13F 机构持仓

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

HILLSDALE NY · SEC CIK 0001962166

2026Q22026Q1 更早 9 个季度 🔒
$2.96亿2026Q1 申报市值
80持仓数
75.2%前十大占比 · 第一大 16.3%
7 / 33新建仓 / 清仓
申报市值走势$3.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVUS 16.3%
Dimensional U 13.8%
AVUV 12.3%
AVDE 8.5%
AAPL 6.9%
AVDV 5.9%
AVES 4.5%
AVEM 2.7%
DFGP 2.3%
MSFT 1.9%

2026Q1 买入最多 按季末市值估算

DFGP 加仓+$69.50万
BRK/B 重新持有+$59.66万
NFLX 重新持有+$51.07万
AVEM 加仓+$48.73万
AVUS 加仓+$43.73万

2026Q1 卖出最多 按季末市值估算

GMED 重新持有-$68.96万
Dimensional U S 减仓-$57.80万
Dimensional U S 减仓-$32.93万
VO 清仓-$17.79万
VTEB 清仓-$16.52万

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
AVRE Avantis Real Estate Etf $244.30万0.83%55,498 -592-1.1% -$2.61万 减仓
DFAI Dimensional Intern Core $274.04万0.93%70,340 00.0% — 不变
SPY SPDR S&P 500 ETF Tr $287.26万0.97%4,417 00.0% — 重新持有
AVIG Avantis Core Fixed $293.77万0.99%70,721 -404-0.6% -$1.68万 减仓
DFAU Dimensional US Core $352.31万1.19%78,084 00.0% — 不变
DFIV Dimensional Intl Value $369.54万1.25%70,015 -1,340-1.9% -$7.07万 减仓
— Dimensional U S Targeted $525.45万1.77%84,139 -5,273-5.9% -$32.93万 减仓
MSFT Microsoft Corp $564.40万1.91%15,247 -21-0.1% -$7,774 减仓
DFGP Dimensional Gbl Cre Pls Fxd Et $684.52万2.31%126,786 12,87311.3% $69.50万 加仓
AVEM Avantis Emerging Markets $809.73万2.73%100,488 6,0486.4% $48.73万 加仓
AVES Avantis Emerging Small/Value $1,324.62万4.47%220,843 2,1161.0% $12.69万 加仓
AVDV Avantis Internatnl Sml $1,755.14万5.93%175,760 3,3702.0% $33.65万 加仓
AAPL Apple Inc $2,043.64万6.90%80,525 -104-0.1% -$2.64万 减仓
AVDE Avantis International $2,528.80万8.54%298,067 -599-0.2% -$5.08万 减仓
AVUV Avantis US Small Cap $3,642.20万12.30%329,700 2,5050.8% $27.67万 加仓
— Dimensional U S Core $4,100.52万13.85%1,055,204 -14,875-1.4% -$57.80万 减仓
AVUS Avantis US Equity $4,814.68万16.26%433,053 3,9330.9% $43.73万 加仓