DIXON FNANCIAL SERVICES, INC.
LAFAYETTE CA · SEC CIK 0001909993
$2.23亿2026Q1 申报市值
44持仓数
90.1%前十大占比 · 第一大 29.5%
1 / 3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
ABNB 新建仓+$77.25万
MU 加仓+$37.13万
GOOG 加仓+$24.69万
AAPL 加仓+$6.14万
AMZN 加仓+$4.08万
2026Q1 卖出最多 按季末市值估算
JPM 减仓-$155.17万
DFIV 减仓-$130.23万
NVDA 减仓-$104.19万
DFUV 减仓-$49.95万
DVY 清仓-$39.59万
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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $0 | 0.00% | 0 | -2,805 | -100.0% | -$39.59万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -21,250 | -100.0% | -$26.41万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,355 | -100.0% | -$21.95万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $20.49万 | 0.09% | 5,573 | 182 | 3.4% | $6,690 | 加仓 |
| GE | GE AEROSPACE | $20.57万 | 0.09% | 725 | -79 | -9.8% | -$2.24万 | 减仓 |
| SRE | SEMPRA | $22.66万 | 0.10% | 2,332 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $23.18万 | 0.10% | 1,576 | -50 | -3.1% | -$7,355 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $23.30万 | 0.10% | 7,232 | 167 | 2.4% | $5,381 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $24.36万 | 0.11% | 6,821 | 277 | 4.2% | $9,892 | 加仓 |
| DIS | DISNEY WALT CO | $25.38万 | 0.11% | 2,633 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $25.93万 | 0.12% | 2,903 | 12 | 0.4% | $1,072 | 加仓 |
| META | META PLATFORMS INC | $29.26万 | 0.13% | 511 | -125 | -19.7% | -$7.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.71万 | 0.13% | 620 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $31.57万 | 0.14% | 1,100 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $33.91万 | 0.15% | 8,726 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $35.44万 | 0.16% | 1,145 | 5 | 0.4% | $1,548 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $38.88万 | 0.17% | 9,980 | 285 | 2.9% | $1.11万 | 加仓 |
| AMAT | APPLIED MATLS INC | $42.48万 | 0.19% | 1,243 | -113 | -8.3% | -$3.86万 | 减仓 |
| MCK | MCKESSON CORP | $45.26万 | 0.20% | 523 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $47.36万 | 0.21% | 1,346 | -254 | -15.9% | -$8.94万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $48.78万 | 0.22% | 10,811 | 432 | 4.2% | $1.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.41万 | 0.22% | 856 | -27 | -3.1% | -$1.56万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $60.47万 | 0.27% | 12,629 | 112 | 0.9% | $5,363 | 加仓 |
| GOOG | ALPHABET INC | $68.15万 | 0.31% | 2,376 | 861 | 56.8% | $24.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $75.10万 | 0.34% | 2,553 | -5,275 | -67.4% | -$155.17万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $77.23万 | 0.35% | 2,286 | 1,099 | 92.6% | $37.13万 | 加仓 |
| ABNB | AIRBNB INC | $77.25万 | 0.35% | 6,117 | 6,117 | — | $77.25万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $79.84万 | 0.36% | 9,908 | 0 | 0.0% | — | 不变 |
| AVLC | AMERICAN CENTY ETF TR | $92.54万 | 0.42% | 11,933 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $104.47万 | 0.47% | 14,540 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $113.62万 | 0.51% | 6,515 | -5,974 | -47.8% | -$104.19万 | 减仓 |
| PRI | PRIMERICA INC | $121.66万 | 0.55% | 4,857 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $122.05万 | 0.55% | 5,899 | -121 | -2.0% | -$2.50万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $138.84万 | 0.62% | 22,286 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $144.81万 | 0.65% | 17,964 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $146.89万 | 0.66% | 5,108 | -234 | -4.4% | -$6.73万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $162.68万 | 0.73% | 21,740 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $304.98万 | 1.37% | 8,239 | -58 | -0.7% | -$2.15万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 1.61% | 5 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $404.48万 | 1.82% | 18,930 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $407.83万 | 1.83% | 19,582 | 196 | 1.0% | $4.08万 | 加仓 |
| AAPL | APPLE INC | $678.69万 | 3.05% | 26,742 | 242 | 0.9% | $6.14万 | 加仓 |
| IWF | ISHARES TR | $694.43万 | 3.12% | 16,286 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $3,057.43万 | 13.73% | 431,171 | -2,653 | -0.6% | -$18.81万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,637.24万 | 16.33% | 750,565 | -10,308 | -1.4% | -$49.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,965.44万 | 17.80% | 557,492 | -4,113 | -0.7% | -$29.26万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,560.24万 | 29.45% | 1,242,941 | -24,674 | -1.9% | -$130.23万 | 减仓 |