Five Oceans Advisors
SANTA MONICA CA · SEC CIK 0001876326
$3.11亿2026Q2 申报市值
204持仓数
54.5%前十大占比 · 第一大 9.8%
18 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFSU 加仓+$104.95万
DFSI 加仓+$102.00万
GBIL 加仓+$67.03万
SNDK 新建仓+$61.85万
DIMENSIONAL ETF 加仓+$59.10万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$108.54万
VGSH 减仓-$35.55万
DFSD 减仓-$33.23万
AGG 减仓-$31.05万
KGC 清仓-$27.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | $399.31万 | 1.28% | 98,255 | -2,187 | -2.2% | -$8.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $419.24万 | 1.35% | 11,239 | 112 | 1.0% | $4.18万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $575.16万 | 1.85% | 207,638 | -1,730 | -0.8% | -$4.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $812.25万 | 2.61% | 40,594 | 53 | 0.1% | $1.06万 | 加仓 |
| AAPL | APPLE INC | $832.27万 | 2.67% | 28,762 | -140 | -0.5% | -$4.05万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $859.80万 | 2.76% | 230,757 | 2,106 | 0.9% | $7.85万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,049.63万 | 3.37% | 254,425 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1,182.47万 | 3.80% | 408,313 | -1,639 | -0.4% | -$4.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,665.13万 | 5.35% | 375,368 | 13,322 | 3.7% | $59.10万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,923.89万 | 6.18% | 426,583 | 22,617 | 5.6% | $102.00万 | 加仓 |
| SGOV | ISHARES TR | $1,944.71万 | 6.25% | 193,177 | -10,782 | -5.3% | -$108.54万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $2,162.27万 | 6.95% | 442,368 | 4,081 | 0.9% | $19.95万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $2,284.11万 | 7.34% | 489,837 | 22,508 | 4.8% | $104.95万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,040.35万 | 9.77% | 522,397 | -6,109 | -1.2% | -$35.55万 | 减仓 |