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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4.20亿 | 18.89% | 5,900,990 | 56,393 | 1.0% | $401.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3.99亿 | 17.94% | 6,383,799 | -58,833 | -0.9% | -$367.41万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3.51亿 | 15.80% | 4,952,143 | -507 | -0.0% | -$3.60万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.78亿 | 12.51% | 5,738,753 | 5,083 | 0.1% | $24.63万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.87亿 | 8.43% | 3,550,562 | -20,811 | -0.6% | -$109.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,677.26万 | 4.35% | 2,761,776 | 204,909 | 8.0% | $718.00万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $4,886.38万 | 2.20% | 1,368,350 | 162,614 | 13.5% | $580.69万 | 加仓 |
| SGOV | ISHARES TR | $3,923.85万 | 1.77% | 389,812 | 8,608 | 2.3% | $86.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,514.39万 | 1.58% | 477,240 | -5,579 | -1.2% | -$41.08万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,465.38万 | 1.11% | 625,098 | 42,118 | 7.2% | $166.11万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,343.51万 | 1.05% | 881,680 | 24,973 | 2.9% | $66.38万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,279.05万 | 1.03% | 676,877 | 40,385 | 6.3% | $135.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,203.89万 | 0.99% | 567,137 | 334,782 | 144.1% | $1,300.96万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,920.26万 | 0.86% | 567,117 | 29,451 | 5.5% | $99.72万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,747.02万 | 0.79% | 488,266 | 48,424 | 11.0% | $173.26万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,739.76万 | 0.78% | 225,620 | 235 | 0.1% | $1.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,519.51万 | 0.68% | 47,365 | -177 | -0.4% | -$5.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,111.98万 | 0.50% | 11,160 | 55 | 0.5% | $5.48万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $953.98万 | 0.43% | 213,562 | 213,562 | — | $953.98万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $899.95万 | 0.40% | 244,817 | 126,677 | 107.2% | $465.66万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $866.84万 | 0.39% | 136,660 | 29,303 | 27.3% | $185.87万 | 加仓 |
| IVV | ISHARES TR | $806.02万 | 0.36% | 12,339 | 38 | 0.3% | $2.48万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $763.54万 | 0.34% | 86,746 | 10,665 | 14.0% | $93.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $655.64万 | 0.30% | 26,822 | -4,356 | -14.0% | -$106.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $643.52万 | 0.29% | 36,899 | 18 | 0.0% | $3,139 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $584.69万 | 0.26% | 115,300 | 14,201 | 14.0% | $72.01万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $555.90万 | 0.25% | 116,103 | 50,390 | 76.7% | $241.27万 | 加仓 |
| AAPL | APPLE INC | $551.03万 | 0.25% | 21,712 | -116 | -0.5% | -$2.94万 | 减仓 |
| VB | VANGUARD INDEX FDS | $547.23万 | 0.25% | 20,893 | 64 | 0.3% | $1.68万 | 加仓 |
| GDX | VANECK ETF TRUST | $538.17万 | 0.24% | 58,644 | -18,590 | -24.1% | -$170.60万 | 减仓 |
| AMZN | AMAZON COM INC | $517.70万 | 0.23% | 24,857 | -4,274 | -14.7% | -$89.01万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $494.66万 | 0.22% | 139,222 | 100,464 | 259.2% | $356.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $455.56万 | 0.21% | 6,529 | 31 | 0.5% | $2.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $392.37万 | 0.18% | 10,600 | 1,505 | 16.5% | $55.71万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $373.81万 | 0.17% | 37,433 | 158 | 0.4% | $1.58万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $371.27万 | 0.17% | 17,090 | 115 | 0.7% | $2.50万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $348.35万 | 0.16% | 82,509 | 46,073 | 126.4% | $194.52万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $332.92万 | 0.15% | 61,498 | 36,534 | 146.3% | $197.77万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $318.33万 | 0.14% | 60,692 | 34,958 | 135.8% | $183.35万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $306.13万 | 0.14% | 52,295 | 25,300 | 93.7% | $148.11万 | 加仓 |
| APH | AMPHENOL CORP | $269.16万 | 0.12% | 21,303 | 93 | 0.4% | $1.18万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $267.61万 | 0.12% | 64,421 | 2,819 | 4.6% | $11.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $264.83万 | 0.12% | 4,432 | 430 | 10.7% | $25.69万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $262.68万 | 0.12% | 29,614 | 1,011 | 3.5% | $8.97万 | 加仓 |
| META | META PLATFORMS INC | $256.90万 | 0.12% | 4,490 | -1,704 | -27.5% | -$97.50万 | 减仓 |
| VO | VANGUARD INDEX FDS | $239.50万 | 0.11% | 8,340 | 26 | 0.3% | $7,466 | 加仓 |
| VOE | VANGUARD INDEX FDS | $210.71万 | 0.09% | 11,434 | 67 | 0.6% | $1.23万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $210.43万 | 0.09% | 65,309 | 38,393 | 142.6% | $123.70万 | 加仓 |
| GOOGL | ALPHABET INC | $190.11万 | 0.09% | 6,611 | 1,608 | 32.1% | $46.24万 | 加仓 |
| TSLA | TESLA INC | $176.63万 | 0.08% | 4,751 | 1,675 | 54.5% | $62.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $172.69万 | 0.08% | 2,655 | -8 | -0.3% | -$5,203 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $168.25万 | 0.08% | 48,699 | 35,198 | 260.7% | $121.61万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $165.91万 | 0.07% | 25,579 | 1,881 | 7.9% | $12.20万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $151.32万 | 0.07% | 26,745 | 139 | 0.5% | $7,865 | 加仓 |
| VTV | VANGUARD INDEX FDS | $150.87万 | 0.07% | 7,689 | 22 | 0.3% | $4,317 | 加仓 |
| ITOT | ISHARES TR | $143.99万 | 0.06% | 10,110 | 1 | 0.0% | $142 | 加仓 |
| GOOG | ALPHABET INC | $141.79万 | 0.06% | 4,943 | 156 | 3.3% | $4.47万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $130.72万 | 0.06% | 17,406 | 26 | 0.1% | $1,953 | 加仓 |
| IJR | ISHARES TR | $123.74万 | 0.06% | 9,954 | 14 | 0.1% | $1,740 | 加仓 |
| V | VISA INC | $112.23万 | 0.05% | 3,713 | -4,513 | -54.9% | -$136.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $111.03万 | 0.05% | 2,317 | 264 | 12.9% | $12.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $109.89万 | 0.05% | 1,904 | 133 | 7.5% | $7.68万 | 加仓 |
| NET | CLOUDFLARE INC | $108.86万 | 0.05% | 5,276 | -5,456 | -50.8% | -$112.58万 | 减仓 |
| ABBV | ABBVIE INC | $102.64万 | 0.05% | 4,719 | 4,719 | — | $102.64万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $101.65万 | 0.05% | 34,955 | 434 | 1.3% | $1.26万 | 加仓 |
| LLY | ELI LILLY & CO | $97.34万 | 0.04% | 1,058 | -194 | -15.5% | -$17.85万 | 减仓 |
| IVLU | ISHARES TR | $93.34万 | 0.04% | 23,523 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $91.07万 | 0.04% | 19,483 | 94 | 0.5% | $4,394 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $90.99万 | 0.04% | 88,080 | 3,660 | 4.3% | $3.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $88.18万 | 0.04% | 2,998 | 1,033 | 52.6% | $30.39万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $87.47万 | 0.04% | 25,886 | 18,388 | 245.2% | $62.13万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $84.04万 | 0.04% | 16,881 | 16,881 | — | $84.04万 | 新建仓 |
| SHV | ISHARES TR | $83.21万 | 0.04% | 7,538 | 7,538 | — | $83.21万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $73.42万 | 0.03% | 7,412 | -3 | -0.0% | -$297 | 减仓 |
| STT | STATE STR CORP | $71.66万 | 0.03% | 5,662 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $70.70万 | 0.03% | 16,918 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $70.01万 | 0.03% | 18,297 | 520 | 2.9% | $1.99万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $69.15万 | 0.03% | 6,260 | 6,260 | — | $69.15万 | 新建仓 |
| IEMG | ISHARES INC | $65.95万 | 0.03% | 9,454 | -9 | -0.1% | -$628 | 减仓 |
| AVGO | BROADCOM INC | $65.27万 | 0.03% | 2,109 | -81 | -3.7% | -$2.51万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $56.80万 | 0.03% | 24,356 | 700 | 3.0% | $1.63万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $54.43万 | 0.02% | 8,233 | 31 | 0.4% | $2,050 | 加仓 |
| SCZ | ISHARES TR | $49.97万 | 0.02% | 6,372 | -351 | -5.2% | -$2.75万 | 减仓 |
| IJS | ISHARES TR | $49.78万 | 0.02% | 4,202 | 7 | 0.2% | $829 | 加仓 |
| KO | COCA COLA CO | $47.92万 | 0.02% | 6,301 | 6,301 | — | $47.92万 | 新建仓 |
| KVUE | KENVUE INC | $46.83万 | 0.02% | 27,165 | -4,591 | -14.5% | -$7.91万 | 减仓 |
| EEMS | ISHARES INC | $46.25万 | 0.02% | 6,686 | -342 | -4.9% | -$2.37万 | 减仓 |
| VV | VANGUARD INDEX FDS | $41.32万 | 0.02% | 1,383 | 1 | 0.1% | $299 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $41.23万 | 0.02% | 9,506 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $40.49万 | 0.02% | 1,895 | 2 | 0.1% | $427 | 加仓 |
| ANET | ARISTA NETWORKS INC | $40.41万 | 0.02% | 3,291 | 2 | 0.1% | $246 | 加仓 |
| KLAC | KLA CORP | $39.76万 | 0.02% | 270 | 270 | — | $39.76万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.72万 | 0.02% | 4,884 | 1,050 | 27.4% | $8.32万 | 加仓 |
| EFV | ISHARES TR | $36.56万 | 0.02% | 4,917 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $36.33万 | 0.02% | 7,452 | 577 | 8.4% | $2.81万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.15万 | 0.02% | 2,441 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.44万 | 0.02% | 1,648 | -320 | -16.3% | -$6.88万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $33.68万 | 0.02% | 14,506 | 3,566 | 32.6% | $8.28万 | 加仓 |
| EFA | ISHARES TR | $33.61万 | 0.02% | 3,460 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $33.30万 | 0.01% | 1,963 | 1,963 | — | $33.30万 | 新建仓 |