Aufman Associates Inc

报告期 2026-03-31 · CIK 0001801573

持仓数

前50大市值合计

$200.3M

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 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q3 调仓2022-06-30 → 2022-09-30 · 共 29 项增持 15减持 10清仓 4

方向

标的

Δ市值

现股数(环比)

减持

— Seagate Technology Holdings

-$2.4M

108,832 -5%

减持

VEA Vanguard FTSE Developed Markets ETF

-$2.2M

458,231 -1%

减持

VOO Vanguard 500 Index ETF

-$1.8M

69,719 -2%

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。

VB Vanguard Small-Cap Index ETF

增持

VEU Vanguard FTSE All-World ex US Index ETF

-$261.0K

47,654 +0%

清仓

EFAX SPDR MSCI EAFE Fossil Fuel Free ETF

-$209.0K

0 -100%

清仓

MMM 3M Company

-$207.0K

0 -100%

清仓

FNDX Schwab Fundamental US Large Company Index ETF

-$204.0K

0 -100%

清仓

GOOGL Alphabet Cl A

-$203.0K

0 -100%

减持

VXUS Vanguard Total International Stock ETF

-$153.0K

8,894 -18%

增持

GOOG Alphabet Cl C

-$127.0K

8,432 +1866%

增持

INTC Intel

-$102.0K

8,855 +0%

增持

MTX Minerals Technologies

-$99.0K

8,335 +0%

减持

VOT Vanguard Mid-Cap Growth Index ETF

-$76.0K

15,475 -0%

减持

ABBV AbbVie

-$75.0K

2,755 -5%

减持

— Exxon Mobil

-$65.0K

13,309 -7%

增持

MSFT Microsoft

-$60.0K

2,533 +0%

增持

BND Vanguard Total Bond Market Index ETF

+$59.0K

4,123 +32%

增持

ALTO Alto Ingredients

+$54.0K

172,803 +11%

减持

VTI Vanguard Total Stock Market ETF

-$54.0K

1,169 -16%

增持

JNJ Johnson & Johnson

-$50.0K

3,582 +0%

增持

PFE Pfizer

-$45.0K

5,341 +0%

增持

VO Vanguard Mid-Cap ETF

-$22.0K

2,753 +0%

减持

USXF iShares ESG Advanced MSCI USA ETF

-$21.0K

9,525 -1%

增持

AAPL Apple

+$12.0K

7,675 +0%

增持

ESML iShares ESG Aware MSCI USA Small-Cap ETF

-$8.0K

10,484 +0%

增持

TOTL SPDR DoubleLine Total Return Tactical ETF

-$8.0K

5,079 +1%

增持

UNH UnitedHealth Group

-$7.0K

933 +0%

增持

CVX Chevron

+$1.0K

1,970 +1%