Team Hewins, LLC
FOSTER CITY CA · SEC CIK 0001964760
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -603 | -100.0% | -$25.95万 | 清仓 |
| ITOT | ISHARES TR | $21.49万 | 0.06% | 1,308 | -1,275 | -49.4% | -$20.94万 | 减仓 |
| IJH | ISHARES TR | $22.84万 | 0.06% | 2,962 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.30万 | 0.07% | 373 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $28.06万 | 0.08% | 3,665 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $28.30万 | 0.08% | 3,512 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $28.85万 | 0.08% | 2,644 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.25万 | 0.08% | 5,067 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $34.01万 | 0.09% | 11,745 | -7,535 | -39.1% | -$21.82万 | 减仓 |
| — | GCT SEMICONDUCTOR HLDG INC | $37.32万 | 0.10% | 125,640 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $38.44万 | 0.11% | 1,582 | 192 | 13.8% | $4.67万 | 加仓 |
| IWD | ISHARES TR | $40.68万 | 0.11% | 1,678 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $42.31万 | 0.12% | 616 | 189 | 44.3% | $12.98万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $42.84万 | 0.12% | 4,840 | 1 | 0.0% | $89 | 加仓 |
| IWM | ISHARES TR | $50.18万 | 0.14% | 1,670 | 82 | 5.2% | $2.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $50.79万 | 0.14% | 16,018 | 151 | 1.0% | $4,788 | 加仓 |
| IJR | ISHARES TR | $51.64万 | 0.14% | 3,482 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $53.32万 | 0.15% | 8,220 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $55.28万 | 0.15% | 6,755 | -36 | -0.5% | -$2,946 | 减仓 |
| VB | VANGUARD INDEX FDS | $62.35万 | 0.17% | 2,057 | 50 | 2.5% | $1.52万 | 加仓 |
| DLN | WISDOMTREE TR | $68.66万 | 0.19% | 7,128 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $69.45万 | 0.19% | 2,935 | -4,861 | -62.4% | -$115.02万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $87.39万 | 0.24% | 4,010 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $98.03万 | 0.27% | 12,272 | 3 | 0.0% | $240 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $104.34万 | 0.29% | 17,690 | 124 | 0.7% | $7,314 | 加仓 |
| MUNI | PIMCO ETF TR | $104.79万 | 0.29% | 19,922 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $122.45万 | 0.33% | 3,309 | 26 | 0.8% | $9,621 | 加仓 |
| VUG | VANGUARD INDEX FDS | $161.15万 | 0.44% | 18,708 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $231.27万 | 0.63% | 36,850 | -326 | -0.9% | -$2.05万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $253.99万 | 0.69% | 27,847 | -373 | -1.3% | -$3.40万 | 减仓 |
| IVV | ISHARES TR | $288.55万 | 0.79% | 3,853 | 34 | 0.9% | $2.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $312.94万 | 0.86% | 4,180 | 11 | 0.3% | $8,235 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $384.50万 | 1.05% | 99,124 | -5,229 | -5.0% | -$20.28万 | 减仓 |
| IWO | ISHARES TR | $1,007.51万 | 2.76% | 25,574 | -1,251 | -4.7% | -$49.28万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,098.82万 | 3.01% | 134,100 | -27 | -0.0% | -$2,212 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,502.24万 | 4.11% | 155,688 | -8,364 | -5.1% | -$80.70万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,698.48万 | 10.12% | 935,378 | -8,994 | -1.0% | -$35.56万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $5,132.01万 | 14.04% | 411,350 | -2,238 | -0.5% | -$27.92万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,235.85万 | 14.32% | 951,799 | -12,567 | -1.3% | -$69.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6,416.20万 | 17.55% | 917,911 | -2,380 | -0.3% | -$16.64万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,430.10万 | 25.80% | 1,745,668 | -15,605 | -0.9% | -$84.30万 | 减仓 |