Porter White Investment Advisors, Inc.
Birmingham AL · SEC CIK 0001612457
$2.50亿2026Q1 申报市值
40持仓数
82.1%前十大占比 · 第一大 38.0%
5 / 1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
DIMENSIONAL ETF 加仓+$74.07万
VEU 新建仓+$47.20万
FNDC 新建仓+$37.02万
EMXC 新建仓+$33.82万
VYMI 新建仓+$29.20万
2026Q1 卖出最多 按季末市值估算
DFCF 减仓-$47.81万
DFAW 清仓-$22.31万
DFAU 减仓-$14.02万
DUSB 减仓-$12.28万
AVDV 减仓-$10.69万
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 | $9,480.46万 | 37.96% | 2,439,644 | 19,060 | 0.8% | $74.07万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,739.11万 | 18.98% | 977,943 | 4,367 | 0.4% | $21.16万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,253.91万 | 5.02% | 113,506 | 908 | 0.8% | $10.03万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,027.68万 | 4.12% | 302,525 | -2,586 | -0.8% | -$8.78万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $955.25万 | 3.83% | 95,658 | -1,070 | -1.1% | -$10.69万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $814.79万 | 3.26% | 169,995 | 1,040 | 0.6% | $4.98万 | 加仓 |
| VPU | VANGUARD WORLD FD | $566.72万 | 2.27% | 28,601 | -168 | -0.6% | -$3.33万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $565.71万 | 2.27% | 159,221 | 1,516 | 1.0% | $5.39万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $563.68万 | 2.26% | 133,511 | -11,323 | -7.8% | -$47.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $523.47万 | 2.10% | 83,822 | -596 | -0.7% | -$3.72万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $502.12万 | 2.01% | 95,133 | -613 | -0.6% | -$3.24万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $413.08万 | 1.65% | 119,559 | 1,180 | 1.0% | $4.08万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $403.38万 | 1.62% | 76,907 | 3,241 | 4.4% | $17.00万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $399.37万 | 1.60% | 83,411 | 5,089 | 6.5% | $24.37万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $393.20万 | 1.57% | 94,247 | 4,885 | 5.5% | $20.38万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $273.66万 | 1.10% | 102,956 | 29 | 0.0% | $771 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $237.74万 | 0.95% | 66,575 | 389 | 0.6% | $1.39万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $200.55万 | 0.80% | 59,227 | -20 | -0.0% | -$677 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $148.15万 | 0.59% | 42,281 | 1,642 | 4.0% | $5.75万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $132.17万 | 0.53% | 11,888 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL ETF TRUST | $131.50万 | 0.53% | 24,290 | 1,697 | 7.5% | $9.19万 | 加仓 |
| — | STONE RIDGE TR | $121.88万 | 0.49% | 4,402 | 40 | 0.9% | $1.11万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $113.11万 | 0.45% | 22,304 | -2,422 | -9.8% | -$12.28万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $112.44万 | 0.45% | 31,426 | -166 | -0.5% | -$5,940 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $108.24万 | 0.43% | 45,768 | 754 | 1.7% | $1.78万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $105.86万 | 0.42% | 26,840 | 93 | 0.3% | $3,668 | 加仓 |
| — | STONE RIDGE TR | $101.64万 | 0.41% | 4,305 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $83.93万 | 0.34% | 1,404 | -3 | -0.2% | -$1,793 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $80.53万 | 0.32% | 20,670 | -1,022 | -4.7% | -$3.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $78.63万 | 0.31% | 11,054 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $47.20万 | 0.19% | 6,284 | 6,284 | — | $47.20万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $44.09万 | 0.18% | 5,469 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $37.02万 | 0.15% | 7,985 | 7,985 | — | $37.02万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $34.65万 | 0.14% | 4,631 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $34.47万 | 0.14% | 4,861 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $33.82万 | 0.14% | 4,300 | 4,300 | — | $33.82万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $33.47万 | 0.13% | 7,417 | -3,107 | -29.5% | -$14.02万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $29.20万 | 0.12% | 3,098 | 3,098 | — | $29.20万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $25.67万 | 0.10% | 3,186 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $20.33万 | 0.08% | 2,093 | 2,093 | — | $20.33万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,015 | -100.0% | -$22.31万 | 清仓 |