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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2.60亿 | 14.86% | 6,694,957 | 194,476 | 3.0% | $755.73万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1.37亿 | 7.84% | 2,541,953 | 70,283 | 2.8% | $379.46万 | 加仓 |
| MTUM | ISHARES TR | $1.05亿 | 5.97% | 435,693 | 19,127 | 4.6% | $459.03万 | 加仓 |
| IUSB | ISHARES TR | $1.04亿 | 5.93% | 2,248,840 | 13,968 | 0.6% | $64.52万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.01亿 | 5.74% | 2,829,499 | 106,680 | 3.9% | $379.03万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,484.72万 | 4.28% | 677,534 | 14,740 | 2.2% | $162.83万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $7,138.63万 | 4.08% | 1,485,668 | 122,401 | 9.0% | $588.14万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $6,314.01万 | 3.61% | 1,317,339 | -9,439 | -0.7% | -$45.24万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,129.39万 | 3.50% | 832,346 | 96,141 | 13.1% | $707.98万 | 加仓 |
| — | SYMMETRY PANORAMIC TR | $5,236.20万 | 2.99% | 2,099,906 | 45,498 | 2.2% | $113.45万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $5,087.41万 | 2.91% | 1,472,478 | 41,831 | 2.9% | $144.53万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $4,864.64万 | 2.78% | 620,410 | -1,496 | -0.2% | -$11.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,742.44万 | 2.71% | 1,290,110 | 68,132 | 5.6% | $250.45万 | 加仓 |
| IMTM | ISHARES TR | $4,409.36万 | 2.52% | 918,233 | 34,275 | 3.9% | $164.59万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,373.71万 | 1.93% | 337,844 | 3,428 | 1.0% | $34.23万 | 加仓 |
| QUAL | ISHARES TR | $3,168.88万 | 1.81% | 165,209 | 10,051 | 6.5% | $192.79万 | 加仓 |
| USMV | ISHARES TR | $3,087.54万 | 1.76% | 332,924 | 25,246 | 8.2% | $234.13万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,678.07万 | 1.53% | 332,226 | 27,908 | 9.2% | $224.97万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,647.12万 | 1.51% | 546,249 | -39,796 | -6.8% | -$192.85万 | 减仓 |
| AAPL | APPLE INC | $2,619.02万 | 1.50% | 103,197 | -1,106 | -1.1% | -$28.07万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $2,337.18万 | 1.34% | 389,659 | 11,588 | 3.1% | $69.50万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,065.96万 | 1.18% | 273,094 | 81,339 | 42.4% | $615.33万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,990.84万 | 1.14% | 586,059 | -19,399 | -3.2% | -$65.90万 | 减仓 |
| MUB | ISHARES TR | $1,782.53万 | 1.02% | 167,926 | -563 | -0.3% | -$5.98万 | 减仓 |
| EFAV | ISHARES TR | $1,283.95万 | 0.73% | 140,522 | 7,175 | 5.4% | $65.56万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,271.67万 | 0.73% | 132,853 | 6,269 | 5.0% | $60.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,209.48万 | 0.69% | 37,701 | -4,284 | -10.2% | -$137.43万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,064.81万 | 0.61% | 142,297 | 11,575 | 8.9% | $86.62万 | 加仓 |
| — | EXXON MOBIL CORP | $956.05万 | 0.55% | 56,351 | 34,266 | 155.2% | $581.35万 | 加仓 |
| SHY | ISHARES TR | $908.43万 | 0.52% | 110,020 | 2,763 | 2.6% | $22.81万 | 加仓 |
| SHM | SPDR SERIES TRUST | $899.04万 | 0.51% | 187,965 | 11,527 | 6.5% | $55.13万 | 加仓 |
| EEMV | ISHARES INC | $873.87万 | 0.50% | 135,001 | 9,225 | 7.3% | $59.71万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $822.53万 | 0.47% | 37,861 | -3,213 | -7.8% | -$69.80万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $674.13万 | 0.39% | 60,634 | -2,139 | -3.4% | -$23.78万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $663.47万 | 0.38% | 33,816 | -3,831 | -10.2% | -$75.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $636.86万 | 0.36% | 17,204 | 961 | 5.9% | $35.57万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $590.62万 | 0.34% | 92,169 | -7,683 | -7.7% | -$49.23万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $577.76万 | 0.33% | 81,478 | -6,073 | -6.9% | -$43.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $568.01万 | 0.32% | 42,740 | 483 | 1.1% | $6.42万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $554.04万 | 0.32% | 110,919 | 20,446 | 22.6% | $102.13万 | 加仓 |
| EFV | ISHARES TR | $524.11万 | 0.30% | 70,493 | -6,096 | -8.0% | -$45.32万 | 减仓 |
| SUB | ISHARES TR | $498.39万 | 0.28% | 46,797 | 3,287 | 7.6% | $35.01万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $442.74万 | 0.25% | 52,185 | -688 | -1.3% | -$5.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $403.06万 | 0.23% | 23,111 | 1,165 | 5.3% | $20.32万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $397.77万 | 0.23% | 27,284 | -2,418 | -8.1% | -$35.25万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $391.58万 | 0.22% | 74,192 | -1,885 | -2.5% | -$9.95万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $390.34万 | 0.22% | 72,218 | -7,246 | -9.1% | -$39.16万 | 减仓 |
| WMT | WALMART INC | $383.97万 | 0.22% | 30,896 | 644 | 2.1% | $8.00万 | 加仓 |
| AMZN | AMAZON COM INC | $359.29万 | 0.21% | 17,251 | 1,529 | 9.7% | $31.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $345.15万 | 0.20% | 55,267 | -2,901 | -5.0% | -$18.12万 | 减仓 |
| GOOG | ALPHABET INC | $306.12万 | 0.17% | 10,671 | 101 | 1.0% | $2.90万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $279.96万 | 0.16% | 31,563 | 3,116 | 11.0% | $27.64万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $278.32万 | 0.16% | 20,122 | -403 | -2.0% | -$5.57万 | 减仓 |
| GOOGL | ALPHABET INC | $263.47万 | 0.15% | 9,162 | 1,250 | 15.8% | $35.95万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $238.54万 | 0.14% | 9,758 | 1,096 | 12.7% | $26.79万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $237.64万 | 0.14% | 21,437 | -6,032 | -22.0% | -$66.87万 | 减仓 |
| META | META PLATFORMS INC | $218.47万 | 0.12% | 3,819 | 378 | 11.0% | $21.62万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $217.50万 | 0.12% | 26,992 | -2,231 | -7.6% | -$17.98万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $217.34万 | 0.12% | 15,047 | 1,308 | 9.5% | $18.89万 | 加仓 |
| LLY | ELI LILLY & CO | $211.01万 | 0.12% | 2,294 | -14 | -0.6% | -$1.29万 | 减仓 |
| AVGO | BROADCOM INC | $198.83万 | 0.11% | 6,424 | 1,538 | 31.5% | $47.60万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $184.44万 | 0.11% | 12,581 | 12,581 | — | $184.44万 | 新建仓 |
| MRK | MERCK & CO INC | $156.30万 | 0.09% | 12,994 | 185 | 1.4% | $2.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.92万 | 0.09% | 3,170 | 488 | 18.2% | $23.39万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $132.46万 | 0.08% | 28,864 | 17,848 | 162.0% | $81.90万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $129.11万 | 0.07% | 7,809 | 33 | 0.4% | $5,456 | 加仓 |
| ESGU | ISHARES TR | $128.82万 | 0.07% | 9,109 | -80 | -0.9% | -$1.13万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $125.78万 | 0.07% | 7,777 | 4,772 | 158.8% | $77.18万 | 加仓 |
| IWD | ISHARES TR | $103.91万 | 0.06% | 4,863 | -40 | -0.8% | -$8,547 | 减仓 |
| MA | MASTERCARD INCORPORATED | $99.96万 | 0.06% | 2,001 | 1,533 | 327.6% | $76.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $99.84万 | 0.06% | 3,394 | 507 | 17.6% | $14.91万 | 加仓 |
| EAGG | ISHARES TR | $99.76万 | 0.06% | 20,980 | 163 | 0.8% | $7,751 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $98.87万 | 0.06% | 8,096 | -12 | -0.1% | -$1,465 | 减仓 |
| DXCM | DEXCOM INC | $98.83万 | 0.06% | 15,737 | 173 | 1.1% | $1.09万 | 加仓 |
| ABBV | ABBVIE INC | $96.62万 | 0.06% | 4,442 | 1,106 | 33.2% | $24.06万 | 加仓 |
| BSVO | EA SERIES TRUST | $95.04万 | 0.05% | 37,463 | -1,279 | -3.3% | -$3.24万 | 减仓 |
| T | AT&T INC | $94.51万 | 0.05% | 32,599 | -3,994 | -10.9% | -$11.58万 | 减仓 |
| GE | GE AEROSPACE | $93.05万 | 0.05% | 3,279 | -14 | -0.4% | -$3,973 | 减仓 |
| LOW | LOWES COS INC | $92.94万 | 0.05% | 3,933 | 27 | 0.7% | $6,380 | 加仓 |
| ACM | AECOM | $91.22万 | 0.05% | 10,755 | 18 | 0.2% | $1,527 | 加仓 |
| CI | THE CIGNA GROUP | $90.08万 | 0.05% | 3,377 | -116 | -3.3% | -$3.09万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $87.49万 | 0.05% | 2,003 | -580 | -22.5% | -$25.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $87.28万 | 0.05% | 1,342 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $85.34万 | 0.05% | 4,125 | 814 | 24.6% | $16.84万 | 加仓 |
| MO | ALTRIA GROUP INC | $85.17万 | 0.05% | 12,907 | 128 | 1.0% | $8,447 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $84.14万 | 0.05% | 844 | 48 | 6.0% | $4.79万 | 加仓 |
| TSLA | TESLA INC | $83.35万 | 0.05% | 2,242 | 59 | 2.7% | $2.19万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $82.29万 | 0.05% | 11,251 | 666 | 6.3% | $4.87万 | 加仓 |
| GEV | GE VERNOVA INC | $75.28万 | 0.04% | 862 | 309 | 55.9% | $26.99万 | 加仓 |
| RTX | RTX CORPORATION | $71.28万 | 0.04% | 3,695 | 1,393 | 60.5% | $26.87万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $70.47万 | 0.04% | 6,277 | -62 | -1.0% | -$6,961 | 减仓 |
| ESGD | ISHARES TR | $70.19万 | 0.04% | 7,340 | -150 | -2.0% | -$1.43万 | 减仓 |
| PEP | PEPSICO INC | $66.60万 | 0.04% | 4,289 | -16 | -0.4% | -$2,485 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $62.76万 | 0.04% | 28,105 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $60.39万 | 0.03% | 24,011 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $57.31万 | 0.03% | 1,844 | 81 | 4.6% | $2.52万 | 加仓 |
| PODD | INSULET CORP | $57.24万 | 0.03% | 2,728 | -153 | -5.3% | -$3.21万 | 减仓 |
| USHY | ISHARES TR | $55.91万 | 0.03% | 15,177 | 818 | 5.7% | $3.01万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $53.66万 | 0.03% | 10,755 | 1,204 | 12.6% | $6.01万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.50万 | 0.03% | 10,657 | 4,655 | 77.6% | $23.37万 | 加仓 |