Affiance Financial, LLC
ST. LOUIS PARK MN · SEC CIK 0001723681
$6.17亿2026Q1 申报市值
106持仓数
72.3%前十大占比 · 第一大 18.8%
4 / 3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
AGG 加仓+$738.92万
VTI 加仓+$657.57万
IEFA 加仓+$620.25万
IWF 加仓+$514.41万
VTV 加仓+$282.63万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$1,502.76万
VXF 减仓-$205.41万
VOO 减仓-$194.62万
CGUS 减仓-$125.88万
AAPL 减仓-$122.86万
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 |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | $1,455.27万 | 2.36% | 70,713 | -9,981 | -12.4% | -$205.41万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,967.68万 | 3.19% | 372,314 | -284,344 | -43.3% | -$1,502.76万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,031.85万 | 3.29% | 103,560 | 14,405 | 16.2% | $282.63万 | 加仓 |
| IWF | ISHARES TR | $2,615.71万 | 4.24% | 61,344 | 12,064 | 24.5% | $514.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,347.78万 | 5.42% | 522,437 | -18,545 | -3.4% | -$118.84万 | 减仓 |
| IEFA | ISHARES TR | $3,448.87万 | 5.59% | 380,964 | 68,513 | 21.9% | $620.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $7,310.34万 | 11.85% | 227,871 | 20,497 | 9.9% | $657.57万 | 加仓 |
| AGG | ISHARES TR | $9,650.08万 | 15.64% | 972,104 | 74,435 | 8.3% | $738.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.16亿 | 18.85% | 194,643 | -3,257 | -1.6% | -$194.62万 | 减仓 |