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Five Oceans Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Five Oceans Advisors
报告期 2026-03-31 · CIK 0001876326
持仓数
193
前50大市值合计
$228.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 29
增持 62
减持 48
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$7.6M
125,881
+149%
清仓
SCHV
SCHWAB STRATEGIC TR
-$1.7M
0
-100%
清仓
IWN
ISHARES TR
-$1.2M
0
-100%
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
AAPL
APPLE INC
+$1.1M
31,080
+6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$933.9K
337,043
+2%
建仓
IEFA
ISHARES TR
+$888.2K
11,380
增持
DFIC
DIMENSIONAL ETF TRUST
+$619.7K
179,634
+6%
清仓
—
CRH PLC
-$613.6K
0
-100%
减持
IWS
ISHARES TR
-$549.5K
7,256
-42%
减持
SCHB
SCHWAB STRATEGIC TR
+$498.6K
139,224
-0%
增持
NVS
NOVARTIS AG
+$493.3K
10,293
+59%
减持
—
ASML HOLDING N V
-$442.4K
1,822
-5%
增持
DFSI
DIMENSIONAL ETF TRUST
+$429.8K
126,202
+2%
建仓
IWD
ISHARES TR
+$374.1K
1,971
减持
VTI
VANGUARD INDEX FDS
-$360.5K
9,950
-16%
增持
ORCL
ORACLE CORP
+$341.3K
5,127
+36%
增持
TSLA
TESLA INC
+$337.9K
5,053
+2%
建仓
IWF
ISHARES TR
+$337.1K
898
增持
NVDA
NVIDIA CORPORATION
+$315.9K
43,782
+8%
增持
DFIP
DIMENSIONAL ETF TRUST
+$308.6K
203,363
+0%
建仓
RTX
RTX CORPORATION
+$307.3K
2,536
建仓
MRSH
MARSH & MCLENNAN COS INC
+$302.1K
1,354
建仓
TGT
TARGET CORP
+$294.3K
1,888
减持
VGSH
VANGUARD SCOTTSDALE FDS
+$293.1K
371,003
-0%
减持
TM
TOYOTA MOTOR CORP
-$280.0K
5,179
-12%
建仓
IJH
ISHARES TR
+$277.3K
4,450
减持
DFSE
DIMENSIONAL ETF TRUST
+$270.1K
315,254
-3%
建仓
CM
CANADIAN IMPERIAL BK COMM
+$258.6K
4,216
增持
RY
ROYAL BK CDA
+$253.5K
7,212
+19%
增持
JPM
JPMORGAN CHASE & CO.
+$253.3K
7,276
+15%
减持
META
META PLATFORMS INC
+$249.3K
5,865
-5%
清仓
MU
MICRON TECHNOLOGY INC
-$248.3K
0
-100%
建仓
IJR
ISHARES TR
+$237.4K
2,030
建仓
GE
GE AEROSPACE
+$235.5K
1,249
建仓
GILD
GILEAD SCIENCES INC
+$234.3K
2,795
建仓
TFC
TRUIST FINL CORP
+$233.9K
5,469
建仓
SPG
SIMON PPTY GROUP INC NEW
+$233.1K
1,379
建仓
NEE
NEXTERA ENERGY INC
+$229.2K
2,711
减持
AGG
ISHARES TR
-$227.3K
11,191
-20%
建仓
NVR
NVR INC
+$225.7K
23
建仓
CTAS
CINTAS CORP
+$224.0K
1,088
建仓
KR
KROGER CO
+$219.4K
3,829
建仓
GWW
GRAINGER W W INC
+$219.2K
211
建仓
—
FERRARI N V
+$219.1K
466
清仓
PCAR
PACCAR INC
-$214.1K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$212.0K
4,097
建仓
ISRG
INTUITIVE SURGICAL INC
+$211.2K
430
增持
DFEM
DIMENSIONAL ETF TRUST
+$208.7K
89,693
+4%
建仓
WM
WASTE MGMT INC DEL
+$208.4K
1,004
清仓
DEO
DIAGEO PLC
-$207.9K
0
-100%
建仓
SLF
SUN LIFE FINANCIAL INC.
+$207.9K
3,583
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$206.9K
27,300
清仓
FDX
FEDEX CORP
-$205.4K
0
-100%
增持
SONY
SONY GROUP CORP
+$204.8K
6,761
+28%
建仓
VOE
VANGUARD INDEX FDS
+$204.8K
1,221
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$203.8K
1,733
清仓
PSX
PHILLIPS 66
-$203.4K
0
-100%
建仓
NOW
SERVICENOW INC
+$203.0K
227
清仓
—
TOTALENERGIES SE
-$202.9K
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$202.1K
104
建仓
STIP
ISHARES TR
+$200.6K
1,980
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$187.4K
2,636
+15%
增持
TXN
TEXAS INSTRS INC
+$178.0K
2,230
+53%
增持
AVGO
BROADCOM INC
-$166.9K
8,321
+734%
增持
DFAS
DIMENSIONAL ETF TRUST
+$166.2K
33,606
+0%
增持
GOOG
ALPHABET INC
-$165.2K
10,665
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$160.6K
1,765
+3%
增持
IEMG
ISHARES INC
+$159.1K
17,739
+11%
增持
GOOGL
ALPHABET INC
-$149.0K
11,253
+2%
增持
HD
HOME DEPOT INC
+$148.3K
2,309
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$140.5K
45,567
-12%
增持
WMT
WALMART INC
+$135.6K
10,120
+1%
清仓
ORANY
ORANGE
-$123.4K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$118.2K
16,739
+9%
增持
TD
TORONTO DOMINION BK ONT
+$115.4K
7,565
+14%
减持
ABBV
ABBVIE INC
+$110.0K
4,276
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$108.5K
2,006
+0%
清仓
VOD
VODAFONE GROUP PLC NEW
-$104.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$102.8K
1,920
+0%
减持
—
LAM RESEARCH CORP
-$97.7K
350
-3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$97.4K
9,462
-20%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$97.1K
41,621
-14%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$88.0K
14,475
+36%
增持
—
ACCENTURE PLC IRELAND
+$86.5K
1,279
+6%
增持
PFE
PFIZER INC
+$84.3K
10,097
+36%
减持
DFAR
DIMENSIONAL ETF TRUST
+$78.7K
26,234
-2%
减持
WFC
WELLS FARGO CO NEW
-$77.9K
4,528
-19%
减持
DFUS
DIMENSIONAL ETF TRUST
+$77.9K
24,831
-0%
减持
QCOM
QUALCOMM INC
-$77.3K
2,544
-1%
增持
SNY
SANOFI
+$71.8K
5,458
+9%
增持
CAT
CATERPILLAR INC
+$71.0K
1,183
+1%
增持
MCD
MCDONALDS CORP
+$69.6K
1,371
+0%
减持
DHI
D R HORTON INC
+$67.9K
1,586
-5%
增持
URI
UNITED RENTALS INC
+$62.1K
373
+1%
增持
COST
COSTCO WHSL CORP NEW
+$62.0K
1,441
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$61.9K
30,622
+2%
增持
PGR
PROGRESSIVE CORP
+$59.2K
1,282
+0%
增持
AXP
AMERICAN EXPRESS CO
+$59.0K
1,465
+0%
减持
KO
COCA COLA CO
+$57.0K
6,968
-0%
减持
MCK
MCKESSON CORP
-$55.6K
471
-5%
增持
—
ASTRAZENECA PLC
+$55.4K
8,876
+9%
减持
LOW
LOWES COS INC
+$54.1K
1,100
-1%
减持
DFSU
DIMENSIONAL ETF TRUST
+$52.7K
71,628
-4%
增持
ENB
ENBRIDGE INC
+$51.4K
6,571
+9%
减持
EMB
ISHARES TR
-$50.5K
3,833
-17%
增持
T
AT&T INC
+$50.1K
16,715
+1%
减持
ELV
ELEVANCE HEALTH INC
-$50.1K
531
-12%
增持
SPGI
S&P GLOBAL INC
+$49.1K
537
+5%
减持
SPMD
SPDR SER TR
-$46.0K
6,294
-17%
减持
CSCO
CISCO SYS INC
+$44.9K
8,576
-1%
增持
TELFY
TELEFONICA S A
+$44.5K
36,507
+16%
增持
AMAT
APPLIED MATLS INC
-$44.3K
1,874
+5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$42.6K
10,347
+1%
增持
ABT
ABBOTT LABS
+$42.3K
2,288
+9%
减持
V
VISA INC
+$41.1K
3,440
-0%
减持
SPYM
SPDR SER TR
-$40.6K
13,675
-9%
减持
SHW
SHERWIN WILLIAMS CO
+$40.5K
745
-9%
增持
MRK
MERCK & CO INC
+$40.5K
3,763
+20%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$39.8K
4,925
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$39.2K
590
+0%
增持
—
LINDE PLC
+$36.0K
785
+2%
减持
TMUS
T-MOBILE US INC
+$35.7K
1,189
-0%
增持
CMCSA
COMCAST CORP NEW
+$35.4K
12,038
+1%
增持
DE
DEERE & CO
+$35.2K
601
+4%
减持
DFAT
DIMENSIONAL ETF TRUST
+$34.9K
10,852
-1%
减持
TRV
TRAVELERS COMPANIES INC
+$34.5K
1,313
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$34.4K
14,046
+1%
减持
LLY
ELI LILLY & CO
-$34.2K
1,431
-0%
减持
PG
PROCTER AND GAMBLE CO
+$33.2K
4,051
-0%
增持
UNP
UNION PAC CORP
+$31.7K
1,346
+2%
减持
NFLX
NETFLIX INC
-$31.6K
729
-10%
增持
DFIS
DIMENSIONAL ETF TRUST
+$31.4K
13,920
+0%
减持
GSK
GSK PLC
-$31.1K
6,742
-15%
增持
DHR
DANAHER CORPORATION
+$31.0K
1,057
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$30.9K
108,061
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$30.6K
1,200
-5%
减持
—
TRANE TECHNOLOGIES PLC
+$29.5K
648
-4%
增持
—
CHUBB LIMITED
+$29.4K
861
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$29.2K
703
-0%
减持
SPSM
SPDR SER TR
-$28.8K
5,734
-18%
减持
JNJ
JOHNSON & JOHNSON
+$26.5K
4,782
-7%
减持
REGN
REGENERON PHARMACEUTICALS
-$26.2K
205
-11%
增持
NOK
NOKIA CORP
+$25.9K
34,729
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$23.8K
24,219
-10%
减持
DFIV
DIMENSIONAL ETF TRUST
+$23.6K
11,856
-0%
减持
VTIP
VANGUARD MALVERN FDS
-$21.7K
7,746
-7%
增持
VOO
VANGUARD INDEX FDS
+$21.2K
735
+0%
增持
MS
MORGAN STANLEY
+$21.2K
2,997
+0%
增持
MSFT
MICROSOFT CORP
-$20.4K
13,196
+3%
减持
CI
THE CIGNA GROUP
-$19.2K
875
-10%
