Coston, McIsaac & Partners
BAR HARBOR ME · SEC CIK 0001945037
$4.43亿2026Q1 申报市值
937持仓数
35.4%前十大占比 · 第一大 5.1%
87 / 37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
VGUS 加仓+$258.05万
VFIAX 加仓+$201.94万
DFCF 加仓+$181.70万
DFSD 加仓+$127.11万
BHB 加仓+$112.83万
2026Q1 卖出最多 按季末市值估算
DFA GLOBAL EQUIT 减仓-$78.09万
VIG 减仓-$55.21万
WMT 减仓-$54.31万
AAPL 减仓-$54.18万
SCHWAB S&P 500 I 减仓-$53.84万
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 U.S. EQUITY MARKET ETF | $941.20万 | 2.12% | 132,731 | 7,424 | 5.9% | $52.64万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $951.50万 | 2.15% | 225,368 | 43,036 | 23.6% | $181.70万 | 加仓 |
| WMT | WALMART INC | $1,131.00万 | 2.55% | 91,010 | -4,370 | -4.6% | -$54.31万 | 减仓 |
| AAPL | APPLE INC | $1,252.80万 | 2.83% | 49,364 | -2,135 | -4.1% | -$54.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $1,469.90万 | 3.32% | 30,675 | -235 | -0.8% | -$11.26万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $1,509.80万 | 3.41% | 47,063 | -926 | -1.9% | -$29.71万 | 减仓 |
| — | DFA GLOBAL EQUITY I | $1,690.70万 | 3.82% | 428,686 | -19,799 | -4.4% | -$78.09万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $1,773.30万 | 4.00% | 236,130 | 10,400 | 4.6% | $78.10万 | 加仓 |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | $1,820.70万 | 4.11% | 240,647 | 34,107 | 16.5% | $258.05万 | 加仓 |
| — | SCHWAB US TREASURY MONEY INVESTOR | $1,837.20万 | 4.15% | 18,372,898 | -90,652 | -0.5% | -$9.06万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $2,242.00万 | 5.06% | 104,250 | -2,567 | -2.4% | -$55.21万 | 减仓 |