Kooman & Associates
ALTOONA PA · SEC CIK 0001961850
$3.72亿2026Q2 申报市值
56持仓数
86.4%前十大占比 · 第一大 39.8%
10 / 4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
AVLV 新建仓+$1,833.42万
AVUQ 新建仓+$1,527.42万
AVUV 新建仓+$700.18万
AVDE 新建仓+$70.17万
FITB 新建仓+$53.79万
2026Q2 卖出最多 按季末市值估算
DFUV 减仓-$1,844.00万
DIMENSIONAL ETF 减仓-$1,676.70万
DIMENSIONAL ETF 减仓-$588.75万
DFEM 减仓-$181.16万
DFIC 减仓-$127.23万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $1.48亿 | 39.76% | 2,864,477 | -6,464 | -0.2% | -$33.41万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5,725.02万 | 15.37% | 1,536,506 | -34,147 | -2.2% | -$127.23万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,880.85万 | 10.42% | 954,934 | -44,576 | -4.5% | -$181.16万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,833.42万 | 4.92% | 201,011 | 201,011 | — | $1,833.42万 | 新建仓 |
| IVV | ISHARES TR | $1,591.22万 | 4.27% | 21,248 | 83 | 0.4% | $6.22万 | 加仓 |
| AVUQ | AMERICAN CENTY ETF TR | $1,527.42万 | 4.10% | 231,427 | 231,427 | — | $1,527.42万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $737.67万 | 1.98% | 134,098 | -335,212 | -71.4% | -$1,844.00万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $700.18万 | 1.88% | 56,122 | 56,122 | — | $700.18万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $680.06万 | 1.83% | 162,967 | -401,799 | -71.1% | -$1,676.70万 | 减仓 |
| SHY | ISHARES TR | $675.31万 | 1.81% | 82,245 | 2,306 | 2.9% | $18.93万 | 加仓 |
| BILZ | PIMCO ETF TR | $656.60万 | 1.76% | 65,055 | 1,462 | 2.3% | $14.76万 | 加仓 |
| IAGG | ISHARES TR | $638.48万 | 1.71% | 126,182 | 2,778 | 2.3% | $14.06万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $627.84万 | 1.69% | 131,485 | 3,462 | 2.7% | $16.53万 | 加仓 |
| AAPL | APPLE INC | $247.95万 | 0.67% | 8,569 | 75 | 0.9% | $2.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $231.59万 | 0.62% | 28,126 | -71,502 | -71.8% | -$588.75万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $178.65万 | 0.48% | 35,030 | 457 | 1.3% | $2.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $169.36万 | 0.45% | 8,464 | 50 | 0.6% | $1.00万 | 加仓 |
| IEFA | ISHARES TR | $167.72万 | 0.45% | 17,366 | -169 | -1.0% | -$1.63万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $163.60万 | 0.44% | 2,382 | -10 | -0.4% | -$6,868 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $153.75万 | 0.41% | 30,353 | 438 | 1.5% | $2.22万 | 加仓 |
| GOOG | ALPHABET INC | $141.83万 | 0.38% | 4,014 | -89 | -2.2% | -$3.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $127.71万 | 0.34% | 3,424 | -73 | -2.1% | -$2.72万 | 减仓 |
| IJH | ISHARES TR | $111.52万 | 0.30% | 14,463 | -390 | -2.6% | -$3.01万 | 减仓 |
| MUNI | PIMCO ETF TR | $101.92万 | 0.27% | 19,376 | 475 | 2.5% | $2.50万 | 加仓 |
| AMZN | AMAZON COM INC | $90.14万 | 0.24% | 3,782 | -116 | -3.0% | -$2.76万 | 减仓 |
| ABBV | ABBVIE INC | $85.99万 | 0.23% | 3,417 | 159 | 4.9% | $4.00万 | 加仓 |
| SMMU | PIMCO ETF TR | $75.43万 | 0.20% | 14,936 | 223 | 1.5% | $1.13万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $70.17万 | 0.19% | 7,867 | 7,867 | — | $70.17万 | 新建仓 |
| — | EXXON MOBIL CORP | $66.52万 | 0.18% | 4,865 | -350 | -6.7% | -$4.79万 | 减仓 |
| CR | CRANE COMPANY | $60.39万 | 0.16% | 2,707 | 2 | 0.1% | $446 | 加仓 |
| IJR | ISHARES TR | $59.99万 | 0.16% | 4,045 | -123 | -3.0% | -$1.82万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $53.79万 | 0.14% | 9,542 | 9,542 | — | $53.79万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $51.86万 | 0.14% | 4,049 | 4,049 | — | $51.86万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $50.50万 | 0.14% | 1,020 | 4 | 0.4% | $1,980 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $47.23万 | 0.13% | 11,155 | 403 | 3.7% | $1.71万 | 加仓 |
| LLY | ELI LILLY & CO | $46.30万 | 0.12% | 386 | -12 | -3.0% | -$1.44万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $44.94万 | 0.12% | 4,657 | 4,657 | — | $44.94万 | 新建仓 |
| GOOGL | ALPHABET INC | $42.10万 | 0.11% | 1,178 | -48 | -3.9% | -$1.72万 | 减仓 |
| TSLA | TESLA INC | $39.37万 | 0.11% | 936 | -45 | -4.6% | -$1.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.99万 | 0.10% | 2,352 | -262 | -10.0% | -$4.34万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.69万 | 0.10% | 1,376 | 23 | 1.7% | $6,468 | 加仓 |
| RTX | RTX CORPORATION | $35.37万 | 0.09% | 1,864 | -27 | -1.4% | -$5,123 | 减仓 |
| DIS | DISNEY WALT CO | $33.89万 | 0.09% | 3,521 | -140 | -3.8% | -$1.35万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $33.51万 | 0.09% | 2,285 | -4 | -0.2% | -$587 | 减仓 |
| NFLX | NETFLIX INC. | $31.64万 | 0.08% | 4,432 | -89 | -2.0% | -$6,355 | 减仓 |
| GSK | GSK PLC | $29.84万 | 0.08% | 5,692 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $29.63万 | 0.08% | 510 | 510 | — | $29.63万 | 新建仓 |
| IEMG | ISHARES INC | $29.46万 | 0.08% | 3,556 | -722 | -16.9% | -$5.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.35万 | 0.07% | 998 | -32 | -3.1% | -$8,127 | 减仓 |
| META | META PLATFORMS INC | $23.60万 | 0.06% | 419 | -64 | -13.3% | -$3.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.92万 | 0.06% | 458 | 37 | 8.8% | $1.85万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $22.51万 | 0.06% | 4,514 | 7 | 0.2% | $349 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $22.11万 | 0.06% | 1,454 | 9 | 0.6% | $1,368 | 加仓 |
| CSX | CSX CORP | $21.43万 | 0.06% | 4,508 | 4,508 | — | $21.43万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $20.89万 | 0.06% | 664 | 664 | — | $20.89万 | 新建仓 |
| BA | BOEING CO | $20.18万 | 0.05% | 932 | -119 | -11.3% | -$2.58万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,015 | -100.0% | -$23.90万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,547 | -100.0% | -$22.45万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,414 | -100.0% | -$21.96万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,644 | -100.0% | -$20.43万 | 清仓 |