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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 95 项
建仓 1
增持 52
减持 41
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
EVTR
MORGAN STANLEY ETF TRUST
+$813.3K
136,417
+12%
增持
DFSI
DIMENSIONAL ETF TRUST
+$575.8K
212,342
+3%
增持
VCRM
VANGUARD MUN BD FDS
+$574.5K
39,290
+21%
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
RAFE
PIMCO EQUITY SER
+$437.1K
152,061
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$394.1K
156,992
+8%
增持
ESGD
ISHARES TR
+$312.8K
42,764
+4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$302.1K
64,193
+4%
增持
LTPZ
PIMCO ETF TR
+$291.6K
56,116
+9%
减持
ESGU
ISHARES TR
+$289.0K
33,556
-1%
增持
JCPI
J P MORGAN EXCHANGE TRADED F
+$269.0K
48,707
+12%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$231.5K
47,443
+11%
增持
DFSU
DIMENSIONAL ETF TRUST
+$231.3K
26,976
+16%
增持
HYXF
ISHARES TR
+$224.5K
66,728
+8%
增持
VWOB
VANGUARD WHITEHALL FDS
+$221.7K
32,930
+9%
增持
DFIP
DIMENSIONAL ETF TRUST
+$214.6K
56,274
+9%
增持
NULV
NUSHARES ETF TR
+$207.4K
58,985
+4%
清仓
AMGN
AMGEN INC
-$205.5K
0
-100%
增持
EAGG
ISHARES TR
+$201.5K
56,097
+7%
建仓
GOOG
ALPHABET INC
+$200.3K
822
增持
VEA
VANGUARD TAX-MANAGED FDS
+$185.8K
29,888
+6%
减持
DFSE
DIMENSIONAL ETF TRUST
+$185.3K
87,655
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$170.8K
8,296
-31%
增持
VO
VANGUARD INDEX FDS
+$156.8K
5,295
+6%
增持
EUSB
ISHARES TR
+$153.6K
70,136
+4%
减持
GOOGL
ALPHABET INC
+$145.8K
2,243
-1%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$144.7K
240,492
+4%
增持
DMXF
ISHARES TR
+$139.8K
61,667
+1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$139.0K
26,330
+11%
减持
USXF
ISHARES TR
-$138.1K
107,818
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$135.9K
43,945
+6%
增持
AAPL
APPLE INC
+$132.5K
2,368
+3%
增持
SCHO
SCHWAB STRATEGIC TR
+$131.6K
68,923
+8%
增持
ICLN
ISHARES TR
+$129.5K
48,710
+2%
减持
MGK
VANGUARD WORLD FD
+$128.0K
4,138
-1%
减持
VSGX
VANGUARD WORLD FD
+$125.4K
46,576
-2%
减持
—
SCPHARMACEUTICALS INC
+$124.8K
83,133
-9%
减持
GM
GENERAL MTRS CO
+$118.7K
10,521
-1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$115.8K
32,022
+5%
增持
ESGE
ISHARES INC
+$110.4K
24,735
+1%
减持
VV
VANGUARD INDEX FDS
+$107.0K
7,792
-3%
增持
CRTO
CRITEO S A
+$105.2K
22,512
+34%
增持
DFAI
DIMENSIONAL ETF TRUST
+$97.5K
27,305
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$95.2K
685
+17%
减持
TD
TORONTO DOMINION BK ONT
+$90.2K
15,010
-1%
增持
XJH
ISHARES TR
+$86.1K
31,265
+1%
减持
C
CITIGROUP INC
+$76.3K
6,426
-5%
增持
ESML
ISHARES TR
+$72.6K
17,907
+1%
减持
ESGV
VANGUARD WORLD FD
+$71.3K
11,288
-2%
减持
MELI
MERCADOLIBRE INC
-$70.7K
199
-3%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$69.5K
25,936
+14%
增持
VTV
VANGUARD INDEX FDS
+$69.1K
3,785
+5%
减持
CRM
SALESFORCE INC
-$62.0K
1,515
-2%
减持
VNQ
VANGUARD INDEX FDS
-$62.0K
3,854
-17%
增持
JSMD
JANUS DETROIT STR TR
+$56.8K
6,496
+4%
增持
—
PAGSEGURO DIGITAL LTD
+$54.8K
59,458
+6%
增持
PFXF
VANECK ETF TRUST
+$49.6K
27,276
+7%
增持
DFAE
DIMENSIONAL ETF TRUST
+$48.4K
18,635
+0%
减持
EMXF
ISHARES TR
+$44.5K
44,613
-3%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$44.5K
9,055
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$43.2K
9,626
-0%
减持
JNJ
JOHNSON & JOHNSON
+$39.7K
1,312
-2%
增持
FSMD
FIDELITY COVINGTON TRUST
+$38.2K
8,063
+6%
增持
CMCSA
COMCAST CORP NEW
-$37.2K
13,576
+4%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$36.2K
10,992
+3%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$34.9K
7,128
-12%
减持
SCHX
SCHWAB STRATEGIC TR
+$34.3K
18,129
-0%
减持
—
HANESBRANDS INC
+$34.1K
39,066
-20%
增持
FALN
ISHARES TR
+$30.0K
11,975
+7%
增持
MSFT
MICROSOFT CORP
+$27.9K
1,116
+1%
增持
HYDB
ISHARES TR
+$26.2K
6,884
+8%
减持
VUG
VANGUARD INDEX FDS
+$26.2K
1,326
-5%
增持
FLTR
VANECK ETF TRUST
+$25.0K
18,795
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.0K
754
+3%
减持
T
AT&T INC
-$22.9K
8,038
-7%
减持
IDEV
ISHARES TR
+$21.4K
7,124
-1%
减持
VEEV
VEEVA SYS INC
-$20.3K
1,031
-9%
增持
SUB
ISHARES TR
+$19.5K
3,684
+5%
减持
BLK
BLACKROCK INC
+$17.1K
237
-4%
减持
XJR
ISHARES TR
+$16.5K
7,101
-2%
减持
NVDA
NVIDIA CORPORATION
+$15.9K
1,467
-10%
减持
QQQ
INVESCO QQQ TR
+$13.5K
389
-3%
减持
—
MEDTRONIC PLC
+$12.0K
4,148
-6%
减持
NUSC
NUSHARES ETF TR
+$11.9K
9,113
-5%
减持
LIND
LINDBLAD EXPEDITIONS HLDGS I
-$11.4K
12,930
-15%
减持
SUSA
ISHARES TR
+$8.4K
2,424
-4%
增持
LLY
ELI LILLY & CO
+$6.1K
290
+5%
减持
AGG
ISHARES TR
-$5.3K
5,314
-2%
增持
GILD
GILEAD SCIENCES INC
+$3.0K
5,112
+0%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$2.6K
13,231
-4%
减持
—
HEIDRICK & STRUGGLES INTL IN
+$2.4K
6,252
-7%
减持
BND
VANGUARD BD INDEX FDS
-$2.1K
17,480
-1%
增持
WDS
WOODSIDE ENERGY GROUP LTD
+$1.2K
14,618
+3%
减持
GPN
GLOBAL PMTS INC
+$1.0K
4,371
-3%
减持
IEMG
ISHARES INC
-$490
4,126
-9%
减持
VB
VANGUARD INDEX FDS
-$54
2,146
-7%
