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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | Avantis US Equity | $4,814.68万 | 16.26% | 433,053 | 3,933 | 0.9% | $43.73万 | 加仓 |
| — | Dimensional U S Core | $4,100.52万 | 13.85% | 1,055,204 | -14,875 | -1.4% | -$57.80万 | 减仓 |
| AVUV | Avantis US Small Cap | $3,642.20万 | 12.30% | 329,700 | 2,505 | 0.8% | $27.67万 | 加仓 |
| AVDE | Avantis International | $2,528.80万 | 8.54% | 298,067 | -599 | -0.2% | -$5.08万 | 减仓 |
| AAPL | Apple Inc | $2,043.64万 | 6.90% | 80,525 | -104 | -0.1% | -$2.64万 | 减仓 |
| AVDV | Avantis Internatnl Sml | $1,755.14万 | 5.93% | 175,760 | 3,370 | 2.0% | $33.65万 | 加仓 |
| AVES | Avantis Emerging Small/Value | $1,324.62万 | 4.47% | 220,843 | 2,116 | 1.0% | $12.69万 | 加仓 |
| AVEM | Avantis Emerging Markets | $809.73万 | 2.73% | 100,488 | 6,048 | 6.4% | $48.73万 | 加仓 |
| DFGP | Dimensional Gbl Cre Pls Fxd Et | $684.52万 | 2.31% | 126,786 | 12,873 | 11.3% | $69.50万 | 加仓 |
| MSFT | Microsoft Corp | $564.40万 | 1.91% | 15,247 | -21 | -0.1% | -$7,774 | 减仓 |
| — | Dimensional U S Targeted | $525.45万 | 1.77% | 84,139 | -5,273 | -5.9% | -$32.93万 | 减仓 |
| DFIV | Dimensional Intl Value | $369.54万 | 1.25% | 70,015 | -1,340 | -1.9% | -$7.07万 | 减仓 |
| DFAU | Dimensional US Core | $352.31万 | 1.19% | 78,084 | 0 | 0.0% | — | 不变 |
| AVIG | Avantis Core Fixed | $293.77万 | 0.99% | 70,721 | -404 | -0.6% | -$1.68万 | 减仓 |
| SPY | SPDR S&P 500 ETF Tr | $287.26万 | 0.97% | 4,417 | 0 | 0.0% | — | 重新持有 |
| DFAI | Dimensional Intern Core | $274.04万 | 0.93% | 70,340 | 0 | 0.0% | — | 不变 |
| AVRE | Avantis Real Estate Etf | $244.30万 | 0.83% | 55,498 | -592 | -1.1% | -$2.61万 | 减仓 |
| VGSR | Vert Global Sustnble Rl Este E | $237.68万 | 0.80% | 230,087 | 2,565 | 1.1% | $2.65万 | 加仓 |
| DFCF | Dimensional Core Fixed | $232.21万 | 0.78% | 55,000 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Mkt | $227.90万 | 0.77% | 7,104 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard Shrt Inf Prot | $215.36万 | 0.73% | 43,115 | 1,512 | 3.6% | $7.55万 | 加仓 |
| IXUS | iShares Core MSCI Total Intl S | $206.12万 | 0.70% | 23,791 | -351 | -1.5% | -$3.04万 | 减仓 |
| DFAX | Dimensional Wld Ex US Cr | $204.90万 | 0.69% | 60,318 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard Emerging Markets ETF | $195.63万 | 0.66% | 36,195 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway B New | $161.16万 | 0.54% | 3,363 | 1,245 | 58.8% | $59.66万 | 重新持有 |
| DUSB | DFA Ultrashort Fixed Inc | $153.40万 | 0.52% | 30,251 | 4,832 | 19.0% | $24.50万 | 加仓 |
| GOOGL | Google Inc Class A | $137.74万 | 0.47% | 4,790 | -9 | -0.2% | -$2,588 | 减仓 |
| AMZN | Amazon Com Inc | $133.19万 | 0.45% | 6,395 | 41 | 0.6% | $8,539 | 加仓 |
| TSM | Taiwan Semiconductor Mfg | $131.50万 | 0.44% | 3,891 | 0 | 0.0% | — | 重新持有 |
| DFEM | Dimensional Emerg Mark | $123.65万 | 0.42% | 35,788 | -1,027 | -2.8% | -$3.55万 | 减仓 |
| VEA | Vanguard Europe Pacific ETF | $118.86万 | 0.40% | 18,549 | 0 | 0.0% | — | 不变 |
| DFGR | Dimensional Global Real | $113.22万 | 0.38% | 42,596 | 7,144 | 20.2% | $18.99万 | 加仓 |
| — | Dimensional US Real Estate ETF | $109.22万 | 0.37% | 46,180 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information | $108.36万 | 0.37% | 1,553 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Co | $96.35万 | 0.33% | 967 | 0 | 0.0% | — | 重新持有 |
| — | Dimensional U S Small | $89.06万 | 0.30% | 12,521 | 0 | 0.0% | — | 不变 |
| V | Visa Inc Cl A | $87.83万 | 0.30% | 2,906 | 718 | 32.8% | $21.70万 | 加仓 |
| MS | Morgan Stanley | $86.94万 | 0.29% | 5,283 | 0 | 0.0% | — | 重新持有 |
| DFIC | Dimensional Intern Core | $82.44万 | 0.28% | 23,202 | 11,099 | 91.7% | $39.43万 | 加仓 |
| VWOB | Vanguard Em Govt Bond | $80.75万 | 0.27% | 12,292 | -543 | -4.2% | -$3.57万 | 减仓 |
| CVX | Chevron Corporation | $80.03万 | 0.27% | 3,868 | -187 | -4.6% | -$3.87万 | 重新持有 |
| JPM | JPMorgan Chase & Co | $78.16万 | 0.26% | 2,657 | 960 | 56.6% | $28.24万 | 重新持有 |
| DISV | Dimensional Intern Small | $77.89万 | 0.26% | 19,749 | 0 | 0.0% | — | 不变 |
| AIA | iShares Asia 50 ETF | $76.30万 | 0.26% | 7,188 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group Inc | $73.85万 | 0.25% | 873 | -99 | -10.2% | -$8.38万 | 重新持有 |
| EBND | SPDR Blmbrg Emerg. Bond | $58.89万 | 0.20% | 28,533 | -894 | -3.0% | -$1.85万 | 减仓 |
| VPLS | Vanguard Core-Plus Bond ETF | $58.32万 | 0.20% | 7,516 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm Inc | $57.68万 | 0.19% | 4,479 | 4 | 0.1% | $515 | 重新持有 |
| DFSD | Dimensional Shrt Drt Fxd Incm | $54.27万 | 0.18% | 11,335 | 353 | 3.2% | $1.69万 | 加仓 |
| NFLX | Netflix Inc | $53.99万 | 0.18% | 5,615 | 5,311 | 1,747.0% | $51.07万 | 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 |
| AMD | Advanced Micro Devic | $50.84万 | 0.17% | 2,499 | 4 | 0.2% | $814 | 重新持有 |
| JNJ | Johnson & Johnson | $50.60万 | 0.17% | 2,070 | -199 | -8.8% | -$4.86万 | 重新持有 |
| GMED | Globus Medical Inc | $45.86万 | 0.15% | 5,323 | -8,004 | -60.1% | -$68.96万 | 重新持有 |
| DFCA | Dimensional Califrna Mncl Bd E | $45.20万 | 0.15% | 9,068 | 0 | 0.0% | — | 不变 |
| EEMS | iShares MSCI Emerging Small | $42.80万 | 0.14% | 6,187 | -855 | -12.1% | -$5.91万 | 减仓 |
| NOW | Service Now Inc | $38.55万 | 0.13% | 3,687 | 2,948 | 398.9% | $30.82万 | 重新持有 |
| AVGE | Avantis All Equity | $34.80万 | 0.12% | 3,953 | 740 | 23.0% | $6.51万 | 加仓 |
| MA | Mastercard Inc | $34.08万 | 0.12% | 682 | 682 | — | $34.08万 | 新建仓 |
| TMO | Thermo Fisher Scntfc | $34.06万 | 0.12% | 693 | 2 | 0.3% | $983 | 重新持有 |
| MDY | Standard & Poors Midcap | $33.92万 | 0.11% | 550 | 0 | 0.0% | — | 重新持有 |
| AVXC | Avantis Emerging Mkt Ex China | $33.64万 | 0.11% | 4,974 | 0 | 0.0% | — | 不变 |
| AVSD | Avantis Responsbl Intrl | $32.47万 | 0.11% | 4,409 | 0 | 0.0% | — | 不变 |
| VICR | Vicor Corp | $32.23万 | 0.11% | 2,002 | 2,002 | — | $32.23万 | 新建仓 |
| SMH | Vaneck Vectors | $32.13万 | 0.11% | 838 | 838 | — | $32.13万 | 新建仓 |
| DFAE | Dimensional Emerg Core | $31.74万 | 0.11% | 9,373 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Stores Inc | $30.67万 | 0.10% | 2,468 | 2,468 | — | $30.67万 | 新建仓 |
| DFNM | Dimensional Nationl | $29.43万 | 0.10% | 6,141 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments | $28.36万 | 0.10% | 1,461 | 161 | 12.4% | $3.13万 | 重新持有 |
| IJH | Ishares Core S&P Mid-Cap | $28.30万 | 0.10% | 4,190 | 0 | 0.0% | — | 不变 |
| IWD | iShares Russell 1000 | $27.95万 | 0.09% | 1,308 | 0 | 0.0% | — | 不变 |
| IBND | SPDR Blmbrg Barcly Intl | $27.70万 | 0.09% | 8,911 | 331 | 3.9% | $1.03万 | 加仓 |
| BAC | Bank Of America Corp | $26.79万 | 0.09% | 5,496 | 0 | 0.0% | — | 重新持有 |
| NVDA | Nvidia Corp | $26.16万 | 0.09% | 1,500 | 1,500 | — | $26.16万 | 新建仓 |
| VNQ | Vanguard Reit | $25.39万 | 0.09% | 2,862 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value ETF | $25.19万 | 0.09% | 1,284 | 0 | 0.0% | — | 不变 |
| IGOV | iShares International | $24.38万 | 0.08% | 5,937 | 0 | 0.0% | — | 不变 |
| EFA | iShares Tr MSCI Eafe Index Fd | $23.31万 | 0.08% | 2,400 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy Inc | $22.90万 | 0.08% | 2,466 | 2,466 | — | $22.90万 | 新建仓 |
| COF | Capital One Fc | $22.48万 | 0.08% | 1,232 | 1,232 | — | $22.48万 | 新建仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVSU | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -613 | -100.0% | -$17.79万 | 清仓 |
| DFAW | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -3,284 | -100.0% | -$16.52万 | 清仓 |
| WIP | SPDR SER TR | $0 | 0.00% | 0 | -4,044 | -100.0% | -$15.93万 | 清仓 |
| DFEV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,398 | -100.0% | -$14.84万 | 清仓 |
| DFSI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,444 | -100.0% | -$14.76万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,173 | -100.0% | -$14.19万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -250 | -100.0% | -$11.83万 | 清仓 |
| VSGX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,590 | -100.0% | -$11.39万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -1,499 | -100.0% | -$11.10万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -370 | -100.0% | -$9.54万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,270 | -100.0% | -$9.29万 | 清仓 |
| DFSU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,948 | -100.0% | -$8.46万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -1,831 | -100.0% | -$8.39万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -171 | -100.0% | -$8.34万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -1,505 | -100.0% | -$7.96万 | 清仓 |
| AVSE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,201 | -100.0% | -$7.80万 | 清仓 |