DIXON FNANCIAL SERVICES, INC.
LAFAYETTE CA · SEC CIK 0001909993
$2.47亿2026Q2 申报市值
48持仓数
89.2%前十大占比 · 第一大 27.0%
4 / 0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
STX 新建仓+$35.80万
AAPL 加仓+$30.76万
ARTY 新建仓+$22.16万
DFSU 新建仓+$22.12万
DFIS 新建仓+$21.26万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$71.22万
DFIV 减仓-$50.13万
MSFT 减仓-$49.72万
DIMENSIONAL ETF 减仓-$31.40万
DFUV 减仓-$26.30万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFIS | DIMENSIONAL ETF TRUST | $21.26万 | 0.09% | 6,070 | 6,070 | — | $21.26万 | 新建仓 |
| SRE | SEMPRA | $21.62万 | 0.09% | 2,332 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $22.12万 | 0.09% | 4,743 | 4,743 | — | $22.12万 | 新建仓 |
| ARTY | ISHARES TR | $22.16万 | 0.09% | 2,910 | 2,910 | — | $22.16万 | 新建仓 |
| ORCL | ORACLE CORP | $23.10万 | 0.09% | 1,576 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $25.34万 | 0.10% | 2,633 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.10万 | 0.11% | 725 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $28.10万 | 0.11% | 2,917 | 14 | 0.5% | $1,348 | 加仓 |
| META | META PLATFORMS INC | $29.94万 | 0.12% | 531 | 20 | 3.9% | $1.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.02万 | 0.13% | 620 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $31.49万 | 0.13% | 7,546 | 1,973 | 35.4% | $8.23万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $33.33万 | 0.14% | 9,768 | 2,536 | 35.1% | $8.65万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $34.60万 | 0.14% | 1,100 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $35.80万 | 0.15% | 371 | 371 | — | $35.80万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $35.85万 | 0.15% | 9,067 | 2,246 | 32.9% | $8.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $38.71万 | 0.16% | 8,726 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $39.52万 | 0.16% | 523 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $40.55万 | 0.16% | 9,830 | -150 | -1.5% | -$6,187 | 减仓 |
| AVGO | BROADCOM INC | $43.06万 | 0.17% | 1,140 | -5 | -0.4% | -$1,889 | 减仓 |
| AMGN | AMGEN INC | $48.74万 | 0.20% | 1,346 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $56.37万 | 0.23% | 10,905 | 94 | 0.9% | $4,859 | 加仓 |
| QQQ | INVESCO QQQ TR | $61.42万 | 0.25% | 834 | -22 | -2.6% | -$1.62万 | 减仓 |
| ABNB | AIRBNB INC | $66.07万 | 0.27% | 4,617 | -1,500 | -24.5% | -$21.47万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $77.73万 | 0.31% | 16,278 | 3,649 | 28.9% | $17.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $83.57万 | 0.34% | 2,553 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $84.29万 | 0.34% | 2,386 | 10 | 0.4% | $3,533 | 加仓 |
| AMAT | APPLIED MATLS INC | $89.87万 | 0.36% | 1,243 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $95.60万 | 0.39% | 9,908 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $99.51万 | 0.40% | 6,003 | 104 | 1.8% | $1.72万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $107.35万 | 0.43% | 11,933 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $109.43万 | 0.44% | 14,540 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $124.58万 | 0.50% | 6,226 | -289 | -4.4% | -$5.78万 | 减仓 |
| PRI | PRIMERICA INC | $138.04万 | 0.56% | 4,857 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $161.46万 | 0.65% | 4,518 | -590 | -11.6% | -$21.08万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $163.45万 | 0.66% | 22,286 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $163.85万 | 0.66% | 17,964 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $168.31万 | 0.68% | 21,740 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $192.65万 | 0.78% | 1,669 | -617 | -27.0% | -$71.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $257.61万 | 1.04% | 6,906 | -1,333 | -16.2% | -$49.72万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 1.52% | 5 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $458.92万 | 1.86% | 18,930 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $466.41万 | 1.89% | 19,569 | -13 | -0.1% | -$3,098 | 减仓 |
| AAPL | APPLE INC | $804.57万 | 3.26% | 27,805 | 1,063 | 4.0% | $30.76万 | 加仓 |
| IWF | ISHARES TR | $808.89万 | 3.28% | 65,144 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $3,515.58万 | 14.24% | 429,043 | -2,128 | -0.5% | -$17.44万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,102.56万 | 16.62% | 745,784 | -4,781 | -0.6% | -$26.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,558.98万 | 18.47% | 553,678 | -3,814 | -0.7% | -$31.40万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,664.24万 | 26.99% | 1,233,662 | -9,279 | -0.7% | -$50.13万 | 减仓 |