Morling Financial Advisors, LLC
FREMONT CA · SEC CIK 0001905198
$3.25亿2026Q1 申报市值
108持仓数
77.2%前十大占比 · 第一大 13.5%
11 / 6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
VGIT 新建仓+$1,867.67万
TOTL 加仓+$362.48万
VGSH 加仓+$223.00万
FLXR 加仓+$217.21万
VTI 加仓+$207.28万
2026Q1 卖出最多 按季末市值估算
MTBA 清仓-$1,707.58万
RGLD 减仓-$41.99万
IBIT 清仓-$41.35万
SCHX 减仓-$32.87万
SPPP 清仓-$32.00万
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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $465.72万 | 1.43% | 66,770 | -3,196 | -4.6% | -$22.29万 | 减仓 |
| IVV | ISHARES TR | $526.15万 | 1.62% | 8,055 | -40 | -0.5% | -$2.61万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $605.91万 | 1.86% | 54,498 | 1 | 0.0% | $111 | 加仓 |
| SPYM | SPDR SERIES TRUST | $839.55万 | 2.58% | 109,688 | -14 | -0.0% | -$1,072 | 减仓 |
| AAPL | APPLE INC | $990.26万 | 3.04% | 39,019 | 824 | 2.2% | $20.91万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,143.71万 | 3.52% | 446,063 | -12,818 | -2.8% | -$32.87万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,438.74万 | 4.42% | 369,287 | 10,666 | 3.0% | $41.55万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,867.67万 | 5.74% | 313,631 | 313,631 | — | $1,867.67万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,431.40万 | 7.47% | 538,875 | 8,228 | 1.6% | $37.12万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,604.76万 | 8.01% | 769,272 | 10,145 | 1.3% | $34.35万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,007.92万 | 9.25% | 513,824 | 38,094 | 8.0% | $223.00万 | 加仓 |
| FLXR | TCW ETF TRUST | $3,116.68万 | 9.58% | 793,655 | 55,311 | 7.5% | $217.21万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,140.22万 | 12.73% | 129,055 | 6,461 | 5.3% | $207.28万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $4,379.21万 | 13.46% | 1,102,242 | 91,236 | 9.0% | $362.48万 | 加仓 |