Porter White Investment Advisors, Inc.
Birmingham AL · SEC CIK 0001612457
$2.60亿2026Q2 申报市值
40持仓数
80.8%前十大占比 · 第一大 35.9%
0 / 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
AVUV 加仓+$142.59万
AVLV 加仓+$135.79万
DFNM 加仓+$31.88万
AVDV 加仓+$23.68万
DFIP 加仓+$13.81万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$1,502.34万
DFUV 减仓-$501.34万
DFCF 减仓-$25.26万
DFAX 减仓-$18.03万
DIMENSIONAL ETF 减仓-$15.26万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $9,319.92万 | 35.88% | 2,100,973 | -338,671 | -13.9% | -$1,502.34万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,878.32万 | 18.78% | 886,806 | -91,137 | -9.3% | -$501.34万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,558.69万 | 6.00% | 124,935 | 11,429 | 10.1% | $142.59万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,096.48万 | 4.22% | 297,632 | -4,893 | -1.6% | -$18.03万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,009.44万 | 3.89% | 97,956 | 2,298 | 2.4% | $23.68万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $853.55万 | 3.29% | 176,591 | 6,596 | 3.9% | $31.88万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $604.93万 | 2.33% | 162,353 | 3,132 | 2.0% | $11.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $570.66万 | 2.20% | 81,639 | -2,183 | -2.6% | -$15.26万 | 减仓 |
| VPU | VANGUARD WORLD FD | $554.38万 | 2.13% | 28,323 | -278 | -1.0% | -$5.44万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $538.29万 | 2.07% | 127,527 | -5,984 | -4.5% | -$25.26万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $511.95万 | 1.97% | 94,770 | -363 | -0.4% | -$1.96万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $485.56万 | 1.87% | 119,479 | -80 | -0.1% | -$3,251 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $421.48万 | 1.62% | 78,642 | 1,735 | 2.3% | $9.30万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $406.15万 | 1.56% | 85,057 | 1,646 | 2.0% | $7.86万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $402.63万 | 1.55% | 97,595 | 3,348 | 3.6% | $13.81万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $297.12万 | 1.14% | 102,562 | -394 | -0.4% | -$1.14万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $261.46万 | 1.01% | 66,124 | -451 | -0.7% | -$1.78万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $240.59万 | 0.93% | 59,834 | 607 | 1.0% | $2.44万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $185.68万 | 0.71% | 20,357 | 14,888 | 272.2% | $135.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $167.02万 | 0.64% | 43,058 | 777 | 1.8% | $3.01万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $152.26万 | 0.59% | 11,888 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $144.98万 | 0.56% | 33,979 | 2,553 | 8.1% | $10.89万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $137.33万 | 0.53% | 25,120 | 830 | 3.4% | $4.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $124.42万 | 0.48% | 47,563 | 1,795 | 3.9% | $4.70万 | 加仓 |
| — | STONE RIDGE TR | $123.28万 | 0.47% | 4,424 | 22 | 0.5% | $6,131 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $109.21万 | 0.42% | 27,214 | 374 | 1.4% | $1.50万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $106.68万 | 0.41% | 21,007 | -1,297 | -5.8% | -$6.59万 | 减仓 |
| — | STONE RIDGE TR | $101.75万 | 0.39% | 4,305 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $99.48万 | 0.38% | 1,448 | 44 | 3.1% | $3.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $91.02万 | 0.35% | 11,055 | 1 | 0.0% | $82 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $85.55万 | 0.33% | 20,740 | 70 | 0.3% | $2,887 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $52.88万 | 0.20% | 6,314 | 30 | 0.5% | $2,513 | 加仓 |
| EMXC | ISHARES INC | $44.24万 | 0.17% | 4,324 | 24 | 0.6% | $2,455 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $39.83万 | 0.15% | 4,861 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $39.00万 | 0.15% | 8,031 | 46 | 0.6% | $2,234 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $38.45万 | 0.15% | 7,438 | 21 | 0.3% | $1,086 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $35.85万 | 0.14% | 4,631 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $30.81万 | 0.12% | 3,138 | 40 | 1.3% | $3,928 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $30.74万 | 0.12% | 3,186 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $22.08万 | 0.09% | 2,126 | 33 | 1.6% | $3,427 | 加仓 |