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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 96 项
建仓 6
增持 60
减持 28
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
EVTR
MORGAN STANLEY ETF TRUST
+$250.2K
154,075
+5%
建仓
AVGO
BROADCOM INC
+$241.1K
779
建仓
T
AT&T INC
+$234.7K
8,097
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
VEEV
VEEVA SYS INC
-$231.5K
0
-100%
建仓
IVV
ISHARES TR
+$231.4K
354
建仓
AMGN
AMGEN INC
+$220.6K
627
建仓
AMZN
AMAZON COM INC
+$219.5K
1,054
清仓
—
SYNOVUS FINL CORP
-$218.1K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$217.4K
3,072
+80%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$207.5K
3,323
增持
ESGU
ISHARES TR
-$196.3K
35,991
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$165.3K
68,344
+3%
增持
USXF
ISHARES TR
-$161.0K
104,099
+1%
减持
DFSI
DIMENSIONAL ETF TRUST
-$152.9K
213,685
-1%
减持
EUSB
ISHARES TR
-$152.8K
68,556
-4%
增持
DFGR
DIMENSIONAL ETF TRUST
+$149.0K
175,769
+3%
减持
BND
VANGUARD BD INDEX FDS
-$143.9K
15,150
-11%
增持
MGK
VANGUARD WORLD FD
-$132.1K
4,052
+3%
增持
AAPL
APPLE INC
+$131.5K
3,088
+29%
减持
CRM
SALESFORCE INC
-$120.0K
1,493
-1%
增持
WDS
WOODSIDE ENERGY GROUP LTD
+$118.7K
13,935
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$113.2K
30,950
+3%
增持
VCRM
VANGUARD MUN BD FDS
+$109.5K
47,773
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$108.6K
29,324
+8%
增持
VTIP
VANGUARD MALVERN FDS
+$101.1K
47,048
+3%
增持
VO
VANGUARD INDEX FDS
+$95.9K
6,152
+7%
增持
JCPI
J P MORGAN EXCHANGE TRADED F
+$94.5K
53,408
+3%
增持
DFIP
DIMENSIONAL ETF TRUST
+$93.7K
61,553
+3%
增持
VTV
VANGUARD INDEX FDS
+$84.0K
4,120
+9%
减持
TD
TORONTO DOMINION BK ONT
-$82.0K
13,776
-5%
减持
GM
GENERAL MTRS CO
-$80.2K
9,158
-2%
增持
JNJ
JOHNSON & JOHNSON
+$76.6K
1,634
+5%
减持
ICLN
ISHARES TR
+$76.3K
46,023
-1%
减持
GILD
GILEAD SCIENCES INC
+$75.1K
4,959
-1%
增持
XJH
ISHARES TR
+$70.3K
35,740
+3%
减持
JPM
JPMORGAN CHASE & CO
-$67.5K
1,108
-9%
增持
ESGV
VANGUARD WORLD FD
-$66.8K
11,416
+2%
增持
VV
VANGUARD INDEX FDS
-$64.7K
7,962
+3%
减持
MELI
MERCADOLIBRE INC
-$58.2K
190
-1%
减持
VSGX
VANGUARD WORLD FD
-$57.3K
45,332
-2%
增持
VUG
VANGUARD INDEX FDS
-$57.2K
1,178
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$57.1K
52,457
+3%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$55.6K
34,564
+4%
增持
MSFT
MICROSOFT CORP
-$55.4K
1,230
+16%
减持
ESML
ISHARES TR
-$54.0K
19,385
-8%
增持
ESGE
ISHARES INC
+$52.1K
26,957
+1%
减持
DFSE
DIMENSIONAL ETF TRUST
+$49.9K
88,905
-1%
增持
LTPZ
PIMCO ETF TR
+$45.2K
61,046
+3%
减持
BUD
ANHEUSER BUSCH INBEV SA NV
+$44.9K
9,126
-1%
增持
NULV
NUSHARES ETF TR
+$44.6K
58,094
+1%
增持
GPN
GLOBAL PMTS INC
-$42.6K
4,396
+1%
增持
GOOG
ALPHABET INC
+$41.5K
1,035
+27%
增持
DMXF
ISHARES TR
+$41.1K
62,331
+0%
减持
—
MEDTRONIC PLC
-$40.9K
3,827
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$38.2K
19,006
+2%
增持
HYXF
ISHARES TR
+$38.1K
73,099
+3%
减持
C
CITIGROUP INC
-$36.9K
5,864
-3%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$34.0K
11,532
+3%
减持
IEFA
ISHARES TR
-$33.9K
3,097
-12%
减持
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$33.8K
12,581
-1%
增持
FSMD
FIDELITY COVINGTON TRUST
+$33.5K
10,387
+6%
增持
ESGD
ISHARES TR
+$32.9K
45,062
+0%
增持
SCHO
SCHWAB STRATEGIC TR
+$29.8K
71,126
+2%
减持
SUB
ISHARES TR
-$29.5K
3,060
-8%
减持
BLK
BLACKROCK INC
-$28.6K
214
-2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$27.6K
7,092
-5%
减持
IDEV
ISHARES TR
-$27.4K
6,582
-6%
增持
DFSU
DIMENSIONAL ETF TRUST
-$25.6K
30,501
+4%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$24.8K
28,928
+7%
增持
PFXF
VANECK ETF TRUST
+$24.1K
30,498
+5%
增持
—
PAGSEGURO DIGITAL LTD
+$23.2K
60,308
+0%
增持
QQQ
INVESCO QQQ TR
+$23.0K
408
+18%
增持
VB
VANGUARD INDEX FDS
+$21.4K
2,199
+2%
增持
GOOGL
ALPHABET INC
+$18.1K
2,452
+12%
减持
SUSA
ISHARES TR
-$17.6K
2,300
-0%
增持
XJR
ISHARES TR
+$17.1K
9,108
+2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$16.5K
28,324
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.3K
9,689
+3%
增持
LLY
ELI LILLY & CO
-$16.1K
340
+11%
增持
VNQ
VANGUARD INDEX FDS
+$14.8K
4,325
+4%
增持
VWOB
VANGUARD WHITEHALL FDS
+$14.0K
34,901
+3%
减持
AGG
ISHARES TR
-$13.4K
5,212
-2%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$13.3K
12,290
-1%
增持
CMCSA
COMCAST CORP NEW
+$12.8K
13,294
+8%
减持
NUSC
NUSHARES ETF TR
-$12.5K
8,591
-4%
减持
IEMG
ISHARES INC
+$9.9K
4,032
-0%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$6.3K
256,090
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.3K
824
+3%
增持
RAFE
PIMCO EQUITY SER
+$4.9K
149,184
+1%
增持
CRTO
CRITEO S A
-$4.4K
23,197
+14%
减持
EMXF
ISHARES TR
+$4.3K
43,747
-3%
增持
HYDB
ISHARES TR
+$2.7K
7,280
+3%
增持
JSMD
JANUS DETROIT STR TR
-$1.7K
7,722
+2%
增持
EAGG
ISHARES TR
+$1.4K
54,748
+1%
增持
FALN
ISHARES TR
+$1.2K
12,643
+3%
增持
FLTR
VANECK ETF TRUST
+$127
19,013
+0%
