Symmetry Partners, LLC
GLASTONBURY CT · SEC CIK 0001697493
$17.50亿2026Q1 申报市值
209持仓数
58.8%前十大占比 · 第一大 14.9%
20 / 14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+$755.73万
BND 加仓+$707.98万
VBIL 加仓+$615.33万
BNDX 加仓+$588.14万
EXXON MOBIL CORP 加仓+$581.35万
2026Q1 卖出最多 按季末市值估算
XLY 清仓-$249.44万
DFUV 减仓-$192.85万
VTI 减仓-$137.43万
GLD 清仓-$79.18万
VTV 减仓-$75.16万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1,209.48万 | 0.69% | 37,701 | -4,284 | -10.2% | -$137.43万 | 减仓 |
| JNK | SPDR SERIES TRUST | $1,271.67万 | 0.73% | 132,853 | 6,269 | 5.0% | $60.01万 | 加仓 |
| EFAV | ISHARES TR | $1,283.95万 | 0.73% | 140,522 | 7,175 | 5.4% | $65.56万 | 加仓 |
| MUB | ISHARES TR | $1,782.53万 | 1.02% | 167,926 | -563 | -0.3% | -$5.98万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,990.84万 | 1.14% | 586,059 | -19,399 | -3.2% | -$65.90万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,065.96万 | 1.18% | 273,094 | 81,339 | 42.4% | $615.33万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $2,337.18万 | 1.34% | 389,659 | 11,588 | 3.1% | $69.50万 | 加仓 |
| AAPL | APPLE INC | $2,619.02万 | 1.50% | 103,197 | -1,106 | -1.1% | -$28.07万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,647.12万 | 1.51% | 546,249 | -39,796 | -6.8% | -$192.85万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,678.07万 | 1.53% | 332,226 | 27,908 | 9.2% | $224.97万 | 加仓 |
| USMV | ISHARES TR | $3,087.54万 | 1.76% | 332,924 | 25,246 | 8.2% | $234.13万 | 加仓 |
| QUAL | ISHARES TR | $3,168.88万 | 1.81% | 165,209 | 10,051 | 6.5% | $192.79万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,373.71万 | 1.93% | 337,844 | 3,428 | 1.0% | $34.23万 | 加仓 |
| IMTM | ISHARES TR | $4,409.36万 | 2.52% | 918,233 | 34,275 | 3.9% | $164.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,742.44万 | 2.71% | 1,290,110 | 68,132 | 5.6% | $250.45万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $4,864.64万 | 2.78% | 620,410 | -1,496 | -0.2% | -$11.73万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $5,087.41万 | 2.91% | 1,472,478 | 41,831 | 2.9% | $144.53万 | 加仓 |
| — | SYMMETRY PANORAMIC TR | $5,236.20万 | 2.99% | 2,099,906 | 45,498 | 2.2% | $113.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $6,129.39万 | 3.50% | 832,346 | 96,141 | 13.1% | $707.98万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $6,314.01万 | 3.61% | 1,317,339 | -9,439 | -0.7% | -$45.24万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $7,138.63万 | 4.08% | 1,485,668 | 122,401 | 9.0% | $588.14万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,484.72万 | 4.28% | 677,534 | 14,740 | 2.2% | $162.83万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.01亿 | 5.74% | 2,829,499 | 106,680 | 3.9% | $379.03万 | 加仓 |
| IUSB | ISHARES TR | $1.04亿 | 5.93% | 2,248,840 | 13,968 | 0.6% | $64.52万 | 加仓 |
| MTUM | ISHARES TR | $1.05亿 | 5.97% | 435,693 | 19,127 | 4.6% | $459.03万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1.37亿 | 7.84% | 2,541,953 | 70,283 | 2.8% | $379.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.60亿 | 14.86% | 6,694,957 | 194,476 | 3.0% | $755.73万 | 加仓 |