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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $3,040.35万 | 9.77% | 522,397 | -6,109 | -1.2% | -$35.55万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $2,284.11万 | 7.34% | 489,837 | 22,508 | 4.8% | $104.95万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $2,162.27万 | 6.95% | 442,368 | 4,081 | 0.9% | $19.95万 | 加仓 |
| SGOV | ISHARES TR | $1,944.71万 | 6.25% | 193,177 | -10,782 | -5.3% | -$108.54万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,923.89万 | 6.18% | 426,583 | 22,617 | 5.6% | $102.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,665.13万 | 5.35% | 375,368 | 13,322 | 3.7% | $59.10万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,182.47万 | 3.80% | 408,313 | -1,639 | -0.4% | -$4.75万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,049.63万 | 3.37% | 254,425 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $859.80万 | 2.76% | 230,757 | 2,106 | 0.9% | $7.85万 | 加仓 |
| AAPL | APPLE INC | $832.27万 | 2.67% | 28,762 | -140 | -0.5% | -$4.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $812.25万 | 2.61% | 40,594 | 53 | 0.1% | $1.06万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $575.16万 | 1.85% | 207,638 | -1,730 | -0.8% | -$4.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $419.24万 | 1.35% | 11,239 | 112 | 1.0% | $4.18万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $399.31万 | 1.28% | 98,255 | -2,187 | -2.2% | -$8.89万 | 减仓 |
| GOOGL | ALPHABET INC | $368.52万 | 1.18% | 10,312 | 18 | 0.2% | $6,433 | 加仓 |
| AMZN | AMAZON COM INC | $338.01万 | 1.09% | 14,182 | -1 | -0.0% | -$238 | 减仓 |
| META | META PLATFORMS INC | $327.44万 | 1.05% | 5,813 | -30 | -0.5% | -$1.69万 | 减仓 |
| GOOG | ALPHABET INC | $321.00万 | 1.03% | 9,085 | 15 | 0.2% | $5,300 | 加仓 |
| AVGO | BROADCOM INC | $305.86万 | 0.98% | 8,097 | -68 | -0.8% | -$2.57万 | 减仓 |
| ASML | ASML HLDG NV | $293.24万 | 0.94% | 1,474 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $275.45万 | 0.89% | 7,444 | -51 | -0.7% | -$1.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $242.52万 | 0.78% | 7,409 | -8 | -0.1% | -$2,619 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $235.86万 | 0.76% | 49,395 | -6,960 | -12.4% | -$33.23万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $218.40万 | 0.70% | 26,524 | -716 | -2.6% | -$5.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $214.06万 | 0.69% | 30,043 | -376 | -1.2% | -$2.68万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $210.54万 | 0.68% | 1,824 | 124 | 7.3% | $14.31万 | 加仓 |
| TSLA | TESLA INC | $203.40万 | 0.65% | 4,836 | 1 | 0.0% | $421 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $167.52万 | 0.54% | 20,444 | -1,744 | -7.9% | -$14.29万 | 减仓 |
| LLY | ELI LILLY & CO | $144.89万 | 0.47% | 1,208 | -6 | -0.5% | -$7,197 | 减仓 |
| RY | ROYAL BK CDA | $144.22万 | 0.46% | 6,968 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $139.58万 | 0.45% | 3,221 | -17 | -0.5% | -$7,367 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $129.28万 | 0.42% | 1,382 | -1 | -0.1% | -$935 | 减仓 |
| AMAT | APPLIED MATLS INC | $126.89万 | 0.41% | 1,755 | 2 | 0.1% | $1,446 | 加仓 |
| CAT | CATERPILLAR INC | $125.02万 | 0.40% | 1,174 | -5 | -0.4% | -$5,325 | 减仓 |
| NVS | NOVARTIS AG | $123.93万 | 0.40% | 7,908 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $120.29万 | 0.39% | 14,520 | -9 | -0.1% | -$746 | 减仓 |
| IWS | ISHARES TR | $117.95万 | 0.38% | 7,166 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $117.58万 | 0.38% | 3,897 | -33 | -0.8% | -$9,956 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $114.79万 | 0.37% | 1,976 | 8 | 0.4% | $4,647 | 加仓 |
| WMT | WALMART INC | $112.06万 | 0.36% | 9,894 | -18 | -0.2% | -$2,039 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $106.57万 | 0.34% | 4,196 | -5 | -0.1% | -$1,270 | 减仓 |
| SPYM | SPDR SERIES TRUST | $105.91万 | 0.34% | 12,052 | 70 | 0.6% | $6,151 | 加仓 |
| V | VISA INC | $105.29万 | 0.34% | 3,069 | 34 | 1.1% | $1.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $104.18万 | 0.33% | 2,082 | 12 | 0.6% | $6,005 | 加仓 |
| HSBC | HSBC HLDGS PLC | $98.52万 | 0.32% | 10,361 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $92.91万 | 0.30% | 9,276 | 6,692 | 259.0% | $67.03万 | 加仓 |
| ABBV | ABBVIE INC | $91.60万 | 0.29% | 3,640 | -27 | -0.7% | -$6,794 | 减仓 |
| SAN | BANCO SANTANDER SA | $86.90万 | 0.28% | 62,971 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $85.75万 | 0.28% | 43,112 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $83.88万 | 0.27% | 6,007 | 273 | 4.8% | $3.81万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $81.85万 | 0.26% | 5,215 | 25 | 0.5% | $3,924 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $81.31万 | 0.26% | 1,273 | 108 | 9.3% | $6.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $80.02万 | 0.26% | 1,558 | -3 | -0.2% | -$1,541 | 减仓 |
| AZN | ASTRAZENECA PLC | $76.02万 | 0.24% | 4,009 | 6 | 0.1% | $1,138 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.24万 | 0.24% | 12,605 | -520 | -4.0% | -$3.10万 | 减仓 |
| CSCO | CISCO SYS INC | $72.52万 | 0.23% | 6,174 | 9 | 0.1% | $1,057 | 加仓 |
| ORCL | ORACLE CORP | $72.23万 | 0.23% | 4,929 | -30 | -0.6% | -$4,397 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $71.20万 | 0.23% | 704 | 5 | 0.7% | $5,057 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $70.00万 | 0.22% | 19,000 | -750 | -3.8% | -$2.76万 | 减仓 |
| SONY | SONY GROUP CORP | $69.55万 | 0.22% | 34,669 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $66.67万 | 0.21% | 11,701 | 77 | 0.7% | $4,387 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.62万 | 0.21% | 2,298 | -16 | -0.7% | -$4,499 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $62.25万 | 0.20% | 24,840 | 1,526 | 6.5% | $3.82万 | 加仓 |
| SNDK | SANDISK CORP | $61.85万 | 0.20% | 272 | 272 | — | $61.85万 | 新建仓 |
| AGG | ISHARES TR | $61.74万 | 0.20% | 6,238 | -3,137 | -33.5% | -$31.05万 | 减仓 |
| MS | MORGAN STANLEY | $61.71万 | 0.20% | 2,952 | 7 | 0.2% | $1,463 | 加仓 |
| HD | HOME DEPOT INC | $59.07万 | 0.19% | 1,675 | -39 | -2.3% | -$1.38万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $57.55万 | 0.18% | 24,405 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $57.53万 | 0.18% | 8,230 | -747 | -8.3% | -$5.22万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $55.85万 | 0.18% | 3,316 | -354 | -9.6% | -$5.96万 | 减仓 |
| GLW | CORNING INC | $55.30万 | 0.18% | 2,165 | 6 | 0.3% | $1,533 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $54.23万 | 0.17% | 12,808 | -168 | -1.3% | -$7,113 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $52.62万 | 0.17% | 12,757 | -685 | -5.1% | -$2.83万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $51.92万 | 0.17% | 538 | 1 | 0.2% | $965 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $51.91万 | 0.17% | 2,938 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $51.34万 | 0.17% | 10,937 | 10,937 | — | $51.34万 | 新建仓 |
| GE | GE AEROSPACE | $51.09万 | 0.16% | 1,367 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $50.54万 | 0.16% | 6,133 | 111 | 1.8% | $9,146 | 加仓 |
| NFLX | NETFLIX INC. | $50.38万 | 0.16% | 7,056 | -203 | -2.8% | -$1.45万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $49.87万 | 0.16% | 11,814 | -4,520 | -27.7% | -$19.08万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $49.68万 | 0.16% | 4,091 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $48.67万 | 0.16% | 9,009 | 94 | 1.1% | $5,078 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $48.23万 | 0.16% | 16,648 | -443 | -2.6% | -$1.28万 | 减仓 |
| FIX | COMFORT SYS USA INC | $47.57万 | 0.15% | 240 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $47.41万 | 0.15% | 49,492 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $46.88万 | 0.15% | 1,128 | 120 | 11.9% | $4.99万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $46.62万 | 0.15% | 1,734 | -40 | -2.3% | -$1.08万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $46.20万 | 0.15% | 1,366 | -6 | -0.4% | -$2,030 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $45.87万 | 0.15% | 9,070 | -137 | -1.5% | -$6,928 | 减仓 |
| ING | ING GROEP N.V. | $45.28万 | 0.15% | 14,429 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $45.17万 | 0.15% | 3,416 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $43.70万 | 0.14% | 372 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $43.45万 | 0.14% | 8,767 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $42.26万 | 0.14% | 3,675 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $41.92万 | 0.13% | 370 | -1 | -0.3% | -$1,133 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $41.80万 | 0.13% | 7,599 | -399 | -5.0% | -$2.19万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $41.59万 | 0.13% | 8,605 | -1,015 | -10.6% | -$4.91万 | 减仓 |
| TJX | TJX COS INC NEW | $41.31万 | 0.13% | 2,727 | -21 | -0.8% | -$3,182 | 减仓 |
| ITOT | ISHARES TR | $41.30万 | 0.13% | 2,514 | -109 | -4.2% | -$1.79万 | 减仓 |
| BCS | BARCLAYS PLC | $40.89万 | 0.13% | 15,223 | 0 | 0.0% | — | 不变 |