Five Oceans Advisors
SANTA MONICA CA · SEC CIK 0001876326
$2.76亿2026Q1 申报市值
193持仓数
56.7%前十大占比 · 第一大 11.2%
12 / 9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
DFSU 加仓+$117.34万
AZN 新建仓+$78.95万
DFSI 加仓+$57.95万
WDC 新建仓+$31.51万
FTI 新建仓+$31.10万
2026Q1 卖出最多 按季末市值估算
VGSH 减仓-$141.37万
SGOV 减仓-$101.31万
AZN 清仓-$73.49万
DIMENSIONAL ETF 减仓-$50.95万
DFIC 减仓-$26.96万
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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $3,093.87万 | 11.19% | 528,506 | -24,149 | -4.4% | -$141.37万 | 减仓 |
| SGOV | ISHARES TR | $2,053.05万 | 7.43% | 203,959 | -10,065 | -4.7% | -$101.31万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,920.25万 | 6.95% | 467,329 | 28,558 | 6.5% | $117.34万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $1,857.01万 | 6.72% | 438,287 | 4,762 | 1.1% | $20.18万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,712.82万 | 6.20% | 403,966 | 13,667 | 3.5% | $57.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,406.91万 | 5.09% | 362,046 | -13,111 | -3.5% | -$50.95万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,061.46万 | 3.84% | 254,425 | -7 | -0.0% | -$292 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,028.98万 | 3.72% | 409,952 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $812.40万 | 2.94% | 228,651 | -7,587 | -3.2% | -$26.96万 | 减仓 |
| AAPL | APPLE INC | $733.49万 | 2.65% | 28,902 | 84 | 0.3% | $2.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $707.04万 | 2.56% | 40,541 | 275 | 0.7% | $4.80万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $518.19万 | 1.87% | 209,368 | -21 | -0.0% | -$520 | 减仓 |
| MSFT | MICROSOFT CORP | $411.89万 | 1.49% | 11,127 | -236 | -2.1% | -$8.74万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $347.03万 | 1.26% | 100,442 | -3,495 | -3.4% | -$12.08万 | 减仓 |
| META | META PLATFORMS INC | $334.30万 | 1.21% | 5,843 | 8 | 0.1% | $4,577 | 加仓 |
| GOOGL | ALPHABET INC | $296.01万 | 1.07% | 10,294 | 11 | 0.1% | $3,163 | 加仓 |
| AMZN | AMAZON COM INC | $295.39万 | 1.07% | 14,183 | 75 | 0.5% | $1.56万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $269.83万 | 0.98% | 56,355 | -175 | -0.3% | -$8,379 | 减仓 |
| GOOG | ALPHABET INC | $260.18万 | 0.94% | 9,070 | -91 | -1.0% | -$2.61万 | 减仓 |
| AVGO | BROADCOM INC | $252.71万 | 0.91% | 8,165 | -26 | -0.3% | -$8,047 | 减仓 |
| VTI | VANGUARD INDEX FDS | $240.43万 | 0.87% | 7,495 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $218.18万 | 0.79% | 7,417 | -16 | -0.2% | -$4,707 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $194.93万 | 0.71% | 30,419 | -334 | -1.1% | -$2.14万 | 减仓 |
| ASML | ASML HLDG NV | $194.69万 | 0.70% | 1,474 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $193.76万 | 0.70% | 27,240 | -417 | -1.5% | -$2.97万 | 减仓 |
| TSLA | TESLA INC | $179.74万 | 0.65% | 4,835 | 13 | 0.3% | $4,833 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $157.34万 | 0.57% | 22,188 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $137.81万 | 0.50% | 1,383 | 4 | 0.3% | $3,986 | 加仓 |
| WMT | WALMART INC | $123.19万 | 0.45% | 9,912 | -77 | -0.8% | -$9,570 | 减仓 |
| NVS | NOVARTIS AG | $120.79万 | 0.44% | 7,908 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $112.73万 | 0.41% | 6,968 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $111.66万 | 0.40% | 1,214 | 1 | 0.1% | $920 | 加仓 |
| IWS | ISHARES TR | $104.43万 | 0.38% | 7,166 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $102.69万 | 0.37% | 4,201 | -17 | -0.4% | -$4,155 | 减仓 |
| IEMG | ISHARES INC | $101.34万 | 0.37% | 14,529 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.19万 | 0.36% | 2,070 | 20 | 1.0% | $9,584 | 加仓 |
| AGG | ISHARES TR | $93.07万 | 0.34% | 9,375 | -813 | -8.0% | -$8.07万 | 减仓 |
| V | VISA INC | $91.73万 | 0.33% | 3,035 | -23 | -0.8% | -$6,952 | 减仓 |
| SPYM | SPDR SERIES TRUST | $91.71万 | 0.33% | 11,982 | 797 | 7.1% | $6.10万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $85.47万 | 0.31% | 10,361 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $83.53万 | 0.30% | 1,179 | 4 | 0.3% | $2,834 | 加仓 |
| ABBV | ABBVIE INC | $79.75万 | 0.29% | 3,667 | 4 | 0.1% | $870 | 加仓 |
| AZN | ASTRAZENECA PLC | $78.95万 | 0.29% | 4,003 | 4,003 | — | $78.95万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $78.00万 | 0.28% | 1,561 | -15 | -1.0% | -$7,495 | 减仓 |
| TM | TOYOTA MOTOR CORP | $75.64万 | 0.27% | 3,670 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $73.16万 | 0.26% | 43,112 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $72.95万 | 0.26% | 4,959 | -90 | -1.8% | -$1.32万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $71.79万 | 0.26% | 5,190 | 29 | 0.6% | $4,011 | 加仓 |
| SONY | SONY GROUP CORP | $71.76万 | 0.26% | 34,669 | -6,145 | -15.1% | -$12.72万 | 减仓 |
| SAN | BANCO SANTANDER SA | $71.03万 | 0.26% | 62,971 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.94万 | 0.26% | 13,125 | -83 | -0.6% | -$4,486 | 减仓 |
| NFLX | NETFLIX INC. | $69.80万 | 0.25% | 7,259 | -29 | -0.4% | -$2,788 | 减仓 |
| LRCX | LAM RESEARCH CORP | $69.18万 | 0.25% | 3,238 | 29 | 0.9% | $6,196 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $68.96万 | 0.25% | 16,334 | 411 | 2.6% | $1.74万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $67.09万 | 0.24% | 19,750 | -4,382 | -18.2% | -$14.89万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $65.14万 | 0.24% | 12,976 | 100 | 0.8% | $5,020 | 加仓 |
| AMAT | APPLIED MATLS INC | $59.92万 | 0.22% | 1,753 | 15 | 0.9% | $5,127 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.13万 | 0.21% | 699 | -2 | -0.3% | -$1,692 | 减仓 |
| KLAC | KLA CORP | $57.87万 | 0.21% | 393 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $57.43万 | 0.21% | 1,700 | 13 | 0.8% | $4,392 | 加仓 |
| BAC | BANK AMERICA CORP | $56.67万 | 0.20% | 11,624 | -91 | -0.8% | -$4,436 | 减仓 |
| HD | HOME DEPOT INC | $56.37万 | 0.20% | 1,714 | 18 | 1.1% | $5,920 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.09万 | 0.20% | 2,314 | -24 | -1.0% | -$5,817 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $56.06万 | 0.20% | 8,977 | 21 | 0.2% | $1,311 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $52.37万 | 0.19% | 13,442 | 11 | 0.1% | $429 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $50.50万 | 0.18% | 23,314 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $49.53万 | 0.18% | 2,440 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $49.16万 | 0.18% | 16,956 | 100 | 0.6% | $2,899 | 加仓 |
| MS | MORGAN STANLEY | $48.47万 | 0.18% | 2,945 | -1 | -0.0% | -$165 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $48.20万 | 0.17% | 24,405 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $47.83万 | 0.17% | 6,165 | 6 | 0.1% | $466 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $47.05万 | 0.17% | 8,915 | -1,172 | -11.6% | -$6.19万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $46.59万 | 0.17% | 9,207 | 120 | 1.3% | $6,073 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $46.11万 | 0.17% | 9,620 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $45.43万 | 0.16% | 17,091 | -80 | -0.5% | -$2,126 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $44.61万 | 0.16% | 18,861 | 622 | 3.4% | $1.47万 | 加仓 |
| TJX | TJX COS INC NEW | $43.89万 | 0.16% | 2,748 | 3 | 0.1% | $479 | 加仓 |
| MCD | MCDONALDS CORP | $43.85万 | 0.16% | 1,411 | 16 | 1.1% | $4,973 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $41.77万 | 0.15% | 6,022 | 2,693 | 80.9% | $18.68万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $41.50万 | 0.15% | 1,372 | -13 | -0.9% | -$3,932 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $40.88万 | 0.15% | 1,774 | 1 | 0.1% | $230 | 加仓 |
| MCK | MCKESSON CORP | $40.50万 | 0.15% | 468 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $40.03万 | 0.14% | 1,968 | -12 | -0.6% | -$2,441 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $39.76万 | 0.14% | 2,938 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $39.30万 | 0.14% | 49,492 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $38.79万 | 0.14% | 1,367 | 106 | 8.4% | $3.01万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $38.76万 | 0.14% | 7,998 | -168 | -2.1% | -$8,141 | 减仓 |
| ESGV | VANGUARD WORLD FD | $38.35万 | 0.14% | 3,416 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $38.20万 | 0.14% | 7,055 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $38.17万 | 0.14% | 4,091 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $38.05万 | 0.14% | 425 | -6 | -1.4% | -$5,371 | 减仓 |
| MRK | MERCK & CO INC | $37.67万 | 0.14% | 3,132 | 47 | 1.5% | $5,654 | 加仓 |
| ING | ING GROEP N.V. | $37.59万 | 0.14% | 14,429 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $37.36万 | 0.14% | 2,623 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $36.20万 | 0.13% | 599 | 6 | 1.0% | $3,626 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $35.68万 | 0.13% | 1,956 | -25 | -1.3% | -$4,561 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $34.95万 | 0.13% | 83 | -1 | -1.2% | -$4,210 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $34.82万 | 0.13% | 3,675 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $34.67万 | 0.13% | 2,097 | 5 | 0.2% | $827 | 加仓 |
| GSK | GSK PLC | $34.55万 | 0.12% | 6,261 | 0 | 0.0% | — | 不变 |