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Balanced Rock Investment Advisor 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Balanced Rock Investment Advisor
报告期 2026-03-31 · CIK 0002011851
持仓数
96
前50大市值合计
$125.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 98 项
建仓 10
增持 32
减持 53
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
VTEB
VANGUARD MUN BD FDS
-$6.5M
11,956
-92%
减持
EUSB
ISHARES TR
-$6.2M
67,206
-68%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$6.2M
121,997
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
EAGG
ISHARES TR
-$5.5M
52,437
-69%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.4M
61,782
减持
USXF
ISHARES TR
-$2.4M
117,136
-38%
建仓
VCRM
VANGUARD MUN BD FDS
+$2.4M
32,379
减持
VWOB
VANGUARD WHITEHALL FDS
-$2.3M
30,318
-54%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$2.2M
51,707
建仓
JCPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
43,666
减持
BND
VANGUARD BD INDEX FDS
-$1.9M
17,684
-59%
增持
RAFE
PIMCO EQUITY SER
+$1.7M
150,806
+37%
增持
ESGU
ISHARES TR
+$1.4M
33,974
+31%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.4M
145,113
+55%
建仓
VO
VANGUARD INDEX FDS
+$1.4M
4,998
减持
ESML
ISHARES TR
-$1.2M
17,774
-64%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.2M
23,694
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.1M
206,030
+2%
增持
LTPZ
PIMCO ETF TR
+$862.8K
51,424
+54%
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$827.9K
231,030
-28%
减持
XJR
ISHARES TR
-$706.7K
7,225
-73%
增持
VV
VANGUARD INDEX FDS
+$686.1K
8,033
+29%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$565.7K
42,720
-22%
建仓
JSMD
JANUS DETROIT STR TR
+$486.4K
6,264
增持
NULV
NUSHARES ETF TR
+$485.2K
56,727
+21%
增持
DFSE
DIMENSIONAL ETF TRUST
+$482.6K
89,766
+3%
增持
ESGD
ISHARES TR
+$370.7K
41,061
+2%
减持
VB
VANGUARD INDEX FDS
-$351.9K
2,303
-43%
建仓
FSMD
FIDELITY COVINGTON TRUST
+$316.7K
7,636
增持
DFAI
DIMENSIONAL ETF TRUST
+$281.9K
25,892
+32%
建仓
NVDA
NVIDIA CORPORATION
+$257.8K
1,632
增持
VEA
VANGUARD TAX-MANAGED FDS
+$217.3K
28,154
+3%
清仓
TLT
ISHARES TR
-$213.7K
0
-100%
减持
EMXF
ISHARES TR
-$212.6K
46,070
-19%
增持
TD
TORONTO DOMINION BK ONT
+$211.7K
15,110
+1%
减持
VSGX
VANGUARD WORLD FD
+$197.8K
47,413
-4%
减持
MGK
VANGUARD WORLD FD
-$196.9K
4,198
-25%
减持
XJH
ISHARES TR
-$177.2K
30,961
-17%
增持
—
SCPHARMACEUTICALS INC
+$159.3K
90,968
+28%
增持
DFSU
DIMENSIONAL ETF TRUST
+$158.9K
23,297
+10%
增持
DFAE
DIMENSIONAL ETF TRUST
+$156.5K
18,625
+26%
增持
MSFT
MICROSOFT CORP
+$149.6K
1,106
+4%
减持
DMXF
ISHARES TR
+$136.5K
60,866
-7%
减持
ESGV
VANGUARD WORLD FD
+$134.6K
11,544
-0%
减持
NUSC
NUSHARES ETF TR
-$132.7K
9,572
-30%
增持
VTV
VANGUARD INDEX FDS
+$128.6K
3,603
+22%
增持
ICLN
ISHARES TR
+$126.1K
47,640
+9%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$124.5K
0
-100%
减持
MELI
MERCADOLIBRE INC
+$124.2K
205
-3%
增持
HYXF
ISHARES TR
+$119.1K
61,981
+2%
清仓
WBD
WARNER BROS DISCOVERY INC
-$117.1K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$114.6K
584
-31%
减持
GPN
GLOBAL PMTS INC
-$99.5K
4,524
-4%
增持
CRTO
CRITEO S A
-$96.4K
16,842
+19%
减持
VUG
VANGUARD INDEX FDS
-$92.2K
1,391
-27%
减持
—
PAGSEGURO DIGITAL LTD
+$90.4K
55,991
-5%
减持
C
CITIGROUP INC
+$88.3K
6,766
-1%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$83.0K
10,719
+2%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$76.5K
22,755
+20%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$73.5K
8,129
-27%
减持
VNQ
VANGUARD INDEX FDS
-$71.8K
4,652
-13%
减持
—
HANESBRANDS INC
-$66.7K
48,760
-3%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$65.0K
30,381
-1%
增持
GM
GENERAL MTRS CO
+$61.3K
10,623
+8%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$59.7K
13,813
-2%
增持
CMCSA
COMCAST CORP NEW
+$54.3K
12,994
+17%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$54.0K
8,502
-1%
减持
AMGN
AMGEN INC
-$50.3K
736
-10%
减持
AGG
ISHARES TR
-$48.9K
5,424
-9%
增持
PFXF
VANECK ETF TRUST
+$45.3K
25,412
+9%
增持
WDS
WOODSIDE ENERGY GROUP LTD
+$44.1K
14,181
+18%
减持
SCHX
SCHWAB STRATEGIC TR
+$42.5K
18,135
-0%
减持
IDEV
ISHARES TR
+$41.7K
7,229
-2%
减持
—
HEIDRICK & STRUGGLES INTL IN
-$41.4K
6,748
-17%
减持
LIND
LINDBLAD EXPEDITIONS HLDGS I
-$40.5K
15,159
-35%
减持
GILD
GILEAD SCIENCES INC
-$32.2K
5,090
-4%
减持
ESGE
ISHARES INC
-$29.8K
24,600
-13%
减持
QQQ
INVESCO QQQ TR
-$29.2K
399
-25%
减持
CRM
SALESFORCE INC
-$27.7K
1,544
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$25.8K
733
+2%
减持
GOOGL
ALPHABET INC
+$24.5K
2,267
-7%
减持
SUB
ISHARES TR
-$23.9K
3,516
-7%
增持
HYDB
ISHARES TR
+$22.4K
6,385
+7%
增持
FALN
ISHARES TR
+$22.0K
11,153
+6%
减持
JNJ
JOHNSON & JOHNSON
-$18.9K
1,333
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$18.9K
9,671
-12%
减持
IEFA
ISHARES TR
+$16.2K
3,513
-4%
减持
—
MEDTRONIC PLC
-$16.1K
4,394
-1%
减持
BLK
BLACKROCK INC
+$15.0K
247
-4%
减持
LLY
ELI LILLY & CO
-$13.6K
276
-0%
减持
VEEV
VEEVA SYS INC
-$13.1K
1,137
-23%
减持
SUSA
ISHARES TR
+$11.4K
2,528
-6%
减持
IEMG
ISHARES INC
+$10.6K
4,539
-6%
增持
T
AT&T INC
+$9.8K
8,633
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$7.8K
63,582
+0%
增持
AAPL
APPLE INC
-$7.5K
2,293
+7%
减持
VTIP
VANGUARD MALVERN FDS
-$5.0K
41,556
-1%
减持
FLTR
VANECK ETF TRUST
-$1.1K
17,865
-0%
