Index Fund Advisors, Inc.
IRVINE CA · SEC CIK 0001665097
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -21,303 | -100.0% | -$269.16万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -5,276 | -100.0% | -$108.86万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -8,875 | -100.0% | -$31.49万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,696 | -100.0% | -$25.92万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -998 | -100.0% | -$22.56万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,083 | -100.0% | -$22.18万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,070 | -100.0% | -$22.13万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -449 | -100.0% | -$20.70万 | 清仓 |
| — | LESAKA TECHNOLOGIES INC | $5.08万 | 0.00% | 10,224 | 10,224 | — | $5.08万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $20.00万 | 0.01% | 10,462 | 10,462 | — | $20.00万 | 新建仓 |
| SGOL | ETFS GOLD TR | $20.67万 | 0.01% | 5,406 | 5,406 | — | $20.67万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $20.83万 | 0.01% | 5,050 | 5,050 | — | $20.83万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.84万 | 0.01% | 741 | 741 | — | $20.84万 | 新建仓 |
| GLD | SPDR GOLD TR | $22.14万 | 0.01% | 601 | 601 | — | $22.14万 | 新建仓 |
| IWM | ISHARES TR | $22.64万 | 0.01% | 754 | 754 | — | $22.64万 | 新建仓 |
| RY | ROYAL BK CDA | $22.89万 | 0.01% | 1,106 | 1,106 | — | $22.89万 | 新建仓 |
| IWC | ISHARES TR | $23.14万 | 0.01% | 1,157 | 1,157 | — | $23.14万 | 新建仓 |
| AMGN | AMGEN INC | $23.44万 | 0.01% | 647 | 12 | 1.9% | $4,348 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $23.45万 | 0.01% | 4,445 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $24.68万 | 0.01% | 210 | 210 | — | $24.68万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.85万 | 0.01% | 4,455 | -21 | -0.5% | -$1,171 | 减仓 |
| SBUX | STARBUCKS CORP | $25.17万 | 0.01% | 2,463 | 2,463 | — | $25.17万 | 新建仓 |
| AVSF | AMERICAN CENTY ETF TR | $25.51万 | 0.01% | 5,478 | 1,090 | 24.8% | $5.08万 | 加仓 |
| MRK | MERCK & CO INC | $26.35万 | 0.01% | 2,050 | 3 | 0.1% | $386 | 加仓 |
| — | EXXON MOBIL CORP | $26.95万 | 0.01% | 1,971 | 8 | 0.4% | $1,094 | 加仓 |
| MUB | ISHARES TR | $27.61万 | 0.01% | 2,566 | 10 | 0.4% | $1,076 | 加仓 |
| WFC | WELLS FARGO & CO | $28.65万 | 0.01% | 3,467 | 116 | 3.5% | $9,586 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $28.91万 | 0.01% | 3,860 | 3,860 | — | $28.91万 | 新建仓 |
| MLRG | ISHARES TR | $29.02万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $29.15万 | 0.01% | 962 | 962 | — | $29.15万 | 新建仓 |
| RTX | RTX CORPORATION | $29.34万 | 0.01% | 1,546 | 25 | 1.6% | $4,744 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $30.04万 | 0.01% | 5,515 | 1,050 | 23.5% | $5.72万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $30.14万 | 0.01% | 3,983 | 3,983 | — | $30.14万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $30.53万 | 0.01% | 1,025 | -6,387 | -86.2% | -$190.26万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.54万 | 0.01% | 3,562 | -52 | -1.4% | -$4,604 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.73万 | 0.01% | 4,453 | 19 | 0.4% | $1,354 | 加仓 |
| GE | GE AEROSPACE | $31.93万 | 0.01% | 854 | 89 | 11.6% | $3.33万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.01万 | 0.01% | 11,557 | 28 | 0.2% | $776 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.96万 | 0.01% | 11,201 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $32.99万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $33.90万 | 0.01% | 14,656 | 150 | 1.0% | $3,470 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.53万 | 0.01% | 5,784 | -82 | -1.4% | -$4,895 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $35.22万 | 0.01% | 11,325 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $35.88万 | 0.01% | 6,942 | 16 | 0.2% | $827 | 加仓 |
| EFA | ISHARES TR | $35.99万 | 0.01% | 3,464 | 4 | 0.1% | $416 | 加仓 |
| EFV | ISHARES TR | $37.88万 | 0.02% | 4,948 | 31 | 0.6% | $2,373 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $38.07万 | 0.02% | 13,147 | 16 | 0.1% | $463 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $39.04万 | 0.02% | 4,939 | 55 | 1.1% | $4,347 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.90万 | 0.02% | 2,525 | 84 | 3.4% | $1.33万 | 加仓 |
| ETN | EATON CORP PLC | $40.14万 | 0.02% | 942 | 35 | 3.9% | $1.49万 | 加仓 |
| BAC | BANK OF AMER CORP | $42.09万 | 0.02% | 7,386 | -66 | -0.9% | -$3,761 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $42.76万 | 0.02% | 9,506 | 0 | 0.0% | — | 不变 |
| EEMS | ISHARES INC | $49.86万 | 0.02% | 6,571 | -115 | -1.7% | -$8,727 | 减仓 |
| SCZ | ISHARES TR | $50.90万 | 0.02% | 6,188 | -184 | -2.9% | -$1.51万 | 减仓 |
| VV | VANGUARD INDEX FDS | $51.39万 | 0.02% | 1,494 | 111 | 8.0% | $3.82万 | 加仓 |
| KO | COCA COLA CO | $53.61万 | 0.02% | 6,596 | 295 | 4.7% | $2.40万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $55.91万 | 0.02% | 3,291 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $57.27万 | 0.02% | 4,190 | -12 | -0.3% | -$1,640 | 减仓 |
| SPHY | SPDR SERIES TRUST | $58.09万 | 0.02% | 24,781 | 425 | 1.7% | $9,962 | 加仓 |
| LLY | ELI LILLY & CO | $60.56万 | 0.02% | 505 | -553 | -52.3% | -$66.32万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $60.75万 | 0.02% | 8,176 | -57 | -0.7% | -$4,235 | 减仓 |
| SHV | ISHARES TR | $63.48万 | 0.03% | 5,753 | -1,785 | -23.7% | -$19.70万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $64.38万 | 0.03% | 12,934 | -3,947 | -23.4% | -$19.65万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $72.38万 | 0.03% | 18,240 | -57 | -0.3% | -$2,262 | 减仓 |
| ISCF | ISHARES TR | $73.02万 | 0.03% | 16,868 | -50 | -0.3% | -$2,165 | 减仓 |
| IEMG | ISHARES INC | $74.54万 | 0.03% | 8,998 | -456 | -4.8% | -$3.78万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $79.29万 | 0.03% | 6,355 | 95 | 1.5% | $1.19万 | 加仓 |
| KLAC | KLA CORP | $80.01万 | 0.03% | 2,652 | -48 | -1.8% | -$1.45万 | 减仓 |
| AVGO | BROADCOM INC | $80.15万 | 0.03% | 2,122 | 13 | 0.6% | $4,910 | 加仓 |
| LRCX | LAM RESEARCH CORP | $82.12万 | 0.03% | 1,895 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $87.99万 | 0.03% | 3,719 | 2,071 | 125.7% | $49.00万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $92.94万 | 0.04% | 81,635 | -6,445 | -7.3% | -$7.34万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $93.47万 | 0.04% | 1,609 | 1,609 | — | $93.47万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $95.07万 | 0.04% | 12,563 | 12,563 | — | $95.07万 | 新建仓 |
| STT | STATE STR CORP | $96.03万 | 0.04% | 5,662 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $97.64万 | 0.04% | 20,290 | 807 | 4.1% | $3.88万 | 加仓 |
| IVLU | ISHARES TR | $100.03万 | 0.04% | 23,919 | 396 | 1.7% | $1.66万 | 加仓 |
| KVUE | KENVUE INC | $100.43万 | 0.04% | 52,555 | 25,390 | 93.5% | $48.52万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $105.50万 | 0.04% | 3,223 | 225 | 7.5% | $7.36万 | 加仓 |
| ABBV | ABBVIE INC | $118.68万 | 0.05% | 4,716 | -3 | -0.1% | -$755 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $122.02万 | 0.05% | 28,529 | 2,643 | 10.2% | $11.30万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $126.61万 | 0.05% | 35,044 | 89 | 0.3% | $3,216 | 加仓 |
| V | VISA INC | $133.13万 | 0.05% | 3,880 | 167 | 4.5% | $5.73万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $146.47万 | 0.06% | 17,489 | 83 | 0.5% | $6,951 | 加仓 |
| IJR | ISHARES TR | $148.65万 | 0.06% | 10,023 | 69 | 0.7% | $1.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $148.68万 | 0.06% | 2,019 | 115 | 6.0% | $8.47万 | 加仓 |
| ITOT | ISHARES TR | $166.08万 | 0.07% | 10,110 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $167.31万 | 0.07% | 27,522 | 777 | 2.9% | $4.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $167.98万 | 0.07% | 7,708 | 19 | 0.2% | $4,141 | 加仓 |
| GOOG | ALPHABET INC | $182.42万 | 0.07% | 5,163 | 220 | 4.5% | $7.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $186.55万 | 0.07% | 3,728 | 1,411 | 60.9% | $70.61万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $197.84万 | 0.08% | 23,949 | -1,630 | -6.4% | -$13.47万 | 减仓 |
| TSLA | TESLA INC | $199.96万 | 0.08% | 4,754 | 3 | 0.1% | $1,262 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $201.41万 | 0.08% | 2,697 | 42 | 1.6% | $3.14万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $220.47万 | 0.09% | 54,248 | 5,549 | 11.4% | $22.55万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $224.09万 | 0.09% | 11,340 | -94 | -0.8% | -$1.86万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $224.91万 | 0.09% | 65,909 | 600 | 0.9% | $2.05万 | 加仓 |
| GOOGL | ALPHABET INC | $259.67万 | 0.10% | 7,266 | 655 | 9.9% | $23.41万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $274.56万 | 0.11% | 54,069 | -61,231 | -53.1% | -$310.93万 | 减仓 |
| VO | VANGUARD INDEX FDS | $277.73万 | 0.11% | 34,471 | 1,111 | 3.3% | $8.95万 | 加仓 |