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 |
|---|---|---|---|---|---|---|---|---|
| — | Dimensional US Core Equity 2 ETF | $5,515.27万 | 16.47% | 1,419,268 | 70,540 | 5.2% | $274.12万 | 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 |
| 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 |
| DFIC | DIMENSIONAL ETF TR INTL CORE EQUITY | $2,160.01万 | 6.45% | 607,940 | 47,474 | 8.5% | $168.68万 | 加仓 |
| AVUS | Avantis U.S. Equity ETF | $2,086.94万 | 6.23% | 187,708 | -453 | -0.2% | -$5.04万 | 减仓 |
| 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 |
| AVDE | Avantis International Equity ETF | $1,575.54万 | 4.70% | 185,707 | -730 | -0.4% | -$6.19万 | 减仓 |
| SCHB | Schwab U.S. Broad Market ETF | $1,325.82万 | 3.96% | 528,214 | 1,487 | 0.3% | $3.73万 | 加仓 |
| 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 |
| AVEM | Avantis Emerging Markets Equity ETF | $979.00万 | 2.92% | 121,494 | -456 | -0.4% | -$3.67万 | 减仓 |
| DFEM | DIMENSIONAL EMERG MARK CRE EQY 2 ETF | $788.42万 | 2.35% | 228,197 | 10,221 | 4.7% | $35.31万 | 加仓 |
| SCHH | Schwab U.S. REIT ETF | $670.20万 | 2.00% | 311,865 | 12,024 | 4.0% | $25.84万 | 加仓 |
| AVUV | Avantis U.S. Small Cap Value ETF | $493.71万 | 1.47% | 44,692 | 3,981 | 9.8% | $43.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST US TARGETED VLU | $492.50万 | 1.47% | 78,863 | 1,871 | 2.4% | $11.68万 | 加仓 |
| AVSC | AMERICAN CENTURY ETF TRUST AVANTIS U S SMALL CAP EQUITY ETF | $389.38万 | 1.16% | 62,500 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $349.58万 | 1.04% | 69,986 | -8,788 | -11.2% | -$43.90万 | 减仓 |
| STIP | iShares 0-5 Year TIPS Bond ETF | $336.50万 | 1.00% | 32,534 | -1,378 | -4.1% | -$14.25万 | 减仓 |
| JBGS | JBG SMITH Properties | $322.35万 | 0.96% | 220,639 | 200,007 | 969.4% | $292.21万 | 加仓 |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | $295.69万 | 0.88% | 40,153 | 8,431 | 26.6% | $62.09万 | 加仓 |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $264.22万 | 0.79% | 33,590 | 590 | 1.8% | $4.64万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD VANGUARD SHORT TERM TAX EXEMPT BOND ETF | $245.01万 | 0.73% | 24,225 | 5,586 | 30.0% | $56.50万 | 加仓 |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $222.90万 | 0.67% | 89,480 | -3,434 | -3.7% | -$8.55万 | 减仓 |
| SCHF | Schwab International Equity ETF | $203.30万 | 0.61% | 82,141 | -264 | -0.3% | -$6,534 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $202.93万 | 0.61% | 3,396 | 200 | 6.3% | $11.95万 | 加仓 |
| AAPL | Apple Inc | $199.23万 | 0.59% | 7,850 | 300 | 4.0% | $7.61万 | 加仓 |
| AVDV | Avantis International Small Cap Value ETF | $192.38万 | 0.57% | 19,265 | -73 | -0.4% | -$7,290 | 减仓 |
| QQQ | Invesco QQQ Trust | $189.08万 | 0.56% | 3,276 | 0 | 0.0% | — | 不变 |
| SCHP | Schwab U.S. TIPS ETF | $181.08万 | 0.54% | 68,050 | -818 | -1.2% | -$2.18万 | 减仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $171.14万 | 0.51% | 51,938 | -419 | -0.8% | -$1.38万 | 减仓 |
| SCHX | Schwab U.S. Large-Cap ETF | $159.82万 | 0.48% | 62,330 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Muni Bond ETF | $148.24万 | 0.44% | 13,965 | 316 | 2.3% | $3.35万 | 加仓 |
| SCHA | Schwab U.S. Small-Cap ETF | $144.10万 | 0.43% | 49,554 | 582 | 1.2% | $1.69万 | 加仓 |
| VUG | Vanguard Growth Index Fund ETF Shares | $134.52万 | 0.40% | 3,080 | 115 | 3.9% | $5.02万 | 加仓 |
| CDP | Corporate Office Properties Trust | $131.34万 | 0.39% | 42,921 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF Trust | $115.30万 | 0.34% | 1,773 | 0 | 0.0% | — | 不变 |
| DFAI | DFA Dimensional International Core Equity Market | $106.23万 | 0.32% | 27,266 | -281 | -1.0% | -$1.09万 | 减仓 |
| AUB | Atlantic Union Bankshares Corporation | $104.09万 | 0.31% | 29,123 | 29,123 | — | $104.09万 | 新建仓 |
| ESGV | Vanguard ESG U.S. Stock ETF | $94.33万 | 0.28% | 8,402 | -118 | -1.4% | -$1.32万 | 减仓 |
| VB | Vanguard Small-Cap Index Fund ETF Shares | $91.72万 | 0.27% | 3,502 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Technology Index Fund ETF Shares | $89.31万 | 0.27% | 1,280 | -1 | -0.1% | -$698 | 减仓 |
| DISV | DIMENSIONAL INTERN SMALL CAP VL ETF | $86.03万 | 0.26% | 21,814 | 933 | 4.5% | $3.68万 | 加仓 |
| VTV | Vanguard Value Index Fund ETF Shares | $81.48万 | 0.24% | 4,153 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corporation | $81.47万 | 0.24% | 2,201 | 73 | 3.4% | $2.70万 | 加仓 |
| SCHC | Schwab International Small-Cap Equity ETF | $72.36万 | 0.22% | 15,482 | -498 | -3.1% | -$2.33万 | 减仓 |
| LLY | Eli Lilly and Company | $67.14万 | 0.20% | 730 | 20 | 2.8% | $1.84万 | 加仓 |
| DHS | WisdomTree U.S. High Dividend Fund | $62.93万 | 0.19% | 5,762 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $62.32万 | 0.19% | 954 | -66 | -6.5% | -$4.31万 | 减仓 |
| MA | Mastercard Incorporated | $58.81万 | 0.18% | 1,177 | -64 | -5.2% | -$3.20万 | 减仓 |
| MCD | McDonald's Corporation | $58.02万 | 0.17% | 1,867 | 20 | 1.1% | $6,216 | 加仓 |
| LOW | Lowe's Companies, Inc | $57.56万 | 0.17% | 2,436 | 20 | 0.8% | $4,726 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US Index Fund ETF | $56.98万 | 0.17% | 7,587 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Large-Cap Index Fund ETF Shares | $56.54万 | 0.17% | 1,892 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST INTERNATNAL VAL | $54.32万 | 0.16% | 10,292 | 20 | 0.2% | $1,056 | 加仓 |
| CBNK | Capital Bancorp, Inc | $53.53万 | 0.16% | 18,000 | 18,000 | — | $53.53万 | 新建仓 |
| GOOGL | Alphabet Inc | $53.46万 | 0.16% | 1,859 | -69 | -3.6% | -$1.98万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $51.56万 | 0.15% | 1,076 | 123 | 12.9% | $5.89万 | 加仓 |
| ALRM | Alarm.com Holdings, Inc | $51.52万 | 0.15% | 11,928 | 0 | 0.0% | — | 不变 |
| VBK | Vanguard Small-Cap Growth Index Fund ETF Shares | $49.57万 | 0.15% | 1,640 | 310 | 23.3% | $9.37万 | 加仓 |
| VYM | Vanguard High Dividend Yield Index Fund ETF Shares | $49.26万 | 0.15% | 3,326 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com, Inc | $49.03万 | 0.15% | 2,354 | 213 | 9.9% | $4.44万 | 加仓 |
| VSGX | Vanguard ESG International Stock ETF | $48.72万 | 0.15% | 6,792 | 68 | 1.0% | $4,878 | 加仓 |
| GOOG | Alphabet Inc | $48.62万 | 0.15% | 1,695 | 86 | 5.3% | $2.47万 | 加仓 |
| PG | The Procter & Gamble Company | $46.99万 | 0.14% | 3,253 | 84 | 2.7% | $1.21万 | 加仓 |
| VOT | Vanguard Mid-Cap Growth Index Fund ETF Shares | $45.76万 | 0.14% | 1,778 | -11 | -0.6% | -$2,831 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST INTERNATIONAL | $45.37万 | 0.14% | 10,700 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST US SUSTAINABILTY | $44.38万 | 0.13% | 10,800 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF | $42.18万 | 0.13% | 5,576 | 0 | 0.0% | — | 不变 |
| DFAE | DFA Dimensional Emerging Core Equity Market ETF | $41.98万 | 0.13% | 12,398 | 3,573 | 40.5% | $12.10万 | 加仓 |
| IVOV | Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares | $41.05万 | 0.12% | 4,026 | 0 | 0.0% | — | 不变 |
| DTH | WisdomTree International High Dividend Fund | $39.32万 | 0.12% | 7,270 | 0 | 0.0% | — | 不变 |
| DVY | iShares Select Dividend ETF | $37.85万 | 0.11% | 2,500 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $36.77万 | 0.11% | 519 | 11 | 2.2% | $7,793 | 加仓 |
| IBMQ | iShares iBonds Dec 2028 Term Muni Bond ETF | $35.24万 | 0.11% | 13,803 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $34.32万 | 0.10% | 1,404 | 55 | 4.1% | $1.34万 | 加仓 |
| FRT | FEDERAL REALTY INVT TR REIT | $33.91万 | 0.10% | 3,193 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALU ETF | $33.02万 | 0.10% | 9,424 | 9,424 | — | $33.02万 | 新建仓 |
| IBDW | ISHARES TRUST IBONDS DEC 2031 TERM CORPORATE ETF | $32.90万 | 0.10% | 15,719 | 0 | 0.0% | — | 不变 |
| SUB | iShares Short-Term National Muni Bond ETF | $31.73万 | 0.09% | 2,979 | 2,979 | — | $31.73万 | 新建仓 |
| IBTK | ISHARES TRUST ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $31.44万 | 0.09% | 15,941 | 0 | 0.0% | — | 不变 |
| R | Ryder System, Inc | $31.34万 | 0.09% | 1,531 | 18 | 1.2% | $3,685 | 加仓 |
| BAC | Bank of America Corporation | $31.12万 | 0.09% | 6,383 | 573 | 9.9% | $2.79万 | 加仓 |
| PM | Philip Morris International Inc | $31.00万 | 0.09% | 1,875 | -146 | -7.2% | -$2.41万 | 减仓 |
| — | Exxon Mobil Corporation | $30.15万 | 0.09% | 1,777 | 1,777 | — | $30.15万 | 新建仓 |
| ISCG | iShares Morningstar Small-Cap Growth ETF | $30.05万 | 0.09% | 5,483 | 5,483 | — | $30.05万 | 新建仓 |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $29.17万 | 0.09% | 2,048 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care Index Fund ETF Shares | $28.95万 | 0.09% | 1,063 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small-Cap Value Index Fund ETF Shares | $28.46万 | 0.08% | 1,310 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial Corporation | $28.13万 | 0.08% | 1,542 | 42 | 2.8% | $7,662 | 加仓 |
| DFCF | DFA Dimensional Core Fixed Income ETF | $27.34万 | 0.08% | 6,475 | 6,475 | — | $27.34万 | 新建仓 |
| DFEV | DIMENSIONAL EMERGING MARKTS VALUE ETF | $27.17万 | 0.08% | 7,594 | 1,518 | 25.0% | $5.43万 | 加仓 |
| VXF | Vanguard Extended Market Index Fund ETF Shares | $26.65万 | 0.08% | 1,295 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST DIMENSIONAL US LARGE CAP VALUE ETF | $25.34万 | 0.08% | 7,095 | 7,095 | — | $25.34万 | 新建仓 |
| LMT | Lockheed Martin Corporation | $25.02万 | 0.07% | 414 | 414 | — | $25.02万 | 新建仓 |
| NOC | Northrop Grumman Corporation | $23.93万 | 0.07% | 351 | 351 | — | $23.93万 | 新建仓 |
| VO | Vanguard Mid-Cap Index Fund ETF | $23.81万 | 0.07% | 829 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation | $23.57万 | 0.07% | 1,139 | 1,139 | — | $23.57万 | 新建仓 |
| EFA | iShares MSCI EAFE ETF | $21.23万 | 0.06% | 2,186 | 2,186 | — | $21.23万 | 新建仓 |
| VIOV | Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares | $20.94万 | 0.06% | 2,058 | 0 | 0.0% | — | 不变 |
| IBB | iShares Nasdaq Biotechnology ETF | $20.90万 | 0.06% | 1,238 | 0 | 0.0% | — | 不变 |
| RTX | Raytheon Technologies Corporation | $20.85万 | 0.06% | 1,081 | 1,081 | — | $20.85万 | 新建仓 |