小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

BetterWealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BetterWealth, LLC

报告期 2026-03-31 · CIK 0001911702

持仓数

85

前50大市值合计

$500.5M

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 22Q1

25Q1 调仓2024-12-31 → 2025-03-31 · 共 65 项建仓 4增持 17减持 33清仓 11

方向

标的

Δ市值

现股数(环比)

建仓

EBI RBB FUND TRUST

+$27.6M

582,885

减持

AAPL APPLE INC

-$11.8M

147,484 -17%

减持

DFAC DIMENSIONAL ETF TRUST

-$8.2M

2,738,803 -4%

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。

减持

DUHP DIMENSIONAL ETF TRUST

-$6.7M

149,312 -57%

减持

DFSV DIMENSIONAL ETF TRUST

-$3.8M

121,591 -48%

增持

DFAX DIMENSIONAL ETF TRUST

+$3.4M

1,794,893 +2%

减持

DFAT DIMENSIONAL ETF TRUST

-$2.3M

24,547 -62%

清仓

AVMU AMERICAN CENTY ETF TR

-$1.7M

0 -100%

增持

BIV VANGUARD BD INDEX FDS

+$1.4M

405,438 +2%

增持

AVRE AMERICAN CENTY ETF TR

+$1.2M

306,461 +8%

减持

DFUV DIMENSIONAL ETF TRUST

-$1.0M

23,419 -52%

增持

CGXU CAPITAL GROUP INTL FOCUS EQT

+$950.6K

479,388 +10%

清仓

DFAS DIMENSIONAL ETF TRUST

-$930.3K

0 -100%

增持

AVEM AMERICAN CENTY ETF TR

+$879.2K

96,806 +15%

减持

AMZN AMAZON COM INC

-$865.3K

3,677 -48%

减持

GOOG ALPHABET INC

-$825.7K

17,048 -7%

减持

DFSU DIMENSIONAL ETF TRUST

-$809.0K

59,559 -23%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$797.1K

203,761 +11%

增持

BSV VANGUARD BD INDEX FDS

+$629.9K

229,193 +2%

减持

VCEB VANGUARD WORLD FD

-$574.2K

22,768 -30%

清仓

UNP UNION PAC CORP

-$540.9K

0 -100%

减持

TSLA TESLA INC

-$526.4K

3,510 -1%

增持

NVDA NVIDIA CORPORATION

-$453.8K

18,299 +1%

清仓

TGT TARGET CORP

-$446.1K

0 -100%

清仓

GOOGL ALPHABET INC

-$359.7K

0 -100%

减持

DISV DIMENSIONAL ETF TRUST

+$342.1K

179,699 -2%

清仓

BKR BAKER HUGHES COMPANY

-$312.9K

0 -100%

减持

DFSI DIMENSIONAL ETF TRUST

-$259.5K

27,612 -26%

减持

CSCO CISCO SYS INC

-$255.0K

4,679 -49%

减持

MSFT MICROSOFT CORP

-$251.8K

2,079 -15%

清仓

VBR VANGUARD INDEX FDS

-$247.5K

0 -100%

建仓

QQQ INVESCO QQQ TR

+$246.7K

526

清仓

AVGO BROADCOM INC

-$244.8K

0 -100%

建仓

VEA VANGUARD TAX-MANAGED FDS

+$244.6K

4,812

清仓

IP INTERNATIONAL PAPER CO

-$242.2K

0 -100%

建仓

SPY SPDR S&P 500 ETF TR

+$237.7K

425

清仓

ROK ROCKWELL AUTOMATION INC

-$211.5K

0 -100%

减持

DFEM DIMENSIONAL ETF TRUST

-$195.8K

138,733 -6%

减持

DFSB DIMENSIONAL ETF TRUST

-$176.1K

13,547 -21%

减持

JNJ JOHNSON & JOHNSON

+$173.9K

9,938 -3%

减持

DFSE DIMENSIONAL ETF TRUST

-$133.2K

13,640 -24%

清仓

F FORD MTR CO

-$115.3K

0 -100%

减持

QCOM QUALCOMM INC

-$102.9K

1,953 -26%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$100.2K

1,818 -5%

减持

VGSR MANAGER DIRECTED PORTFOLIOS

-$85.8K

16,909 -33%

增持

DFSD DIMENSIONAL ETF TRUST

+$83.0K

25,166 +6%

减持

VOO VANGUARD INDEX FDS

-$78.8K

2,730 -1%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$78.6K

46,220 +0%

增持

AVUV AMERICAN CENTY ETF TR

-$75.2K

129,005 +10%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$68.8K

186,884 +10%

减持

DIHP DIMENSIONAL ETF TRUST

+$68.7K

176,826 -5%

增持

PCG PG&E CORP

-$39.2K

13,731 +1%

减持

AMAT APPLIED MATLS INC

-$38.7K

1,419 -6%

减持

CVX CHEVRON CORP NEW

-$38.3K

2,429 -21%

减持

VXUS VANGUARD STAR FDS

-$33.8K

4,215 -16%

增持

PG PROCTER AND GAMBLE CO

+$33.7K

1,372 +15%

减持

SBUX STARBUCKS CORP

-$32.0K

2,620 -17%

增持

— EXXON MOBIL CORP

+$27.0K

2,151 +1%

减持

LLY ELI LILLY & CO

+$22.7K

578 -2%

减持

KLAC KLA CORP

-$21.0K

452 -13%

增持

WFC WELLS FARGO CO NEW

+$12.5K

3,421 +3%

减持

WMT WALMART INC

-$10.0K

3,092 -1%

增持

VV VANGUARD INDEX FDS

-$4.7K

1,348 +4%

减持

VTV VANGUARD INDEX FDS

-$1.4K

2,395 -2%

减持

COST COSTCO WHSL CORP NEW

-$58

277 -3%