Alpha Financial Advisors, LLC
CHARLOTTE NC · SEC CIK 0001972138
$3.82亿2026Q2 申报市值
114持仓数
73.5%前十大占比 · 第一大 13.4%
52 / 2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
CGCP 加仓+$1,710.02万
DFCF 加仓+$329.42万
DFAU 加仓+$196.89万
DFIC 加仓+$99.78万
TSPA 加仓+$49.84万
2026Q2 卖出最多 按季末市值估算
FIXD 减仓-$1,637.29万
DFGX 减仓-$1,246.10万
DFSU 清仓-$38.42万
DUSB 清仓-$21.02万
BNDW 减仓-$15.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $470.33万 | 1.23% | 57,371 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $523.48万 | 1.37% | 118,008 | -759 | -0.6% | -$3.37万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $614.58万 | 1.61% | 121,315 | 5,790 | 5.0% | $29.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $742.34万 | 1.94% | 90,155 | -161 | -0.2% | -$1.33万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,037.56万 | 2.71% | 15,107 | -150 | -1.0% | -$10.30万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,150.86万 | 3.01% | 37,986 | -367 | -1.0% | -$11.12万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,331.16万 | 3.48% | 162,455 | -286 | -0.2% | -$2.34万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,848.06万 | 4.83% | 829,098 | 767,169 | 1,238.8% | $1,710.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,002.37万 | 5.24% | 516,208 | -133 | -0.0% | -$5,159 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,064.64万 | 5.40% | 437,425 | 883 | 0.2% | $4.17万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,292.91万 | 6.00% | 237,632 | 3,040 | 1.3% | $29.33万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $2,504.80万 | 6.55% | 467,359 | -232,503 | -33.2% | -$1,246.10万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,637.25万 | 6.90% | 624,792 | 78,043 | 14.3% | $329.42万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $3,871.27万 | 10.13% | 814,490 | 10,487 | 1.3% | $49.84万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,421.66万 | 11.57% | 1,186,703 | 26,780 | 2.3% | $99.78万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,118.19万 | 13.39% | 990,171 | 38,090 | 4.0% | $196.89万 | 加仓 |