Coyle Financial Counsel LLC
Glenview IL · SEC CIK 0001593038
$4.73亿2026Q1 申报市值
113持仓数
71.8%前十大占比 · 第一大 16.5%
7 / 8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
IVV 加仓+$411.59万
FBND 加仓+$147.84万
QQQ 加仓+$146.26万
DFAI 加仓+$141.65万
IJH 加仓+$131.20万
2026Q1 卖出最多 按季末市值估算
CIEN 减仓-$224.09万
PINNACLE FINL PA 清仓-$109.58万
PFF 清仓-$30.96万
GBIL 减仓-$26.40万
VOO 减仓-$25.69万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $314.34万 | 0.66% | 10,958 | 189 | 1.8% | $5.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $332.40万 | 0.70% | 8,980 | 695 | 8.4% | $25.73万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $365.85万 | 0.77% | 98,347 | -1,248 | -1.3% | -$4.64万 | 减仓 |
| AMZN | AMAZON COM INC | $375.93万 | 0.80% | 18,050 | 911 | 5.3% | $18.97万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $433.05万 | 0.92% | 21,042 | -292 | -1.4% | -$6.01万 | 减仓 |
| AAPL | APPLE INC | $481.76万 | 1.02% | 18,983 | 1,240 | 7.0% | $31.47万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $548.12万 | 1.16% | 154,270 | -2,037 | -1.3% | -$7.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $552.41万 | 1.17% | 17,219 | 59 | 0.3% | $1.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $565.55万 | 1.20% | 32,428 | -503 | -1.5% | -$8.77万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $682.20万 | 1.44% | 88,471 | -358 | -0.4% | -$2.76万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,087.47万 | 2.30% | 279,126 | 36,358 | 15.0% | $141.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,214.07万 | 2.57% | 20,318 | -430 | -2.1% | -$25.69万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,527.34万 | 3.23% | 184,572 | 3,231 | 1.8% | $26.74万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,841.61万 | 3.90% | 369,912 | 7,948 | 2.2% | $39.57万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,001.36万 | 4.23% | 144,690 | 4,283 | 3.1% | $59.24万 | 加仓 |
| IJH | ISHARES TR | $2,250.07万 | 4.76% | 333,196 | 19,429 | 6.2% | $131.20万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,506.04万 | 5.30% | 316,139 | 13,551 | 4.5% | $107.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,799.68万 | 5.92% | 48,506 | 2,534 | 5.5% | $146.26万 | 加仓 |
| FRDM | EA SERIES TRUST | $3,190.73万 | 6.75% | 583,848 | 3,288 | 0.6% | $17.97万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,625.85万 | 7.67% | 794,794 | 32,406 | 4.3% | $147.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,382.25万 | 13.50% | 995,981 | 16,693 | 1.7% | $106.97万 | 加仓 |
| IVV | ISHARES TR | $7,813.60万 | 16.53% | 119,618 | 6,301 | 5.6% | $411.59万 | 加仓 |