Index Fund Advisors, Inc.
IRVINE CA · SEC CIK 0001665097
$22.22亿2026Q1 申报市值
127持仓数
84.6%前十大占比 · 第一大 18.9%
14 / 34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+$1,300.96万
GBCI 新建仓+$953.98万
DIMENSIONAL ETF 加仓+$718.00万
DFLV 加仓+$580.69万
DIMENSIONAL ETF 加仓+$465.66万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$367.41万
GDX 减仓-$170.60万
V 减仓-$136.41万
FICO 清仓-$136.09万
NET 减仓-$112.58万
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 |
|---|---|---|---|---|---|---|---|---|
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -805 | -100.0% | -$136.09万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -14,309 | -100.0% | -$105.39万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -434 | -100.0% | -$87.42万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -5,423 | -100.0% | -$87.29万 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -11,509 | -100.0% | -$82.62万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -3,616 | -100.0% | -$82.34万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -3,546 | -100.0% | -$77.79万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -2,414 | -100.0% | -$74.89万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -6,241 | -100.0% | -$68.41万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,057 | -100.0% | -$56.46万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -2,059 | -100.0% | -$44.74万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,695 | -100.0% | -$44.50万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,848 | -100.0% | -$43.63万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -7,869 | -100.0% | -$40.63万 | 清仓 |
| RVLV | REVOLVE GROUP INC | $0 | 0.00% | 0 | -13,360 | -100.0% | -$40.33万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -15,595 | -100.0% | -$39.99万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -3,901 | -100.0% | -$35.58万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -18,570 | -100.0% | -$34.13万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -646 | -100.0% | -$33.76万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -1,780 | -100.0% | -$32.06万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -3,684 | -100.0% | -$28.09万 | 清仓 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -1,968 | -100.0% | -$27.96万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -891 | -100.0% | -$27.85万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -5,773 | -100.0% | -$26.83万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -1,118 | -100.0% | -$26.66万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -638 | -100.0% | -$24.95万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -3,611 | -100.0% | -$23.50万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,058 | -100.0% | -$22.72万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -329 | -100.0% | -$22.26万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -3,283 | -100.0% | -$22.07万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,013 | -100.0% | -$21.98万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -489 | -100.0% | -$21.77万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,423 | -100.0% | -$20.54万 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -11,609 | -100.0% | -$19.85万 | 清仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $20.53万 | 0.01% | 4,476 | 21 | 0.5% | $963 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $20.54万 | 0.01% | 4,388 | 4,388 | — | $20.54万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.70万 | 0.01% | 449 | -438 | -49.4% | -$20.19万 | 减仓 |
| GE | GE AEROSPACE | $21.70万 | 0.01% | 765 | 2 | 0.3% | $567 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $21.75万 | 0.01% | 4,445 | 4,445 | — | $21.75万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.13万 | 0.01% | 1,070 | 1,070 | — | $22.13万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.18万 | 0.01% | 3,083 | -5,797 | -65.3% | -$41.70万 | 减仓 |
| AMGN | AMGEN INC | $22.36万 | 0.01% | 635 | 635 | — | $22.36万 | 新建仓 |
| — | HONEYWELL INTL INC | $22.56万 | 0.01% | 998 | 7 | 0.7% | $1,582 | 重新持有 |
| DFGP | DIMENSIONAL ETF TRUST | $24.11万 | 0.01% | 4,465 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.63万 | 0.01% | 2,047 | 2,047 | — | $24.63万 | 新建仓 |
| MLRG | ISHARES TR | $25.16万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $25.92万 | 0.01% | 2,696 | -5,254 | -66.1% | -$50.52万 | 减仓 |
| WFC | WELLS FARGO & CO | $26.68万 | 0.01% | 3,351 | -9 | -0.3% | -$717 | 减仓 |
| MUB | ISHARES TR | $27.13万 | 0.01% | 2,556 | 2,556 | — | $27.13万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.41万 | 0.01% | 4,434 | -1,876 | -29.7% | -$12.02万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.53万 | 0.01% | 11,529 | 604 | 5.5% | $1.49万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.72万 | 0.01% | 11,201 | 267 | 2.4% | $6,846 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.93万 | 0.01% | 469 | -5 | -1.1% | -$3,084 | 减仓 |
| RTX | RTX CORPORATION | $29.34万 | 0.01% | 1,521 | 141 | 10.2% | $2.72万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $29.79万 | 0.01% | 3,614 | 10 | 0.3% | $824 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $31.25万 | 0.01% | 6,926 | 17 | 0.2% | $767 | 加仓 |
| CELH | CELSIUS HLDGS INC | $31.49万 | 0.01% | 8,875 | -5,203 | -37.0% | -$18.46万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $31.54万 | 0.01% | 11,325 | 483 | 4.5% | $1.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.70万 | 0.01% | 5,866 | 213 | 3.8% | $1.15万 | 加仓 |
| ETN | EATON CORP PLC | $32.44万 | 0.01% | 907 | -2 | -0.2% | -$715 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $32.96万 | 0.01% | 13,131 | 17 | 0.1% | $427 | 加仓 |
| — | EXXON MOBIL CORP | $33.30万 | 0.01% | 1,963 | 1,963 | — | $33.30万 | 新建仓 |
| EFA | ISHARES TR | $33.61万 | 0.02% | 3,460 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $33.68万 | 0.02% | 14,506 | 3,566 | 32.6% | $8.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.44万 | 0.02% | 1,648 | -320 | -16.3% | -$6.88万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.15万 | 0.02% | 2,441 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $36.33万 | 0.02% | 7,452 | 577 | 8.4% | $2.81万 | 加仓 |
| EFV | ISHARES TR | $36.56万 | 0.02% | 4,917 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.72万 | 0.02% | 4,884 | 1,050 | 27.4% | $8.32万 | 加仓 |
| KLAC | KLA CORP | $39.76万 | 0.02% | 270 | 270 | — | $39.76万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $40.41万 | 0.02% | 3,291 | 2 | 0.1% | $246 | 加仓 |
| LRCX | LAM RESEARCH CORP | $40.49万 | 0.02% | 1,895 | 2 | 0.1% | $427 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $41.23万 | 0.02% | 9,506 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $41.32万 | 0.02% | 1,383 | 1 | 0.1% | $299 | 加仓 |
| EEMS | ISHARES INC | $46.25万 | 0.02% | 6,686 | -342 | -4.9% | -$2.37万 | 减仓 |
| KVUE | KENVUE INC | $46.83万 | 0.02% | 27,165 | -4,591 | -14.5% | -$7.91万 | 减仓 |
| KO | COCA COLA CO | $47.92万 | 0.02% | 6,301 | 6,301 | — | $47.92万 | 新建仓 |
| IJS | ISHARES TR | $49.78万 | 0.02% | 4,202 | 7 | 0.2% | $829 | 加仓 |
| SCZ | ISHARES TR | $49.97万 | 0.02% | 6,372 | -351 | -5.2% | -$2.75万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $54.43万 | 0.02% | 8,233 | 31 | 0.4% | $2,050 | 加仓 |
| SPHY | SPDR SERIES TRUST | $56.80万 | 0.03% | 24,356 | 700 | 3.0% | $1.63万 | 加仓 |
| AVGO | BROADCOM INC | $65.27万 | 0.03% | 2,109 | -81 | -3.7% | -$2.51万 | 减仓 |
| IEMG | ISHARES INC | $65.95万 | 0.03% | 9,454 | -9 | -0.1% | -$628 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $69.15万 | 0.03% | 6,260 | 6,260 | — | $69.15万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $70.01万 | 0.03% | 18,297 | 520 | 2.9% | $1.99万 | 加仓 |
| ISCF | ISHARES TR | $70.70万 | 0.03% | 16,918 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $71.66万 | 0.03% | 5,662 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $73.42万 | 0.03% | 7,412 | -3 | -0.0% | -$297 | 减仓 |
| SHV | ISHARES TR | $83.21万 | 0.04% | 7,538 | 7,538 | — | $83.21万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $84.04万 | 0.04% | 16,881 | 16,881 | — | $84.04万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $87.47万 | 0.04% | 25,886 | 18,388 | 245.2% | $62.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $88.18万 | 0.04% | 2,998 | 1,033 | 52.6% | $30.39万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $90.99万 | 0.04% | 88,080 | 3,660 | 4.3% | $3.78万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $91.07万 | 0.04% | 19,483 | 94 | 0.5% | $4,394 | 加仓 |
| IVLU | ISHARES TR | $93.34万 | 0.04% | 23,523 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $97.34万 | 0.04% | 1,058 | -194 | -15.5% | -$17.85万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $101.65万 | 0.05% | 34,955 | 434 | 1.3% | $1.26万 | 加仓 |
| ABBV | ABBVIE INC | $102.64万 | 0.05% | 4,719 | 4,719 | — | $102.64万 | 新建仓 |
| NET | CLOUDFLARE INC | $108.86万 | 0.05% | 5,276 | -5,456 | -50.8% | -$112.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $109.89万 | 0.05% | 1,904 | 133 | 7.5% | $7.68万 | 加仓 |