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 60 项建仓 4增持 46减持 7清仓 3
增持
VRIG INVESCO ACTIVELY MANAGED EXC +$1.4M
234,635 +30%
增持
CLOA BLACKROCK ETF TRUST II +$1.2M
134,609 +20%
增持
DFGX DIMENSIONAL ETF TRUST +$1.1M
155,462 +17%
增持
DFAX DIMENSIONAL ETF TRUST +$957.3K
372,649 +4%
增持
JAAA JANUS DETROIT STR TR +$937.7K
144,176 +15%
增持
DFAC DIMENSIONAL ETF TRUST +$907.6K
456,155 +7%
增持
DFSV DIMENSIONAL ETF TRUST +$501.8K
45,279 +37%
增持
DISV DIMENSIONAL ETF TRUST +$436.7K
80,373 +12%
增持
DFLV DIMENSIONAL ETF TRUST +$327.1K
72,973 +10%
减持
DFCF DIMENSIONAL ETF TRUST -$307.4K
112,122 -5%
增持
BKAG BNY MELLON ETF TRUST +$264.7K
27,924 +30%
增持
ADP AUTOMATIC DATA PROCESSING IN -$227.2K
4,272 +0%
建仓
GS GOLDMAN SACHS GROUP INC +$225.6K
267
增持
DFEV DIMENSIONAL ETF TRUST +$219.8K
20,140 +36%
增持
DFIV DIMENSIONAL ETF TRUST +$188.1K
20,354 +15%
增持
DFAE DIMENSIONAL ETF TRUST +$165.1K
64,091 +4%
增持
BR BROADRIDGE FINL SOLUTIONS IN -$115.2K
2,047 +2%
增持
BKLC BNY MELLON ETF TRUST +$104.8K
3,975 +33%
增持
DFAS DIMENSIONAL ETF TRUST +$55.2K
18,290 +2%
增持
FDM FIRST TR EXCHANGE-TRADED FD +$37.1K
9,156 +2%
增持
DFEM DIMENSIONAL ETF TRUST +$30.0K
19,579 +0%
清仓
— STRIVE INC
-$22.1K
0 -100%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL -$21.5K
490 -4%
增持
DFUS DIMENSIONAL ETF TRUST +$10.4K
3,312 +9%
增持
ETH GRAYSCALE ETHEREUM STAKING -$10.2K
22,092 +38%
增持
— BIT DIGITAL INC
+$1.4K
22,785 +52%
增持
IBIT ISHARES BITCOIN TRUST ETF -$952
22,459 +29%
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。
