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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 142 项
建仓 16
增持 93
减持 32
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.5M
354,668
+10%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.9M
234,180
+8%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.6M
254,682
+9%
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
VXUS
VANGUARD STAR FDS
+$1.6M
126,955
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
22,739
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
17,139
+7%
增持
BSV
VANGUARD BD INDEX FDS
+$1.5M
166,762
+12%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.4M
473,382
+5%
减持
MUB
ISHARES TR
-$1.3M
16,308
-42%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.2M
268,192
+9%
增持
SGOV
ISHARES TR
+$1.2M
33,611
+53%
增持
IJR
ISHARES TR
+$1.2M
50,112
+21%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.1M
170,334
+13%
增持
FNDC
SCHWAB STRATEGIC TR
+$1.0M
120,515
+8%
增持
VO
VANGUARD INDEX FDS
+$783.0K
21,667
+6%
增持
MSFT
MICROSOFT CORP
+$761.0K
4,984
+9%
减持
NVDA
NVIDIA CORPORATION
+$753.0K
24,147
-15%
增持
VTV
VANGUARD INDEX FDS
+$748.4K
35,384
+11%
增持
DFAU
DIMENSIONAL ETF TRUST
+$700.7K
74,242
+17%
减持
ABBV
ABBVIE INC
-$673.9K
18,102
-6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$660.4K
229,981
+0%
增持
AVLV
AMERICAN CENTY ETF TR
+$654.5K
91,378
+7%
建仓
PICB
INVESCO EXCH TRADED FD TR II
+$591.6K
24,469
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$582.1K
134,414
+5%
增持
DFSV
DIMENSIONAL ETF TRUST
+$553.7K
89,955
+21%
增持
DFAT
DIMENSIONAL ETF TRUST
+$546.7K
75,964
+10%
增持
DFCF
DIMENSIONAL ETF TRUST
+$541.3K
66,625
+23%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$537.8K
32,362
-2%
减持
AAPL
APPLE INC
-$531.5K
27,633
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$528.3K
93,855
+11%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$506.7K
45,780
+8%
增持
CAT
CATERPILLAR INC
+$500.0K
8,515
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$481.8K
90,574
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$460.3K
17,828
+114%
增持
AVEM
AMERICAN CENTY ETF TR
+$458.2K
43,440
+4%
增持
IVV
ISHARES TR
+$443.5K
2,638
+24%
增持
DFAX
DIMENSIONAL ETF TRUST
+$442.4K
92,242
+7%
增持
ISTB
ISHARES TR
+$399.7K
149,720
+5%
增持
AVIV
AMERICAN CENTY ETF TR
+$372.6K
63,104
+1%
增持
IXC
ISHARES TR
+$364.9K
51,207
+31%
增持
EEM
ISHARES TR
+$342.7K
55,389
+4%
增持
EMB
ISHARES TR
+$341.5K
67,038
+4%
增持
ICSH
ISHARES TR
+$332.9K
21,432
+44%
增持
VB
VANGUARD INDEX FDS
+$313.1K
14,877
+3%
增持
SHYG
ISHARES TR
+$296.7K
102,484
+6%
建仓
MGC
VANGUARD WORLD FD
+$293.5K
1,305
增持
DFUS
DIMENSIONAL ETF TRUST
+$292.9K
41,170
+1%
增持
EFV
ISHARES TR
+$291.5K
16,282
+29%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$289.7K
3,321
建仓
IWR
ISHARES TR
+$285.5K
3,104
增持
VV
VANGUARD INDEX FDS
+$284.1K
4,686
+14%
增持
VNQ
VANGUARD INDEX FDS
+$279.6K
42,570
+10%
建仓
ALL
ALLSTATE CORP
+$275.8K
1,370
增持
JPM
JPMORGAN CHASE & CO.
+$271.6K
3,162
+20%
增持
QQQ
INVESCO QQQ TR
+$258.9K
1,693
+18%
增持
IJH
ISHARES TR
+$258.7K
29,190
+10%
减持
—
AON PLC
-$251.9K
4,245
-4%
减持
AMZN
AMAZON COM INC
+$250.8K
8,832
-0%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$246.2K
435
建仓
META
META PLATFORMS INC
+$243.6K
330
建仓
DIS
DISNEY WALT CO
+$233.0K
1,879
建仓
FNDA
SCHWAB STRATEGIC TR
+$232.8K
8,125
增持
VWOB
VANGUARD WHITEHALL FDS
+$227.4K
41,504
+7%
减持
IGE
ISHARES TR
-$219.7K
79,417
-3%
增持
AVSC
AMERICAN CENTY ETF TR
+$216.8K
14,538
+32%
建仓
SCHE
SCHWAB STRATEGIC TR
+$216.7K
7,191
建仓
AVUS
AMERICAN CENTY ETF TR
+$209.7K
2,080
减持
AVDE
AMERICAN CENTY ETF TR
+$209.7K
29,316
-1%
增持
—
INTEGRAL AD SCIENCE HLDNG CO
+$208.8K
97,290
+31%
建仓
XLF
SELECT SECTOR SPDR TR
+$205.0K
3,914
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$202.3K
3,548
建仓
ESGV
VANGUARD WORLD FD
+$201.9K
1,841
建仓
EMXC
ISHARES INC
+$201.3K
3,188
建仓
PM
PHILIP MORRIS INTL INC
+$200.2K
1,099
清仓
MRK
MERCK & CO INC
-$200.1K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$200.1K
3,421
-2%
减持
DUSB
DIMENSIONAL ETF TRUST
-$183.2K
87,981
-4%
增持
REET
ISHARES TR
+$176.9K
64,780
+10%
减持
AVDV
AMERICAN CENTY ETF TR
+$163.5K
17,902
-1%
增持
VBR
VANGUARD INDEX FDS
+$158.7K
9,865
+4%
增持
IEMG
ISHARES INC
+$158.2K
6,558
+50%
增持
DFLV
DIMENSIONAL ETF TRUST
+$157.7K
63,554
+7%
减持
AVGO
BROADCOM INC
+$151.1K
1,419
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$149.5K
17,159
+6%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$143.7K
22,732
+2%
增持
IXUS
ISHARES TR
+$139.8K
11,601
+7%
减持
—
EXXON MOBIL CORP
-$135.9K
11,572
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
+$131.8K
72,731
-5%
增持
SUB
ISHARES TR
+$130.0K
33,627
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$127.1K
1,315
+25%
增持
GOOG
ALPHABET INC
+$122.3K
5,766
+0%
增持
ICLN
ISHARES TR
+$119.3K
56,176
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$115.4K
17,123
+2%
减持
EFA
ISHARES TR
+$113.4K
14,822
-0%
增持
BND
VANGUARD BD INDEX FDS
+$107.2K
17,182
+9%
增持
SCHC
SCHWAB STRATEGIC TR
+$106.8K
15,803
+0%
减持
IGSB
ISHARES TR
-$103.8K
43,555
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$91.3K
21,206
+0%
增持
DFAR
DIMENSIONAL ETF TRUST
+$81.6K
49,289
+9%
增持
VDE
VANGUARD WORLD FD
-$76.3K
9,920
+2%
增持
AVSF
AMERICAN CENTY ETF TR
+$75.9K
32,879
+5%
增持
IFRA
ISHARES TR
+$73.3K
13,054
+3%
增持
SCZ
ISHARES TR
+$73.1K
7,207
+2%
减持
MCD
MCDONALDS CORP
-$71.3K
3,375
-0%
增持
TSLA
TESLA INC
+$71.1K
1,197
+0%
增持
GOOGL
ALPHABET INC
+$70.0K
3,235
+0%
增持
VOE
VANGUARD INDEX FDS
+$68.2K
1,925
+24%
增持
XLE
SELECT SECTOR SPDR TR
-$60.2K
7,000
+0%
增持
KR
KROGER CO
+$52.7K
12,104
+0%
增持
STIP
ISHARES TR
+$51.3K
6,170
+9%
增持
UAL
UNITED AIRLS HLDGS INC
+$46.8K
3,767
+3%
减持
DISV
DIMENSIONAL ETF TRUST
+$43.7K
18,054
-4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$43.4K
17,878
+0%
减持
DV
DOUBLEVERIFY HLDGS INC
+$42.0K
51,728
-6%
增持
V
VISA INC
+$41.1K
1,699
+6%
减持
VYMI
VANGUARD WHITEHALL FDS
+$40.2K
8,170
-2%
减持
IWB
ISHARES TR
+$38.2K
1,419
-2%
增持
DFEV
DIMENSIONAL ETF TRUST
+$36.8K
11,897
+1%
增持
GUNR
FLEXSHARES TR
+$36.0K
18,019
+2%
减持
PEP
PEPSICO INC
-$34.8K
1,909
-0%
减持
VTIP
VANGUARD MALVERN FDS
-$33.6K
22,340
-4%
减持
ABT
ABBOTT LABS
+$33.4K
14,794
-1%
增持
CVX
CHEVRON CORP NEW
-$30.0K
2,622
+8%
增持
IGF
ISHARES TR
+$28.9K
5,380
+2%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$24.9K
1,859
-10%
减持
FNDF
SCHWAB STRATEGIC TR
+$24.4K
7,640
-2%
增持
IAGG
ISHARES TR
+$24.0K
20,073
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$21.3K
10,165
+1%
增持
ITAN
EA SERIES TRUST
+$18.3K
7,024
+0%
增持
AVRE
AMERICAN CENTY ETF TR
+$17.0K
4,985
+6%
增持
HYG
ISHARES TR
+$8.6K
3,128
+1%
减持
MA
MASTERCARD INCORPORATED
-$7.9K
539
-5%
增持
SCHD
SCHWAB STRATEGIC TR
-$7.6K
38,455
+5%
减持
SLQD
ISHARES TR
-$7.4K
21,691
-1%
增持
AGG
ISHARES TR
+$7.3K
16,042
+0%
减持
WM
WASTE MGMT INC DEL
-$7.1K
2,458
-0%
增持
IVE
ISHARES TR
+$6.5K
1,288
+0%
增持
SHY
ISHARES TR
+$6.0K
6,446
+1%
减持
PATK
PATRICK INDS INC
+$4.6K
2,463
-6%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$3.9K
13,035
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.7K
40,660
+1%
减持
GNR
SPDR INDEX SHS FDS
+$1.7K
19,261
-2%
