Alpha Financial Advisors, LLC
CHARLOTTE NC · SEC CIK 0001972138
$3.26亿2026Q1 申报市值
62持仓数
79.5%前十大占比 · 第一大 13.2%
0 / 3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
DFGX 加仓+$221.47万
DFAU 加仓+$215.73万
DFCF 加仓+$213.19万
TSPA 加仓+$127.47万
DFGP 加仓+$39.97万
2026Q1 卖出最多 按季末市值估算
DFIC 减仓-$72.22万
DFUS 减仓-$53.27万
DIMENSIONAL ETF 减仓-$47.55万
GOVT 清仓-$39.76万
DEHP 减仓-$29.96万
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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -17,267 | -100.0% | -$39.76万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,918 | -100.0% | -$27.79万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,349 | -100.0% | -$24.64万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DUSB | DIMENSIONAL ETF TRUST | $21.02万 | 0.06% | 4,145 | -1,085 | -20.7% | -$5.50万 | 减仓 |
| ABBV | ABBVIE INC | $21.43万 | 0.07% | 985 | 101 | 11.4% | $2.20万 | 加仓 |
| ITOT | ISHARES TR | $22.46万 | 0.07% | 1,577 | 0 | 0.0% | — | 不变 |
| DBAW | DBX ETF TR | $23.29万 | 0.07% | 5,456 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $23.33万 | 0.07% | 1,411 | 6 | 0.4% | $992 | 加仓 |
| AMZN | AMAZON COM INC | $23.58万 | 0.07% | 1,132 | 13 | 1.2% | $2,708 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.67万 | 0.07% | 1,639 | -42 | -2.5% | -$6,065 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $23.74万 | 0.07% | 3,405 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $25.00万 | 0.08% | 1,887 | -327 | -14.8% | -$4.33万 | 减仓 |
| EFA | ISHARES TR | $25.63万 | 0.08% | 2,639 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $26.93万 | 0.08% | 1,544 | -149 | -8.8% | -$2.60万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.69万 | 0.08% | 1,287 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $28.50万 | 0.09% | 4,221 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $30.46万 | 0.09% | 697 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $30.48万 | 0.09% | 4,132 | -2,274 | -35.5% | -$16.78万 | 减仓 |
| VB | VANGUARD INDEX FDS | $30.59万 | 0.09% | 1,168 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $31.33万 | 0.10% | 632 | 4 | 0.6% | $1,983 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.34万 | 0.10% | 654 | 4 | 0.6% | $1,917 | 加仓 |
| BAC | BANK AMERICA CORP | $33.03万 | 0.10% | 6,776 | 11 | 0.2% | $536 | 加仓 |
| USXF | ISHARES TR | $33.23万 | 0.10% | 6,019 | 13 | 0.2% | $718 | 加仓 |
| QQQ | INVESCO QQQ TR | $34.50万 | 0.11% | 598 | 171 | 40.0% | $9.86万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $38.42万 | 0.12% | 9,350 | 2,679 | 40.2% | $11.01万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $39.06万 | 0.12% | 5,715 | -163 | -2.8% | -$1.11万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.48万 | 0.12% | 1,459 | -900 | -38.2% | -$24.35万 | 减仓 |
| IVV | ISHARES TR | $40.85万 | 0.13% | 625 | 9 | 1.5% | $5,883 | 加仓 |
| GOOG | ALPHABET INC | $41.31万 | 0.13% | 1,440 | -482 | -25.1% | -$13.83万 | 减仓 |
| LLY | ELI LILLY & CO | $41.53万 | 0.13% | 452 | 1 | 0.2% | $919 | 加仓 |
| MSFT | MICROSOFT CORP | $44.31万 | 0.14% | 1,197 | -6 | -0.5% | -$2,221 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $45.15万 | 0.14% | 5,322 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $50.53万 | 0.15% | 13,585 | -601 | -4.2% | -$2.24万 | 减仓 |
| IWF | ISHARES TR | $52.61万 | 0.16% | 1,234 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $54.80万 | 0.17% | 4,929 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $57.94万 | 0.18% | 2,015 | -105 | -5.0% | -$3.02万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $62.67万 | 0.19% | 21,515 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $71.56万 | 0.22% | 2,231 | 305 | 15.8% | $9.78万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $76.13万 | 0.23% | 11,880 | -274 | -2.3% | -$1.76万 | 减仓 |
| IWD | ISHARES TR | $85.54万 | 0.26% | 4,003 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $95.53万 | 0.29% | 3,764 | -99 | -2.6% | -$2.51万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $98.19万 | 0.30% | 1,510 | -50 | -3.2% | -$3.25万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $108.65万 | 0.33% | 20,124 | 7,403 | 58.2% | $39.97万 | 加仓 |
| AGG | ISHARES TR | $122.46万 | 0.38% | 12,336 | -53 | -0.4% | -$5,261 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $134.88万 | 0.41% | 39,918 | -8,867 | -18.2% | -$29.96万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $138.35万 | 0.42% | 61,929 | -4,096 | -6.2% | -$9.15万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $139.89万 | 0.43% | 9,595 | -1,842 | -16.1% | -$26.85万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $213.81万 | 0.66% | 62,942 | -1,918 | -3.0% | -$6.52万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $292.51万 | 0.90% | 26,479 | 189 | 0.7% | $2.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $413.53万 | 1.27% | 57,371 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $461.53万 | 1.41% | 118,767 | -3,166 | -2.6% | -$12.30万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $587.27万 | 1.80% | 115,525 | 3,751 | 3.4% | $19.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $642.42万 | 1.97% | 90,316 | -2,762 | -3.0% | -$19.65万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $911.34万 | 2.79% | 38,353 | -85 | -0.2% | -$2.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $911.68万 | 2.79% | 15,257 | 87 | 0.6% | $5.20万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,154.00万 | 3.54% | 162,741 | -7,512 | -4.4% | -$53.27万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1,660.36万 | 5.09% | 380,905 | -3,816 | -1.0% | -$16.63万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,754.46万 | 5.38% | 436,542 | 5,609 | 1.3% | $22.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,809.26万 | 5.54% | 516,341 | -13,571 | -2.6% | -$47.55万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,890.34万 | 5.79% | 234,592 | -3,043 | -1.3% | -$24.52万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,308.37万 | 7.07% | 546,749 | 50,494 | 10.2% | $213.19万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $3,288.37万 | 10.08% | 804,003 | 31,167 | 4.0% | $127.47万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,670.81万 | 11.25% | 699,862 | 42,225 | 6.4% | $221.47万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,121.21万 | 12.63% | 1,159,923 | -20,327 | -1.7% | -$72.22万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,295.79万 | 13.16% | 952,081 | 47,813 | 5.3% | $215.73万 | 加仓 |