Financial Connections Group, Inc.
CORTE MADERA CA · SEC CIK 0001907157
$2.88亿2026Q1 申报市值
251持仓数
56.4%前十大占比 · 第一大 15.1%
28 / 13新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPIB 加仓+$352.88万
INMU 加仓+$105.06万
DFAI 加仓+$87.41万
BILZ 加仓+$78.33万
DIHP 加仓+$67.32万
2026Q1 卖出最多 按季末市值估算
ESGV 减仓-$91.08万
USXF 减仓-$76.67万
VIGI 减仓-$71.47万
DFIV 减仓-$60.74万
JPST 减仓-$60.43万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $4,344.90万 | 15.11% | 962,980 | -2,983 | -0.3% | -$13.46万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1,870.20万 | 6.50% | 166,585 | -8,113 | -4.6% | -$91.08万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,693.50万 | 5.89% | 320,867 | -11,508 | -3.5% | -$60.74万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,628.80万 | 5.66% | 345,985 | 12,535 | 3.8% | $59.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,388.90万 | 4.83% | 31,799 | -91 | -0.3% | -$3.97万 | 减仓 |
| USXF | ISHARES TR | $1,257.30万 | 4.37% | 227,786 | -13,890 | -5.7% | -$76.67万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,160.00万 | 4.03% | 242,579 | 73,795 | 43.7% | $352.88万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $1,018.30万 | 3.54% | 351,152 | 17,344 | 5.2% | $50.30万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $958.00万 | 3.33% | 133,556 | 4,640 | 3.6% | $33.28万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $894.40万 | 3.11% | 263,308 | -10,939 | -4.0% | -$37.16万 | 减仓 |
| CMF | ISHARES TR | $874.80万 | 3.04% | 153,857 | -3,495 | -2.2% | -$19.87万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $770.00万 | 2.68% | 152,150 | -11,941 | -7.3% | -$60.43万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $676.70万 | 2.35% | 76,502 | -8,080 | -9.6% | -$71.47万 | 减仓 |
| QLTY | 2023 ETF SERIES TRUST II | $644.10万 | 2.24% | 178,032 | -7,914 | -4.3% | -$28.63万 | 减仓 |
| AAPL | APPLE INC | $615.80万 | 2.14% | 24,264 | -175 | -0.7% | -$4.44万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $571.20万 | 1.99% | 177,303 | 20,896 | 13.4% | $67.32万 | 加仓 |
| DMXF | ISHARES TR | $567.90万 | 1.97% | 75,280 | -1,889 | -2.4% | -$14.25万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $560.60万 | 1.95% | 74,025 | -3,318 | -4.3% | -$25.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $553.20万 | 1.92% | 150,502 | 17,285 | 13.0% | $63.53万 | 加仓 |
| ACWV | ISHARES INC | $532.20万 | 1.85% | 44,539 | -437 | -1.0% | -$5.22万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $510.10万 | 1.77% | 71,943 | 1,288 | 1.8% | $9.13万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $501.60万 | 1.74% | 190,872 | 13,758 | 7.8% | $36.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $417.40万 | 1.45% | 13,968 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $351.30万 | 1.22% | 90,186 | 22,440 | 33.1% | $87.41万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $255.10万 | 0.89% | 51,033 | -3,531 | -6.5% | -$17.65万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $241.20万 | 0.84% | 52,840 | -329 | -0.6% | -$1.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $233.70万 | 0.81% | 4,878 | 51 | 1.1% | $2.44万 | 加仓 |
| IWF | ISHARES TR | $191.60万 | 0.67% | 4,494 | -25 | -0.6% | -$1.07万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $190.40万 | 0.66% | 46,359 | 1,201 | 2.7% | $4.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $184.30万 | 0.64% | 5,745 | -165 | -2.8% | -$5.29万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $183.70万 | 0.64% | 41,161 | -1,249 | -2.9% | -$5.57万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $173.50万 | 0.60% | 5,740 | 22 | 0.4% | $6,650 | 加仓 |
| BILZ | PIMCO ETF TR | $152.10万 | 0.53% | 15,068 | 7,760 | 106.2% | $78.33万 | 加仓 |
| — | ISHARES TR | $136.40万 | 0.47% | 29,454 | -1,739 | -5.6% | -$8.05万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $131.80万 | 0.46% | 18,537 | 287 | 1.6% | $2.04万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $127.80万 | 0.44% | 50,510 | -438 | -0.9% | -$1.11万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $123.30万 | 0.43% | 15,993 | -2,977 | -15.7% | -$22.95万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $120.80万 | 0.42% | 50,552 | 43,965 | 667.5% | $105.06万 | 加仓 |
| PYLD | PIMCO ETF TR | $105.00万 | 0.37% | 40,092 | 4,200 | 11.7% | $11.00万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $96.90万 | 0.34% | 22,868 | 771 | 3.5% | $3.27万 | 加仓 |
| GOOGL | ALPHABET INC | $86.30万 | 0.30% | 3,002 | 35 | 1.2% | $1.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $82.30万 | 0.29% | 1,378 | -214 | -13.4% | -$12.78万 | 减仓 |
| ESML | ISHARES TR | $72.30万 | 0.25% | 15,384 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.10万 | 0.21% | 4,041 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $52.80万 | 0.18% | 1,427 | 19 | 1.3% | $7,030 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $52.80万 | 0.18% | 7,360 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $51.60万 | 0.18% | 2,959 | -402 | -12.0% | -$7.01万 | 减仓 |
| UNP | UNION PAC CORP | $44.40万 | 0.15% | 1,833 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $44.20万 | 0.15% | 1,191 | -26 | -2.1% | -$9,649 | 减仓 |
| EUSB | ISHARES TR | $38.40万 | 0.13% | 8,850 | 368 | 4.3% | $1.60万 | 加仓 |
| — | NUSHARES ETF TR | $37.50万 | 0.13% | 16,108 | -1,589 | -9.0% | -$3.70万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $37.30万 | 0.13% | 5,200 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $35.90万 | 0.12% | 1,728 | 95 | 5.8% | $1.97万 | 加仓 |
| GOOG | ALPHABET INC | $35.60万 | 0.12% | 1,243 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $33.80万 | 0.12% | 7,575 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $33.20万 | 0.12% | 3,451 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.80万 | 0.11% | 1,434 | 299 | 26.3% | $6.42万 | 加仓 |
| BMRC | BANK MARIN BANCORP | $30.70万 | 0.11% | 12,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.10万 | 0.10% | 746 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $28.80万 | 0.10% | 3,624 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $27.30万 | 0.09% | 2,271 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.60万 | 0.09% | 1,050 | 10 | 1.0% | $2,438 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $23.20万 | 0.08% | 357 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $23.00万 | 0.08% | 8,221 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.70万 | 0.08% | 1,046 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $22.60万 | 0.08% | 1,541 | -1,225 | -44.3% | -$17.97万 | 减仓 |
| IVV | ISHARES TR | $21.70万 | 0.08% | 333 | 2 | 0.6% | $1,303 | 加仓 |
| IWB | ISHARES TR | $20.70万 | 0.07% | 582 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.00万 | 0.07% | 807 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $19.90万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $17.40万 | 0.06% | 578 | 55 | 10.5% | $1.66万 | 加仓 |
| BUFP | PGIM ROCK ETF TR | $17.40万 | 0.06% | 5,878 | 3,290 | 127.1% | $9.74万 | 加仓 |
| META | META PLATFORMS INC | $16.90万 | 0.06% | 296 | 16 | 5.7% | $9,135 | 加仓 |
| BAC | BANK AMERICA CORP | $16.80万 | 0.06% | 3,458 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE ETF INC | $15.30万 | 0.05% | 3,741 | 0 | 0.0% | — | 不变 |
| TEQI | T ROWE PRICE ETF INC | $14.40万 | 0.05% | 3,219 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $13.70万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC | $13.60万 | 0.05% | 2,736 | -803 | -22.7% | -$3.99万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $12.80万 | 0.04% | 1,682 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $12.40万 | 0.04% | 3,503 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $12.10万 | 0.04% | 210 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $11.40万 | 0.04% | 346 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $11.30万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $11.30万 | 0.04% | 387 | 34 | 9.6% | $9,928 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $11.10万 | 0.04% | 548 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $11.10万 | 0.04% | 694 | 64 | 10.2% | $1.02万 | 加仓 |
| ABT | ABBOTT LABS | $10.90万 | 0.04% | 1,065 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $10.20万 | 0.04% | 773 | -577 | -42.7% | -$7.61万 | 减仓 |
| HDV | ISHARES TR | $9.70万 | 0.03% | 715 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $9.50万 | 0.03% | 458 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9.20万 | 0.03% | 484 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $9.00万 | 0.03% | 580 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $8.90万 | 0.03% | 103 | 4 | 4.0% | $3,456 | 加仓 |
| EES | WISDOMTREE TR | $7.80万 | 0.03% | 1,350 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $7.50万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $7.50万 | 0.03% | 517 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $7.50万 | 0.03% | 497 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $7.40万 | 0.03% | 502 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7.10万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $6.70万 | 0.02% | 729 | 0 | 0.0% | — | 不变 |