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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 140 项
建仓 6
增持 91
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.7M
365,708
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
23,357
+3%
减持
AAPL
APPLE INC
+$1.4M
27,583
-0%
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
BSV
VANGUARD BD INDEX FDS
+$1.3M
183,322
+10%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
17,947
+5%
增持
ISTB
ISHARES TR
+$1.1M
171,658
+15%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
232,682
-1%
增持
VTV
VANGUARD INDEX FDS
+$830.1K
37,985
+7%
增持
DFUS
DIMENSIONAL ETF TRUST
+$817.7K
49,377
+20%
减持
ABBV
ABBVIE INC
+$811.6K
18,017
-0%
增持
IXUS
ISHARES TR
+$809.7K
20,666
+78%
增持
AVIV
AMERICAN CENTY ETF TR
+$765.5K
69,584
+10%
增持
IGSB
ISHARES TR
+$762.2K
57,706
+32%
减持
CAT
CATERPILLAR INC
+$738.8K
8,476
-0%
增持
AVLV
AMERICAN CENTY ETF TR
+$705.7K
96,023
+5%
增持
VB
VANGUARD INDEX FDS
+$701.7K
16,625
+12%
增持
DFAE
DIMENSIONAL ETF TRUST
+$667.7K
107,353
+14%
增持
DFIS
DIMENSIONAL ETF TRUST
+$660.6K
261,155
+3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$653.0K
35,091
+8%
减持
NVDA
NVIDIA CORPORATION
+$601.7K
23,672
-2%
增持
DFSD
DIMENSIONAL ETF TRUST
+$580.3K
279,232
+4%
增持
DFSV
DIMENSIONAL ETF TRUST
+$572.4K
101,123
+12%
增持
IJR
ISHARES TR
+$560.4K
50,805
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$553.9K
47,015
+8%
增持
DFEM
DIMENSIONAL ETF TRUST
+$541.7K
174,532
+2%
减持
DFAC
DIMENSIONAL ETF TRUST
+$495.7K
226,556
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$478.3K
74,460
+17%
增持
DUSB
DIMENSIONAL ETF TRUST
+$459.0K
96,968
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$436.2K
139,148
+4%
增持
VWOB
VANGUARD WHITEHALL FDS
+$425.8K
46,907
+13%
增持
EMB
ISHARES TR
+$415.1K
69,588
+4%
增持
VO
VANGUARD INDEX FDS
+$389.9K
21,968
+1%
增持
GOOG
ALPHABET INC
+$381.8K
5,767
+0%
增持
VBR
VANGUARD INDEX FDS
+$381.1K
11,043
+12%
增持
SGOV
ISHARES TR
+$364.9K
37,231
+11%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$362.3K
97,990
+8%
增持
AVDV
AMERICAN CENTY ETF TR
+$355.5K
19,935
+11%
增持
EEM
ISHARES TR
+$355.3K
56,690
+2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$349.3K
455,670
-4%
减持
VXUS
VANGUARD STAR FDS
+$345.6K
124,106
-2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$329.9K
61,516
-17%
建仓
SPSM
SPDR SERIES TRUST
+$312.7K
6,752
增持
DFGX
DIMENSIONAL ETF TRUST
+$312.7K
10,044
+134%
增持
FNDC
SCHWAB STRATEGIC TR
+$298.9K
120,569
+0%
减持
PICB
INVESCO EXCH TRADED FD TR II
-$297.8K
12,333
-50%
清仓
MGC
VANGUARD WORLD FD
-$293.5K
0
-100%
清仓
IWR
ISHARES TR
-$285.5K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$284.3K
47,101
+3%
增持
IJH
ISHARES TR
+$282.7K
32,073
+10%
减持
DV
DOUBLEVERIFY HLDGS INC
-$263.8K
42,617
-18%
建仓
IWC
ISHARES TR
+$257.0K
1,724
增持
GOOGL
ALPHABET INC
+$255.7K
3,397
+5%
建仓
AVDS
AMERICAN CENTY ETF TR
+$249.7K
3,696
增持
AVUV
AMERICAN CENTY ETF TR
+$242.2K
18,139
+6%
减持
IGE
ISHARES TR
+$240.0K
76,539
-4%
增持
QQQ
INVESCO QQQ TR
+$225.9K
1,932
+14%
增持
VNQ
VANGUARD INDEX FDS
+$217.7K
43,852
+3%
增持
EFA
ISHARES TR
+$214.7K
16,490
+11%
建仓
VSGX
VANGUARD WORLD FD
+$206.7K
2,980
增持
MSFT
MICROSOFT CORP
+$206.5K
5,185
+4%
建仓
SCHX
SCHWAB STRATEGIC TR
+$204.4K
7,760
增持
SHY
ISHARES TR
+$203.8K
8,895
+38%
建仓
VUSB
VANGUARD BD INDEX FDS
+$203.0K
4,061
增持
IXC
ISHARES TR
+$202.5K
53,040
+4%
清仓
PM
PHILIP MORRIS INTL INC
-$200.2K
0
-100%
增持
IAGG
ISHARES TR
+$195.0K
23,825
+19%
增持
ICLN
ISHARES TR
+$178.7K
59,118
+5%
减持
DFAT
DIMENSIONAL ETF TRUST
+$171.8K
73,369
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$161.1K
3,417
+8%
增持
DFCF
DIMENSIONAL ETF TRUST
+$157.4K
69,528
+4%
增持
AVDE
AMERICAN CENTY ETF TR
+$155.7K
29,472
+1%
增持
SUB
ISHARES TR
+$155.5K
34,945
+4%
增持
GNR
SPDR INDEX SHS FDS
+$153.2K
20,232
+5%
增持
—
EXXON MOBIL CORP
+$136.6K
12,276
+6%
增持
IVV
ISHARES TR
+$136.1K
2,650
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$133.1K
72,830
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$132.1K
7,529
-1%
减持
BND
VANGUARD BD INDEX FDS
-$131.2K
15,246
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$116.2K
7,945
+14%
增持
AVSC
AMERICAN CENTY ETF TR
+$116.0K
15,122
+4%
增持
REET
ISHARES TR
+$113.8K
67,052
+4%
减持
IEMG
ISHARES INC
-$109.9K
4,305
-34%
减持
VYM
VANGUARD WHITEHALL FDS
+$108.6K
16,965
-1%
增持
AVSF
AMERICAN CENTY ETF TR
+$107.2K
35,021
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$98.1K
1,026
-22%
增持
VDE
VANGUARD WORLD FD
+$95.9K
10,151
+2%
减持
MUB
ISHARES TR
-$93.6K
15,122
-7%
增持
AVGO
BROADCOM INC
+$92.8K
1,467
+3%
增持
GUNR
FLEXSHARES TR
+$92.8K
18,627
+3%
增持
FNDA
SCHWAB STRATEGIC TR
+$89.3K
10,337
+27%
增持
EFV
ISHARES TR
+$86.5K
16,513
+1%
增持
AGG
ISHARES TR
+$82.2K
16,694
+4%
增持
SCHC
SCHWAB STRATEGIC TR
+$81.9K
16,588
+5%
增持
SCHP
SCHWAB STRATEGIC TR
+$73.6K
42,984
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$67.5K
20,605
-3%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$58.1K
23,192
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$51.5K
18,091
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$51.4K
23,196
+4%
增持
AMZN
AMAZON COM INC
+$50.6K
9,055
+3%
增持
KR
KROGER CO
-$48.1K
12,165
+1%
增持
AVRE
AMERICAN CENTY ETF TR
+$47.4K
6,015
+21%
减持
ABT
ABBOTT LABS
-$45.9K
14,680
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$42.1K
38,869
+1%
减持
V
VISA INC
-$40.3K
1,649
-3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$39.6K
17,881
+0%
增持
VTI
VANGUARD INDEX FDS
+$39.6K
1,630
+0%
减持
PEP
PEPSICO INC
-$38.7K
1,519
-20%
增持
IWB
ISHARES TR
+$38.1K
1,423
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
+$37.0K
8,166
-0%
减持
IFRA
ISHARES TR
+$34.9K
12,817
-2%
减持
MCD
MCDONALDS CORP
+$34.4K
3,358
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$30.4K
10,307
+1%
减持
VV
VANGUARD INDEX FDS
-$29.8K
4,246
-9%
增持
STIP
ISHARES TR
+$28.2K
6,416
+4%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$28.0K
1,896
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$26.1K
17,978
+1%
增持
DFEV
DIMENSIONAL ETF TRUST
+$25.6K
11,991
+1%
减持
DIS
DISNEY WALT CO
-$25.6K
1,811
-4%
增持
SCHE
SCHWAB STRATEGIC TR
+$24.9K
7,242
+1%
减持
SHYG
ISHARES TR
-$20.9K
101,622
-1%
增持
VOE
VANGUARD INDEX FDS
+$20.9K
1,933
+0%
减持
CVX
CHEVRON CORP NEW
+$19.6K
2,544
-3%
减持
CSCO
CISCO SYS INC
-$19.6K
4,196
-5%
减持
FNDF
SCHWAB STRATEGIC TR
+$18.3K
7,543
-1%
增持
ITAN
EA SERIES TRUST
+$17.9K
7,052
+0%
减持
ICSH
ISHARES TR
-$17.9K
21,064
-2%
增持
AVUS
AMERICAN CENTY ETF TR
+$16.7K
2,083
+0%
增持
SLQD
ISHARES TR
+$16.2K
21,908
+1%
增持
IVE
ISHARES TR
+$14.5K
1,290
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$14.2K
85,881
-7%
增持
IGF
ISHARES TR
+$13.4K
5,430
+1%
减持
SCZ
ISHARES TR
+$12.4K
6,988
-3%
减持
DFAR
DIMENSIONAL ETF TRUST
-$11.0K
48,024
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.7K
3,554
+0%
减持
PCY
INVESCO EXCH TRADED FD TR II
+$10.2K
12,823
-2%
减持
—
INTEGRAL AD SCIENCE HLDNG CO
-$9.7K
78,540
-19%
减持
ESGV
VANGUARD WORLD FD
+$6.4K
1,758
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$6.2K
3,920
+0%
增持
HYG
ISHARES TR
+$4.9K
3,167
+1%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$4.8K
2,912
-12%
