Arlington Financial Advisors, LLC
SANTA BARBARA CA · SEC CIK 0001716539
$7.02亿2026Q1 申报市值
95持仓数
53.5%前十大占比 · 第一大 7.0%
6 / 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
JBND 加仓+$1,078.95万
VTIP 加仓+$636.61万
CB 新建仓+$448.12万
DIMENSIONAL ETF 加仓+$260.06万
CGGO 加仓+$255.70万
2026Q1 卖出最多 按季末市值估算
JCPB 清仓-$803.87万
STIP 减仓-$376.17万
MDB 清仓-$349.81万
GRID 减仓-$335.81万
FNDF 减仓-$237.90万
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 |
|---|---|---|---|---|---|---|---|---|
| JGLO | J P MORGAN EXCHANGE TRADED F | $2,181.13万 | 3.11% | 334,171 | 16,955 | 5.3% | $110.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,473.84万 | 3.52% | 672,971 | 70,746 | 11.7% | $260.06万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $2,642.66万 | 3.76% | 368,316 | 5,863 | 1.6% | $42.07万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,951.65万 | 4.20% | 590,921 | 127,450 | 27.5% | $636.61万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $3,094.90万 | 4.41% | 534,709 | 24,051 | 4.7% | $139.21万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,310.67万 | 4.72% | 410,855 | -24,466 | -5.6% | -$197.15万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $3,459.57万 | 4.93% | 211,491 | -20,529 | -8.8% | -$335.81万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,718.03万 | 5.30% | 759,867 | -48,620 | -6.0% | -$237.90万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,761.30万 | 5.36% | 699,517 | 200,661 | 40.2% | $1,078.95万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $4,781.22万 | 6.81% | 648,037 | 7,686 | 1.2% | $56.71万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $4,886.38万 | 6.96% | 1,687,869 | 73,291 | 4.5% | $212.18万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $4,929.14万 | 7.02% | 1,477,118 | 76,626 | 5.5% | $255.70万 | 加仓 |