Level Financial Advisors
EAST AMHERST NY · SEC CIK 0001871734
$3.92亿2026Q1 申报市值
92持仓数
55.3%前十大占比 · 第一大 14.0%
2 / 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
BNDX 加仓+$164.72万
VUG 加仓+$148.25万
LIN 新建仓+$145.60万
DFGR 加仓+$139.85万
BSV 加仓+$132.98万
2026Q1 卖出最多 按季末市值估算
AGG 清仓-$75.61万
MA 清仓-$34.75万
PG 减仓-$27.89万
SPY 减仓-$24.90万
IBM 清仓-$24.24万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $0 | 0.00% | 0 | -7,570 | -100.0% | -$75.61万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -609 | -100.0% | -$34.75万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -818 | -100.0% | -$24.24万 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PUTNAM ETF TRUST | $11.83万 | 0.03% | 15,162 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $20.27万 | 0.05% | 2,162 | 2,162 | — | $20.27万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $21.32万 | 0.05% | 4,041 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $21.38万 | 0.05% | 1,074 | -8 | -0.7% | -$1,592 | 减仓 |
| VOE | VANGUARD INDEX FDS | $21.86万 | 0.06% | 1,186 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $23.18万 | 0.06% | 2,292 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $23.80万 | 0.06% | 4,771 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.87万 | 0.06% | 642 | 52 | 8.8% | $1.93万 | 加仓 |
| GE | GE AEROSPACE | $24.04万 | 0.06% | 847 | 7 | 0.8% | $1,986 | 加仓 |
| GNMA | ISHARES TR | $24.40万 | 0.06% | 5,504 | -98 | -1.7% | -$4,344 | 减仓 |
| HD | HOME DEPOT INC | $24.65万 | 0.06% | 750 | -52 | -6.5% | -$1.71万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $24.67万 | 0.06% | 2,781 | -717 | -20.5% | -$6.36万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.41万 | 0.07% | 1,228 | 127 | 11.5% | $2.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.81万 | 0.07% | 1,296 | -78 | -5.7% | -$1.61万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $27.68万 | 0.07% | 5,775 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $28.44万 | 0.07% | 3,965 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $28.52万 | 0.07% | 5,700 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $30.99万 | 0.08% | 2,191 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $33.71万 | 0.09% | 1,175 | 29 | 2.5% | $8,319 | 加仓 |
| MTB | M & T BK CORP | $34.98万 | 0.09% | 1,692 | 3 | 0.2% | $620 | 加仓 |
| NFLX | NETFLIX INC. | $35.77万 | 0.09% | 3,720 | 10 | 0.3% | $962 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $36.53万 | 0.09% | 8,621 | -415 | -4.6% | -$1.76万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $38.56万 | 0.10% | 7,352 | 3,064 | 71.5% | $16.07万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $41.09万 | 0.10% | 6,172 | 558 | 9.9% | $3.71万 | 加仓 |
| LLY | ELI LILLY & CO | $41.10万 | 0.10% | 447 | -11 | -2.4% | -$1.01万 | 减仓 |
| — | EXXON MOBIL CORP | $46.16万 | 0.12% | 2,721 | -12 | -0.4% | -$2,036 | 减仓 |
| META | META PLATFORMS INC | $46.57万 | 0.12% | 814 | 58 | 7.7% | $3.32万 | 加仓 |
| ITOT | ISHARES TR | $47.23万 | 0.12% | 3,316 | 1 | 0.0% | $142 | 加仓 |
| ESGV | VANGUARD WORLD FD | $47.44万 | 0.12% | 4,225 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $50.17万 | 0.13% | 4,574 | 2,511 | 121.7% | $27.54万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $52.05万 | 0.13% | 10,059 | 40 | 0.4% | $2,070 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $52.33万 | 0.13% | 767 | -1 | -0.1% | -$682 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $56.68万 | 0.14% | 7,031 | -143 | -2.0% | -$1.15万 | 减仓 |
| IVV | ISHARES TR | $58.24万 | 0.15% | 892 | -24 | -2.6% | -$1.57万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $60.31万 | 0.15% | 6,494 | 10 | 0.2% | $929 | 加仓 |
| AMZN | AMAZON COM INC | $60.31万 | 0.15% | 2,896 | 46 | 1.6% | $9,580 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $66.09万 | 0.17% | 2,247 | -582 | -20.6% | -$17.12万 | 减仓 |
| ESGD | ISHARES TR | $74.99万 | 0.19% | 7,843 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $75.21万 | 0.19% | 2,616 | 154 | 6.3% | $4.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $82.99万 | 0.21% | 2,242 | -32 | -1.4% | -$1.18万 | 减仓 |
| SUSB | ISHARES TR | $87.34万 | 0.22% | 34,847 | 21 | 0.1% | $526 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.88万 | 0.24% | 1,980 | -89 | -4.3% | -$4.26万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $99.17万 | 0.25% | 9,931 | -273 | -2.7% | -$2.73万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $100.12万 | 0.26% | 4,609 | -809 | -14.9% | -$17.57万 | 减仓 |
| REET | ISHARES TR | $100.81万 | 0.26% | 40,084 | -3,992 | -9.1% | -$10.04万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $105.33万 | 0.27% | 19,957 | -27 | -0.1% | -$1,425 | 减仓 |
| NVDA | NVIDIA CORPORATION | $106.98万 | 0.27% | 6,134 | 574 | 10.3% | $10.01万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $107.04万 | 0.27% | 103,622 | -1,830 | -1.7% | -$1.89万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $121.81万 | 0.31% | 12,382 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $122.50万 | 0.31% | 1,884 | -383 | -16.9% | -$24.90万 | 减仓 |
| LIN | LINDE PLC | $145.60万 | 0.37% | 2,937 | 2,937 | — | $145.60万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $147.04万 | 0.38% | 34,679 | 3,130 | 9.9% | $13.27万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $150.67万 | 0.38% | 7,052 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $158.52万 | 0.40% | 9,932 | -16 | -0.2% | -$2,554 | 减仓 |
| VCEB | VANGUARD WORLD FD | $160.61万 | 0.41% | 25,562 | 1,033 | 4.2% | $6.49万 | 加仓 |
| NYF | ISHARES TR | $174.23万 | 0.44% | 32,800 | -3,124 | -8.7% | -$16.59万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $176.59万 | 0.45% | 35,353 | -1,479 | -4.0% | -$7.39万 | 减仓 |
| QUAL | ISHARES TR | $196.74万 | 0.50% | 10,257 | 794 | 8.4% | $15.23万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $203.68万 | 0.52% | 13,970 | -914 | -6.1% | -$13.33万 | 减仓 |
| AAPL | APPLE INC | $215.68万 | 0.55% | 8,498 | 562 | 7.1% | $14.26万 | 加仓 |
| VB | VANGUARD INDEX FDS | $248.91万 | 0.63% | 9,503 | 1,101 | 13.1% | $28.84万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $273.35万 | 0.70% | 32,220 | 965 | 3.1% | $8.19万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $279.83万 | 0.71% | 68,101 | -1,164 | -1.7% | -$4.78万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $310.31万 | 0.79% | 40,206 | 7,267 | 22.1% | $56.09万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $317.27万 | 0.81% | 93,700 | -3,842 | -3.9% | -$13.01万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $326.89万 | 0.83% | 29,591 | -874 | -2.9% | -$9.66万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $368.95万 | 0.94% | 53,643 | 3,499 | 7.0% | $24.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $431.30万 | 1.10% | 69,063 | -568 | -0.8% | -$3.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $484.60万 | 1.24% | 138,300 | 12,537 | 10.0% | $43.93万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $499.61万 | 1.27% | 34,589 | -1,931 | -5.3% | -$27.89万 | 减仓 |
| SHYG | ISHARES TR | $509.74万 | 1.30% | 120,477 | 2,859 | 2.4% | $12.10万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $541.44万 | 1.38% | 67,193 | -785 | -1.2% | -$6.33万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $557.01万 | 1.42% | 103,054 | 8,872 | 9.4% | $47.95万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $560.39万 | 1.43% | 89,950 | 4,868 | 5.7% | $30.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $712.78万 | 1.82% | 22,218 | 1,282 | 6.1% | $41.13万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $762.62万 | 1.95% | 173,245 | 30 | 0.0% | $1,321 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $909.28万 | 2.32% | 270,057 | 11,793 | 4.6% | $39.71万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $936.09万 | 2.39% | 193,167 | -1,694 | -0.9% | -$8.21万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,010.23万 | 2.58% | 51,490 | 3,031 | 6.3% | $59.47万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,030.40万 | 2.63% | 214,443 | 34,282 | 19.0% | $164.72万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,037.65万 | 2.65% | 290,577 | 16,002 | 5.8% | $57.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,060.71万 | 2.71% | 24,284 | 3,394 | 16.2% | $148.25万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,222.25万 | 3.12% | 260,329 | 23,295 | 9.8% | $109.37万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,339.44万 | 3.42% | 387,681 | 26,671 | 7.4% | $92.15万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,429.37万 | 3.65% | 342,611 | 22,549 | 7.0% | $94.07万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,460.54万 | 3.73% | 184,249 | 4,764 | 2.7% | $37.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,541.67万 | 3.93% | 419,389 | 13,982 | 3.4% | $51.40万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,547.71万 | 3.95% | 582,284 | 52,616 | 9.9% | $139.85万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,778.18万 | 4.54% | 226,780 | 16,960 | 8.1% | $132.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,893.30万 | 7.38% | 451,513 | 17,358 | 4.0% | $111.23万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,991.67万 | 7.63% | 511,047 | 10,205 | 2.0% | $59.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,486.49万 | 13.99% | 91,816 | 1,128 | 1.2% | $67.40万 | 加仓 |