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CLUNE & ASSOCIATES, LTD. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CLUNE & ASSOCIATES, LTD.
报告期 2026-03-31 · CIK 0002055816
持仓数
162
前50大市值合计
$433.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 126 项
建仓 8
增持 89
减持 26
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$7.2M
9
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.8M
323,687
+5%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.3M
245,025
+11%
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
DFUV
DIMENSIONAL ETF TRUST
+$1.3M
451,256
+7%
减持
AAPL
APPLE INC
-$1.1M
27,916
-4%
增持
VTV
VANGUARD INDEX FDS
+$1.0M
31,870
+21%
增持
BSV
VANGUARD BD INDEX FDS
+$1.0M
148,878
+8%
增持
DFAS
DIMENSIONAL ETF TRUST
-$956.4K
217,066
+1%
增持
VXUS
VANGUARD STAR FDS
+$929.1K
115,830
+9%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$894.2K
127,994
+8%
减持
NVDA
NVIDIA CORPORATION
-$893.2K
28,252
-4%
增持
DUSB
DIMENSIONAL ETF TRUST
+$647.3K
91,627
+16%
增持
ABBV
ABBVIE INC
+$628.7K
19,253
+0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$612.8K
233,018
+6%
增持
IGE
ISHARES TR
+$594.8K
82,118
+12%
增持
EMB
ISHARES TR
+$533.3K
64,770
+8%
增持
SUB
ISHARES TR
+$528.2K
32,631
+18%
增持
FNDC
SCHWAB STRATEGIC TR
+$507.2K
111,688
+8%
减持
—
INTEGRAL AD SCIENCE HLDNG CO
-$437.2K
74,404
-25%
减持
DFAC
DIMENSIONAL ETF TRUST
-$426.7K
229,833
-1%
增持
VOO
VANGUARD INDEX FDS
+$418.9K
16,063
+10%
增持
ISTB
ISHARES TR
+$402.9K
142,382
+5%
增持
IGSB
ISHARES TR
+$401.0K
45,862
+19%
增持
DFCF
DIMENSIONAL ETF TRUST
+$391.4K
54,071
+19%
增持
DFEM
DIMENSIONAL ETF TRUST
+$389.3K
150,385
+10%
增持
IJR
ISHARES TR
+$387.4K
41,263
+21%
增持
AVIV
AMERICAN CENTY ETF TR
+$364.0K
62,715
+2%
增持
ABT
ABBOTT LABS
+$334.0K
14,917
+3%
增持
EEM
ISHARES TR
+$316.6K
53,301
+11%
增持
IXC
ISHARES TR
+$295.4K
39,150
+11%
增持
VNQ
VANGUARD INDEX FDS
+$279.1K
38,787
+7%
增持
CAT
CATERPILLAR INC
-$277.1K
8,506
+0%
增持
AVDE
AMERICAN CENTY ETF TR
+$276.8K
29,576
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$271.3K
3,496
-0%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$262.4K
13,011
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$253.1K
42,378
+5%
建仓
HYG
ISHARES TR
+$243.6K
3,088
增持
VWOB
VANGUARD WHITEHALL FDS
+$238.1K
38,706
+9%
增持
DFAE
DIMENSIONAL ETF TRUST
+$237.2K
84,543
+10%
增持
VB
VANGUARD INDEX FDS
+$237.0K
14,487
+17%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$233.5K
2,064
建仓
DFGX
DIMENSIONAL ETF TRUST
+$224.5K
4,296
建仓
PATK
PATRICK INDS INC
+$222.6K
2,633
建仓
TDG
TRANSDIGM GROUP INC
+$217.2K
157
清仓
DIS
DISNEY WALT CO
-$216.5K
0
-100%
减持
MSFT
MICROSOFT CORP
-$214.0K
4,577
-0%
清仓
AVUS
AMERICAN CENTY ETF TR
-$206.6K
0
-100%
清仓
AVIG
AMERICAN CENTY ETF TR
-$204.3K
0
-100%
建仓
AVRE
AMERICAN CENTY ETF TR
+$203.2K
4,723
增持
DFSV
DIMENSIONAL ETF TRUST
-$186.2K
74,376
+0%
增持
IAGG
ISHARES TR
+$179.3K
20,034
+22%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$177.0K
32,971
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$171.2K
68,991
+14%
增持
IXUS
ISHARES TR
+$159.9K
10,845
+20%
减持
—
AON PLC
+$156.3K
4,426
-1%
增持
GNR
SPDR INDEX SHS FDS
+$154.6K
19,588
+10%
减持
SGOV
ISHARES TR
-$153.3K
21,957
-7%
增持
DFAR
DIMENSIONAL ETF TRUST
+$152.7K
45,214
+14%
增持
TSLA
TESLA INC
-$152.4K
1,193
+4%
减持
DFAI
DIMENSIONAL ETF TRUST
+$150.9K
76,290
-0%
增持
REET
ISHARES TR
+$146.2K
58,663
+10%
增持
AVDV
AMERICAN CENTY ETF TR
+$139.8K
18,007
+5%
增持
IJH
ISHARES TR
+$133.1K
26,593
+17%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$127.9K
81,986
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$126.1K
36,719
+11%
减持
—
EXXON MOBIL CORP
+$121.6K
11,632
-1%
增持
AVLV
AMERICAN CENTY ETF TR
+$118.6K
85,545
+5%
增持
GOOG
ALPHABET INC
+$116.4K
5,764
+40%
增持
AVUV
AMERICAN CENTY ETF TR
-$114.5K
16,217
+2%
增持
SHYG
ISHARES TR
+$114.3K
97,001
+3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$111.1K
86,517
-0%
减持
ITAN
EA SERIES TRUST
-$110.9K
7,004
-32%
增持
DFAU
DIMENSIONAL ETF TRUST
-$109.6K
63,586
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$95.2K
40,205
+5%
增持
VDE
VANGUARD WORLD FD
+$94.3K
9,699
+1%
增持
VBR
VANGUARD INDEX FDS
-$91.2K
9,475
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$90.7K
23,180
+5%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$90.0K
22,378
+9%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$86.6K
7,607
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$86.0K
6,997
+6%
增持
KR
KROGER CO
+$82.4K
12,047
+1%
减持
EFA
ISHARES TR
+$82.4K
14,824
-1%
减持
IVV
ISHARES TR
-$77.4K
2,125
-2%
减持
ICLN
ISHARES TR
-$74.5K
54,042
-11%
减持
WM
WASTE MGMT INC DEL
+$68.9K
2,460
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$67.9K
21,158
+5%
增持
AMZN
AMAZON COM INC
+$63.8K
8,866
+20%
增持
GOOGL
ALPHABET INC
+$58.7K
3,234
+39%
增持
DV
DOUBLEVERIFY HLDGS INC
+$56.1K
54,774
+56%
增持
STIP
ISHARES TR
+$55.9K
5,641
+8%
增持
VYMI
VANGUARD WHITEHALL FDS
+$50.4K
8,336
+0%
减持
AVEM
AMERICAN CENTY ETF TR
+$49.5K
41,869
-0%
增持
DISV
DIMENSIONAL ETF TRUST
+$48.4K
18,904
+0%
增持
GUNR
FLEXSHARES TR
+$48.3K
17,694
+1%
增持
AVSF
AMERICAN CENTY ETF TR
+$44.6K
31,458
+2%
增持
AGG
ISHARES TR
+$44.3K
16,013
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$42.4K
59,332
+1%
增持
SCZ
ISHARES TR
+$41.7K
7,093
+5%
增持
VV
VANGUARD INDEX FDS
-$40.7K
4,096
+1%
增持
AVSC
AMERICAN CENTY ETF TR
-$40.2K
11,011
+4%
减持
CVX
CHEVRON CORP NEW
+$38.5K
2,424
-4%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$28.1K
2,223
-3%
增持
SCHC
SCHWAB STRATEGIC TR
+$27.7K
15,783
+1%
减持
MRK
MERCK & CO INC
-$24.7K
2,230
-1%
增持
FNDF
SCHWAB STRATEGIC TR
+$22.9K
7,785
+0%
增持
SCHA
SCHWAB STRATEGIC TR
-$19.3K
10,068
+2%
增持
IFRA
ISHARES TR
+$19.2K
12,620
+6%
增持
IWB
ISHARES TR
-$18.5K
1,447
+1%
增持
IGF
ISHARES TR
+$14.6K
5,298
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$14.6K
22,420
+5%
增持
DFUS
DIMENSIONAL ETF TRUST
+$14.0K
40,779
+6%
减持
VYM
VANGUARD WHITEHALL FDS
-$13.1K
16,805
-2%
增持
SLQD
ISHARES TR
+$12.3K
21,972
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
-$11.5K
17,875
+0%
增持
IEMG
ISHARES INC
+$11.4K
4,363
+2%
增持
ICSH
ISHARES TR
+$8.6K
14,870
+1%
增持
SHY
ISHARES TR
+$8.1K
6,383
+1%
减持
MA
MASTERCARD INCORPORATED
+$5.4K
567
-2%
减持
DFEV
DIMENSIONAL ETF TRUST
-$5.1K
11,829
-5%
增持
VO
VANGUARD INDEX FDS
-$4.7K
20,416
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$4.4K
2,630
-2%
增持
VOE
VANGUARD INDEX FDS
+$4.2K
1,547
+3%
增持
VTEB
VANGUARD MUN BD FDS
-$2.0K
8,339
+1%
减持
BND
VANGUARD BD INDEX FDS
+$1.9K
15,765
-2%
增持
MUB
ISHARES TR
+$251
28,087
+1%
增持
IVE
ISHARES TR
-$178
1,287
+0%
