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Schubert & Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Schubert & Co
报告期 2026-03-31 · CIK 0001894830
持仓数
69
前50大市值合计
$117.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 57
减持 74
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
FISV
FISERV INC
-$1.5M
473,872
-13%
减持
AAPL
APPLE INC
+$1.4M
119,814
-15%
减持
DFAC
DIMENSIONAL ETF TRUST
+$437.7K
387,360
-0%
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
DUHP
DIMENSIONAL ETF TRUST
+$297.2K
53,235
+23%
增持
DFIC
DIMENSIONAL ETF TRUST
+$269.1K
33,601
+39%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$250.7K
7,456
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$249.8K
7,776
增持
DIHP
DIMENSIONAL ETF TRUST
+$239.1K
32,471
+31%
增持
TSLA
TESLA INC
+$180.2K
2,103
+1%
减持
CVX
CHEVRON CORP NEW
-$156.7K
2,704
-19%
增持
DFIV
DIMENSIONAL ETF TRUST
+$136.9K
61,560
+1%
减持
JNJ
JOHNSON & JOHNSON
-$128.4K
1,976
-20%
增持
MSFT
MICROSOFT CORP
+$117.8K
876
+56%
增持
DFEV
DIMENSIONAL ETF TRUST
+$115.9K
10,394
+85%
增持
DFAX
DIMENSIONAL ETF TRUST
+$106.9K
71,990
+0%
增持
RBLX
ROBLOX CORP
+$100.6K
6,086
+0%
建仓
—
ISHARES TR
+$80.3K
3,400
减持
MRK
MERCK & CO INC
-$72.0K
4,108
-10%
减持
ABBV
ABBVIE INC
-$69.2K
1,565
-21%
增持
DISV
DIMENSIONAL ETF TRUST
+$64.0K
24,091
+5%
减持
—
EXXON MOBIL CORP
-$62.3K
5,993
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$60.9K
5,856
-20%
增持
META
META PLATFORMS INC
+$56.4K
478
+28%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$56.2K
1,318
-19%
减持
KO
COCA COLA CO
-$52.6K
2,529
-23%
减持
SO
SOUTHERN CO
-$51.7K
2,999
-18%
减持
COP
CONOCOPHILLIPS
-$50.8K
2,469
-1%
建仓
DJAN
FIRST TR EXCHNG TRADED FD VI
+$42.7K
1,370
减持
PFE
PFIZER INC
-$41.6K
20
-98%
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$41.6K
1,370
增持
SCHO
SCHWAB STRATEGIC TR
+$36.3K
1,972
+59%
建仓
SLQD
ISHARES TR
+$35.6K
735
建仓
SHYG
ISHARES TR
+$35.2K
845
建仓
SHYL
DBX ETF TR
+$35.1K
805
建仓
LQD
ISHARES TR
+$35.1K
320
建仓
HYG
ISHARES TR
+$34.8K
460
建仓
HYLB
DBX ETF TR
+$34.6K
995
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$31.7K
2,762
增持
VYM
VANGUARD WHITEHALL FDS
-$31.2K
12,368
+0%
增持
DEHP
DIMENSIONAL ETF TRUST
+$30.5K
13,474
+4%
增持
AXP
AMERICAN EXPRESS CO
+$29.6K
1,646
+1%
减持
T
AT&T INC
-$27.4K
31,799
-8%
增持
GOOGL
ALPHABET INC
+$26.0K
544
+58%
增持
DFAT
DIMENSIONAL ETF TRUST
+$25.6K
41,804
+0%
增持
TXN
TEXAS INSTRS INC
+$23.2K
1,003
+1%
减持
DFSV
DIMENSIONAL ETF TRUST
-$23.2K
37,085
-3%
增持
GOOG
ALPHABET INC
+$23.2K
498
+55%
减持
PG
PROCTER AND GAMBLE CO
-$21.8K
3,144
-3%
增持
AMZN
AMAZON COM INC
+$21.7K
542
+33%
增持
—
ASML HOLDING N V
+$19.6K
48
+100%
增持
F
FORD MTR CO DEL
+$19.5K
17,520
+1%
减持
UNP
UNION PAC CORP
-$18.1K
2,368
-1%
建仓
—
LINDE PLC
+$17.4K
49
减持
WBD
WARNER BROS DISCOVERY INC
+$16.6K
3,379
-7%
增持
CSCO
CISCO SYS INC
+$16.5K
3,130
+1%
减持
MMM
3M CO
-$16.5K
520
-12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$16.4K
518
+21%
清仓
—
LINDE PLC
-$14.7K
0
-100%
减持
LLY
LILLY ELI & CO
-$14.6K
128
-20%
增持
NVDA
NVIDIA CORPORATION
+$14.5K
90
+25%
增持
NVR
NVR INC
+$14.0K
5
+67%
增持
DOW
DOW INC
+$13.3K
2,919
+0%
增持
QCOM
QUALCOMM INC
+$13.1K
218
+63%
减持
CVS
CVS HEALTH CORP
-$12.5K
167
-37%
增持
INTC
INTEL CORP
+$12.4K
1,424
+10%
减持
AMGN
AMGEN INC
-$12.4K
90
-31%
减持
BAC
BANK AMERICA CORP
-$11.9K
1,278
-13%
减持
INFY
INFOSYS LTD
-$11.6K
941
-40%
增持
NKE
NIKE INC
+$11.5K
196
+83%
增持
UPS
UNITED PARCEL SERVICE INC
+$11.4K
409
+5%
减持
OXY
OCCIDENTAL PETE CORP
-$11.4K
477
-27%
增持
VLO
VALERO ENERGY CORP
+$10.6K
795
+1%
减持
ALL
ALLSTATE CORP
-$9.8K
38
-63%
增持
CMCSA
COMCAST CORP NEW
+$9.5K
529
+76%
减持
EQNR
EQUINOR ASA
-$9.5K
24
-92%
减持
EOG
EOG RES INC
-$9.4K
74
-46%
减持
—
HESS CORP
-$9.3K
94
-39%
增持
BKNG
BOOKING HOLDINGS INC
+$9.1K
8
+33%
减持
SCHW
SCHWAB CHARLES CORP
-$9.0K
61
-58%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$8.9K
82
-51%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$8.7K
415
增持
CRM
SALESFORCE INC
+$8.6K
67
+86%
减持
OVV
OVINTIV INC
-$8.5K
63
-70%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.3K
123
+112%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$7.7K
267
-27%
减持
LW
LAMB WESTON HLDGS INC
+$7.5K
502
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$7.3K
54
+35%
清仓
—
AMERICA MOVIL SAB DE CV
-$7.2K
0
-100%
增持
SHOP
SHOPIFY INC
+$7.2K
171
+490%
减持
—
PIONEER NAT RES CO
-$7.0K
25
-53%
增持
AVGO
BROADCOM INC
+$6.8K
62
+5%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$6.7K
287
+21%
增持
RIO
RIO TINTO PLC
+$6.6K
192
+109%
增持
BP
BP PLC
+$6.6K
2,169
+0%
减持
EXE
CHESAPEAKE ENERGY CORP
-$6.6K
25
-72%
减持
PRU
PRUDENTIAL FINL INC
-$6.5K
46
-56%
减持
JPM
JPMORGAN CHASE & CO
-$6.5K
786
-3%
减持
ELV
ELEVANCE HEALTH INC
-$6.4K
24
-29%
减持
DVN
DEVON ENERGY CORP NEW
-$6.3K
204
-24%
减持
NEOG
NEOGEN CORP
-$6.2K
34
-92%
增持
DIS
DISNEY WALT CO
+$6.1K
127
+67%
增持
PYPL
PAYPAL HLDGS INC
+$6.1K
121
+175%
减持
MRNA
MODERNA INC
-$5.9K
46
-36%
减持
WMB
WILLIAMS COS INC
-$5.8K
268
-36%
减持
TRV
TRAVELERS COMPANIES INC
-$5.8K
70
-26%
增持
PODD
INSULET CORP
+$5.6K
24
+243%
减持
WFC
WELLS FARGO CO NEW
-$5.6K
196
-37%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$5.6K
351
-7%
增持
AMAT
APPLIED MATLS INC
+$5.5K
184
+5%
减持
WRB
BERKLEY W R CORP
-$5.4K
62
-52%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$5.3K
0
-100%
增持
ZTS
ZOETIS INC
+$5.2K
57
+97%
建仓
—
INSTRUCTURE HLDGS INC
+$5.2K
202
增持
IRM
IRON MTN INC DEL
+$5.2K
1,407
+1%
减持
—
ACCENTURE PLC IRELAND
-$5.1K
85
-23%
减持
SU
SUNCOR ENERGY INC NEW
-$5.1K
61
-72%
减持
HON
HONEYWELL INTL INC
-$5.0K
78
-16%
增持
RY
ROYAL BK CDA SUSTAINABL
+$5.0K
180
+38%
减持
AZO
AUTOZONE INC
-$5.0K
4
-33%
减持
DHR
DANAHER CORPORATION
-$4.9K
47
-25%
减持
SLB
SCHLUMBERGER LTD
-$4.8K
197
-27%
减持
TD
TORONTO DOMINION BK ONT
-$4.7K
71
-49%
建仓
CELH
CELSIUS HLDGS INC
+$4.7K
51
减持
BNS
BANK NOVA SCOTIA HALIFAX
-$4.7K
20
-83%
增持
ADI
ANALOG DEVICES INC
+$4.7K
43
+87%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.7K
33
+27%
减持
BMO
BANK MONTREAL QUE
-$4.7K
42
-55%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.6K
65
-19%
减持
—
KELLOGG CO
-$4.6K
475
-7%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$4.5K
585
-1%
减持
PEP
PEPSICO INC
-$4.4K
635
-5%
增持
CME
CME GROUP INC
+$4.3K
32
+191%
增持
KB
KB FINL GROUP INC
+$4.3K
196
+165%
减持
CI
THE CIGNA GROUP
-$4.3K
43
-7%
减持
DFAU
DIMENSIONAL ETF TRUST
+$4.2K
2,962
-1%
减持
ENB
ENBRIDGE INC
-$4.2K
51
-68%
减持
ABT
ABBOTT LABS
-$4.2K
172
-13%
减持
PBR/A
PETROLEO BRASILEIRO SA PETRO
-$4.2K
26
-95%
减持
AEP
AMERICAN ELEC PWR CO INC
-$4.2K
657
-3%
增持
HUBB
HUBBELL INC
+$4.2K
48
+50%
减持
HALO
HALOZYME THERAPEUTICS INC
-$4.2K
34
-65%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.2K
17
-26%
减持
CFG
CITIZENS FINL GROUP INC
-$4.1K
261
-15%
减持
NSC
NORFOLK SOUTHN CORP
-$4.1K
19
-42%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$4.1K
426
-32%
减持
V
VISA INC
+$4.0K
287
-2%
增持
TGT
TARGET CORP
+$4.0K
153
+7%
增持
OMC
OMNICOM GROUP INC
+$4.0K
255
+4%
增持
CARR
CARRIER GLOBAL CORPORATION
+$4.0K
276
+31%
减持
RJF
RAYMOND JAMES FINL INC
-$4.0K
47
-40%
