Coston, McIsaac & Partners
BAR HARBOR ME · SEC CIK 0001945037
$4.97亿2026Q2 申报市值
944持仓数
37.3%前十大占比 · 第一大 5.3%
33 / 68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
SCHWAB US TREASU 加仓+$514.16万
VGUS 加仓+$371.50万
VANGUARD TOTAL S 加仓+$308.67万
DFUS 加仓+$204.13万
DFCF 加仓+$186.92万
2026Q2 卖出最多 按季末市值估算
SCHWAB US TREASU 减仓-$412.13万
DD 减仓-$61.25万
ALGER CAPITAL AP 减仓-$25.67万
FIDELITY ADVISOR 清仓-$22.80万
PUTNAM LARGE CAP 减仓-$22.47万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $1,039.30万 | 2.09% | 91,769 | 759 | 0.8% | $8.60万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $1,138.10万 | 2.29% | 269,657 | 44,289 | 19.7% | $186.92万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,163.20万 | 2.34% | 49,908 | 414 | 0.8% | $9.65万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $1,291.60万 | 2.60% | 157,646 | 24,915 | 18.8% | $204.13万 | 加仓 |
| AAPL | APPLE INC | $1,458.50万 | 2.93% | 50,410 | 1,046 | 2.1% | $30.26万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $1,574.00万 | 3.17% | 31,458 | 783 | 2.6% | $39.18万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $1,791.50万 | 3.60% | 48,417 | 1,354 | 2.9% | $50.10万 | 加仓 |
| — | DFA GLOBAL EQUITY I | $1,949.70万 | 3.92% | 439,939 | 11,253 | 2.6% | $49.87万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $2,139.30万 | 4.30% | 255,461 | 19,331 | 8.2% | $161.88万 | 加仓 |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | $2,192.20万 | 4.41% | 289,749 | 49,102 | 20.4% | $371.50万 | 加仓 |
| — | SCHWAB US TREASURY MONEY INVESTOR | $2,351.30万 | 4.73% | 23,514,856 | 5,141,958 | 28.0% | $514.16万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $2,630.30万 | 5.29% | 111,164 | 6,914 | 6.6% | $163.60万 | 加仓 |