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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 117
减持 18
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.8M
540,018
+19%
增持
VOO
VANGUARD INDEX FDS
+$3.2M
22,686
+26%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
392,659
+7%
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
+$2.7M
217,669
+19%
增持
VXUS
VANGUARD STAR FDS
+$2.4M
153,131
+23%
增持
AAPL
APPLE INC
+$2.1M
33,389
+21%
增持
AVIV
AMERICAN CENTY ETF TR
+$1.8M
91,463
+31%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.8M
254,358
+9%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.7M
114,017
+19%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.5M
312,465
+12%
建仓
LII
LENNOX INTL INC
+$1.5M
3,006
增持
IJR
ISHARES TR
+$1.5M
62,355
+23%
增持
ISTB
ISHARES TR
+$1.4M
201,395
+17%
增持
FNDC
SCHWAB STRATEGIC TR
+$1.4M
152,214
+26%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.4M
210,337
+21%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
155,797
+12%
增持
MUB
ISHARES TR
+$1.3M
26,727
+77%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
63,193
+28%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.0M
11,104
+433%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.0M
88,712
+21%
增持
VWOB
VANGUARD WHITEHALL FDS
+$989.5K
61,213
+30%
增持
AVEM
AMERICAN CENTY ETF TR
+$939.6K
58,049
+23%
增持
VB
VANGUARD INDEX FDS
+$884.4K
19,817
+19%
增持
SPY
SPDR S&P 500 ETF TR
+$825.4K
24,028
+3%
增持
AVDV
AMERICAN CENTY ETF TR
+$811.6K
27,524
+38%
减持
CAT
CATERPILLAR INC
+$800.9K
8,458
-0%
清仓
—
INTEGRAL AD SCIENCE HLDNG CO
-$798.8K
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$797.8K
40,466
+15%
增持
DFAX
DIMENSIONAL ETF TRUST
+$757.7K
105,488
+23%
增持
IGE
ISHARES TR
+$751.7K
89,759
+17%
增持
DFAC
DIMENSIONAL ETF TRUST
+$736.5K
239,321
+6%
增持
DFIS
DIMENSIONAL ETF TRUST
+$693.6K
271,826
+4%
增持
SUB
ISHARES TR
+$677.9K
41,324
+18%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$673.0K
8,923
增持
IAGG
ISHARES TR
+$671.1K
37,826
+59%
增持
DFAR
DIMENSIONAL ETF TRUST
+$657.9K
78,742
+64%
增持
VTV
VANGUARD INDEX FDS
+$649.5K
40,490
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$575.5K
23,346
+29%
建仓
TXT
TEXTRON INC
+$573.8K
6,583
增持
IJH
ISHARES TR
+$560.8K
40,209
+25%
增持
DUSB
DIMENSIONAL ETF TRUST
+$524.2K
107,567
+11%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$510.6K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$504.7K
30,272
+67%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$497.3K
52,460
+11%
增持
GOOG
ALPHABET INC
+$484.0K
6,018
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$467.9K
70,146
+14%
建仓
RTX
RTX CORPORATION
+$450.3K
2,455
增持
IXC
ISHARES TR
+$405.9K
62,494
+18%
增持
CMF
ISHARES TR
+$402.6K
12,013
+138%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$400.6K
32,892
+42%
减持
MSFT
MICROSOFT CORP
-$363.2K
4,802
-7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$356.3K
107,676
+10%
增持
—
EXXON MOBIL CORP
+$337.1K
14,303
+17%
增持
AVDE
AMERICAN CENTY ETF TR
+$336.3K
32,333
+10%
建仓
MGC
VANGUARD WORLD FD
+$327.7K
1,305
增持
DFAE
DIMENSIONAL ETF TRUST
+$324.4K
113,886
+6%
增持
DFCF
DIMENSIONAL ETF TRUST
+$306.1K
77,046
+11%
增持
PICB
INVESCO EXCH TRADED FD TR II
+$300.4K
24,889
+102%
建仓
IWR
ISHARES TR
+$279.2K
2,900
增持
SHYG
ISHARES TR
+$275.3K
109,063
+7%
增持
EMB
ISHARES TR
+$263.7K
71,539
+3%
增持
GOOGL
ALPHABET INC
+$257.4K
3,460
+2%
增持
VO
VANGUARD INDEX FDS
+$254.4K
23,111
+5%
增持
DFSV
DIMENSIONAL ETF TRUST
+$252.0K
105,556
+4%
增持
REET
ISHARES TR
+$246.6K
78,574
+17%
清仓
ITAN
EA SERIES TRUST
-$244.8K
0
-100%
建仓
MRK
MERCK & CO INC
+$225.4K
2,142
建仓
UNP
UNION PAC CORP
+$221.8K
959
增持
VNQ
VANGUARD INDEX FDS
+$220.1K
47,791
+9%
建仓
IEFA
ISHARES TR
+$219.4K
2,452
建仓
INTC
INTEL CORP
+$216.7K
5,874
建仓
LLY
ELI LILLY & CO
+$213.9K
199
清仓
PEP
PEPSICO INC
-$213.3K
0
-100%
增持
AVSF
AMERICAN CENTY ETF TR
+$206.7K
39,506
+13%
增持
ESGV
VANGUARD WORLD FD
+$189.4K
3,287
+87%
增持
GUNR
FLEXSHARES TR
+$188.0K
21,887
+18%
增持
EFV
ISHARES TR
+$184.2K
18,264
+11%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$182.3K
3,856
+73%
增持
VYMI
VANGUARD WHITEHALL FDS
+$173.5K
9,610
+18%
增持
GNR
SPDR INDEX SHS FDS
+$169.1K
22,000
+9%
增持
EEM
ISHARES TR
+$161.6K
58,286
+3%
增持
IEMG
ISHARES INC
+$161.5K
6,624
+54%
增持
IXUS
ISHARES TR
+$155.8K
22,004
+6%
增持
VV
VANGUARD INDEX FDS
+$153.7K
4,641
+9%
增持
BND
VANGUARD BD INDEX FDS
+$153.0K
17,373
+14%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$142.9K
2,806
+48%
减持
ABT
ABBOTT LABS
-$139.9K
14,577
-1%
增持
VSGX
VANGUARD WORLD FD
+$138.5K
4,819
+62%
增持
SHY
ISHARES TR
+$133.6K
10,523
+18%
增持
EFA
ISHARES TR
+$129.3K
17,379
+5%
增持
SLQD
ISHARES TR
+$122.7K
24,383
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$116.8K
42,944
+10%
增持
VDE
VANGUARD WORLD FD
+$112.5K
11,040
+9%
增持
VYM
VANGUARD WHITEHALL FDS
+$111.2K
17,436
+3%
增持
AMZN
AMAZON COM INC
+$110.6K
9,093
+0%
增持
SGOV
ISHARES TR
+$105.0K
38,396
+3%
增持
ICLN
ISHARES TR
+$104.5K
62,062
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$99.2K
1,312
+28%
减持
IGSB
ISHARES TR
-$93.3K
56,104
-3%
增持
VBR
VANGUARD INDEX FDS
+$89.7K
11,306
+2%
减持
DFLV
DIMENSIONAL ETF TRUST
+$85.8K
74,116
-0%
增持
SCHP
SCHWAB STRATEGIC TR
+$81.3K
46,799
+9%
增持
AVGO
BROADCOM INC
+$62.9K
1,580
+8%
增持
UAL
UNITED AIRLS HLDGS INC
+$59.9K
3,787
+1%
增持
IFRA
ISHARES TR
+$58.6K
13,979
+9%
增持
KR
KROGER CO
-$56.0K
12,229
+1%
增持
IWC
ISHARES TR
+$51.6K
1,957
+14%
增持
DFGX
DIMENSIONAL ETF TRUST
+$46.6K
11,182
+11%
增持
DFEV
DIMENSIONAL ETF TRUST
+$45.4K
12,678
+6%
减持
QQQ
INVESCO QQQ TR
-$43.1K
1,818
-6%
增持
NVDA
NVIDIA CORPORATION
+$41.6K
23,905
+1%
增持
ABBV
ABBVIE INC
+$40.8K
18,436
+2%
增持
AGG
ISHARES TR
+$39.7K
17,154
+3%
减持
—
AON PLC
-$39.0K
4,179
-2%
增持
AVSC
AMERICAN CENTY ETF TR
+$38.3K
15,391
+2%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$34.5K
3,209
+10%
减持
IWB
ISHARES TR
-$32.4K
1,306
-8%
增持
HD
HOME DEPOT INC
-$30.6K
581
+2%
增持
ICSH
ISHARES TR
+$30.6K
21,739
+3%
减持
JPM
JPMORGAN CHASE & CO.
-$26.7K
3,262
-5%
减持
IGF
ISHARES TR
-$26.4K
4,978
-8%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$26.4K
7,261
-4%
增持
FNDF
SCHWAB STRATEGIC TR
+$26.2K
7,747
+3%
增持
SCZ
ISHARES TR
+$22.5K
7,205
+3%
增持
META
META PLATFORMS INC
-$21.2K
335
+2%
增持
V
VISA INC
+$21.0K
1,665
+1%
减持
CVX
CHEVRON CORP NEW
-$19.1K
2,467
-3%
增持
SCHC
SCHWAB STRATEGIC TR
+$11.8K
16,840
+2%
增持
AVDS
AMERICAN CENTY ETF TR
+$11.6K
3,743
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$10.5K
23,958
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.4K
3,401
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$10.3K
16,106
+103%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.3K
3,573
+1%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$8.7K
13,166
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$8.2K
10,386
+1%
增持
IVE
ISHARES TR
+$7.4K
1,291
+0%
增持
TSLA
TESLA INC
+$7.3K
1,200
+0%
增持
SPSM
SPDR SERIES TRUST
+$7.1K
6,826
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.3K
20,883
+1%
增持
FNDA
SCHWAB STRATEGIC TR
+$4.7K
10,372
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.7K
17,883
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$4.2K
69,576
-4%
减持
IVV
ISHARES TR
-$3.9K
2,584
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$3.9K
3,926
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$3.6K
436
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$3.5K
7,724
-0%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.1K
7,474
+3%
减持
VTI
VANGUARD INDEX FDS
-$3.0K
1,586
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$2.9K
17,842
-1%
增持
HYG
ISHARES TR
+$2.5K
3,220
+2%
