Core Equity 2 ETF
+$5.7M
876,662
+16%
增持
DFAS
DFA US Small Cap ETF
+$5.2M
250,701
+34%
建仓
JPM
JP Morgan Chase & Co.
+$5.2M
16,334
增持
AMZN
Amazon.Com
+$4.5M
42,835
+90%
增持
DCOR
DFA US Core Equity 1 ETF
+$4.0M
434,884
+6%
增持
DFIP
DFA Inflation Protected Securities ETF
+$3.6M
220,269
+61%
增持
DISV
DFA International Small Cap Value ETF
+$3.5M
890,787
+4%
减持
NVDA
Nvidia
-$3.3M
93,256
-29%
增持
DFIC
DFA Intl Core Equity 2 ETF
+$3.0M
154,718
+137%
增持
GOOGL
Alphabet Inc Cap STK
+$2.9M
38,464
+6%
建仓
VGSH
Vanguard Short Term Treasury ETF IV
+$2.4M
41,520
减持
MSTR
Microstrategy Inc CL
-$2.3M
2,936
-63%
增持
GOOG
Alphabet Inc Cap STK CL C
+$2.2M
28,972
+5%
减持
LIF
Life 360, Inc
+$1.9M
76,979
-20%
减持
INTU
Intuit Inc
-$1.4M
5,414
-17%
建仓
KMI
Kinder Morgan
+$1.4M
50,767
增持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$1.3M
536,564
+4%
增持
IAU
iShares Gold ETF
+$1.1M
20,627
+241%
增持
TSLA
Tesla Motors
+$1.0M
6,956
+6%
增持
VTI
Vanguard Total Market Index ETF
+$954.2K
38,202
+0%
建仓
BAC
Bank Of America
+$935.3K
18,130
增持
COST
Costco Wholesale
+$906.5K
1,267
+371%
建仓
PG
Procter & Gamble
+$852.8K
5,550
建仓
CSCO
Cisco Systems
+$822.2K
12,018
增持
META
Meta Platforms, Inc
+$780.9K
11,516
+11%
清仓
ILCV
iShares TR MRNGSTR (LG-CP VL)
-$743.4K
0
-100%
减持
DFLV
DFA US Large Cap Value ETF
-$715.4K
253,073
-13%
减持
TMO
Thermo Fisher Scientific
+$681.2K
8,633
-0%
建仓
SLV
iShares Silver Trust
+$669.4K
15,800
增持
TSM
Taiwan SMCNDCTR MFG Co LTD ADR
+$625.7K
4,751
+53%
减持
SPY
SPDR S&P 500 ETF
-$584.1K
5,753
-20%
减持
IWF
iShares Russell (1000 Growth Etf)
-$481.3K
8,578
-19%
建仓
VXF
Vanguard Extended Market ETF
+$475.4K
2,271
建仓
BCAL
California Bancorp
+$467.0K
28,000
建仓
MGV
Vanguard Mega Cap Value ETF
+$451.0K
3,258
增持
VNQ
Vanguard REIT Index ETF
+$410.3K
53,044
+6%
建仓
MGK
Vanguard Mega Cap Growth ETF
+$409.6K
1,017
建仓
OKE
Oneok Inc
+$402.4K
5,514
减持
DFIV
DFA Intl Value ETF
+$383.4K
244,910
-4%
减持
VBR
Vanguard Small-Cap Value ETF
+$381.2K
28,507
-0%
减持
VOO
Vanguard S&P 500 ETF
-$379.6K
6,550
-15%
清仓
CGIE
Capital Group Internatnl Eqty ETF
-$347.0K
0
-100%
建仓
AVNS
Avanos Med Inc Com
+$338.6K
29,289
清仓
BDJ
BlackRock Enh.Eq.DIV. TST.
-$337.2K
0
-100%
建仓
SPYG
SPDR Portfolio S&P (500 Growth Etf)
+$307.5K
2,942
减持
CAT
Caterpillar
+$262.8K
2,959
-0%
建仓
ORCL
Oracle
+$262.4K
933
减持
INTC
Intel
+$258.3K
23,206
-0%
清仓
IWS
iShares Russell Mid Cap Value ETF
-$255.4K
0
-100%
减持
WM
Waste Man.
-$251.6K
10,841
-6%
建仓
—
Offerpad Solutions Inc Class A
+$248.3K
59,534
建仓
PLTR
Palantir
+$246.3K
1,350
增持
SPYM
SPDR Portfolio S&P 500 ETF
+$239.7K
6,536
+74%
建仓
V
Visa 'a'
+$215.4K
631
增持
NFLX
Netflix
+$210.1K
937
+37%
清仓
ISCG
iShares Morningstar Small Cap Growth ETF
-$205.1K
0
-100%
增持
VO
Vanguard Mid-Cap ETF
+$202.0K
8,382
+4%
增持
OEF
iShares S&P 100 ETF
+$198.3K
6,905
+0%
增持
VIG
Vanguard Group DIV (app Etf)
+$147.7K
6,969
+5%
增持
DIA
SPDR Dow Jones Indl
+$144.0K
6,094
+0%
减持
JNJ
Johnson & Johnson
+$130.4K
4,099
-1%
增持
IWM
iShares Russell 2000
+$125.9K
4,101
+2%
减持
DIS
Walt Disney
-$123.5K
12,253
-0%
减持
VB
Vanguard Small-Cap ETF
-$119.8K
786
-42%
增持
VGT
Vanguard Sector (index FDS Vanguard Information Technology Vipers)
+$118.5K
857
+9%
增持
DFAW
Dimensional World Equity ETF
+$110.1K
15,142
+4%
减持
AMD
ADVANCED MICRO
+$105.4K
5,385
-0%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$78.7K
14,853
+1%
减持
MCHP
Microchip Technology
-$74.9K
12,000
-0%
增持
UNH
Unitedhealth GP.
+$71.3K
1,099
+11%
减持
DFAR
DFA US Real Estate ETF
-$65.5K
25,175
-11%
减持
ETR
Entergy Corp New
+$54.5K
5,660
-1%
减持
KO
Coca Cola
-$43.9K
8,754
-1%
减持
D
Dominion Res.
+$40.3K
8,700
-0%
减持
SCHW
Charles Schwab
+$24.3K
5,818
-0%
减持
BRK/B
Berkshire Hathaway 'B'
+$21.9K
2,093
-1%
减持
IBM
International Bus.MCHS.
-$19.4K
1,514
-0%
建仓
—
Connect Biopharma HLDG F
+$16.8K
11,130
减持
SO
Southern Co
+$13.7K
5,075
-0%
减持
PBHC
Pathfinder Bancorp, Inc.
-$8.7K
22,293
-3%
增持
XETYX
Eaton Vance Tax MG Cef
+$7.9K
18,292
+0%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$7.9K
22,757
-4%
减持
—
Exxon Mobil
+$7.0K
2,130
-2%
减持
MA
Mastercard
-$3.4K
403
-3%
