Allegiance Financial Group Advisory Services LLC
VIENNA VA · SEC CIK 0001964068
$5.03亿2026Q1 申报市值
198持仓数
60.8%前十大占比 · 第一大 10.5%
36 / 18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
META 重新持有+$443.32万
VTI 加仓+$348.68万
DFSD 加仓+$234.61万
AVIG 加仓+$222.35万
AVLV 加仓+$211.03万
2026Q1 卖出最多 按季末市值估算
VEU 减仓-$69.13万
VOO 减仓-$69.07万
MSFT 减仓-$63.37万
UDEC 清仓-$51.48万
INNOVATOR ETFS T 清仓-$47.56万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $357.98万 | 0.71% | 14,117 | -1,661 | -10.5% | -$42.12万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $478.32万 | 0.95% | 63,691 | -9,205 | -12.6% | -$69.13万 | 减仓 |
| META | META PLATFORMS INC | $480.50万 | 0.96% | 8,399 | 7,749 | 1,192.2% | $443.32万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $657.88万 | 1.31% | 11,010 | -1,156 | -9.5% | -$69.07万 | 减仓 |
| IEMG | ISHARES INC | $841.19万 | 1.67% | 120,636 | 9,373 | 8.4% | $65.36万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1,178.04万 | 2.34% | 196,445 | 11,701 | 6.3% | $70.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,383.24万 | 2.75% | 37,368 | -1,712 | -4.4% | -$63.37万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,486.91万 | 2.96% | 337,833 | 28,332 | 9.2% | $124.70万 | 加仓 |
| USHY | ISHARES TR | $1,887.72万 | 3.75% | 512,430 | 40,556 | 8.6% | $149.40万 | 加仓 |
| IDEV | ISHARES TR | $2,043.86万 | 4.07% | 244,628 | 13,895 | 6.0% | $116.09万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,060.58万 | 4.10% | 529,016 | 27,638 | 5.5% | $107.65万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $2,270.10万 | 4.52% | 303,419 | 13,213 | 4.6% | $98.86万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,450.93万 | 4.88% | 511,899 | 49,001 | 10.6% | $234.61万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,467.02万 | 4.91% | 593,902 | 53,528 | 9.9% | $222.35万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,723.71万 | 5.42% | 246,596 | 12,625 | 5.4% | $139.45万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,794.33万 | 5.56% | 619,449 | 39,525 | 6.8% | $178.30万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,384.72万 | 6.73% | 339,046 | 4,126 | 1.2% | $41.19万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,100.11万 | 10.14% | 632,785 | 26,183 | 4.3% | $211.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,254.27万 | 10.45% | 163,814 | 10,871 | 7.1% | $348.68万 | 加仓 |