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
26Q1 调仓2025-12-31 → 2026-03-31 · 共 65 项建仓 5增持 37减持 19清仓 4
增持
DFCF DIMENSIONAL ETF TRUST +$2.3M
259,828 +27%
增持
VTEC VANGUARD CALIF TAX FREE FDS +$1.0M
25,885 +70%
增持
CALI BLACKROCK ETF TRUST II +$966.7K
89,165 +27%
增持
DFAI DIMENSIONAL ETF TRUST +$795.9K
400,792 +3%
增持
DFAE DIMENSIONAL ETF TRUST +$677.7K
217,654 +6%
增持
AVDV AMERICAN CENTY ETF TR +$630.0K
35,965 +14%
增持
HIMU BLACKROCK ETF TRUST II +$403.8K
18,885 +83%
增持
VWOB VANGUARD WHITEHALL FDS +$371.2K
43,707 +18%
增持
VCRB VANGUARD MALVERN FDS +$367.2K
26,240 +23%
增持
SHYM BLACKROCK ETF TRUST II +$365.7K
89,076 +24%
建仓
BND VANGUARD BD INDEX FDS +$268.5K
3,646
减持
DFIV DIMENSIONAL ETF TRUST +$259.0K
111,474 -1%
建仓
XLRE SELECT SECTOR SPDR TR +$220.6K
5,403
建仓
NOC NORTHROP GRUMMAN CORP +$204.7K
300
建仓
VEU VANGUARD INTL EQUITY INDEX F +$203.9K
2,715
增持
VUSB VANGUARD BD INDEX FDS +$183.6K
133,611 +3%
增持
SPY STATE STR SPDR S&P 500 ETF T +$156.8K
880 +44%
减持
— EXXON MOBIL CORP
+$127.5K
2,846 -4%
清仓
DSU BLACKROCK DEBT STRATEGIES FD -$115.7K
0 -100%
增持
JCPB J P MORGAN EXCHANGE TRADED F +$60.3K
30,950 +5%
减持
DFSV DIMENSIONAL ETF TRUST +$38.1K
20,385 -1%
减持
DFAS DIMENSIONAL ETF TRUST -$36.9K
52,057 -3%
增持
VWO VANGUARD INTL EQUITY INDEX F +$31.6K
24,370 +2%
减持
DFAX DIMENSIONAL ETF TRUST -$31.2K
47,429 -5%
增持
BRK/B BERKSHIRE HATHAWAY INC DEL -$20.1K
902 +0%
减持
COST COSTCO WHOLESALE CORPORATION +$9.7K
220 -9%
减持
AVUV AMERICAN CENTY ETF TR +$2.0K
57,608 -8%
增持
VIGI VANGUARD WHITEHALL FDS -$167
14,217 +3%
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。
