RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
HILLSDALE NY · SEC CIK 0001962166
$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
26Q126Q2
前十大持仓 占组合比例
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 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF Tr | $287.26万 | 0.97% | 4,417 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 12,873 | 11.3% | $69.50万 | 加仓 |
| AVEM | Avantis Emerging Markets | $809.73万 | 2.73% | 100,488 | 6,048 | 6.4% | $48.73万 | 加仓 |
| AVES | Avantis Emerging Small/Value | $1,324.62万 | 4.47% | 220,843 | 2,116 | 1.0% | $12.69万 | 加仓 |
| AVDV | Avantis Internatnl Sml | $1,755.14万 | 5.93% | 175,760 | 3,370 | 2.0% | $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 | 2,505 | 0.8% | $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 | 3,933 | 0.9% | $43.73万 | 加仓 |