PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
VIENNA VA · SEC CIK 0001036215
$1.29亿2026Q2 申报市值
41持仓数
84.1%前十大占比 · 第一大 12.9%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFIC 加仓+$75.66万
DFLV 加仓+$61.92万
DFCF 加仓+$60.36万
DFSD 加仓+$55.52万
DIMENSIONAL ETF 加仓+$52.50万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$66.45万
DFUV 减仓-$21.60万
LMT 减仓-$8.41万
MSFT 减仓-$6.90万
PLTR 减仓-$3.80万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $20.46万 | 0.16% | 1,640 | 1,640 | — | $20.46万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.83万 | 0.16% | 409 | -165 | -28.7% | -$8.41万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $22.04万 | 0.17% | 5,481 | -429 | -7.3% | -$1.72万 | 减仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $22.43万 | 0.17% | 4,430 | 4,430 | — | $22.43万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $22.95万 | 0.18% | 7,922 | 1 | 0.0% | $29 | 加仓 |
| AMZN | AMAZON COM INC | $23.45万 | 0.18% | 984 | 984 | — | $23.45万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $23.76万 | 0.18% | 726 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $25.67万 | 0.20% | 3,214 | 2 | 0.1% | $160 | 加仓 |
| LOW | LOWES COS INC | $30.69万 | 0.24% | 1,392 | -4 | -0.3% | -$882 | 减仓 |
| VUG | VANGUARD INDEX FDS | $31.32万 | 0.24% | 3,636 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $31.73万 | 0.25% | 6,139 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $33.49万 | 0.26% | 9,287 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $34.43万 | 0.27% | 8,875 | 120 | 1.4% | $4,655 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.97万 | 0.28% | 6,243 | -17 | -0.3% | -$980 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $37.90万 | 0.29% | 7,015 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.25万 | 0.30% | 1,025 | -185 | -15.3% | -$6.90万 | 减仓 |
| QQQ | INVESCO QQQ TR | $39.18万 | 0.30% | 532 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $40.55万 | 0.32% | 8,295 | 596 | 7.7% | $2.91万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $41.95万 | 0.33% | 4,347 | -160 | -3.6% | -$1.54万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $43.97万 | 0.34% | 4,967 | 135 | 2.8% | $1.19万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $65.11万 | 0.51% | 18,588 | 752 | 4.2% | $2.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $71.61万 | 0.56% | 3,579 | 66 | 1.9% | $1.32万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $75.49万 | 0.59% | 14,486 | 196 | 1.4% | $1.02万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $80.84万 | 0.63% | 17,926 | 1,025 | 6.1% | $4.62万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $87.68万 | 0.68% | 18,802 | 3,645 | 24.0% | $17.00万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $92.38万 | 0.72% | 22,396 | 585 | 2.7% | $2.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $113.36万 | 0.88% | 9,716 | -326 | -3.2% | -$3.80万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $139.78万 | 1.09% | 37,942 | 178 | 0.5% | $6,558 | 加仓 |
| AAPL | APPLE INC | $176.94万 | 1.37% | 6,115 | 32 | 0.5% | $9,260 | 加仓 |
| AVGO | BROADCOM INC | $188.12万 | 1.46% | 4,980 | -1,759 | -26.1% | -$66.45万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $337.32万 | 2.62% | 79,915 | 14,300 | 21.8% | $60.36万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $450.36万 | 3.50% | 113,901 | 15,659 | 15.9% | $61.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $483.54万 | 3.76% | 184,840 | 18,911 | 11.4% | $49.47万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $567.27万 | 4.41% | 139,584 | 4,441 | 3.3% | $18.05万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $875.86万 | 6.81% | 183,426 | 11,627 | 6.8% | $55.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,114.04万 | 8.66% | 251,137 | 11,836 | 4.9% | $52.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,161.78万 | 9.03% | 141,095 | 2,490 | 1.8% | $20.50万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,270.14万 | 9.87% | 340,885 | 20,305 | 6.3% | $75.66万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,586.54万 | 12.33% | 288,409 | -3,927 | -1.3% | -$21.60万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,649.07万 | 12.81% | 201,254 | 2,385 | 1.2% | $19.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,660.62万 | 12.90% | 237,571 | 1,538 | 0.7% | $10.75万 | 加仓 |