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
GOOG ALPHABET INC $00.00%0 —— — 申报中断
ITOT ISHARES TR $00.00%0 —— — 申报中断
AVSU AMERICAN CENTY ETF TR $00.00%0 —— — 申报中断
VO VANGUARD INDEX FDS $00.00%0 -613-100.0% -$17.79万 清仓
DFAW DIMENSIONAL ETF TRUST $00.00%0 —— — 申报中断
VTEB VANGUARD MUN BD FDS $00.00%0 -3,284-100.0% -$16.52万 清仓
WIP SPDR SER TR $00.00%0 -4,044-100.0% -$15.93万 清仓
DFEV DIMENSIONAL ETF TRUST $00.00%0 -4,398-100.0% -$14.84万 清仓
DFSI DIMENSIONAL ETF TRUST $00.00%0 -3,444-100.0% -$14.76万 清仓
ESGV VANGUARD WORLD FD $00.00%0 -1,173-100.0% -$14.19万 清仓
IWF ISHARES TR $00.00%0 -250-100.0% -$11.83万 清仓
VSGX VANGUARD WORLD FD $00.00%0 -1,590-100.0% -$11.39万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -1,499-100.0% -$11.10万 清仓
VB VANGUARD INDEX FDS $00.00%0 -370-100.0% -$9.54万 清仓
— AMERICAN CENTY ETF TR $00.00%0 -1,270-100.0% -$9.29万 清仓
DFSU DIMENSIONAL ETF TRUST $00.00%0 -1,948-100.0% -$8.46万 清仓
VNQI VANGUARD INTL EQUITY INDEX F $00.00%0 -1,831-100.0% -$8.39万 清仓
VUG VANGUARD INDEX FDS $00.00%0 -171-100.0% -$8.34万 清仓
IGSB ISHARES TR $00.00%0 -1,505-100.0% -$7.96万 清仓
AVSE AMERICAN CENTY ETF TR $00.00%0 -1,201-100.0% -$7.80万 清仓
VT VANGUARD INTL EQUITY INDEX F $00.00%0 -437-100.0% -$6.16万 清仓
DFSE DIMENSIONAL ETF TRUST $00.00%0 -1,345-100.0% -$5.58万 清仓
AVSF AMERICAN CENTY ETF TR $00.00%0 -1,000-100.0% -$4.71万 清仓
VV VANGUARD INDEX FDS $00.00%0 -142-100.0% -$4.47万 清仓
VXF VANGUARD INDEX FDS $00.00%0 -200-100.0% -$4.18万 清仓
IHI ISHARES TR $00.00%0 -666-100.0% -$4.14万 清仓
EMB ISHARES TR $00.00%0 -428-100.0% -$4.12万 清仓
TIP ISHARES TR $00.00%0 -352-100.0% -$3.87万 清仓
IBB ISHARES TR $00.00%0 -222-100.0% -$3.75万 清仓
CWB SPDR SER TR $00.00%0 -351-100.0% -$3.13万 清仓
IYF ISHARES TR $00.00%0 -184-100.0% -$2.37万 清仓
VBR VANGUARD INDEX FDS $00.00%0 -110-100.0% -$2.33万 清仓
GSG ISHARES S&P GSCI COMMODITY- $00.00%0 -650-100.0% -$1.50万 清仓
VPL VANGUARD INTL EQUITY INDEX F $00.00%0 -149-100.0% -$1.35万 清仓
SUSA ISHARES TR $00.00%0 -52-100.0% -$7,293 清仓
IEV ISHARES TR $00.00%0 -106-100.0% -$7,272 清仓
AVIV AMERICAN CENTY ETF TR $00.00%0 -30-100.0% -$2,137 清仓
COF Capital One Fc $22.48万0.08%1,232 1,232— $22.48万 新建仓
NEE Nextera Energy Inc $22.90万0.08%2,466 2,466— $22.90万 新建仓
EFA iShares Tr MSCI Eafe Index Fd $23.31万0.08%2,400 00.0% — 不变
IGOV iShares International $24.38万0.08%5,937 00.0% — 不变
VTV Vanguard Value ETF $25.19万0.09%1,284 00.0% — 不变
VNQ Vanguard Reit $25.39万0.09%2,862 00.0% — 不变
NVDA Nvidia Corp $26.16万0.09%1,500 1,500— $26.16万 新建仓
BAC Bank Of America Corp $26.79万0.09%5,496 00.0% — 重新持有
IBND SPDR Blmbrg Barcly Intl $27.70万0.09%8,911 3313.9% $1.03万 加仓
IWD iShares Russell 1000 $27.95万0.09%1,308 00.0% — 不变
IJH Ishares Core S&P Mid-Cap $28.30万0.10%4,190 00.0% — 不变
TXN Texas Instruments $28.36万0.10%1,461 16112.4% $3.13万 重新持有
DFNM Dimensional Nationl $29.43万0.10%6,141 00.0% — 不变
WMT Wal-Mart Stores Inc $30.67万0.10%2,468 2,468— $30.67万 新建仓
DFAE Dimensional Emerg Core $31.74万0.11%9,373 00.0% — 不变
SMH Vaneck Vectors $32.13万0.11%838 838— $32.13万 新建仓
VICR Vicor Corp $32.23万0.11%2,002 2,002— $32.23万 新建仓
AVSD Avantis Responsbl Intrl $32.47万0.11%4,409 00.0% — 不变
AVXC Avantis Emerging Mkt Ex China $33.64万0.11%4,974 00.0% — 不变
MDY Standard & Poors Midcap $33.92万0.11%550 00.0% — 重新持有
TMO Thermo Fisher Scntfc $34.06万0.12%693 20.3% $983 重新持有
MA Mastercard Inc $34.08万0.12%682 682— $34.08万 新建仓
AVGE Avantis All Equity $34.80万0.12%3,953 74023.0% $6.51万 加仓
NOW Service Now Inc $38.55万0.13%3,687 2,948398.9% $30.82万 重新持有
EEMS iShares MSCI Emerging Small $42.80万0.14%6,187 -855-12.1% -$5.91万 减仓
DFCA Dimensional Califrna Mncl Bd E $45.20万0.15%9,068 00.0% — 不变
GMED Globus Medical Inc $45.86万0.15%5,323 -8,004-60.1% -$68.96万 重新持有
JNJ Johnson & Johnson $50.60万0.17%2,070 -199-8.8% -$4.86万 重新持有
AMD Advanced Micro Devic $50.84万0.17%2,499 40.2% $814 重新持有
SBUX Starbucks Corp $51.65万0.17%5,765 -1,012-14.9% -$9.07万 重新持有
NFLX Netflix Inc $53.99万0.18%5,615 5,3111,747.0% $51.07万 重新持有
DFSD Dimensional Shrt Drt Fxd Incm $54.27万0.18%11,335 3533.2% $1.69万 加仓
QCOM Qualcomm Inc $57.68万0.19%4,479 40.1% $515 重新持有
VPLS Vanguard Core-Plus Bond ETF $58.32万0.20%7,516 00.0% — 不变
EBND SPDR Blmbrg Emerg. Bond $58.89万0.20%28,533 -894-3.0% -$1.85万 减仓
GS Goldman Sachs Group Inc $73.85万0.25%873 -99-10.2% -$8.38万 重新持有
AIA iShares Asia 50 ETF $76.30万0.26%7,188 00.0% — 不变
DISV Dimensional Intern Small $77.89万0.26%19,749 00.0% — 不变
JPM JPMorgan Chase & Co $78.16万0.26%2,657 96056.6% $28.24万 重新持有
CVX Chevron Corporation $80.03万0.27%3,868 -187-4.6% -$3.87万 重新持有
VWOB Vanguard Em Govt Bond $80.75万0.27%12,292 -543-4.2% -$3.57万 减仓
DFIC Dimensional Intern Core $82.44万0.28%23,202 11,09991.7% $39.43万 加仓
MS Morgan Stanley $86.94万0.29%5,283 00.0% — 重新持有
V Visa Inc Cl A $87.83万0.30%2,906 71832.8% $21.70万 加仓
— Dimensional U S Small $89.06万0.30%12,521 00.0% — 不变
COST Costco Wholesale Co $96.35万0.33%967 00.0% — 重新持有
VGT Vanguard Information $108.36万0.37%1,553 00.0% — 不变
— Dimensional US Real Estate ETF $109.22万0.37%46,180 00.0% — 不变
DFGR Dimensional Global Real $113.22万0.38%42,596 7,14420.2% $18.99万 加仓
VEA Vanguard Europe Pacific ETF $118.86万0.40%18,549 00.0% — 不变
DFEM Dimensional Emerg Mark $123.65万0.42%35,788 -1,027-2.8% -$3.55万 减仓
TSM Taiwan Semiconductor Mfg $131.50万0.44%3,891 00.0% — 重新持有
AMZN Amazon Com Inc $133.19万0.45%6,395 410.6% $8,539 加仓
GOOGL Google Inc Class A $137.74万0.47%4,790 -9-0.2% -$2,588 减仓
DUSB DFA Ultrashort Fixed Inc $153.40万0.52%30,251 4,83219.0% $24.50万 加仓
BRK/B Berkshire Hathaway B New $161.16万0.54%3,363 1,24558.8% $59.66万 重新持有
VWO Vanguard Emerging Markets ETF $195.63万0.66%36,195 00.0% — 不变
DFAX Dimensional Wld Ex US Cr $204.90万0.69%60,318 00.0% — 不变
IXUS iShares Core MSCI Total Intl S $206.12万0.70%23,791 -351-1.5% -$3.04万 减仓
VTIP Vanguard Shrt Inf Prot $215.36万0.73%43,115 1,5123.6% $7.55万 加仓
VTI Vanguard Total Stock Mkt $227.90万0.77%7,104 00.0% — 不变
DFCF Dimensional Core Fixed $232.21万0.78%55,000 00.0% — 不变
VGSR Vert Global Sustnble Rl Este E $237.68万0.80%230,087 2,5651.1% $2.65万 加仓