13F 机构持仓

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

HILLSDALE NY · SEC CIK 0001962166

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.6%
Dimensional U 13.9%
AVUV 12.6%
AVDE 7.9%
AAPL 6.9%
AVDV 5.5%
AVES 4.3%
AVEM 2.9%
DFGP 2.3%
Dimensional U 1.7%

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 2,4110.6% $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 8,7622.7% $109.31万 加仓
AVDE Avantis International $2,663.65万7.94%298,615 5480.2% $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 2,6121.5% $26.92万 加仓
AVES Avantis Emerging Small/Value $1,454.88万4.33%221,780 9370.4% $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 12,75510.1% $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 1731.1% $6.45万 加仓
DFAU Dimensional US Core $403.62万1.20%78,084 00.0% — 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 15,75222.4% $64.98万 加仓
SPY SPDR S&P 500 ETF Tr $329.85万0.98%4,417 00.0% — 不变
AVIG Avantis Core Fixed $292.86万0.87%70,721 00.0% — 不变
VGSR Vert Global Sustnble Rl Este E $263.53万0.79%231,474 1,3870.6% $1.58万 加仓
AVRE Avantis Real Estate Etf $262.95万0.78%55,498 00.0% — 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 00.0% — 不变
VTIP Vanguard Shrt Inf Prot $227.62万0.68%45,315 2,2005.1% $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 00.0% — 不变
VWO Vanguard Emerging Markets ETF $216.05万0.64%36,195 00.0% — 不变
TSM Taiwan Semiconductor Mfg $185.82万0.55%3,891 00.0% — 不变
GOOGL Google Inc Class A $173.72万0.52%4,861 711.5% $2.54万 加仓
BRK/B Berkshire Hathaway B New $169.23万0.50%3,382 190.6% $9,507 加仓
AMZN Amazon Com Inc $156.71万0.47%6,575 1802.8% $4.29万 加仓
DUSB DFA Ultrashort Fixed Inc $154.82万0.46%30,488 2370.8% $1.20万 加仓
DFGR Dimensional Global Real $154.66万0.46%53,385 10,78925.3% $31.26万 加仓
VGT Vanguard Information $148.49万0.44%12,424 00.0% — 不变
DFEM Dimensional Emerg Mark $145.44万0.43%35,788 00.0% — 不变
VEA Vanguard Europe Pacific ETF $132.16万0.39%18,549 00.0% — 不变
— Dimensional US Real Estate ETF $120.81万0.36%46,180 00.0% — 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 1,51990.8% $53.67万 重新持有
MS Morgan Stanley $110.94万0.33%5,307 240.5% $5,017 加仓
— Dimensional U S Small $103.10万0.31%12,521 00.0% — 不变
AIA iShares Asia 50 ETF $101.83万0.30%7,188 00.0% — 不变
V Visa Inc Cl A $100.46万0.30%2,928 220.8% $7,548 加仓
COST Costco Wholesale Co $91.02万0.27%973 60.6% $5,613 加仓
DFIC Dimensional Intern Core $89.82万0.27%24,106 9043.9% $3.37万 加仓
GS Goldman Sachs Group Inc $88.90万0.26%879 60.7% $6,068 加仓
JPM JPMorgan Chase & Co $88.48万0.26%2,703 461.7% $1.51万 加仓
VWOB Vanguard Em Govt Bond $82.65万0.25%12,292 00.0% — 不变
DISV Dimensional Intern Small $79.25万0.24%19,749 00.0% — 不变
VICR Vicor Corp $76.07万0.23%2,003 10.0% $380 加仓
DFAE Dimensional Emerg Core $74.85万0.22%18,616 9,24398.6% $37.17万 加仓
CVX Chevron Corporation $64.55万0.19%3,894 260.7% $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%5,782 170.3% $1,737 加仓
VPLS Vanguard Core-Plus Bond ETF $58.31万0.17%7,516 00.0% — 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 2,01522.2% $10.11万 加仓
SMH Vaneck Vectors $54.96万0.16%838 00.0% — 不变
DFSD Dimensional Shrt Drt Fxd Incm $54.12万0.16%11,335 00.0% — 不变
JNJ Johnson & Johnson $52.65万0.16%2,073 30.1% $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%1,479 181.2% $5,365 加仓
AVXC Avantis Emerging Mkt Ex China $42.60万0.13%4,974 00.0% — 不变
GMED Globus Medical Inc $42.08万0.13%5,326 30.1% $237 加仓
NFLX Netflix Inc $40.43万0.12%5,662 470.8% $3,356 加仓
AVGE Avantis All Equity $40.39万0.12%4,075 1223.1% $1.21万 加仓
MDY Standard & Poors Midcap $38.68万0.12%550 00.0% — 不变
NVDA Nvidia Corp $37.80万0.11%1,889 38925.9% $7.78万 加仓
AVSD Avantis Responsbl Intrl $37.15万0.11%4,650 2415.5% $1.93万 加仓
NOW Service Now Inc $36.65万0.11%3,692 50.1% $496 加仓
MA Mastercard Inc $35.90万0.11%699 172.5% $8,731 加仓
TMO Thermo Fisher Scntfc $34.89万0.10%696 30.4% $1,504 加仓
DFNM Dimensional Nationl $33.41万0.10%6,912 77112.6% $3.73万 加仓
IJH Ishares Core S&P Mid-Cap $32.31万0.10%4,190 00.0% — 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 1102.0% $6,268 加仓
IWD iShares Russell 1000 $31.71万0.09%1,308 00.0% — 不变
IBND SPDR Blmbrg Barcly Intl $30.49万0.09%9,780 8699.8% $2.71万 加仓
WMT Wal-Mart Stores Inc $28.73万0.09%2,537 692.8% $7,815 加仓
VTV Vanguard Value ETF $27.98万0.08%1,284 00.0% — 不变
VNQ Vanguard Reit $27.60万0.08%2,862 00.0% — 不变
COF Capital One Fc $24.94万0.07%1,243 110.9% $2,207 加仓
EFA iShares Tr MSCI Eafe Index Fd $24.93万0.07%2,400 00.0% — 不变
IGOV iShares International $24.36万0.07%5,937 00.0% — 不变
ITOT Ishares Total US Stock $22.82万0.07%1,389 00.0% — 重新持有
NEE Nextera Energy Inc $21.85万0.07%2,490 241.0% $2,106 加仓
AVSU Avantis Responsibl US $21.47万0.06%2,425 903.9% $7,970 重新持有
DFAW Dimensional World Equity ETF $20.67万0.06%2,496 1546.6% $1.28万 重新持有