PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
VIENNA VA · SEC CIK 0001036215
$1.12亿2026Q1 申报市值
38持仓数
83.5%前十大占比 · 第一大 13.1%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFSD 加仓+$118.18万
DFIC 加仓+$81.72万
DFLV 加仓+$72.32万
DIMENSIONAL ETF 加仓+$66.69万
DFCF 加仓+$64.71万
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$57.69万
PLTR 减仓-$9.86万
DFUV 减仓-$9.31万
MSFT 减仓-$6.52万
LOW 减仓-$4.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1,474.03万 | 13.11% | 236,033 | 5,674 | 2.5% | $35.43万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,416.66万 | 12.60% | 292,336 | -1,922 | -0.7% | -$9.31万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,410.18万 | 12.55% | 198,869 | 7,289 | 3.8% | $51.69万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,139.02万 | 10.13% | 320,580 | 23,000 | 7.7% | $81.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $985.90万 | 8.77% | 138,605 | 4,977 | 3.7% | $35.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $929.92万 | 8.27% | 239,301 | 10,319 | 4.5% | $40.10万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $822.57万 | 7.32% | 171,799 | 24,683 | 16.8% | $118.18万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $466.92万 | 4.15% | 135,143 | 6,842 | 5.3% | $23.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $392.42万 | 3.49% | 165,929 | 28,199 | 20.5% | $66.69万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $350.82万 | 3.12% | 98,242 | 20,252 | 26.0% | $72.32万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $277.03万 | 2.46% | 65,615 | 15,328 | 30.5% | $64.71万 | 加仓 |
| AVGO | BROADCOM INC | $208.58万 | 1.86% | 6,739 | -1,864 | -21.7% | -$57.69万 | 减仓 |
| AAPL | APPLE INC | $154.38万 | 1.37% | 6,083 | -25 | -0.4% | -$6,345 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $146.89万 | 1.31% | 10,042 | -674 | -6.3% | -$9.86万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $128.28万 | 1.14% | 37,764 | 174 | 0.5% | $5,911 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $84.98万 | 0.76% | 21,811 | 299 | 1.4% | $1.16万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $73.94万 | 0.66% | 14,290 | 1,510 | 11.8% | $7.81万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $71.66万 | 0.64% | 16,901 | 42 | 0.2% | $1,781 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $62.28万 | 0.55% | 15,157 | -437 | -2.8% | -$1.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $61.27万 | 0.55% | 3,513 | -252 | -6.7% | -$4.39万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $60.05万 | 0.53% | 17,836 | 97 | 0.5% | $3,266 | 加仓 |
| MSFT | MICROSOFT CORP | $44.81万 | 0.40% | 1,210 | -176 | -12.7% | -$6.52万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.97万 | 0.34% | 6,260 | 58 | 0.9% | $3,518 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $37.03万 | 0.33% | 7,015 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $36.32万 | 0.32% | 4,507 | -62 | -1.4% | -$4,996 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $35.72万 | 0.32% | 4,832 | 213 | 4.6% | $1.57万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $34.69万 | 0.31% | 574 | 4 | 0.7% | $2,417 | 加仓 |
| LOW | LOWES COS INC | $32.98万 | 0.29% | 1,396 | -200 | -12.5% | -$4.73万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $32.62万 | 0.29% | 7,699 | 426 | 5.9% | $1.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.71万 | 0.27% | 532 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $30.68万 | 0.27% | 8,755 | 125 | 1.4% | $4,380 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $29.10万 | 0.26% | 9,287 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $27.70万 | 0.25% | 6,139 | 45 | 0.7% | $2,030 | 加仓 |
| VUG | VANGUARD INDEX FDS | $26.47万 | 0.24% | 606 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $23.65万 | 0.21% | 3,212 | -97 | -2.9% | -$7,143 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $21.36万 | 0.19% | 726 | -12 | -1.6% | -$3,530 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $21.05万 | 0.19% | 7,921 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $20.01万 | 0.18% | 5,910 | 5,910 | — | $20.01万 | 新建仓 |