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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 93 项
建仓 1
增持 50
减持 37
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
EVTR
MORGAN STANLEY ETF TRUST
+$550.4K
146,972
+8%
增持
VCRM
VANGUARD MUN BD FDS
+$524.0K
46,058
+17%
增持
DFSI
DIMENSIONAL ETF TRUST
+$517.7K
215,035
+1%
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。
清仓
—
SCPHARMACEUTICALS INC
-$471.4K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$415.4K
0
-100%
增持
ESGU
ISHARES TR
+$400.4K
35,482
+6%
建仓
JPM
JPMORGAN CHASE & CO.
+$393.3K
1,221
清仓
—
HEIDRICK & STRUGGLES INTL IN
-$311.2K
0
-100%
增持
ESGD
ISHARES TR
+$299.7K
44,967
+5%
减持
USXF
ISHARES TR
-$271.8K
102,592
-5%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$268.8K
66,269
+3%
清仓
—
HANESBRANDS INC
-$257.4K
0
-100%
增持
DFGR
DIMENSIONAL ETF TRUST
+$235.5K
171,195
+9%
清仓
T
AT&T INC
-$227.0K
0
-100%
增持
XJH
ISHARES TR
+$180.3K
34,742
+11%
增持
HYXF
ISHARES TR
+$178.7K
70,831
+6%
减持
TD
TORONTO DOMINION BK ONT
+$167.4K
14,516
-3%
增持
ESML
ISHARES TR
+$158.2K
20,997
+17%
减持
GOOGL
ALPHABET INC
+$141.8K
2,195
-2%
增持
DFSU
DIMENSIONAL ETF TRUST
+$133.1K
29,447
+9%
减持
GM
GENERAL MTRS CO
+$120.9K
9,376
-11%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$117.0K
50,983
+7%
增持
VO
VANGUARD INDEX FDS
+$115.4K
5,757
+9%
增持
DFSE
DIMENSIONAL ETF TRUST
+$115.2K
89,609
+2%
增持
JCPI
J P MORGAN EXCHANGE TRADED F
+$113.5K
51,658
+6%
增持
LLY
ELI LILLY & CO
+$107.6K
306
+6%
增持
ESGE
ISHARES INC
+$99.7K
26,571
+7%
增持
DFIP
DIMENSIONAL ETF TRUST
+$97.9K
59,543
+6%
减持
EAGG
ISHARES TR
-$92.4K
54,376
-3%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$90.5K
254,973
+6%
减持
CRTO
CRITEO S A
-$88.5K
20,394
-9%
增持
LTPZ
PIMCO ETF TR
+$80.2K
59,324
+6%
增持
JNJ
JOHNSON & JOHNSON
+$79.6K
1,560
+19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$79.2K
29,936
+0%
减持
MELI
MERCADOLIBRE INC
-$78.3K
192
-4%
减持
VSGX
VANGUARD WORLD FD
+$78.0K
46,202
-1%
增持
XJR
ISHARES TR
+$77.2K
8,912
+26%
增持
FSMD
FIDELITY COVINGTON TRUST
+$76.1K
9,766
+21%
增持
VEEV
VEEVA SYS INC
-$75.7K
1,037
+1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$75.6K
33,793
+3%
增持
JSMD
JANUS DETROIT STR TR
+$71.3K
7,534
+16%
增持
EMXF
ISHARES TR
+$68.8K
44,886
+1%
减持
MSFT
MICROSOFT CORP
-$67.3K
1,056
-5%
减持
VUG
VANGUARD INDEX FDS
-$64.2K
1,172
-12%
减持
CMCSA
COMCAST CORP NEW
-$57.7K
12,340
-9%
减持
GOOG
ALPHABET INC
+$55.3K
814
-1%
增持
EUSB
ISHARES TR
+$54.5K
71,394
+2%
减持
C
CITIGROUP INC
+$49.7K
6,015
-6%
增持
AAPL
APPLE INC
+$49.3K
2,399
+1%
减持
GILD
GILEAD SCIENCES INC
+$48.6K
5,019
-2%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$48.4K
9,185
+1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$47.0K
27,474
+4%
减持
VV
VANGUARD INDEX FDS
+$45.3K
7,764
-0%
增持
NVDA
NVIDIA CORPORATION
+$44.6K
1,707
+16%
减持
MGK
VANGUARD WORLD FD
-$44.3K
3,927
-5%
减持
BLK
BLACKROCK INC
-$41.9K
219
-8%
减持
DFAI
DIMENSIONAL ETF TRUST
+$41.3K
27,129
-1%
减持
BND
VANGUARD BD INDEX FDS
-$40.4K
17,005
-3%
减持
CRM
SALESFORCE INC
+$39.6K
1,505
-1%
减持
SUB
ISHARES TR
-$38.0K
3,331
-10%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$36.9K
33,292
+4%
增持
PFXF
VANECK ETF TRUST
+$26.2K
28,927
+6%
增持
GPN
GLOBAL PMTS INC
-$24.7K
4,373
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$24.0K
45,470
+3%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$23.2K
27,065
+4%
减持
—
MEDTRONIC PLC
-$22.5K
3,878
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$22.0K
798
+6%
减持
QQQ
INVESCO QQQ TR
-$21.5K
346
-11%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$20.8K
12,421
-6%
增持
VTV
VANGUARD INDEX FDS
+$18.5K
3,792
+0%
减持
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$18.4K
12,750
-1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$17.8K
18,587
-0%
增持
VNQ
VANGUARD INDEX FDS
+$16.5K
4,168
+8%
增持
SCHO
SCHWAB STRATEGIC TR
+$14.7K
69,613
+1%
减持
RAFE
PIMCO EQUITY SER
+$14.2K
147,728
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$14.2K
9,438
-2%
减持
NULV
NUSHARES ETF TR
+$13.6K
57,685
-2%
增持
—
PAGSEGURO DIGITAL LTD
-$13.5K
60,274
+1%
减持
ESGV
VANGUARD WORLD FD
+$11.6K
11,149
-1%
减持
ICLN
ISHARES TR
+$11.4K
46,589
-4%
增持
VB
VANGUARD INDEX FDS
+$9.0K
2,150
+0%
增持
DMXF
ISHARES TR
-$8.9K
62,024
+1%
减持
SUSA
ISHARES TR
-$7.3K
2,307
-5%
增持
HYDB
ISHARES TR
+$6.6K
7,095
+3%
减持
IDEV
ISHARES TR
+$6.3K
7,001
-2%
减持
WDS
WOODSIDE ENERGY GROUP LTD
-$6.0K
13,730
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$5.0K
676
-1%
增持
FALN
ISHARES TR
+$4.0K
12,332
+3%
增持
FLTR
VANECK ETF TRUST
+$3.7K
19,008
+1%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$2.8K
11,162
+2%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$2.5K
7,478
+5%
减持
NUSC
NUSHARES ETF TR
-$2.3K
8,949
-2%
减持
IEMG
ISHARES INC
-$688
4,036
-2%
