Efficient Frontier Advisors LLC
投资组合价值同比(季度):+2.5% 13F不披露现金
前十大持仓权重96.85%
前二十五大持仓权重100.00%
持仓高于 1%10
有效持仓数量5.9
仅基于13F多头股票持仓(现金、债券、空头未披露)
周转率 Q2 2025: 1.1% 估计买入 $1709947 · 卖出 $5187746
新仓位1
增加14
减少5
已结清0
投资组合价值
$157.5M
持仓
22
截至
2025年6月30日 数据截至 Q2 2025
行业细分
完整投资组合 22 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SGOV | $42078311 | 26.71% | 417900 | $1120661 | 上涨 ×1 | ||
| DFUV | $32028519 | 20.33% | 757534 | $-1079567 | 下跌 ×1 | ||
| DFAT | $25158460 | 15.97% | 466243 | $-590493 | 下跌 ×1 | ||
| DFIV | $24753249 | 15.71% | 577942 | $1593782 | 下跌 ×2 | ||
| VTI | $10834092 | 6.88% | 35647 | $1091985 | 上涨 ×2 | ||
| GDX | $4631100 | 2.94% | 88957 | $-4606 | 下跌 ×2 | ||
| DFSV | $4483454 | 2.85% | 152343 | $291947 | 上涨 ×1 | ||
| DFAS | $3404271 | 2.16% | 53434 | $-122444 | 下跌 ×1 | ||
| AVDV | $2963258 | 1.88% | 37377 | $362424 | 上涨 ×2 | ||
| DISV | $2214185 | 1.41% | 67280 | $347360 | 上涨 ×1 | ||
| DFEV | $988920 | 0.63% | 32975 | $96946 | |||
| VOO | $703836 | 0.45% | 1239 | $68349 | 上涨 ×1 | ||
| AVEE | $430366 | 0.27% | 7143 | $55208 | |||
| VPL | $409952 | 0.26% | 4988 | $49316 | 上涨 ×1 | ||
| PDN | $359112 | 0.23% | 9228 | $53060 | 上涨 ×2 | ||
| PRFZ | $328079 | 0.21% | 7762 | $15245 | 上涨 ×2 | ||
| VEA | $320153 | 0.20% | 5616 | $35537 | 上涨 ×1 | ||
| AVES | $311071 | 0.20% | 5810 | $40835 | 上涨 ×2 | ||
| AVUV | $305629 | 0.19% | 3355 | 上涨 ×1 | |||
| PRF | $276280 | 0.18% | 6793 | $20156 | 上涨 ×2 | ||
| PXH | $268809 | 0.17% | 11492 | $20641 | 上涨 ×1 | ||
| VGK | $266489 | 0.17% | 3439 | $28515 | 上涨 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位,按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| AVUV | $305629 | 3355 | 0.19% |