SUTTON PLACE INVESTORS LLC
ARMONK NY · SEC CIK 0001930301
$1.83亿2026Q1 申报市值
136持仓数
40.6%前十大占比 · 第一大 6.7%
10 / 1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
CORO 新建仓+$158.20万
ACWX 新建仓+$141.21万
SPYM 加仓+$109.05万
GOVT 新建仓+$81.10万
BLCR 新建仓+$76.13万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$180.62万
IEMG 减仓-$126.34万
EFV 减仓-$57.09万
DFCF 减仓-$51.72万
GLDM 减仓-$30.57万
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 |
|---|---|---|---|---|---|---|---|---|
| DIHP | DIMENSIONAL ETF TRUST | $124.22万 | 0.68% | 38,553 | 634 | 1.7% | $2.04万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $124.84万 | 0.68% | 18,151 | 150 | 0.8% | $1.03万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $126.91万 | 0.69% | 24,045 | -693 | -2.8% | -$3.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.19万 | 0.70% | 2,675 | 97 | 3.8% | $4.65万 | 加仓 |
| AVGO | BROADCOM INC | $130.30万 | 0.71% | 4,210 | 40 | 1.0% | $1.24万 | 加仓 |
| META | META PLATFORMS INC | $130.33万 | 0.71% | 2,278 | 121 | 5.6% | $6.92万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $131.80万 | 0.72% | 69,368 | 773 | 1.1% | $1.47万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $138.22万 | 0.76% | 38,902 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $139.85万 | 0.76% | 3,762 | 120 | 3.3% | $4.46万 | 加仓 |
| ACWX | ISHARES TR | $141.21万 | 0.77% | 20,623 | 20,623 | — | $141.21万 | 新建仓 |
| IUSB | ISHARES TR | $155.60万 | 0.85% | 33,688 | 2,019 | 6.4% | $9.33万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $158.20万 | 0.87% | 49,203 | 49,203 | — | $158.20万 | 新建仓 |
| GOOGL | ALPHABET INC | $158.99万 | 0.87% | 5,529 | 68 | 1.2% | $1.96万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $165.82万 | 0.91% | 71,413 | 3,335 | 4.9% | $7.74万 | 加仓 |
| EFV | ISHARES TR | $167.25万 | 0.91% | 22,495 | -7,679 | -25.4% | -$57.09万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $180.59万 | 0.99% | 37,717 | -3,553 | -8.6% | -$17.01万 | 减仓 |
| — | EXXON MOBIL CORP | $181.50万 | 0.99% | 10,698 | -133 | -1.2% | -$2.26万 | 减仓 |
| QUAL | ISHARES TR | $184.97万 | 1.01% | 9,644 | 437 | 4.7% | $8.38万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $190.97万 | 1.04% | 9,631 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.37万 | 1.06% | 2,989 | 68 | 2.3% | $4.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $212.87万 | 1.16% | 7,237 | 23 | 0.3% | $6,765 | 加仓 |
| AMZN | AMAZON COM INC | $223.54万 | 1.22% | 10,733 | 316 | 3.0% | $6.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $231.27万 | 1.26% | 32,513 | -201 | -0.6% | -$1.43万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $233.02万 | 1.27% | 19,886 | -35 | -0.2% | -$4,101 | 减仓 |
| IETC | ISHARES U S ETF TR | $246.28万 | 1.35% | 27,866 | 23 | 0.1% | $2,033 | 加仓 |
| IVW | ISHARES TR | $246.56万 | 1.35% | 21,798 | 2,378 | 12.2% | $26.90万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $259.60万 | 1.42% | 44,620 | -2,684 | -5.7% | -$15.62万 | 减仓 |
| IVE | ISHARES TR | $283.00万 | 1.55% | 13,403 | 593 | 4.6% | $12.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $293.35万 | 1.60% | 7,925 | 226 | 2.9% | $8.37万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $350.74万 | 1.92% | 57,255 | 331 | 0.6% | $2.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $383.05万 | 2.10% | 21,964 | 1,062 | 5.1% | $18.52万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $428.13万 | 2.34% | 9,802 | 48 | 0.5% | $2.10万 | 加仓 |
| AAPL | APPLE INC | $530.23万 | 2.90% | 20,893 | 1,700 | 8.9% | $43.14万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $533.96万 | 2.92% | 157,696 | 2,618 | 1.7% | $8.86万 | 加仓 |
| ITOT | ISHARES TR | $609.15万 | 3.33% | 42,769 | -302 | -0.7% | -$4.30万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 3.93% | 10 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $735.03万 | 4.02% | 174,096 | -12,251 | -6.6% | -$51.72万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $832.97万 | 4.56% | 108,827 | 14,247 | 15.1% | $109.05万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $893.48万 | 4.89% | 229,332 | 1,067 | 0.5% | $4.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $917.94万 | 5.02% | 236,217 | 1,745 | 0.7% | $6.78万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,216.45万 | 6.65% | 171,549 | 1,888 | 1.1% | $13.39万 | 加仓 |