DDFG, Inc
THOUSAND OAKS CA · SEC CIK 0001967640
$4.64亿2026Q1 申报市值
86持仓数
59.3%前十大占比 · 第一大 9.5%
3 / 2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
MLPX 新建仓+$1,009.79万
IJK 加仓+$241.74万
IMCG 加仓+$213.66万
IDEV 加仓+$186.36万
IUSV 加仓+$174.37万
2026Q1 卖出最多 按季末市值估算
LRGF 减仓-$1,264.15万
GLD 减仓-$94.36万
DFAE 减仓-$78.41万
VIG 减仓-$55.18万
GOOGL 清仓-$30.44万
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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $4,400.76万 | 9.48% | 371,059 | 13,806 | 3.9% | $163.74万 | 加仓 |
| IUSG | ISHARES TR | $4,242.17万 | 9.14% | 273,494 | 6,030 | 2.3% | $93.53万 | 加仓 |
| IDEV | ISHARES TR | $3,544.90万 | 7.64% | 424,183 | 22,300 | 5.5% | $186.36万 | 加仓 |
| IUSV | ISHARES TR | $3,040.54万 | 6.55% | 297,363 | 17,053 | 6.1% | $174.37万 | 加仓 |
| GOVT | ISHARES TR | $2,878.05万 | 6.20% | 1,256,244 | 57,543 | 4.8% | $131.83万 | 加仓 |
| IVE | ISHARES TR | $2,591.07万 | 5.58% | 122,712 | 2,085 | 1.7% | $44.02万 | 加仓 |
| LQD | ISHARES TR | $2,004.68万 | 4.32% | 183,933 | 5,279 | 3.0% | $57.54万 | 加仓 |
| STIP | ISHARES TR | $1,986.01万 | 4.28% | 192,015 | 5,661 | 3.0% | $58.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,487.99万 | 3.21% | 34,067 | -328 | -1.0% | -$14.33万 | 减仓 |
| GLD | SPDR GOLD TR | $1,332.20万 | 2.87% | 30,960 | -2,193 | -6.6% | -$94.36万 | 减仓 |
| INTF | ISHARES TR | $1,258.13万 | 2.71% | 322,928 | 38,693 | 13.6% | $150.75万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,247.20万 | 2.69% | 57,993 | -2,566 | -4.2% | -$55.18万 | 减仓 |
| LRGF | ISHARES TR | $1,144.55万 | 2.47% | 173,417 | -191,538 | -52.5% | -$1,264.15万 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $1,114.43万 | 2.40% | 446,341 | 9,883 | 2.3% | $24.68万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,112.51万 | 2.40% | 328,561 | -23,158 | -6.6% | -$78.41万 | 减仓 |
| MLPX | GLOBAL X FDS | $1,009.79万 | 2.18% | 136,569 | 136,569 | — | $1,009.79万 | 新建仓 |
| IJK | ISHARES TR | $1,005.93万 | 2.17% | 99,973 | 24,025 | 31.6% | $241.74万 | 加仓 |
| IYR | ISHARES TR | $936.38万 | 2.02% | 99,025 | 6,504 | 7.0% | $61.50万 | 加仓 |
| ITOT | ISHARES TR | $859.02万 | 1.85% | 60,311 | -924 | -1.5% | -$13.16万 | 减仓 |
| IJJ | ISHARES TR | $775.13万 | 1.67% | 58,500 | 1,297 | 2.3% | $17.19万 | 加仓 |
| SMLF | ISHARES TR | $651.62万 | 1.40% | 86,319 | 803 | 0.9% | $6.06万 | 加仓 |
| IMCG | ISHARES TR | $611.11万 | 1.32% | 77,581 | 27,125 | 53.8% | $213.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $602.84万 | 1.30% | 94,076 | -851 | -0.9% | -$5.45万 | 减仓 |
| AAPL | APPLE INC | $594.01万 | 1.28% | 23,406 | -302 | -1.3% | -$7.66万 | 减仓 |
| DGRO | ISHARES TR | $525.65万 | 1.13% | 74,900 | 4,629 | 6.6% | $32.49万 | 加仓 |
| — | EXXON MOBIL CORP | $517.56万 | 1.12% | 30,505 | 16 | 0.1% | $2,715 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $499.11万 | 1.08% | 92,341 | -2,145 | -2.3% | -$11.59万 | 减仓 |
| IMCV | ISHARES TR | $423.05万 | 0.91% | 49,896 | 3,060 | 6.5% | $25.94万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $398.10万 | 0.86% | 82,387 | 3,558 | 4.5% | $17.19万 | 加仓 |
| IEMG | ISHARES INC | $310.01万 | 0.67% | 44,446 | 54 | 0.1% | $3,766 | 加仓 |
| GOOG | ALPHABET INC | $197.10万 | 0.42% | 6,871 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $194.77万 | 0.42% | 2,860 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $167.94万 | 0.36% | 9,630 | -285 | -2.9% | -$4.97万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $154.06万 | 0.33% | 9,318 | -50 | -0.5% | -$8,267 | 减仓 |
| FALN | ISHARES TR | $140.34万 | 0.30% | 52,524 | 2,938 | 5.9% | $7.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $114.10万 | 0.25% | 2,381 | 165 | 7.4% | $7.91万 | 加仓 |
| SLV | ISHARES SILVER TR | $113.41万 | 0.24% | 16,644 | -1,991 | -10.7% | -$13.57万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $106.33万 | 0.23% | 5,770 | -54 | -0.9% | -$9,952 | 减仓 |
| IVV | ISHARES TR | $98.63万 | 0.21% | 1,510 | 11 | 0.7% | $7,185 | 加仓 |
| AMGN | AMGEN INC | $96.22万 | 0.21% | 2,735 | 51 | 1.9% | $1.79万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $95.87万 | 0.21% | 1,919 | 1 | 0.1% | $500 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $90.75万 | 0.20% | 1,500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $81.37万 | 0.18% | 4,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $76.89万 | 0.17% | 2,077 | -33 | -1.6% | -$1.22万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $75.68万 | 0.16% | 23,701 | -12 | -0.1% | -$383 | 减仓 |
| AMLP | ALPS ETF TR | $75.54万 | 0.16% | 14,351 | 775 | 5.7% | $4.08万 | 加仓 |
| AMZN | AMAZON COM INC | $73.98万 | 0.16% | 3,552 | -260 | -6.8% | -$5.42万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $67.26万 | 0.14% | 10,728 | -4,000 | -27.2% | -$25.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $66.38万 | 0.14% | 1,150 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $58.58万 | 0.13% | 12,875 | 221 | 1.7% | $1.01万 | 加仓 |
| EFA | ISHARES TR | $55.38万 | 0.12% | 5,702 | 125 | 2.2% | $1.21万 | 加仓 |
| NULG | NUSHARES ETF TR | $52.73万 | 0.11% | 5,798 | 38 | 0.7% | $3,456 | 加仓 |
| MO | ALTRIA GROUP INC | $52.65万 | 0.11% | 7,979 | 3 | 0.0% | $198 | 加仓 |
| IEFA | ISHARES TR | $51.56万 | 0.11% | 5,695 | 55 | 1.0% | $4,979 | 加仓 |
| ESGD | ISHARES TR | $51.46万 | 0.11% | 5,382 | 234 | 4.5% | $2.24万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $50.09万 | 0.11% | 1,946 | -17 | -0.9% | -$4,376 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.07万 | 0.09% | 432 | 74 | 20.7% | $7.38万 | 加仓 |
| BAC | BANK AMERICA CORP | $41.78万 | 0.09% | 8,571 | 11 | 0.1% | $536 | 加仓 |
| WMT | WALMART INC | $38.71万 | 0.08% | 3,114 | -438 | -12.3% | -$5.44万 | 减仓 |
| ATI | ATI INC | $36.34万 | 0.08% | 2,498 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $34.65万 | 0.07% | 6,102 | -273 | -4.3% | -$1.55万 | 减仓 |
| PRAA | PRA GROUP INC | $34.59万 | 0.07% | 19,765 | 19,765 | — | $34.59万 | 新建仓 |
| META | META PLATFORMS INC | $34.27万 | 0.07% | 599 | 3 | 0.5% | $1,716 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.51万 | 0.07% | 1,238 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $32.87万 | 0.07% | 2,140 | 3 | 0.1% | $461 | 加仓 |
| ORCL | ORACLE CORP | $32.49万 | 0.07% | 2,209 | 2 | 0.1% | $294 | 加仓 |
| VTI | VANGUARD INDEX FDS | $32.06万 | 0.07% | 999 | 3 | 0.3% | $963 | 加仓 |
| GILD | GILEAD SCIENCES INC | $31.89万 | 0.07% | 2,288 | 12 | 0.5% | $1,672 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.85万 | 0.07% | 2,109 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $29.92万 | 0.06% | 2,469 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $29.72万 | 0.06% | 1,436 | -175 | -10.9% | -$3.62万 | 减仓 |
| IJR | ISHARES TR | $28.05万 | 0.06% | 2,256 | 39 | 1.8% | $4,848 | 加仓 |
| DIS | DISNEY WALT CO | $27.85万 | 0.06% | 2,890 | 8 | 0.3% | $771 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $26.43万 | 0.06% | 3,300 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $25.03万 | 0.05% | 4,342 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $24.28万 | 0.05% | 264 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $24.06万 | 0.05% | 1,326 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.99万 | 0.05% | 645 | 5 | 0.8% | $1,860 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.62万 | 0.05% | 3,894 | -469 | -10.7% | -$2.84万 | 减仓 |
| MRK | MERCK & CO INC | $23.48万 | 0.05% | 1,952 | 15 | 0.8% | $1,804 | 加仓 |
| — | TURN THERAPEUTICS INC | $22.57万 | 0.05% | 70,534 | 18,246 | 34.9% | $5.84万 | 加仓 |
| V | VISA INC | $20.73万 | 0.04% | 686 | -93 | -11.9% | -$2.81万 | 减仓 |
| DVY | ISHARES TR | $20.52万 | 0.04% | 1,355 | 1,355 | — | $20.52万 | 新建仓 |
| EGY | VAALCO ENERGY INC | $19.18万 | 0.04% | 30,250 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $7.55万 | 0.02% | 20,861 | 438 | 2.1% | $1,586 | 加仓 |
| — | SLEEP NUMBER CORP | $2.28万 | 0.00% | 12,688 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -973 | -100.0% | -$30.44万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -4,545 | -100.0% | -$20.08万 | 清仓 |