13F 机构持仓

Index Fund Advisors, Inc.

IRVINE CA · SEC CIK 0001665097

2026Q22026Q1 更早 9 个季度 🔒
$25.19亿2026Q2 申报市值
135持仓数
84.3%前十大占比 · 第一大 19.2%
16 / 8新建仓 / 清仓
申报市值走势$25.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 19.2%
DIMENSIONAL ET 17.6%
DFUS 16.2%
DFUV 12.6%
DFIV 7.7%
DIMENSIONAL ET 4.4%
DFLV 2.3%
SGOV 1.7%
BND 1.5%
DIMENSIONAL ET 1.1%

2026Q2 买入最多 按季末市值估算

JNJ 加仓+$767.39万
SGOV 加仓+$389.75万
DIMENSIONAL ETF 加仓+$319.23万
BND 加仓+$313.60万
DFUS 加仓+$308.92万

2026Q2 卖出最多 按季末市值估算

DIMENSIONAL ETF 减仓-$386.98万
DUSB 减仓-$310.93万
APH 清仓-$269.16万
MRVL 减仓-$190.26万
DFGR 减仓-$180.62万

2026Q2 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
META META PLATFORMS INC $281.97万0.11%5,006 51611.5% $29.06万 加仓
AVIG AMERICAN CENTY ETF TR $282.66万0.11%68,259 3,8386.0% $15.89万 加仓
VNQ VANGUARD INDEX FDS $320.45万0.13%33,232 3,61812.2% $34.89万 加仓
VOO VANGUARD INDEX FDS $321.97万0.13%4,688 2565.8% $17.58万 加仓
VGSH VANGUARD SCOTTSDALE FDS $325.01万0.13%55,843 3,5486.8% $20.65万 加仓
AVDV AMERICAN CENTY ETF TR $391.32万0.16%37,974 5411.4% $5.58万 加仓
VBR VANGUARD INDEX FDS $412.44万0.16%16,974 -116-0.7% -$2.82万 减仓
DFGX DIMENSIONAL ETF TRUST $425.95万0.17%79,477 18,78531.0% $100.68万 加仓
GDX VANECK ETF TRUST $435.15万0.17%57,675 -969-1.7% -$7.31万 减仓
DGCB DIMENSIONAL ETF TRUST $439.05万0.17%80,308 18,81030.6% $102.83万 加仓
DFCF DIMENSIONAL ETF TRUST $451.65万0.18%107,000 24,49129.7% $103.38万 加仓
MSFT MICROSOFT CORP $478.43万0.19%12,826 2,22621.0% $83.03万 加仓
AMZN AMAZON COM INC $541.29万0.21%22,711 -2,146-8.6% -$51.15万 减仓
DFIC DIMENSIONAL ETF TRUST $615.25万0.24%165,123 25,90118.6% $96.51万 加仓
VGT VANGUARD WORLD FD $624.63万0.25%52,262 300.1% $3,586 加仓
VB VANGUARD INDEX FDS $633.92万0.25%20,913 200.1% $6,062 加仓
DFSD DIMENSIONAL ETF TRUST $690.45万0.27%144,597 28,49424.5% $136.06万 加仓
AAPL APPLE INC $718.54万0.29%24,832 3,12014.4% $90.28万 加仓
NVDA NVIDIA CORPORATION $741.35万0.29%37,051 1520.4% $3.04万 加仓
AVGE AMERICAN CENTY ETF TR $899.29万0.36%90,746 4,0004.6% $39.64万 加仓
IVV ISHARES TR $922.48万0.37%12,318 -21-0.2% -$1.57万 减仓
COST COSTCO WHOLESALE CORPORATION $1,045.24万0.41%11,173 130.1% $1.22万 加仓
— AMERICAN CENTY ETF TR $1,077.74万0.43%155,463 18,80313.8% $130.35万 加仓
GBCI GLACIER BANCORP INC NEW $1,101.55万0.44%213,562 00.0% — 不变
— DIMENSIONAL ETF TRUST $1,165.64万0.46%279,330 34,51314.1% $144.02万 加仓
JNJ JOHNSON & JOHNSON $1,448.59万0.58%57,038 30,216112.7% $767.39万 加仓
VXUS VANGUARD STAR FDS $1,750.10万0.69%204,714 -20,906-9.3% -$178.73万 减仓
VTI VANGUARD INDEX FDS $1,758.25万0.70%47,515 1500.3% $5.55万 加仓
DFEV DIMENSIONAL ETF TRUST $2,138.38万0.85%501,178 12,9122.6% $55.09万 加仓
DFAE DIMENSIONAL ETF TRUST $2,334.45万0.93%580,565 13,4482.4% $54.07万 加仓
DFGR DIMENSIONAL ETF TRUST $2,373.61万0.94%819,333 -62,347-7.1% -$180.62万 减仓
DFIS DIMENSIONAL ETF TRUST $2,483.40万0.99%708,936 32,0594.7% $112.30万 加仓
DISV DIMENSIONAL ETF TRUST $2,624.83万1.04%654,082 28,9844.6% $116.31万 加仓
— DIMENSIONAL ETF TRUST $2,680.78万1.06%604,324 37,1876.6% $164.96万 加仓
BND VANGUARD BD INDEX FDS $3,817.02万1.52%519,959 42,7199.0% $313.60万 加仓
SGOV ISHARES TR $4,314.00万1.71%428,528 38,7169.9% $389.75万 加仓
DFLV DIMENSIONAL ETF TRUST $5,717.65万2.27%1,446,042 77,6925.7% $307.19万 加仓
— DIMENSIONAL ETF TRUST $1.10亿4.38%2,844,072 82,2963.0% $319.23万 加仓
DFIV DIMENSIONAL ETF TRUST $1.94亿7.70%3,590,153 39,5911.1% $213.87万 加仓
DFUV DIMENSIONAL ETF TRUST $3.18亿12.64%5,787,541 48,7880.9% $268.38万 加仓
DFUS DIMENSIONAL ETF TRUST $4.09亿16.23%4,989,844 37,7010.8% $308.92万 加仓
— DIMENSIONAL ETF TRUST $4.42亿17.56%6,328,437 -55,362-0.9% -$386.98万 减仓
— DIMENSIONAL ETF TRUST $4.85亿19.25%5,887,790 -13,200-0.2% -$108.69万 减仓