RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
HILLSDALE NY · SEC CIK 0001962166
$3.36亿2026Q2 申报市值
85持仓数
74.6%前十大占比 · 第一大 16.6%
1 / 0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
AVUV 加仓+$109.31万
DFGP 加仓+$69.46万
DFAI 加仓+$64.98万
GOOG 重新持有+$53.67万
DFAE 加仓+$37.17万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$25.62万
Dimensional U S 减仓-$25.38万
QCOM 减仓-$19.11万
VTI 减仓-$15.95万
AAPL 减仓-$14.79万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | Avantis US Equity | $5,577.42万 | 16.62% | 435,464 | 2,411 | 0.6% | $30.88万 | 加仓 |
| — | Dimensional U S Core | $4,655.51万 | 13.87% | 1,049,483 | -5,721 | -0.5% | -$25.38万 | 减仓 |
| AVUV | Avantis US Small Cap Value | $4,222.65万 | 12.58% | 338,462 | 8,762 | 2.7% | $109.31万 | 加仓 |
| AVDE | Avantis International | $2,663.65万 | 7.94% | 298,615 | 548 | 0.2% | $4.89万 | 加仓 |
| AAPL | Apple Inc | $2,315.29万 | 6.90% | 80,014 | -511 | -0.6% | -$14.79万 | 减仓 |
| AVDV | Avantis Internatnl Sml | $1,838.12万 | 5.48% | 178,372 | 2,612 | 1.5% | $26.92万 | 加仓 |
| AVES | Avantis Emerging Small/Value | $1,454.88万 | 4.33% | 221,780 | 937 | 0.4% | $6.15万 | 加仓 |
| AVEM | Avantis Emerging Markets | $968.61万 | 2.89% | 100,385 | -103 | -0.1% | -$9,938 | 减仓 |
| DFGP | Dimensional Gbl Cre Pls Fxd Et | $759.94万 | 2.26% | 139,541 | 12,755 | 10.1% | $69.46万 | 加仓 |
| — | Dimensional U S Targeted | $580.71万 | 1.73% | 83,077 | -1,062 | -1.3% | -$7.42万 | 减仓 |
| MSFT | Microsoft Corp | $575.20万 | 1.71% | 15,420 | 173 | 1.1% | $6.45万 | 加仓 |
| DFAU | Dimensional US Core | $403.62万 | 1.20% | 78,084 | 0 | 0.0% | — | 不变 |
| DFIV | Dimensional Intl Value | $377.35万 | 1.12% | 69,853 | -162 | -0.2% | -$8,751 | 减仓 |
| DFAI | Dimensional Intern Core | $355.13万 | 1.06% | 86,092 | 15,752 | 22.4% | $64.98万 | 加仓 |
| SPY | SPDR S&P 500 ETF Tr | $329.85万 | 0.98% | 4,417 | 0 | 0.0% | — | 不变 |
| AVIG | Avantis Core Fixed | $292.86万 | 0.87% | 70,721 | 0 | 0.0% | — | 不变 |
| VGSR | Vert Global Sustnble Rl Este E | $263.53万 | 0.79% | 231,474 | 1,387 | 0.6% | $1.58万 | 加仓 |
| AVRE | Avantis Real Estate Etf | $262.95万 | 0.78% | 55,498 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Mkt | $246.93万 | 0.74% | 6,673 | -431 | -6.1% | -$15.95万 | 减仓 |
| DFCF | Dimensional Core Fixed | $232.16万 | 0.69% | 55,000 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard Shrt Inf Prot | $227.62万 | 0.68% | 45,315 | 2,200 | 5.1% | $11.05万 | 加仓 |
| IXUS | iShares Core MSCI Total Intl S | $227.06万 | 0.68% | 23,790 | -1 | -0.0% | -$95 | 减仓 |
| DFAX | Dimensional Wld Ex US Cr | $222.21万 | 0.66% | 60,318 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard Emerging Markets ETF | $216.05万 | 0.64% | 36,195 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor Mfg | $185.82万 | 0.55% | 3,891 | 0 | 0.0% | — | 不变 |
| GOOGL | Google Inc Class A | $173.72万 | 0.52% | 4,861 | 71 | 1.5% | $2.54万 | 加仓 |
| BRK/B | Berkshire Hathaway B New | $169.23万 | 0.50% | 3,382 | 19 | 0.6% | $9,507 | 加仓 |
| AMZN | Amazon Com Inc | $156.71万 | 0.47% | 6,575 | 180 | 2.8% | $4.29万 | 加仓 |
| DUSB | DFA Ultrashort Fixed Inc | $154.82万 | 0.46% | 30,488 | 237 | 0.8% | $1.20万 | 加仓 |
| DFGR | Dimensional Global Real | $154.66万 | 0.46% | 53,385 | 10,789 | 25.3% | $31.26万 | 加仓 |
| VGT | Vanguard Information | $148.49万 | 0.44% | 12,424 | 0 | 0.0% | — | 不变 |
| DFEM | Dimensional Emerg Mark | $145.44万 | 0.43% | 35,788 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Europe Pacific ETF | $132.16万 | 0.39% | 18,549 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Real Estate ETF | $120.81万 | 0.36% | 46,180 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devic | $119.55万 | 0.36% | 2,058 | -441 | -17.6% | -$25.62万 | 减仓 |
| GOOG | Google Inc Class C | $112.78万 | 0.34% | 3,192 | 1,519 | 90.8% | $53.67万 | 重新持有 |
| MS | Morgan Stanley | $110.94万 | 0.33% | 5,307 | 24 | 0.5% | $5,017 | 加仓 |
| — | Dimensional U S Small | $103.10万 | 0.31% | 12,521 | 0 | 0.0% | — | 不变 |
| AIA | iShares Asia 50 ETF | $101.83万 | 0.30% | 7,188 | 0 | 0.0% | — | 不变 |
| V | Visa Inc Cl A | $100.46万 | 0.30% | 2,928 | 22 | 0.8% | $7,548 | 加仓 |
| COST | Costco Wholesale Co | $91.02万 | 0.27% | 973 | 6 | 0.6% | $5,613 | 加仓 |
| DFIC | Dimensional Intern Core | $89.82万 | 0.27% | 24,106 | 904 | 3.9% | $3.37万 | 加仓 |
| GS | Goldman Sachs Group Inc | $88.90万 | 0.26% | 879 | 6 | 0.7% | $6,068 | 加仓 |
| JPM | JPMorgan Chase & Co | $88.48万 | 0.26% | 2,703 | 46 | 1.7% | $1.51万 | 加仓 |
| VWOB | Vanguard Em Govt Bond | $82.65万 | 0.25% | 12,292 | 0 | 0.0% | — | 不变 |
| DISV | Dimensional Intern Small | $79.25万 | 0.24% | 19,749 | 0 | 0.0% | — | 不变 |
| VICR | Vicor Corp | $76.07万 | 0.23% | 2,003 | 1 | 0.0% | $380 | 加仓 |
| DFAE | Dimensional Emerg Core | $74.85万 | 0.22% | 18,616 | 9,243 | 98.6% | $37.17万 | 加仓 |
| CVX | Chevron Corporation | $64.55万 | 0.19% | 3,894 | 26 | 0.7% | $4,310 | 加仓 |
| QCOM | Qualcomm Inc | $63.66万 | 0.19% | 3,445 | -1,034 | -23.1% | -$19.11万 | 减仓 |
| SBUX | Starbucks Corp | $59.09万 | 0.18% | 5,782 | 17 | 0.3% | $1,737 | 加仓 |
| VPLS | Vanguard Core-Plus Bond ETF | $58.31万 | 0.17% | 7,516 | 0 | 0.0% | — | 不变 |
| EBND | SPDR Blmbrg Emerg Bond | $57.73万 | 0.17% | 27,598 | -935 | -3.3% | -$1.96万 | 减仓 |
| DFCA | Dimensional Califrna Mncl Bd E | $55.61万 | 0.17% | 11,083 | 2,015 | 22.2% | $10.11万 | 加仓 |
| SMH | Vaneck Vectors | $54.96万 | 0.16% | 838 | 0 | 0.0% | — | 不变 |
| DFSD | Dimensional Shrt Drt Fxd Incm | $54.12万 | 0.16% | 11,335 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $52.65万 | 0.16% | 2,073 | 3 | 0.1% | $762 | 加仓 |
| EEMS | iShares MSCI Emerging Small | $45.03万 | 0.13% | 5,934 | -253 | -4.1% | -$1.92万 | 减仓 |
| TXN | Texas Instruments | $44.08万 | 0.13% | 1,479 | 18 | 1.2% | $5,365 | 加仓 |
| AVXC | Avantis Emerging Mkt Ex China | $42.60万 | 0.13% | 4,974 | 0 | 0.0% | — | 不变 |
| GMED | Globus Medical Inc | $42.08万 | 0.13% | 5,326 | 3 | 0.1% | $237 | 加仓 |
| NFLX | Netflix Inc | $40.43万 | 0.12% | 5,662 | 47 | 0.8% | $3,356 | 加仓 |
| AVGE | Avantis All Equity | $40.39万 | 0.12% | 4,075 | 122 | 3.1% | $1.21万 | 加仓 |
| MDY | Standard & Poors Midcap | $38.68万 | 0.12% | 550 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $37.80万 | 0.11% | 1,889 | 389 | 25.9% | $7.78万 | 加仓 |
| AVSD | Avantis Responsbl Intrl | $37.15万 | 0.11% | 4,650 | 241 | 5.5% | $1.93万 | 加仓 |
| NOW | Service Now Inc | $36.65万 | 0.11% | 3,692 | 5 | 0.1% | $496 | 加仓 |
| MA | Mastercard Inc | $35.90万 | 0.11% | 699 | 17 | 2.5% | $8,731 | 加仓 |
| TMO | Thermo Fisher Scntfc | $34.89万 | 0.10% | 696 | 3 | 0.4% | $1,504 | 加仓 |
| DFNM | Dimensional Nationl | $33.41万 | 0.10% | 6,912 | 771 | 12.6% | $3.73万 | 加仓 |
| IJH | Ishares Core S&P Mid-Cap | $32.31万 | 0.10% | 4,190 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $32.13万 | 0.10% | 773 | 773 | — | $32.13万 | 新建仓 |
| BAC | Bank Of America Corp | $31.94万 | 0.10% | 5,606 | 110 | 2.0% | $6,268 | 加仓 |
| IWD | iShares Russell 1000 | $31.71万 | 0.09% | 1,308 | 0 | 0.0% | — | 不变 |
| IBND | SPDR Blmbrg Barcly Intl | $30.49万 | 0.09% | 9,780 | 869 | 9.8% | $2.71万 | 加仓 |
| WMT | Wal-Mart Stores Inc | $28.73万 | 0.09% | 2,537 | 69 | 2.8% | $7,815 | 加仓 |
| VTV | Vanguard Value ETF | $27.98万 | 0.08% | 1,284 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Reit | $27.60万 | 0.08% | 2,862 | 0 | 0.0% | — | 不变 |
| COF | Capital One Fc | $24.94万 | 0.07% | 1,243 | 11 | 0.9% | $2,207 | 加仓 |
| EFA | iShares Tr MSCI Eafe Index Fd | $24.93万 | 0.07% | 2,400 | 0 | 0.0% | — | 不变 |
| IGOV | iShares International | $24.36万 | 0.07% | 5,937 | 0 | 0.0% | — | 不变 |
| ITOT | Ishares Total US Stock | $22.82万 | 0.07% | 1,389 | 0 | 0.0% | — | 重新持有 |
| NEE | Nextera Energy Inc | $21.85万 | 0.07% | 2,490 | 24 | 1.0% | $2,106 | 加仓 |
| AVSU | Avantis Responsibl US | $21.47万 | 0.06% | 2,425 | 90 | 3.9% | $7,970 | 重新持有 |
| DFAW | Dimensional World Equity ETF | $20.67万 | 0.06% | 2,496 | 154 | 6.6% | $1.28万 | 重新持有 |