行业细分

04
Technology 0.8%
Industrials 0.2%
Retail 0.1%
Communication Services 0.1%
其他/未映射 98.8%

完整投资组合 45 持仓

05
类型 连胜 8个季度趋势
DFAU Dimensional ETF Trust $38013771 14.41% 735418 $5808776 上涨 ×3
DFCF Dimensional ETF Trust $22908580 8.69% 542729 $840096 上涨 ×4
DFIP Dimensional ETF Trust $19089744 7.24% 462726 $1237165 上涨 ×4
DFSV Dimensional ETF Trust $15944316 6.05% 411042 $1249555 下跌 ×4
DFEM Dimensional ETF Trust $13723771 5.20% 337691 $1731105 下跌 ×4
AVRE AMERICAN CENTURY ETF TRUST $13440458 5.10% 283674 $717619 下跌 ×4
DFUS Dimensional ETF Trust $12921037 4.90% 157689 $1739310
DFIC Dimensional ETF Trust $12660318 4.80% 339783 $461710 下跌 ×2
AVUV AMERICAN CENTURY ETF TRUST $12062379 4.57% 96685 $1758130 上涨 ×4
VTEB Vanguard Tax-Exempt Bond ETF $11712254 4.44% 231559 $287843 上涨 ×4
DISV Dimensional ETF Trust $11079483 4.20% 276090 $-138396 下跌 ×2
AVDE AMERICAN CENTURY ETF TRUST $10066251 3.82% 112850 $866103 上涨 ×3
BNDX Vanguard Total International Bond ETF $8349199 3.17% 172397 $548077 上涨 ×4
AVDV AMERICAN CENTURY ETF TRUST $7863159 2.98% 76304 $587964 上涨 ×4
AVEM AMERICAN CENTURY ETF TRUST $7320784 2.78% 75871 $1111867 下跌 ×1
VCRM Vanguard Core Tax-Exempt Bond ETF $5708302 2.16% 74716 $365513 上涨 ×1
AVUS AMERICAN CENTURY ETF TRUST $5446091 2.06% 42521 $868040 上涨 ×3
DFAT Dimensional ETF Trust $5121563 1.94% 73270 $532317 下跌 ×1
DFGR Dimensional ETF Trust $4814017 1.83% 166172 $1118335 上涨 ×4
DFAS Dimensional ETF Trust $4352904 1.65% 52865 $592617
MUB iShares Trust $2656169 1.01% 24681 $-4905 下跌 ×2
AMD Advanced Micro Devices, Inc. - Common Stock $2033185 0.77% 3500 $1315077 下跌 ×1
BIV VANGUARD BOND INDEX FUNDS $2016031 0.76% 26285 $-54370 下跌 ×4
SCHP SCHWAB STRATEGIC TRUST $1908196 0.72% 72007 $-7920
SCHB SCHWAB STRATEGIC TRUST $1425522 0.54% 49224 $154989 下跌 ×1
DFAC Dimensional ETF Trust $1384996 0.53% 31222 $-1403037 下跌 ×3
VTI Vanguard Morningstar Total Stock Market ETF $1068676 0.41% 2888 $139571 下跌 ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $1046341 0.40% 20831 $30608 上涨 ×2
IAGG iShares International Aggregate Bond Fund $771195 0.29% 15241 $8535
BSV VANGUARD BOND INDEX FUNDS $720278 0.27% 9245 $-4622
DFNM Dimensional ETF Trust $695637 0.26% 14392 $-18951 下跌 ×4
VMC Vulcan Materials Company (Holding Company) Common Stock $620996 0.24% 2105 $47804
DFAX Dimensional ETF Trust $616463 0.23% 16734 $-480339 下跌 ×4
VGSH Vanguard Short-Term Treasury ETF $558371 0.21% 9594 $-10287 下跌 ×1
SHV iShares 0-1 Year Treasury Bond ETF $465898 0.18% 4222 $-7123 下跌 ×1
DFUV Dimensional ETF Trust $456968 0.17% 8307 $54411
DFGX Dimensional Global ex US Core Fixed Income ETF $439477 0.17% 8200 $9383
VV Vanguard Morningstar Large-Cap ETF $349069 0.13% 1015 $45736
VUG Vanguard Morningstar Growth ETF $329325 0.12% 3823 $51090 上涨 ×1
AMZN Amazon.com, Inc. - Common Stock $306267 0.12% 1285 $38640
NEAR iShares U.S. ETF Trust $277870 0.11% 5485 $-960
DFSU Dimensional ETF Trust $270454 0.10% 5800 $32132
AVES AMERICAN CENTURY ETF TRUST $260891 0.10% 3977 $22351
DUHP Dimensional ETF Trust $260312 0.10% 6238 $31003
NFLX Netflix, Inc. - Common Stock $216342 0.08% 3030 $-74993

重仓股

08

持仓连续增加3个季度以上。

持股数量按13F申报数据报告（未按拆股调整）

证券价值% 占投资组合连胜
DFAU $38013771 14.41% 上涨 ×3
DFCF $22908580 8.69% 上涨 ×4
DFIP $19089744 7.24% 上涨 ×4
AVUV $12062379 4.57% 上涨 ×4
VTEB $11712254 4.44% 上涨 ×4
AVDE $10066251 3.82% 上涨 ×3
BNDX $8349199 3.17% 上涨 ×4
AVDV $7863159 2.98% 上涨 ×4
AVUS $5446091 2.06% 上涨 ×3
DFGR $4814017 1.83% 上涨 ×4

季度涨幅榜

10
证券操作股份变动价值变动
DFAU 增持 +22K +$5.8M
AVUV 增持 +3K +$1.8M
DFUS 仅价格变动 +0 +$1.7M
DFEM 削减 -9K +$1.7M
DFAC 削减 -41K -$1.4M
AMD 削减 -30 +$1.3M
DFSV 削减 -8K +$1.2M
DFIP 增持 +35K +$1.2M
DFGR 增持 +27K +$1.1M
AVEM 削减 -1K +$1.1M

已退出持仓

11

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度先前持股数先前价值退出后价格
VTES 2025年12月31日 8130 $828650