13F 机构持仓

Team Hewins, LLC

FOSTER CITY CA · SEC CIK 0001964760

2026Q22026Q1 更早 9 个季度 🔒
$3.66亿2026Q2 申报市值
40持仓数
93.6%前十大占比 · 第一大 25.8%
0 / 1新建仓 / 清仓
申报市值走势$3.66亿2026Q2
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

DFIV 25.8%
DIMENSIONAL ET 17.6%
DFUV 14.3%
AVUV 14.0%
DFLV 10.1%
AVEM 4.1%
DFUS 3.0%
IWO 2.8%
DIMENSIONAL ET 1.1%
SPY 0.9%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$12.98万
VBR 加仓+$4.67万
IVV 加仓+$2.55万
IWM 加仓+$2.46万
VB 加仓+$1.52万

2026Q2 卖出最多 按季末市值估算

VIG 减仓-$115.02万
DFIV 减仓-$84.30万
AVEM 减仓-$80.70万
DFUV 减仓-$69.13万
IWO 减仓-$49.28万

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
DFIV DIMENSIONAL ETF TRUST $9,430.10万25.80%1,745,668 -15,605-0.9% -$84.30万 减仓
— DIMENSIONAL ETF TRUST $6,416.20万17.55%917,911 -2,380-0.3% -$16.64万 减仓
DFUV DIMENSIONAL ETF TRUST $5,235.85万14.32%951,799 -12,567-1.3% -$69.13万 减仓
AVUV AMERICAN CENTY ETF TR $5,132.01万14.04%411,350 -2,238-0.5% -$27.92万 减仓
DFLV DIMENSIONAL ETF TRUST $3,698.48万10.12%935,378 -8,994-1.0% -$35.56万 减仓
AVEM AMERICAN CENTY ETF TR $1,502.24万4.11%155,688 -8,364-5.1% -$80.70万 减仓
DFUS DIMENSIONAL ETF TRUST $1,098.82万3.01%134,100 -27-0.0% -$2,212 减仓
IWO ISHARES TR $1,007.51万2.76%25,574 -1,251-4.7% -$49.28万 减仓
— DIMENSIONAL ETF TRUST $384.50万1.05%99,124 -5,229-5.0% -$20.28万 减仓
SPY STATE STR SPDR S&P 500 ETF T $312.94万0.86%4,180 110.3% $8,235 加仓
IVV ISHARES TR $288.55万0.79%3,853 340.9% $2.55万 加仓
AVLV AMERICAN CENTY ETF TR $253.99万0.69%27,847 -373-1.3% -$3.40万 减仓
VCEB VANGUARD WORLD FD $231.27万0.63%36,850 -326-0.9% -$2.05万 减仓
VUG VANGUARD INDEX FDS $161.15万0.44%18,708 00.0% — 不变
VTI VANGUARD INDEX FDS $122.45万0.33%3,309 260.8% $9,621 加仓
MUNI PIMCO ETF TR $104.79万0.29%19,922 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $104.34万0.29%17,690 1240.7% $7,314 加仓
AVSD AMERICAN CENTY ETF TR $98.03万0.27%12,272 30.0% $240 加仓
VTV VANGUARD INDEX FDS $87.39万0.24%4,010 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $69.45万0.19%2,935 -4,861-62.4% -$115.02万 减仓
DLN WISDOMTREE TR $68.66万0.19%7,128 00.0% — 不变
VB VANGUARD INDEX FDS $62.35万0.17%2,057 502.5% $1.52万 加仓
AVSE AMERICAN CENTY ETF TR $55.28万0.15%6,755 -36-0.5% -$2,946 减仓
— VANECK ETF TRUST $53.32万0.15%8,220 00.0% — 不变
IJR ISHARES TR $51.64万0.14%3,482 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $50.79万0.14%16,018 1511.0% $4,788 加仓
IWM ISHARES TR $50.18万0.14%1,670 825.2% $2.46万 加仓
AVSU AMERICAN CENTY ETF TR $42.84万0.12%4,840 10.0% $89 加仓
VOO VANGUARD INDEX FDS $42.31万0.12%616 18944.3% $12.98万 加仓
IWD ISHARES TR $40.68万0.11%1,678 00.0% — 不变
VBR VANGUARD INDEX FDS $38.44万0.11%1,582 19213.8% $4.67万 加仓
— GCT SEMICONDUCTOR HLDG INC $37.32万0.10%125,640 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $34.01万0.09%11,745 -7,535-39.1% -$21.82万 减仓
VWO VANGUARD INTL EQUITY INDEX F $30.25万0.08%5,067 00.0% — 不变
SLYV SPDR SERIES TRUST $28.85万0.08%2,644 00.0% — 不变
VO VANGUARD INDEX FDS $28.30万0.08%3,512 00.0% — 不变
EFV ISHARES TR $28.06万0.08%3,665 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $26.30万0.07%373 00.0% — 不变
IJH ISHARES TR $22.84万0.06%2,962 00.0% — 不变
ITOT ISHARES TR $21.49万0.06%1,308 -1,275-49.4% -$20.94万 减仓
GLD SPDR GOLD TR $00.00%0 -603-100.0% -$25.95万 清仓