Kooman & Associates
ALTOONA PA · SEC CIK 0001961850
$3.35亿2026Q1 申报市值
50持仓数
90.5%前十大占比 · 第一大 38.6%
2 / 4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
DFAU 加仓+$187.03万
DIMENSIONAL ETF 加仓+$43.88万
IVV 加仓+$22.34万
TTE 新建仓+$21.96万
WMT 新建仓+$20.43万
2026Q1 卖出最多 按季末市值估算
SPY 清仓-$87.69万
DFIC 减仓-$85.23万
BILZ 减仓-$40.96万
DFEM 减仓-$39.65万
TT 清仓-$22.34万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -1,286 | -100.0% | -$87.69万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -574 | -100.0% | -$22.34万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,122 | -100.0% | -$21.87万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -591 | -100.0% | -$20.45万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.17万 | 0.06% | 421 | 8 | 1.9% | $3,834 | 加仓 |
| WMT | WALMART INC | $20.43万 | 0.06% | 1,644 | 1,644 | — | $20.43万 | 新建仓 |
| BA | BOEING CO | $20.92万 | 0.06% | 1,051 | 2 | 0.2% | $398 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $20.92万 | 0.06% | 1,445 | -3 | -0.2% | -$434 | 减仓 |
| TTE | TOTALENERGIES SE | $21.96万 | 0.07% | 2,414 | 2,414 | — | $21.96万 | 新建仓 |
| IAU | ISHARES GOLD TR | $22.45万 | 0.07% | 2,547 | -4 | -0.2% | -$353 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.90万 | 0.07% | 2,015 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.18万 | 0.08% | 1,030 | -420 | -29.0% | -$10.27万 | 减仓 |
| META | META PLATFORMS INC | $27.63万 | 0.08% | 483 | 19 | 4.1% | $1.09万 | 加仓 |
| IEMG | ISHARES INC | $29.84万 | 0.09% | 4,278 | -243 | -5.4% | -$1.69万 | 减仓 |
| GSK | GSK PLC | $31.41万 | 0.09% | 5,692 | -1,562 | -21.5% | -$8.62万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.78万 | 0.09% | 4,507 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.80万 | 0.10% | 1,353 | -11 | -0.8% | -$2,666 | 减仓 |
| PG | PROCTER & GAMBLE CO | $33.06万 | 0.10% | 2,289 | 42 | 1.9% | $6,066 | 加仓 |
| GOOGL | ALPHABET INC | $35.25万 | 0.11% | 1,226 | -8 | -0.6% | -$2,300 | 减仓 |
| DIS | DISNEY WALT CO | $35.29万 | 0.11% | 3,661 | 151 | 4.3% | $1.46万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $36.46万 | 0.11% | 1,016 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $36.47万 | 0.11% | 981 | -11 | -1.1% | -$4,089 | 减仓 |
| RTX | RTX CORPORATION | $36.48万 | 0.11% | 1,891 | -68 | -3.5% | -$1.31万 | 减仓 |
| LLY | ELI LILLY & CO | $36.61万 | 0.11% | 398 | -11 | -2.7% | -$1.01万 | 减仓 |
| NFLX | NETFLIX INC. | $43.47万 | 0.13% | 4,521 | -125 | -2.7% | -$1.20万 | 减仓 |
| CR | CRANE COMPANY | $46.26万 | 0.14% | 2,705 | 5 | 0.2% | $855 | 加仓 |
| IJR | ISHARES TR | $51.81万 | 0.15% | 4,168 | 23 | 0.6% | $2,859 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.98万 | 0.16% | 10,752 | 1,372 | 14.6% | $6.89万 | 加仓 |
| CVX | CHEVRON CORPORATION | $54.08万 | 0.16% | 2,614 | 811 | 45.0% | $16.78万 | 加仓 |
| ABBV | ABBVIE INC | $70.86万 | 0.21% | 3,258 | -30 | -0.9% | -$6,525 | 减仓 |
| SMMU | PIMCO ETF TR | $74.23万 | 0.22% | 14,713 | 522 | 3.7% | $2.63万 | 加仓 |
| AMZN | AMAZON COM INC | $81.18万 | 0.24% | 3,898 | -13 | -0.3% | -$2,708 | 减仓 |
| — | EXXON MOBIL CORP | $88.48万 | 0.26% | 5,215 | -811 | -13.5% | -$13.76万 | 减仓 |
| MUNI | PIMCO ETF TR | $98.64万 | 0.29% | 18,901 | -1,271 | -6.3% | -$6.63万 | 减仓 |
| IJH | ISHARES TR | $100.30万 | 0.30% | 14,853 | 27 | 0.2% | $1,823 | 加仓 |
| GOOG | ALPHABET INC | $117.70万 | 0.35% | 4,103 | -8 | -0.2% | -$2,295 | 减仓 |
| MSFT | MICROSOFT CORP | $129.44万 | 0.39% | 3,497 | -8 | -0.2% | -$2,961 | 减仓 |
| VOO | VANGUARD INDEX FDS | $142.93万 | 0.43% | 2,392 | 8 | 0.3% | $4,780 | 加仓 |
| NVDA | NVIDIA CORPORATION | $146.74万 | 0.44% | 8,414 | -37 | -0.4% | -$6,453 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $149.55万 | 0.45% | 29,915 | -1,844 | -5.8% | -$9.22万 | 减仓 |
| IEFA | ISHARES TR | $158.74万 | 0.47% | 17,535 | -85 | -0.5% | -$7,695 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $176.25万 | 0.53% | 34,573 | 1,404 | 4.2% | $7.16万 | 加仓 |
| AAPL | APPLE INC | $215.57万 | 0.64% | 8,494 | -44 | -0.5% | -$1.12万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $612.97万 | 1.83% | 128,023 | 3,897 | 3.1% | $18.66万 | 加仓 |
| IAGG | ISHARES TR | $617.52万 | 1.84% | 123,404 | -898 | -0.7% | -$4.49万 | 减仓 |
| BILZ | PIMCO ETF TR | $642.10万 | 1.91% | 63,593 | -4,057 | -6.0% | -$40.96万 | 减仓 |
| SHY | ISHARES TR | $660.06万 | 1.97% | 79,939 | 1,984 | 2.5% | $16.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $708.65万 | 2.11% | 99,628 | 1,319 | 1.3% | $9.38万 | 加仓 |
| IVV | ISHARES TR | $1,382.53万 | 4.12% | 21,165 | 342 | 1.6% | $22.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,076.08万 | 6.19% | 564,766 | 11,937 | 2.2% | $43.88万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,274.27万 | 6.78% | 469,310 | 857 | 0.2% | $4.15万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,453.31万 | 10.30% | 999,510 | -11,477 | -1.1% | -$39.65万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5,580.53万 | 16.64% | 1,570,653 | -23,987 | -1.5% | -$85.23万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.30亿 | 38.62% | 2,870,941 | 41,452 | 1.5% | $187.03万 | 加仓 |