Onyx Financial Advisors, LLC
IDAHO FALLS ID · SEC CIK 0001957840
$2.78亿2026Q2 申报市值
18持仓数
97.6%前十大占比 · 第一大 60.5%
0 / 0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
DIMENSIONAL ETF 加仓+$477.97万
DFCF 加仓+$144.09万
DUSB 加仓+$135.56万
DFSD 加仓+$108.33万
DFAX 加仓+$88.10万
2026Q2 卖出最多 按季末市值估算
DFUS 减仓-$2.68万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $29.79万 | 0.11% | 1,647 | 15 | 0.9% | $2,713 | 加仓 |
| SYK | STRYKER CORPORATION | $35.11万 | 0.13% | 1,115 | 3 | 0.3% | $945 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $39.52万 | 0.14% | 50,149 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $61.31万 | 0.22% | 4,183 | 11 | 0.3% | $1,612 | 加仓 |
| CAT | CATERPILLAR INC | $113.49万 | 0.41% | 1,066 | 2 | 0.2% | $2,129 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $126.32万 | 0.46% | 15,416 | -327 | -2.1% | -$2.68万 | 减仓 |
| RVTY | REVVITY INC | $126.49万 | 0.46% | 11,369 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $126.98万 | 0.46% | 21,061 | 2,633 | 14.3% | $15.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $174.34万 | 0.63% | 21,266 | 68 | 0.3% | $5,575 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $223.73万 | 0.81% | 54,231 | 174 | 0.3% | $7,178 | 加仓 |
| MSFT | MICROSOFT CORP | $269.89万 | 0.97% | 7,235 | 16 | 0.2% | $5,968 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $416.82万 | 1.50% | 80,810 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $463.59万 | 1.67% | 109,828 | 34,137 | 45.1% | $144.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,155.66万 | 4.16% | 441,767 | 28,528 | 6.9% | $74.63万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,288.83万 | 4.64% | 253,807 | 26,695 | 11.8% | $135.56万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,952.48万 | 7.03% | 408,896 | 22,686 | 5.9% | $108.33万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,363.56万 | 15.72% | 1,184,461 | 23,913 | 2.1% | $88.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.68亿 | 60.48% | 3,784,124 | 107,747 | 2.9% | $477.97万 | 加仓 |