Team Hewins, LLC
FOSTER CITY CA · SEC CIK 0001964760
$3.37亿2026Q1 申报市值
41持仓数
93.3%前十大占比 · 第一大 27.6%
2 / 1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
DFUS 加仓+$746.20万
AVUV 加仓+$262.93万
VIG 新建仓+$167.66万
DFLV 加仓+$104.04万
MDY 新建仓+$23.06万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$34.25万
DFUV 减仓-$32.87万
AVEM 减仓-$31.19万
VOO 减仓-$27.79万
ESGD 清仓-$20.07万
2026Q1 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 | $9,296.00万 | 27.63% | 1,761,273 | 1,829 | 0.1% | $9.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,747.22万 | 17.08% | 920,291 | -5,485 | -0.6% | -$34.25万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,673.32万 | 13.89% | 964,366 | -6,782 | -0.7% | -$32.87万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,568.90万 | 13.58% | 413,588 | 23,801 | 6.1% | $262.93万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,372.35万 | 10.02% | 944,372 | 29,135 | 3.2% | $104.04万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,321.93万 | 3.93% | 164,052 | -3,871 | -2.3% | -$31.19万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $951.09万 | 2.83% | 134,127 | 105,232 | 364.2% | $746.20万 | 加仓 |
| IWO | ISHARES TR | $841.79万 | 2.50% | 26,825 | -230 | -0.9% | -$7.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $365.65万 | 1.09% | 104,353 | -822 | -0.8% | -$2.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $271.86万 | 0.81% | 4,169 | -16 | -0.4% | -$1.04万 | 减仓 |
| IVV | ISHARES TR | $249.46万 | 0.74% | 3,819 | -13 | -0.3% | -$8,492 | 减仓 |
| VCEB | VANGUARD WORLD FD | $233.57万 | 0.69% | 37,176 | 144 | 0.4% | $9,047 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $227.48万 | 0.68% | 28,220 | -193 | -0.7% | -$1.56万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $167.66万 | 0.50% | 7,796 | 7,796 | — | $167.66万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $136.19万 | 0.40% | 3,118 | -154 | -4.7% | -$6.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $105.32万 | 0.31% | 3,283 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $104.61万 | 0.31% | 17,566 | 66 | 0.4% | $3,930 | 加仓 |
| MUNI | PIMCO ETF TR | $103.97万 | 0.31% | 19,922 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $90.36万 | 0.27% | 12,269 | -222 | -1.8% | -$1.63万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $78.68万 | 0.23% | 4,010 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $63.67万 | 0.19% | 7,128 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $52.57万 | 0.16% | 2,007 | -2 | -0.1% | -$524 | 减仓 |
| — | VANECK ETF TRUST | $49.70万 | 0.15% | 8,220 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $48.68万 | 0.14% | 15,867 | -629 | -3.8% | -$1.93万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $48.39万 | 0.14% | 19,280 | 8,516 | 79.1% | $21.38万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $45.20万 | 0.13% | 6,791 | -220 | -3.1% | -$1.46万 | 减仓 |
| IJR | ISHARES TR | $43.28万 | 0.13% | 3,482 | -25 | -0.7% | -$3,108 | 减仓 |
| IWM | ISHARES TR | $39.38万 | 0.12% | 1,588 | 733 | 85.7% | $18.18万 | 加仓 |
| ITOT | ISHARES TR | $36.79万 | 0.11% | 2,583 | -547 | -17.5% | -$7.79万 | 减仓 |
| IWD | ISHARES TR | $35.85万 | 0.11% | 1,678 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $35.78万 | 0.11% | 4,839 | 53 | 1.1% | $3,918 | 加仓 |
| VBR | VANGUARD INDEX FDS | $30.20万 | 0.09% | 1,390 | -190 | -12.0% | -$4.13万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.39万 | 0.08% | 5,067 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $27.25万 | 0.08% | 3,665 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $25.95万 | 0.08% | 603 | -21 | -3.4% | -$9,036 | 减仓 |
| VOO | VANGUARD INDEX FDS | $25.52万 | 0.08% | 427 | -465 | -52.1% | -$27.79万 | 减仓 |
| VO | VANGUARD INDEX FDS | $25.21万 | 0.07% | 878 | -19 | -2.1% | -$5,456 | 减仓 |
| SLYV | SPDR SERIES TRUST | $25.01万 | 0.07% | 2,644 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.06万 | 0.07% | 373 | 373 | — | $23.06万 | 新建仓 |
| IJH | ISHARES TR | $20.00万 | 0.06% | 2,962 | -122 | -4.0% | -$8,239 | 减仓 |
| — | GCT SEMICONDUCTOR HLDG INC | $14.32万 | 0.04% | 125,640 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -2,111 | -100.0% | -$20.07万 | 清仓 |