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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 32 项建仓 3增持 14减持 15

方向

标的

Δ市值

现股数(环比)

减持

VOO Vanguard 500 Index ETF

+$2.8M

69,515 -1%

增持

VB Vanguard Small-Cap Index ETF

+$2.4M

149,474 +1%

增持

VEA Vanguard Developed Markets Index ETF

+$1.2M

471,301 +1%

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。

VOT Vanguard Mid-Cap Growth Index ETF

减持

BRK/B Berkshire Hathaway Cl B

+$463.2K

7,790 -1%

建仓

MRNA Moderna

+$458.2K

4,300

增持

IVV iShares Core S&P 500 Index ETF

+$352.2K

7,112 +0%

减持

— Seagate Technology Holdings

+$349.4K

100,449 -5%

建仓

META Meta Platforms Cl A

+$258.8K

533

建仓

IVW iShares S&P 500 Growth Index ETF

+$206.5K

2,445

减持

AAPL Apple

-$178.3K

7,469 -1%

增持

CCI Crown Castle International

-$138.8K

21,200 +3%

增持

ESML iShares ESG Aware MSCI USA Small-Cap ETF

+$114.3K

18,933 +11%

减持

— Exxon Mobil

+$94.8K

7,301 -3%

增持

FNDX Schwab Fundamental US Large Company Index ETF

+$84.5K

4,799 +24%

减持

GOOG Alphabet Cl C

+$81.7K

8,719 -1%

减持

USXF iShares ESG Advanced MSCI USA ETF

+$72.0K

13,545 -0%

减持

VEU Vanguard FTSE All-World ex US Index ETF

+$65.2K

54,710 -2%

减持

MSFT Microsoft

+$56.3K

2,214 -5%

增持

VO Vanguard Mid-Cap Index ETF

+$51.2K

2,825 +0%

减持

SPY SPDR S&P 500 Index ETF

+$51.2K

1,470 -3%

减持

MTX Minerals Technologies

-$50.5K

55,410 -6%

增持

INTC Intel

-$36.0K

5,953 +0%

增持

VXUS Vanguard Total Int'l Stock Index ETF

+$33.1K

12,945 +0%

增持

TOTL SPDR DoubleLine Total Return Tactical ETF

+$30.8K

6,989 +13%

增持

IJH iShares Core S&P Mid-Cap Index ETF

+$26.8K

5,045 +400%

减持

VTI Vanguard Total Stock Market ETF

+$22.2K

1,046 -1%

减持

ESGD iShares ESG Aware MSCI EAFE ETF

+$20.1K

6,612 -2%

增持

CVX Chevron

+$19.9K

1,693 +2%

增持

IJR iShares Core S&P Small-Cap Index ETF

+$9.5K

3,869 +0%

减持

PPL PPL

-$4.7K

9,849 -3%

减持

COP ConocoPhillips

-$446

2,818 -9%