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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 35 项建仓 5增持 21减持 7清仓 2

方向

标的

Δ市值

现股数(环比)

增持

VEA Vanguard Developed Markets Index ETF

+$3.2M

473,991 +3%

增持

VB Vanguard Small-Cap Index ETF

+$2.9M

149,369 +4%

增持

VOO Vanguard 500 Index ETF

+$2.6M

72,538

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。

增持

VOT Vanguard Mid-Cap Growth Index ETF

+$1.9M

24,998 +62%

增持

VEU Vanguard FTSE All-World ex US Index ETF

+$636.4K

54,854 +15%

清仓

AMCX AMC Networks Cl A

-$404.0K

0 -100%

增持

BRK/B Berkshire Hathaway Cl B

+$393.2K

8,382 +2%

建仓

IJR iShares Core S&P Small-Cap Index ETF

+$376.6K

3,979

增持

IVV iShares Core S&P 500 Index ETF

+$328.8K

6,938 +6%

减持

— Exxon Mobil

+$304.6K

13,297 -0%

清仓

BND Vanguard Total Bond Market Index ETF

-$294.0K

0 -100%

建仓

EFAX SPDR MSCI EAFE Fossil Fuel Free ETF

+$216.8K

3,188

建仓

PEP PepsiCo

+$215.2K

1,191

建仓

FNDX Schwab Fundamental US Large Company Index ETF

+$214.9K

4,022

建仓

BA Boeing

+$205.9K

1,081

减持

— Seagate Technology Holdings

-$146.2K

107,333 -1%

增持

MTX Minerals Technologies

+$94.5K

8,342 +0%

增持

ESML iShares ESG Aware MSCI USA Small-Cap ETF

+$78.4K

12,179 +16%

减持

ABBV AbbVie

+$72.0K

2,735 -1%

增持

USXF iShares ESG Advanced MSCI USA ETF

+$65.7K

10,852 +14%

增持

ESGD iShares ESG Aware MSCI EAFE ETF

+$54.0K

5,583 +0%

增持

GOOG Alphabet Cl C

-$49.9K

8,578 +2%

增持

JNJ Johnson & Johnson

+$48.5K

3,586 +0%

增持

VTI Vanguard Total Stock Market ETF

+$48.2K

1,351 +16%

增持

SPY SPDR S&P 500 Index ETF

+$46.6K

1,560 +1%

增持

VO Vanguard Mid-Cap Index ETF

+$46.2K

2,768 +1%

增持

PFE Pfizer

+$45.3K

5,451 +2%

减持

COP ConocoPhillips

+$43.5K

3,775 -4%

增持

AAPL Apple

-$40.8K

7,852 +2%

减持

CVX Chevron

+$37.4K

1,785 -9%

减持

VXUS Vanguard Total Int'l Stock Index ETF

+$27.5K

8,402 -6%

增持

MSFT Microsoft

+$24.8K

2,564 +1%

增持

UNH UnitedHealth Group

+$23.9K

934 +0%

增持

TOTL SPDR DoubleLine Total Return Tactical ETF

+$2.9K

5,168 +2%

减持

INTC Intel

-$26

8,626 -3%