Corus Family Wealth Advisors
MCKINNEY TX · SEC CIK 0001894830
$1.23亿2026Q1 申报市值
69持仓数
66.0%前十大占比 · 第一大 17.9%
6 / 2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
DIMENSIONAL ETF 加仓+$191.65万
DIMENSIONAL ETF 加仓+$154.70万
DFIC 加仓+$75.51万
DIMENSIONAL ETF 加仓+$74.03万
DIHP 加仓+$35.72万
2026Q1 卖出最多 按季末市值估算
BPRE 减仓-$239.30万
KNG 清仓-$100.64万
VLTO 减仓-$63.18万
FIRST TR EXCHNG 减仓-$46.46万
GMAR 减仓-$40.96万
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 |
|---|---|---|---|---|---|---|---|---|
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -20,477 | -100.0% | -$100.64万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -899 | -100.0% | -$26.63万 | 清仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RIOT | RIOT PLATFORMS INC | $13.91万 | 0.11% | 11,256 | 175 | 1.6% | $2,163 | 加仓 |
| ABBV | ABBVIE INC | $20.88万 | 0.17% | 960 | -15 | -1.5% | -$3,262 | 减仓 |
| PEP | PEPSICO INC | $21.12万 | 0.17% | 1,360 | 1,360 | — | $21.12万 | 新建仓 |
| SHEL | SHELL PLC | $21.25万 | 0.17% | 2,285 | 2,285 | — | $21.25万 | 新建仓 |
| KO | COCA COLA CO | $21.77万 | 0.18% | 2,863 | 2,863 | — | $21.77万 | 新建仓 |
| ASML | ASML HLDG NV | $23.21万 | 0.19% | 176 | 176 | — | $23.21万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $24.25万 | 0.20% | 982 | 982 | — | $24.25万 | 新建仓 |
| DEXC | DIMENSIONAL ETF TRUST | $24.82万 | 0.20% | 3,827 | 3,827 | — | $24.82万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.02万 | 0.20% | 522 | -14 | -2.6% | -$6,709 | 减仓 |
| RDN | RADIAN GROUP INC | $26.19万 | 0.21% | 7,918 | -289 | -3.5% | -$9,560 | 减仓 |
| LLY | ELI LILLY & CO | $27.87万 | 0.23% | 303 | -33 | -9.8% | -$3.04万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.98万 | 0.23% | 1,301 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $29.07万 | 0.24% | 333 | 5 | 1.5% | $4,365 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $29.11万 | 0.24% | 8,681 | -1,010 | -10.4% | -$3.39万 | 减仓 |
| PWR | QUANTA SVCS INC | $31.40万 | 0.26% | 572 | 13 | 2.3% | $7,137 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $31.76万 | 0.26% | 7,619 | -9,824 | -56.3% | -$40.96万 | 减仓 |
| CSCO | CISCO SYS INC | $32.71万 | 0.27% | 4,215 | 147 | 3.6% | $1.14万 | 加仓 |
| GE | GE AEROSPACE | $34.65万 | 0.28% | 1,221 | 28 | 2.3% | $7,946 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $35.37万 | 0.29% | 6,073 | -15 | -0.2% | -$874 | 减仓 |
| COP | CONOCOPHILLIPS | $36.14万 | 0.29% | 2,738 | -136 | -4.7% | -$1.80万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $37.45万 | 0.30% | 7,071 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $40.10万 | 0.33% | 2,776 | 174 | 6.7% | $2.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $40.30万 | 0.33% | 1,370 | 8 | 0.6% | $2,353 | 加仓 |
| WMT | WALMART INC | $41.11万 | 0.33% | 3,308 | -213 | -6.0% | -$2.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $43.75万 | 0.36% | 1,790 | 17 | 1.0% | $4,155 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.09万 | 0.36% | 2,417 | -203 | -7.7% | -$3.70万 | 减仓 |
| AVGO | BROADCOM INC | $44.11万 | 0.36% | 1,425 | 39 | 2.8% | $1.21万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $44.88万 | 0.37% | 8,851 | 974 | 12.4% | $4.94万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $45.19万 | 0.37% | 3,159 | -156 | -4.7% | -$2.23万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $48.94万 | 0.40% | 1,618 | -153 | -8.6% | -$4.63万 | 减仓 |
| MRK | MERCK & CO INC | $49.51万 | 0.40% | 4,116 | -54 | -1.3% | -$6,496 | 减仓 |
| GOOG | ALPHABET INC | $51.65万 | 0.42% | 1,800 | -133 | -6.9% | -$3.82万 | 减仓 |
| BN | BROOKFIELD CORP | $52.84万 | 0.43% | 13,057 | -315 | -2.4% | -$1.27万 | 减仓 |
| UNP | UNION PAC CORP | $56.60万 | 0.46% | 2,333 | -140 | -5.7% | -$3.40万 | 减仓 |
| META | META PLATFORMS INC | $56.76万 | 0.46% | 992 | 184 | 22.8% | $10.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $58.96万 | 0.48% | 2,850 | -111 | -3.7% | -$2.30万 | 减仓 |
| GOOGL | ALPHABET INC | $60.10万 | 0.49% | 2,090 | 31 | 1.5% | $8,915 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $61.15万 | 0.50% | 2,210 | -3 | -0.1% | -$830 | 减仓 |
| VLTO | VERALTO CORP | $68.18万 | 0.56% | 7,711 | -7,146 | -48.1% | -$63.18万 | 减仓 |
| T | AT&T INC | $70.43万 | 0.57% | 24,296 | 699 | 3.0% | $2.03万 | 加仓 |
| MTZ | MASTEC INC | $72.49万 | 0.59% | 2,253 | -39 | -1.7% | -$1.25万 | 减仓 |
| AMZN | AMAZON COM INC | $72.58万 | 0.59% | 3,485 | -82 | -2.3% | -$1.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.14万 | 0.66% | 2,401 | 26 | 1.1% | $8,787 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $85.81万 | 0.70% | 7,768 | 1,132 | 17.1% | $12.50万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $98.15万 | 0.80% | 6,627 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $99.95万 | 0.81% | 60,175 | -144,070 | -70.5% | -$239.30万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $104.15万 | 0.85% | 30,659 | -5,297 | -14.7% | -$17.99万 | 减仓 |
| TSLA | TESLA INC | $105.54万 | 0.86% | 2,839 | 32 | 1.1% | $1.19万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $105.59万 | 0.86% | 24,904 | 0 | 0.0% | — | 不变 |
| AVXC | AMERICAN CENTY ETF TR | $120.87万 | 0.98% | 17,871 | 3,067 | 20.7% | $20.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $121.62万 | 0.99% | 3,285 | 164 | 5.3% | $6.07万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $132.62万 | 1.08% | 38,384 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $154.36万 | 1.26% | 8,851 | -407 | -4.4% | -$7.10万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $155.57万 | 1.27% | 43,479 | 3,937 | 10.0% | $14.09万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $175.34万 | 1.43% | 51,891 | 4,200 | 8.8% | $14.19万 | 加仓 |
| — | EXXON MOBIL CORP | $177.33万 | 1.44% | 10,452 | -395 | -3.6% | -$6.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $200.19万 | 1.63% | 32,056 | 41 | 0.1% | $2,560 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $258.22万 | 2.10% | 80,142 | 11,087 | 16.1% | $35.72万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $300.94万 | 2.45% | 77,910 | -12,029 | -13.4% | -$46.46万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $309.40万 | 2.52% | 78,449 | 6,258 | 8.7% | $24.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $361.02万 | 2.94% | 103,031 | 4,939 | 5.0% | $17.31万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $365.29万 | 2.97% | 69,211 | 5,376 | 8.4% | $28.37万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $488.87万 | 3.98% | 137,593 | 21,253 | 18.3% | $75.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $496.56万 | 4.04% | 135,083 | 20,140 | 17.5% | $74.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $664.56万 | 5.41% | 111,973 | 32,291 | 40.5% | $191.65万 | 加仓 |
| DHR | DANAHER CORP DEL | $756.22万 | 6.16% | 39,885 | 130 | 0.3% | $2.46万 | 加仓 |
| AAPL | APPLE INC | $918.58万 | 7.48% | 36,195 | -305 | -0.8% | -$7.74万 | 减仓 |
| FISV | FISERV INC | $1,543.94万 | 12.57% | 276,691 | -2,001 | -0.7% | -$11.17万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,198.58万 | 17.90% | 565,771 | 39,810 | 7.6% | $154.70万 | 加仓 |