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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4.85亿 | 19.25% | 5,887,790 | -13,200 | -0.2% | -$108.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4.42亿 | 17.56% | 6,328,437 | -55,362 | -0.9% | -$386.98万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4.09亿 | 16.23% | 4,989,844 | 37,701 | 0.8% | $308.92万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3.18亿 | 12.64% | 5,787,541 | 48,788 | 0.9% | $268.38万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.94亿 | 7.70% | 3,590,153 | 39,591 | 1.1% | $213.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.10亿 | 4.38% | 2,844,072 | 82,296 | 3.0% | $319.23万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $5,717.65万 | 2.27% | 1,446,042 | 77,692 | 5.7% | $307.19万 | 加仓 |
| SGOV | ISHARES TR | $4,314.00万 | 1.71% | 428,528 | 38,716 | 9.9% | $389.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,817.02万 | 1.52% | 519,959 | 42,719 | 9.0% | $313.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,680.78万 | 1.06% | 604,324 | 37,187 | 6.6% | $164.96万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,624.83万 | 1.04% | 654,082 | 28,984 | 4.6% | $116.31万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,483.40万 | 0.99% | 708,936 | 32,059 | 4.7% | $112.30万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,373.61万 | 0.94% | 819,333 | -62,347 | -7.1% | -$180.62万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,334.45万 | 0.93% | 580,565 | 13,448 | 2.4% | $54.07万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,138.38万 | 0.85% | 501,178 | 12,912 | 2.6% | $55.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,758.25万 | 0.70% | 47,515 | 150 | 0.3% | $5.55万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,750.10万 | 0.69% | 204,714 | -20,906 | -9.3% | -$178.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,448.59万 | 0.58% | 57,038 | 30,216 | 112.7% | $767.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,165.64万 | 0.46% | 279,330 | 34,513 | 14.1% | $144.02万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,101.55万 | 0.44% | 213,562 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $1,077.74万 | 0.43% | 155,463 | 18,803 | 13.8% | $130.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,045.24万 | 0.41% | 11,173 | 13 | 0.1% | $1.22万 | 加仓 |
| IVV | ISHARES TR | $922.48万 | 0.37% | 12,318 | -21 | -0.2% | -$1.57万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $899.29万 | 0.36% | 90,746 | 4,000 | 4.6% | $39.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $741.35万 | 0.29% | 37,051 | 152 | 0.4% | $3.04万 | 加仓 |
| AAPL | APPLE INC | $718.54万 | 0.29% | 24,832 | 3,120 | 14.4% | $90.28万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $690.45万 | 0.27% | 144,597 | 28,494 | 24.5% | $136.06万 | 加仓 |
| VB | VANGUARD INDEX FDS | $633.92万 | 0.25% | 20,913 | 20 | 0.1% | $6,062 | 加仓 |
| VGT | VANGUARD WORLD FD | $624.63万 | 0.25% | 52,262 | 30 | 0.1% | $3,586 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $615.25万 | 0.24% | 165,123 | 25,901 | 18.6% | $96.51万 | 加仓 |
| AMZN | AMAZON COM INC | $541.29万 | 0.21% | 22,711 | -2,146 | -8.6% | -$51.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $478.43万 | 0.19% | 12,826 | 2,226 | 21.0% | $83.03万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $451.65万 | 0.18% | 107,000 | 24,491 | 29.7% | $103.38万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $439.05万 | 0.17% | 80,308 | 18,810 | 30.6% | $102.83万 | 加仓 |
| GDX | VANECK ETF TRUST | $435.15万 | 0.17% | 57,675 | -969 | -1.7% | -$7.31万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $425.95万 | 0.17% | 79,477 | 18,785 | 31.0% | $100.68万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $412.44万 | 0.16% | 16,974 | -116 | -0.7% | -$2.82万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $391.32万 | 0.16% | 37,974 | 541 | 1.4% | $5.58万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $325.01万 | 0.13% | 55,843 | 3,548 | 6.8% | $20.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $321.97万 | 0.13% | 4,688 | 256 | 5.8% | $17.58万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $320.45万 | 0.13% | 33,232 | 3,618 | 12.2% | $34.89万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $282.66万 | 0.11% | 68,259 | 3,838 | 6.0% | $15.89万 | 加仓 |
| META | META PLATFORMS INC | $281.97万 | 0.11% | 5,006 | 516 | 11.5% | $29.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $277.73万 | 0.11% | 34,471 | 1,111 | 3.3% | $8.95万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $274.56万 | 0.11% | 54,069 | -61,231 | -53.1% | -$310.93万 | 减仓 |
| GOOGL | ALPHABET INC | $259.67万 | 0.10% | 7,266 | 655 | 9.9% | $23.41万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $224.91万 | 0.09% | 65,909 | 600 | 0.9% | $2.05万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $224.09万 | 0.09% | 11,340 | -94 | -0.8% | -$1.86万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $220.47万 | 0.09% | 54,248 | 5,549 | 11.4% | $22.55万 | 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 |
| TSLA | TESLA INC | $199.96万 | 0.08% | 4,754 | 3 | 0.1% | $1,262 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $197.84万 | 0.08% | 23,949 | -1,630 | -6.4% | -$13.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $186.55万 | 0.07% | 3,728 | 1,411 | 60.9% | $70.61万 | 加仓 |
| GOOG | ALPHABET INC | $182.42万 | 0.07% | 5,163 | 220 | 4.5% | $7.77万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $167.98万 | 0.07% | 7,708 | 19 | 0.2% | $4,141 | 加仓 |
| SPYV | SPDR SERIES TRUST | $167.31万 | 0.07% | 27,522 | 777 | 2.9% | $4.72万 | 加仓 |
| ITOT | ISHARES TR | $166.08万 | 0.07% | 10,110 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $148.68万 | 0.06% | 2,019 | 115 | 6.0% | $8.47万 | 加仓 |
| IJR | ISHARES TR | $148.65万 | 0.06% | 10,023 | 69 | 0.7% | $1.02万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $146.47万 | 0.06% | 17,489 | 83 | 0.5% | $6,951 | 加仓 |
| V | VISA INC | $133.13万 | 0.05% | 3,880 | 167 | 4.5% | $5.73万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $126.61万 | 0.05% | 35,044 | 89 | 0.3% | $3,216 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $122.02万 | 0.05% | 28,529 | 2,643 | 10.2% | $11.30万 | 加仓 |
| ABBV | ABBVIE INC | $118.68万 | 0.05% | 4,716 | -3 | -0.1% | -$755 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $105.50万 | 0.04% | 3,223 | 225 | 7.5% | $7.36万 | 加仓 |
| KVUE | KENVUE INC | $100.43万 | 0.04% | 52,555 | 25,390 | 93.5% | $48.52万 | 加仓 |
| IVLU | ISHARES TR | $100.03万 | 0.04% | 23,919 | 396 | 1.7% | $1.66万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $97.64万 | 0.04% | 20,290 | 807 | 4.1% | $3.88万 | 加仓 |
| STT | STATE STR CORP | $96.03万 | 0.04% | 5,662 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $95.07万 | 0.04% | 12,563 | 12,563 | — | $95.07万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $93.47万 | 0.04% | 1,609 | 1,609 | — | $93.47万 | 新建仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $92.94万 | 0.04% | 81,635 | -6,445 | -7.3% | -$7.34万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $87.99万 | 0.03% | 3,719 | 2,071 | 125.7% | $49.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $82.12万 | 0.03% | 1,895 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $80.15万 | 0.03% | 2,122 | 13 | 0.6% | $4,910 | 加仓 |
| KLAC | KLA CORP | $80.01万 | 0.03% | 2,652 | -48 | -1.8% | -$1.45万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $79.29万 | 0.03% | 6,355 | 95 | 1.5% | $1.19万 | 加仓 |
| IEMG | ISHARES INC | $74.54万 | 0.03% | 8,998 | -456 | -4.8% | -$3.78万 | 减仓 |
| ISCF | ISHARES TR | $73.02万 | 0.03% | 16,868 | -50 | -0.3% | -$2,165 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $72.38万 | 0.03% | 18,240 | -57 | -0.3% | -$2,262 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $64.38万 | 0.03% | 12,934 | -3,947 | -23.4% | -$19.65万 | 减仓 |
| SHV | ISHARES TR | $63.48万 | 0.03% | 5,753 | -1,785 | -23.7% | -$19.70万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $60.75万 | 0.02% | 8,176 | -57 | -0.7% | -$4,235 | 减仓 |
| LLY | ELI LILLY & CO | $60.56万 | 0.02% | 505 | -553 | -52.3% | -$66.32万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $58.09万 | 0.02% | 24,781 | 425 | 1.7% | $9,962 | 加仓 |
| IJS | ISHARES TR | $57.27万 | 0.02% | 4,190 | -12 | -0.3% | -$1,640 | 减仓 |
| ANET | ARISTA NETWORKS INC | $55.91万 | 0.02% | 3,291 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $53.61万 | 0.02% | 6,596 | 295 | 4.7% | $2.40万 | 加仓 |
| VV | VANGUARD INDEX FDS | $51.39万 | 0.02% | 1,494 | 111 | 8.0% | $3.82万 | 加仓 |
| SCZ | ISHARES TR | $50.90万 | 0.02% | 6,188 | -184 | -2.9% | -$1.51万 | 减仓 |
| EEMS | ISHARES INC | $49.86万 | 0.02% | 6,571 | -115 | -1.7% | -$8,727 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $42.76万 | 0.02% | 9,506 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $42.09万 | 0.02% | 7,386 | -66 | -0.9% | -$3,761 | 减仓 |
| ETN | EATON CORP PLC | $40.14万 | 0.02% | 942 | 35 | 3.9% | $1.49万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.90万 | 0.02% | 2,525 | 84 | 3.4% | $1.33万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $39.04万 | 0.02% | 4,939 | 55 | 1.1% | $4,347 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $38.07万 | 0.02% | 13,147 | 16 | 0.1% | $463 | 加仓 |
| EFV | ISHARES TR | $37.88万 | 0.02% | 4,948 | 31 | 0.6% | $2,373 | 加仓 |
| EFA | ISHARES TR | $35.99万 | 0.01% | 3,464 | 4 | 0.1% | $416 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $35.88万 | 0.01% | 6,942 | 16 | 0.2% | $827 | 加仓 |