Passive Capital Management, LLC.
BALTIMORE MD · SEC CIK 0001958250
$3.35亿2026Q1 申报市值
104持仓数
69.8%前十大占比 · 第一大 16.5%
15 / 0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
JBGS 加仓+$292.21万
Dimensional US C 加仓+$274.12万
DFIC 加仓+$168.68万
SCHO 加仓+$165.40万
DFSD 加仓+$142.25万
2026Q1 卖出最多 按季末市值估算
VTIP 减仓-$43.90万
STIP 减仓-$14.25万
SCHR 减仓-$8.55万
AVDE 减仓-$6.19万
AVUS 减仓-$5.04万
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 |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TR SHORT DURAT ION FIXED INCOME | $1,255.49万 | 3.75% | 262,217 | 29,709 | 12.8% | $142.25万 | 加仓 |
| SCHB | Schwab U.S. Broad Market ETF | $1,325.82万 | 3.96% | 528,214 | 1,487 | 0.3% | $3.73万 | 加仓 |
| AVDE | Avantis International Equity ETF | $1,575.54万 | 4.70% | 185,707 | -730 | -0.4% | -$6.19万 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond Index Fund ETF Shares | $1,621.61万 | 4.84% | 325,037 | 7,136 | 2.2% | $35.60万 | 加仓 |
| AVUS | Avantis U.S. Equity ETF | $2,086.94万 | 6.23% | 187,708 | -453 | -0.2% | -$5.04万 | 减仓 |
| DFIC | DIMENSIONAL ETF TR INTL CORE EQUITY | $2,160.01万 | 6.45% | 607,940 | 47,474 | 8.5% | $168.68万 | 加仓 |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $2,995.97万 | 8.94% | 1,234,433 | 68,149 | 5.8% | $165.40万 | 加仓 |
| VNQ | Vanguard Real Estate Index Fund ETF Shares | $3,847.36万 | 11.49% | 433,750 | 78 | 0.0% | $6,919 | 加仓 |
| — | Dimensional US Core Equity 2 ETF | $5,515.27万 | 16.47% | 1,419,268 | 70,540 | 5.2% | $274.12万 | 加仓 |