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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $35.22万 | 0.01% | 11,325 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.53万 | 0.01% | 5,784 | -82 | -1.4% | -$4,895 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $33.90万 | 0.01% | 14,656 | 150 | 1.0% | $3,470 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $32.99万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $32.96万 | 0.01% | 11,201 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $32.01万 | 0.01% | 11,557 | 28 | 0.2% | $776 | 加仓 |
| GE | GE AEROSPACE | $31.93万 | 0.01% | 854 | 89 | 11.6% | $3.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.73万 | 0.01% | 4,453 | 19 | 0.4% | $1,354 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.54万 | 0.01% | 3,562 | -52 | -1.4% | -$4,604 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $30.53万 | 0.01% | 1,025 | -6,387 | -86.2% | -$190.26万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $30.14万 | 0.01% | 3,983 | 3,983 | — | $30.14万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $30.04万 | 0.01% | 5,515 | 1,050 | 23.5% | $5.72万 | 加仓 |
| RTX | RTX CORPORATION | $29.34万 | 0.01% | 1,546 | 25 | 1.6% | $4,744 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $29.15万 | 0.01% | 962 | 962 | — | $29.15万 | 新建仓 |
| MLRG | ISHARES TR | $29.02万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $28.91万 | 0.01% | 3,860 | 3,860 | — | $28.91万 | 新建仓 |
| WFC | WELLS FARGO & CO | $28.65万 | 0.01% | 3,467 | 116 | 3.5% | $9,586 | 加仓 |
| MUB | ISHARES TR | $27.61万 | 0.01% | 2,566 | 10 | 0.4% | $1,076 | 加仓 |
| — | EXXON MOBIL CORP | $26.95万 | 0.01% | 1,971 | 8 | 0.4% | $1,094 | 加仓 |
| MRK | MERCK & CO INC | $26.35万 | 0.01% | 2,050 | 3 | 0.1% | $386 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $25.51万 | 0.01% | 5,478 | 1,090 | 24.8% | $5.08万 | 加仓 |
| SBUX | STARBUCKS CORP | $25.17万 | 0.01% | 2,463 | 2,463 | — | $25.17万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.85万 | 0.01% | 4,455 | -21 | -0.5% | -$1,171 | 减仓 |
| GEV | GE VERNOVA INC | $24.68万 | 0.01% | 210 | 210 | — | $24.68万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $23.45万 | 0.01% | 4,445 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $23.44万 | 0.01% | 647 | 12 | 1.9% | $4,348 | 加仓 |
| IWC | ISHARES TR | $23.14万 | 0.01% | 1,157 | 1,157 | — | $23.14万 | 新建仓 |
| RY | ROYAL BK CDA | $22.89万 | 0.01% | 1,106 | 1,106 | — | $22.89万 | 新建仓 |
| IWM | ISHARES TR | $22.64万 | 0.01% | 754 | 754 | — | $22.64万 | 新建仓 |
| GLD | SPDR GOLD TR | $22.14万 | 0.01% | 601 | 601 | — | $22.14万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.84万 | 0.01% | 741 | 741 | — | $20.84万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $20.83万 | 0.01% | 5,050 | 5,050 | — | $20.83万 | 新建仓 |
| SGOL | ETFS GOLD TR | $20.67万 | 0.01% | 5,406 | 5,406 | — | $20.67万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $20.00万 | 0.01% | 10,462 | 10,462 | — | $20.00万 | 新建仓 |
| — | LESAKA TECHNOLOGIES INC | $5.08万 | 0.00% | 10,224 | 10,224 | — | $5.08万 | 新建仓 |
| 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 |