Aegis Wealth Management LLC
BETHESDA MD · SEC CIK 0001628818
$1.75亿2026Q1 申报市值
118持仓数
41.1%前十大占比 · 第一大 5.8%
2 / 4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
DYN 加仓+$107.19万
VBIL 加仓+$86.07万
VGSH 加仓+$27.34万
PEP 新建仓+$24.68万
SGOV 加仓+$24.16万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$129.55万
AAPL 减仓-$72.20万
DFUV 减仓-$54.37万
VEA 减仓-$44.63万
VWO 减仓-$43.87万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 1.23% | 3 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $218.49万 | 1.25% | 8,609 | -2,845 | -24.8% | -$72.20万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $232.94万 | 1.33% | 87,637 | -5,217 | -5.6% | -$13.87万 | 减仓 |
| IEFA | ISHARES TR | $232.98万 | 1.33% | 25,735 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $235.41万 | 1.35% | 55,758 | 2,579 | 4.8% | $10.89万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $244.81万 | 1.40% | 135,030 | 59,122 | 77.9% | $107.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $288.38万 | 1.65% | 46,178 | 160 | 0.3% | $9,992 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $297.04万 | 1.70% | 83,603 | 1,601 | 2.0% | $5.69万 | 加仓 |
| IWM | ISHARES TR | $312.36万 | 1.79% | 12,595 | -1,594 | -11.2% | -$39.53万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $356.91万 | 2.04% | 67,622 | -142 | -0.2% | -$7,495 | 减仓 |
| VB | VANGUARD INDEX FDS | $363.55万 | 2.08% | 13,880 | -549 | -3.8% | -$14.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $380.07万 | 2.17% | 59,312 | -6,964 | -10.5% | -$44.63万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $406.65万 | 2.33% | 120,098 | -2,544 | -2.1% | -$8.61万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $406.83万 | 2.33% | 12,681 | -325 | -2.5% | -$10.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $411.20万 | 2.35% | 105,815 | 1,314 | 1.3% | $5.11万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $475.13万 | 2.72% | 81,164 | 4,670 | 6.1% | $27.34万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $644.71万 | 3.69% | 142,888 | 5,205 | 3.8% | $23.48万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $658.27万 | 3.76% | 135,837 | -11,220 | -7.6% | -$54.37万 | 减仓 |
| ITOT | ISHARES TR | $671.80万 | 3.84% | 47,167 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $739.27万 | 4.23% | 103,932 | 2,904 | 2.9% | $20.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $772.21万 | 4.42% | 11,874 | -1,992 | -14.4% | -$129.55万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $857.72万 | 4.91% | 220,154 | 54 | 0.0% | $2,104 | 加仓 |
| SHV | ISHARES TR | $931.67万 | 5.33% | 84,398 | 509 | 0.6% | $5.62万 | 加仓 |
| IVV | ISHARES TR | $1,021.62万 | 5.84% | 15,640 | -230 | -1.4% | -$15.02万 | 减仓 |