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 70 项建仓 6增持 33减持 30清仓 1
增持
AVLV AMERICAN CENTY ETF TR +$11.9M
2,002,480 +1%
增持
AVUV AMERICAN CENTY ETF TR +$6.7M
610,884 +2%
增持
DFCF DIMENSIONAL ETF TRUST +$6.3M
4,571,337 +4%
增持
BSV VANGUARD BD INDEX FDS +$3.6M
800,052 +7%
减持
DFIV DIMENSIONAL ETF TRUST +$3.0M
1,119,781 -0%
减持
AVDV AMERICAN CENTY ETF TR +$2.7M
505,685 -1%
增持
DFAE DIMENSIONAL ETF TRUST +$2.1M
1,284,848 +1%
增持
DIHP DIMENSIONAL ETF TRUST +$1.4M
1,262,979 +2%
减持
DFUV DIMENSIONAL ETF TRUST +$670.2K
510,338 -1%
增持
COST COSTCO WHOLESALE CORPORATION +$332.3K
2,327 +1%
建仓
AVEM AMERICAN CENTY ETF TR +$233.5K
2,898
减持
— EXXON MOBIL CORP
+$219.0K
4,502 -1%
建仓
AVUS AMERICAN CENTY ETF TR +$201.6K
1,813
增持
VUSB VANGUARD BD INDEX FDS +$182.0K
24,387 +18%
增持
VCIT VANGUARD SCOTTSDALE FDS +$148.9K
11,771 +19%
减持
DFSU DIMENSIONAL ETF TRUST -$125.9K
49,401 -0%
增持
SPY STATE STR SPDR S&P 500 ETF T -$79.2K
3,219 +1%
减持
DFSV DIMENSIONAL ETF TRUST +$64.2K
31,010 -0%
增持
VTIP VANGUARD MALVERN FDS +$52.8K
90,750 +0%
减持
DFAT DIMENSIONAL ETF TRUST +$47.9K
18,685 -1%
减持
DFLV DIMENSIONAL ETF TRUST +$39.4K
36,206 -1%
减持
DFSI DIMENSIONAL ETF TRUST -$32.1K
17,191 -3%
增持
VEA VANGUARD TAX-MANAGED FDS +$30.8K
8,150 +4%
增持
BRK/B BERKSHIRE HATHAWAY INC DEL +$28.2K
2,486 +7%
增持
CEG CONSTELLATION ENERGY CORP +$24.4K
1,030 +38%
增持
BND VANGUARD BD INDEX FDS +$19.7K
17,492 +2%
减持
VT VANGUARD INTL EQUITY INDEX F -$17.9K
2,174 -4%
减持
DFAC DIMENSIONAL ETF TRUST -$16.1K
11,433 -2%
增持
DUHP DIMENSIONAL ETF TRUST -$15.6K
2,960,196 +3%
增持
VWO VANGUARD INTL EQUITY INDEX F +$15.2K
27,034 +1%
减持
DFIC DIMENSIONAL ETF TRUST +$8.1K
7,688 -0%
减持
DFSB DIMENSIONAL ETF TRUST -$5.9K
13,016 -1%
减持
DFSE DIMENSIONAL ETF TRUST -$5.9K
5,811 -4%
减持
DFAS DIMENSIONAL ETF TRUST -$4.1K
25,389 -2%
增持
VGIT VANGUARD SCOTTSDALE FDS -$1.2K
4,892 +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。
