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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $1,216.45万 | 6.65% | 171,549 | 1,888 | 1.1% | $13.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $917.94万 | 5.02% | 236,217 | 1,745 | 0.7% | $6.78万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $893.48万 | 4.89% | 229,332 | 1,067 | 0.5% | $4.16万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $832.97万 | 4.56% | 108,827 | 14,247 | 15.1% | $109.05万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $735.03万 | 4.02% | 174,096 | -12,251 | -6.6% | -$51.72万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 3.93% | 10 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $609.15万 | 3.33% | 42,769 | -302 | -0.7% | -$4.30万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $533.96万 | 2.92% | 157,696 | 2,618 | 1.7% | $8.86万 | 加仓 |
| AAPL | APPLE INC | $530.23万 | 2.90% | 20,893 | 1,700 | 8.9% | $43.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $428.13万 | 2.34% | 9,802 | 48 | 0.5% | $2.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $383.05万 | 2.10% | 21,964 | 1,062 | 5.1% | $18.52万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $350.74万 | 1.92% | 57,255 | 331 | 0.6% | $2.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $293.35万 | 1.60% | 7,925 | 226 | 2.9% | $8.37万 | 加仓 |
| IVE | ISHARES TR | $283.00万 | 1.55% | 13,403 | 593 | 4.6% | $12.52万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $259.60万 | 1.42% | 44,620 | -2,684 | -5.7% | -$15.62万 | 减仓 |
| IVW | ISHARES TR | $246.56万 | 1.35% | 21,798 | 2,378 | 12.2% | $26.90万 | 加仓 |
| IETC | ISHARES U S ETF TR | $246.28万 | 1.35% | 27,866 | 23 | 0.1% | $2,033 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $233.02万 | 1.27% | 19,886 | -35 | -0.2% | -$4,101 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $231.27万 | 1.26% | 32,513 | -201 | -0.6% | -$1.43万 | 减仓 |
| AMZN | AMAZON COM INC | $223.54万 | 1.22% | 10,733 | 316 | 3.0% | $6.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $212.87万 | 1.16% | 7,237 | 23 | 0.3% | $6,765 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.37万 | 1.06% | 2,989 | 68 | 2.3% | $4.42万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $190.97万 | 1.04% | 9,631 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $184.97万 | 1.01% | 9,644 | 437 | 4.7% | $8.38万 | 加仓 |
| — | EXXON MOBIL CORP | $181.50万 | 0.99% | 10,698 | -133 | -1.2% | -$2.26万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $180.59万 | 0.99% | 37,717 | -3,553 | -8.6% | -$17.01万 | 减仓 |
| EFV | ISHARES TR | $167.25万 | 0.91% | 22,495 | -7,679 | -25.4% | -$57.09万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $165.82万 | 0.91% | 71,413 | 3,335 | 4.9% | $7.74万 | 加仓 |
| GOOGL | ALPHABET INC | $158.99万 | 0.87% | 5,529 | 68 | 1.2% | $1.96万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $158.20万 | 0.87% | 49,203 | 49,203 | — | $158.20万 | 新建仓 |
| IUSB | ISHARES TR | $155.60万 | 0.85% | 33,688 | 2,019 | 6.4% | $9.33万 | 加仓 |
| ACWX | ISHARES TR | $141.21万 | 0.77% | 20,623 | 20,623 | — | $141.21万 | 新建仓 |
| TSLA | TESLA INC | $139.85万 | 0.76% | 3,762 | 120 | 3.3% | $4.46万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $138.22万 | 0.76% | 38,902 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $131.80万 | 0.72% | 69,368 | 773 | 1.1% | $1.47万 | 加仓 |
| META | META PLATFORMS INC | $130.33万 | 0.71% | 2,278 | 121 | 5.6% | $6.92万 | 加仓 |
| AVGO | BROADCOM INC | $130.30万 | 0.71% | 4,210 | 40 | 1.0% | $1.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.19万 | 0.70% | 2,675 | 97 | 3.8% | $4.65万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $126.91万 | 0.69% | 24,045 | -693 | -2.8% | -$3.66万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $124.84万 | 0.68% | 18,151 | 150 | 0.8% | $1.03万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $124.22万 | 0.68% | 38,553 | 634 | 1.7% | $2.04万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $123.01万 | 0.67% | 26,823 | 2,358 | 9.6% | $10.81万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $121.15万 | 0.66% | 15,324 | -1,000 | -6.1% | -$7.91万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $119.65万 | 0.65% | 36,314 | 3,701 | 11.3% | $12.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $114.23万 | 0.62% | 5,311 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $113.83万 | 0.62% | 42,826 | 10,591 | 32.9% | $28.15万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $113.06万 | 0.62% | 10,085 | 1,299 | 14.8% | $14.56万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $110.35万 | 0.60% | 30,467 | 3,875 | 14.6% | $14.04万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $109.39万 | 0.60% | 13,575 | 2,671 | 24.5% | $21.52万 | 加仓 |
| GOOG | ALPHABET INC | $108.49万 | 0.59% | 3,782 | -33 | -0.9% | -$9,466 | 减仓 |
| OEF | ISHARES TR | $101.91万 | 0.56% | 3,204 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $97.63万 | 0.53% | 4,976 | 3 | 0.1% | $589 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $95.57万 | 0.52% | 11,307 | 499 | 4.6% | $4.22万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $92.36万 | 0.51% | 12,872 | -463 | -3.5% | -$3.32万 | 减仓 |
| MBB | ISHARES TR | $89.87万 | 0.49% | 9,465 | 490 | 5.5% | $4.65万 | 加仓 |
| SHLD | GLOBAL X FDS | $88.21万 | 0.48% | 12,452 | 4,558 | 57.7% | $32.29万 | 加仓 |
| IEFA | ISHARES TR | $83.34万 | 0.46% | 9,206 | -78 | -0.8% | -$7,062 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $82.87万 | 0.45% | 8,818 | -196 | -2.2% | -$1.84万 | 减仓 |
| GOVT | ISHARES TR | $81.10万 | 0.44% | 35,401 | 35,401 | — | $81.10万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $80.32万 | 0.44% | 3,286 | -44 | -1.3% | -$1.08万 | 减仓 |
| — | WEBSTER FINL CORP | $80.01万 | 0.44% | 11,525 | -372 | -3.1% | -$2.58万 | 减仓 |
| ESGU | ISHARES TR | $77.70万 | 0.42% | 5,494 | -3 | -0.1% | -$424 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $76.13万 | 0.42% | 18,542 | 18,542 | — | $76.13万 | 新建仓 |
| MRK | MERCK & CO INC | $73.56万 | 0.40% | 6,115 | 61 | 1.0% | $7,338 | 加仓 |
| TJX | TJX COS INC NEW | $70.46万 | 0.39% | 4,412 | -184 | -4.0% | -$2.94万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $68.00万 | 0.37% | 20,123 | -236 | -1.2% | -$7,974 | 减仓 |
| SDY | SPDR SERIES TRUST | $61.54万 | 0.34% | 4,217 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $61.26万 | 0.34% | 666 | 106 | 18.9% | $9.75万 | 加仓 |
| CSCO | CISCO SYS INC | $60.70万 | 0.33% | 7,824 | 74 | 1.0% | $5,741 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $58.79万 | 0.32% | 17,462 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $58.75万 | 0.32% | 11,314 | -2,437 | -17.7% | -$12.66万 | 减仓 |
| IAGG | ISHARES TR | $57.98万 | 0.32% | 11,586 | 761 | 7.0% | $3.81万 | 加仓 |
| NYF | ISHARES TR | $57.85万 | 0.32% | 10,891 | 3,953 | 57.0% | $21.00万 | 加仓 |
| WMT | WALMART INC | $56.85万 | 0.31% | 4,574 | 57 | 1.3% | $7,084 | 加仓 |
| MUB | ISHARES TR | $55.74万 | 0.30% | 5,251 | -294 | -5.3% | -$3.12万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $54.75万 | 0.30% | 1,620 | -11 | -0.7% | -$3,717 | 减仓 |
| GE | GE AEROSPACE | $53.09万 | 0.29% | 1,871 | 6 | 0.3% | $1,703 | 加仓 |
| NFLX | NETFLIX INC. | $51.32万 | 0.28% | 5,338 | 165 | 3.2% | $1.59万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $50.94万 | 0.28% | 32,405 | 663 | 2.1% | $1.04万 | 加仓 |
| GEV | GE VERNOVA INC | $46.26万 | 0.25% | 530 | -1 | -0.2% | -$873 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $45.98万 | 0.25% | 1,361 | 38 | 2.9% | $1.28万 | 加仓 |
| BAC | BANK AMERICA CORP | $45.34万 | 0.25% | 9,301 | -44 | -0.5% | -$2,145 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $44.38万 | 0.24% | 2,684 | 335 | 14.3% | $5.54万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $42.18万 | 0.23% | 7,844 | -16 | -0.2% | -$860 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $41.90万 | 0.23% | 9,077 | 143 | 1.6% | $6,601 | 加仓 |
| IVV | ISHARES TR | $40.89万 | 0.22% | 626 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $40.56万 | 0.22% | 1,342 | -13 | -1.0% | -$3,929 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.32万 | 0.22% | 1,949 | -17 | -0.9% | -$3,517 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $39.82万 | 0.22% | 8,458 | -234 | -2.7% | -$1.10万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $39.51万 | 0.22% | 7,919 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $38.96万 | 0.21% | 391 | 32 | 8.9% | $3.19万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $38.81万 | 0.21% | 10,847 | -63 | -0.6% | -$2,254 | 减仓 |
| IYW | ISHARES TR | $38.52万 | 0.21% | 2,123 | -49 | -2.3% | -$8,890 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.27万 | 0.21% | 1,579 | 27 | 1.7% | $6,543 | 加仓 |
| QQQ | INVESCO QQQ TR | $37.46万 | 0.20% | 649 | 0 | 0.0% | — | 不变 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $35.93万 | 0.20% | 3,314 | -309 | -8.5% | -$3.35万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $35.19万 | 0.19% | 8,922 | -127 | -1.4% | -$5,009 | 减仓 |
| CAT | CATERPILLAR INC | $35.14万 | 0.19% | 496 | 7 | 1.4% | $4,959 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $34.94万 | 0.19% | 6,897 | 46 | 0.7% | $2,330 | 加仓 |
| GLDM | WORLD GOLD TR | $33.38万 | 0.18% | 3,601 | -3,298 | -47.8% | -$30.57万 | 减仓 |