13F 机构持仓

SUTTON PLACE INVESTORS LLC

ARMONK NY · SEC CIK 0001930301

2026Q22026Q1 更早 9 个季度 🔒
$2.07亿2026Q2 申报市值
148持仓数
41.4%前十大占比 · 第一大 6.7%
15 / 7新建仓 / 清仓
申报市值走势$2.07亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 6.7%
SPYM 5.9%
DIMENSIONAL ET 5.1%
DFAI 4.7%
BRK/A 3.6%
DFCF 3.6%
ITOT 3.3%
DFAE 3.0%
AAPL 2.9%
VUG 2.5%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$271.25万
IUSB 加仓+$72.02万
IALT 新建仓+$58.22万
ACWX 加仓+$49.24万
GGOV 新建仓+$47.64万

2026Q2 卖出最多 按季末市值估算

DKS 清仓-$190.97万
QUAL 减仓-$125.23万
EFV 减仓-$107.34万
IAGG 清仓-$57.98万
THRO 减仓-$46.07万

2026Q2 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
DFUS DIMENSIONAL ETF TRUST $1,385.60万6.71%169,100 -2,449-1.4% -$20.07万 减仓
SPYM SPDR SERIES TRUST $1,227.62万5.94%139,693 30,86628.4% $271.25万 加仓
— DIMENSIONAL ETF TRUST $1,052.26万5.10%237,209 9920.4% $4.40万 加仓
DFAI DIMENSIONAL ETF TRUST $969.72万4.70%235,084 5,7522.5% $23.73万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $748.85万3.63%10 00.0% — 不变
DFCF DIMENSIONAL ETF TRUST $739.67万3.58%175,236 1,1400.7% $4.81万 加仓
ITOT ISHARES TR $683.44万3.31%41,605 -1,164-2.7% -$19.12万 减仓
DFAE DIMENSIONAL ETF TRUST $624.97万3.03%155,425 -2,271-1.4% -$9.13万 减仓
AAPL APPLE INC $602.32万2.92%20,815 -78-0.4% -$2.26万 减仓
VUG VANGUARD INDEX FDS $509.25万2.47%59,119 3070.5% $2.64万 加仓
NVDA NVIDIA CORPORATION $451.06万2.18%22,543 5792.6% $11.59万 加仓
IVW ISHARES TR $318.29万1.54%23,143 1,3456.2% $18.50万 加仓
XLE SELECT SECTOR SPDR TR $306.10万1.48%57,635 3800.7% $2.02万 加仓
MSFT MICROSOFT CORP $304.30万1.47%8,158 2332.9% $8.69万 加仓
IETC ISHARES U S ETF TR $304.06万1.47%28,324 4581.6% $4.92万 加仓
DYNF BLACKROCK ETF TRUST $302.31万1.46%44,451 -169-0.4% -$1.15万 减仓
— DIMENSIONAL ETF TRUST $273.05万1.32%33,162 6492.0% $5.34万 加仓
BBUS J P MORGAN EXCHANGE TRADED F $269.45万1.30%20,001 1150.6% $1.55万 加仓
IVE ISHARES TR $268.91万1.30%11,843 -1,560-11.6% -$35.42万 减仓
AMZN AMAZON COM INC $258.36万1.25%10,840 1071.0% $2.55万 加仓
JPM JPMORGAN CHASE & CO $237.68万1.15%7,261 240.3% $7,856 加仓
IUSB ISHARES TR $227.49万1.10%49,293 15,60546.3% $72.02万 加仓
SPY STATE STR SPDR S&P 500 ETF T $223.19万1.08%2,989 00.0% — 不变
ACWX ISHARES TR $206.20万1.00%27,092 6,46931.4% $49.24万 加仓
GOOGL ALPHABET INC $200.20万0.97%5,602 731.3% $2.61万 加仓
CORO BLACKROCK ETF TRUST $193.19万0.94%52,784 3,5817.3% $13.11万 加仓
DFSD DIMENSIONAL ETF TRUST $182.38万0.88%38,194 4771.3% $2.28万 加仓
TSLA TESLA INC $168.91万0.82%4,016 2546.8% $10.68万 加仓
SCHZ SCHWAB STRATEGIC TR $166.64万0.81%72,046 6330.9% $1.46万 加仓
MU MICRON TECHNOLOGY INC $161.83万0.78%1,402 413.0% $4.73万 加仓
AVGO BROADCOM INC $161.03万0.78%4,263 531.3% $2.00万 加仓
BAI BLACKROCK ETF TRUST $158.21万0.77%30,009 -6,305-17.4% -$33.24万 减仓
DFIC DIMENSIONAL ETF TRUST $148.79万0.72%39,933 1,0312.7% $3.84万 加仓
— EXXON MOBIL CORP $146.63万0.71%10,725 270.3% $3,691 加仓
DIHP DIMENSIONAL ETF TRUST $138.69万0.67%40,642 2,0895.4% $7.13万 加仓
SPTM SPDR SERIES TRUST $137.09万0.66%15,099 -225-1.5% -$2.04万 减仓
GOOG ALPHABET INC $136.03万0.66%3,850 681.8% $2.40万 加仓
FPEI FIRST TR EXCH TRADED FD III $135.38万0.66%70,179 8111.2% $1.56万 加仓
DFGR DIMENSIONAL ETF TRUST $133.87万0.65%46,210 3,3847.9% $9.80万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $132.95万0.64%2,657 -18-0.7% -$9,007 减仓
DFIV DIMENSIONAL ETF TRUST $130.58万0.63%24,173 1280.5% $6,915 加仓
SPMO INVESCO EXCH TRADED FD TR II $129.17万0.63%7,996 -2,089-20.7% -$33.75万 减仓
META META PLATFORMS INC $127.92万0.62%2,271 -7-0.3% -$3,943 减仓
VIG VANGUARD SPECIALIZED FUNDS $125.68万0.61%5,311 00.0% — 不变
OEF ISHARES TR $120.04万0.58%3,281 772.4% $2.82万 加仓
BLV VANGUARD BD INDEX FDS $119.10万0.58%17,278 -873-4.8% -$6.02万 减仓
JGRO J P MORGAN EXCHANGE TRADED F $111.27万0.54%11,286 -21-0.2% -$2,070 减仓
BLCR BLACKROCK ETF TRUST $108.13万0.52%21,468 2,92615.8% $14.74万 加仓
JAVA J P MORGAN EXCHANGE TRADED F $102.76万0.50%12,941 690.5% $5,479 加仓
VTV VANGUARD INDEX FDS $97.61万0.47%4,479 -497-10.0% -$10.83万 减仓
CSCO CISCO SYS INC $92.84万0.45%7,904 801.0% $9,397 加仓
MBB ISHARES TR $90.76万0.44%9,602 1371.4% $1.29万 加仓
GOVT ISHARES TR $90.74万0.44%39,833 4,43212.5% $10.10万 加仓
IEFA ISHARES TR $90.08万0.44%9,327 1211.3% $1.17万 加仓
ESGU ISHARES TR $89.64万0.43%5,477 -17-0.3% -$2,782 减仓
AMD ADVANCED MICRO DEVICES INC $88.30万0.43%1,520 584.0% $3.37万 加仓
— WEBSTER FINL CORP $88.07万0.43%11,525 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $87.79万0.43%9,098 -4,477-33.0% -$43.20万 减仓
SHLD GLOBAL X FDS $87.53万0.42%14,660 2,20817.7% $13.18万 加仓
QUAL ISHARES TR $86.39万0.42%3,937 -5,707-59.2% -$125.23万 减仓
THRO BLACKROCK ETF TRUST $85.27万0.41%19,780 -10,687-35.1% -$46.07万 减仓
JNJ JOHNSON & JOHNSON $83.40万0.40%3,284 -2-0.1% -$508 减仓
LLY ELI LILLY & CO $82.52万0.40%688 223.3% $2.64万 加仓
SCHW SCHWAB CHARLES CORP $81.27万0.39%8,808 -10-0.1% -$923 减仓
XTEN BONDBLOXX ETF TRUST $79.77万0.39%17,502 -9,321-34.8% -$42.49万 减仓
MRK MERCK & CO INC $78.50万0.38%6,109 -6-0.1% -$771 减仓
DEHP DIMENSIONAL ETF TRUST $77.58万0.38%18,139 -1,984-9.9% -$8.49万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $77.18万0.37%1,616 -4-0.2% -$1,910 减仓
GE GE AEROSPACE $69.51万0.34%1,860 -11-0.6% -$4,111 减仓
INTC INTEL CORP $66.60万0.32%4,770 1994.4% $2.78万 加仓
EFV ISHARES TR $64.86万0.31%8,473 -14,022-62.3% -$107.34万 减仓
SDY SPDR SERIES TRUST $64.17万0.31%4,217 00.0% — 不变
TJX TJX COS INC NEW $63.83万0.31%4,213 -199-4.5% -$3.01万 减仓
AMAT APPLIED MATLS INC $62.39万0.30%863 60.7% $4,338 加仓
GEV GE VERNOVA INC $62.27万0.30%530 00.0% — 不变
DFIS DIMENSIONAL ETF TRUST $61.17万0.30%17,462 00.0% — 不变
IALT BLACKROCK ETF TRUST $58.22万0.28%20,754 20,754— $58.22万 新建仓
LRCX LAM RESEARCH CORP $57.16万0.28%1,319 262.0% $1.13万 加仓
NYF ISHARES TR $56.56万0.27%10,493 -398-3.7% -$2.15万 减仓
MUB ISHARES TR $55.63万0.27%5,169 -82-1.6% -$8,825 减仓
IYW ISHARES TR $53.37万0.26%2,116 -7-0.3% -$1,766 减仓
BAC BANK OF AMER CORP $52.94万0.26%9,291 -10-0.1% -$570 减仓
CAT CATERPILLAR INC $52.71万0.26%495 -1-0.2% -$1,065 减仓
WMT WALMART INC $51.58万0.25%4,554 -20-0.4% -$2,265 减仓
PM PHILIP MORRIS INTL INC $50.85万0.25%2,811 1274.7% $2.30万 加仓
QQQ INVESCO QQQ TR $47.79万0.23%649 00.0% — 不变
GGOV BLACKROCK ETF TRUST II $47.64万0.23%9,474 9,474— $47.64万 新建仓
V VISA INC $47.48万0.23%1,384 423.1% $1.44万 加仓
IVV ISHARES TR $47.33万0.23%632 61.0% $4,493 加仓
UNH UNITEDHEALTH GROUP INC $46.76万0.23%1,125 1,125— $46.76万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $45.21万0.22%1,608 291.8% $8,154 加仓
CAG CONAGRA BRANDS INC $44.63万0.22%33,160 7552.3% $1.02万 加仓
KLAC KLA CORP $42.75万0.21%1,417 -33-2.3% -$9,956 减仓
SNDK SANDISK CORP $42.29万0.20%186 186— $42.29万 新建仓
DFEV DIMENSIONAL ETF TRUST $41.37万0.20%9,695 -1,152-10.6% -$4.92万 减仓
BBMC J P MORGAN EXCHANGE TRADED F $40.94万0.20%3,220 -94-2.8% -$1.20万 减仓
ARTY ISHARES TR $40.75万0.20%5,350 00.0% — 不变
JBND J P MORGAN EXCHANGE TRADED F $40.23万0.19%7,520 -324-4.1% -$1.73万 减仓
BBAG J P MORGAN EXCHANGE TRADED F $38.43万0.19%8,363 -714-7.9% -$3.28万 减仓
VTWG VANGUARD SCOTTSDALE FDS $37.40万0.18%1,300 00.0% — 不变