PCA Investment Advisory Services Inc.
CINCINNATI OH · SEC CIK 0001977044
$3.58亿2026Q2 申报市值
59持仓数
67.1%前十大占比 · 第一大 13.6%
3 / 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
DFIC 加仓+$1,823.11万
FBND 加仓+$225.42万
VGT 新建仓+$194.93万
HEFA 加仓+$125.88万
IUSV 加仓+$110.79万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$189.90万
EFAV 清仓-$111.55万
DUSB 减仓-$73.53万
SCHM 减仓-$57.91万
IVV 减仓-$52.39万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,875.41万 | 13.60% | 64,958 | -698 | -1.1% | -$52.39万 | 减仓 |
| IUSV | ISHARES TR | $3,645.14万 | 10.17% | 330,925 | 10,058 | 3.1% | $110.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,431.53万 | 6.79% | 295,304 | -23,063 | -7.2% | -$189.90万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,368.96万 | 6.61% | 635,792 | 489,293 | 334.0% | $1,823.11万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,985.47万 | 5.54% | 435,954 | 49,496 | 12.8% | $225.42万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,979.50万 | 5.52% | 90,832 | -1,049 | -1.1% | -$22.86万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,936.13万 | 5.40% | 224,766 | -1,518 | -0.7% | -$13.08万 | 减仓 |
| IUSG | ISHARES TR | $1,910.21万 | 5.33% | 101,558 | 1,327 | 1.3% | $24.96万 | 加仓 |
| HEFA | ISHARES TR | $1,514.58万 | 4.23% | 322,766 | 26,825 | 9.1% | $125.88万 | 加仓 |
| IJH | ISHARES TR | $1,404.94万 | 3.92% | 181,819 | -1,088 | -0.6% | -$8.41万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,113.40万 | 3.11% | 276,896 | -7,851 | -2.8% | -$31.57万 | 减仓 |
| AAPL | APPLE INC | $832.03万 | 2.32% | 28,754 | 313 | 1.1% | $9.06万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $573.56万 | 1.60% | 180,875 | -6,142 | -3.3% | -$19.48万 | 减仓 |
| GOOGL | ALPHABET INC | $558.97万 | 1.56% | 15,641 | 170 | 1.1% | $6.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $532.19万 | 1.49% | 14,267 | 461 | 3.3% | $17.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $480.14万 | 1.34% | 23,996 | -125 | -0.5% | -$2.50万 | 减仓 |
| VB | VANGUARD INDEX FDS | $434.56万 | 1.21% | 14,336 | -1,335 | -8.5% | -$40.47万 | 减仓 |
| VV | VANGUARD INDEX FDS | $416.09万 | 1.16% | 12,099 | 513 | 4.4% | $17.64万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $414.64万 | 1.16% | 11,205 | -215 | -1.9% | -$7.96万 | 减仓 |
| AMZN | AMAZON COM INC | $403.87万 | 1.13% | 16,945 | 1,101 | 6.9% | $26.24万 | 加仓 |
| GOOG | ALPHABET INC | $401.88万 | 1.12% | 11,374 | 39 | 0.3% | $1.38万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $385.86万 | 1.08% | 26,314 | -799 | -2.9% | -$11.72万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $373.59万 | 1.04% | 46,088 | 42 | 0.1% | $3,405 | 加仓 |
| IJR | ISHARES TR | $365.28万 | 1.02% | 24,515 | 232 | 1.0% | $3.46万 | 加仓 |
| VO | VANGUARD INDEX FDS | $348.17万 | 0.97% | 43,214 | -1,906 | -4.2% | -$15.36万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $336.55万 | 0.94% | 47,235 | 565 | 1.2% | $4.03万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $283.32万 | 0.79% | 68,684 | 4,938 | 7.7% | $20.37万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $282.32万 | 0.79% | 76,573 | -15,706 | -17.0% | -$57.91万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $224.61万 | 0.63% | 12,132 | 1,139 | 10.4% | $21.09万 | 加仓 |
| IMCG | ISHARES TR | $206.26万 | 0.58% | 20,983 | -112 | -0.5% | -$1.10万 | 减仓 |
| VGT | VANGUARD WORLD FD | $194.93万 | 0.54% | 16,309 | 16,309 | — | $194.93万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $180.76万 | 0.50% | 34,338 | -135 | -0.4% | -$7,107 | 减仓 |
| USMV | ISHARES TR | $170.02万 | 0.47% | 17,626 | 170 | 1.0% | $1.64万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $163.25万 | 0.46% | 37,913 | -244 | -0.6% | -$1.05万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $156.78万 | 0.44% | 39,650 | -2,649 | -6.3% | -$10.47万 | 减仓 |
| IEMG | ISHARES INC | $126.82万 | 0.35% | 15,309 | 1,179 | 8.3% | $9.77万 | 加仓 |
| DBEF | DBX ETF TR | $125.86万 | 0.35% | 23,038 | 1,870 | 8.8% | $10.22万 | 加仓 |
| IMCV | ISHARES TR | $125.69万 | 0.35% | 13,755 | -97 | -0.7% | -$8,864 | 减仓 |
| DTD | WISDOMTREE TR | $115.39万 | 0.32% | 12,375 | 59 | 0.5% | $5,502 | 加仓 |
| ICF | ISHARES TR | $115.09万 | 0.32% | 17,018 | 36 | 0.2% | $2,435 | 加仓 |
| SPYM | SPDR SERIES TRUST | $113.98万 | 0.32% | 12,970 | 237 | 1.9% | $2.08万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $108.97万 | 0.30% | 26,002 | 4,232 | 19.4% | $17.74万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $92.36万 | 0.26% | 16,385 | 30 | 0.2% | $1,691 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $87.71万 | 0.24% | 10,617 | 10,617 | — | $87.71万 | 新建仓 |
| RECS | COLUMBIA ETF TR I | $84.03万 | 0.23% | 19,415 | 200 | 1.0% | $8,656 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $80.75万 | 0.23% | 20,123 | 8,756 | 77.0% | $35.14万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $80.29万 | 0.22% | 15,218 | -3,338 | -18.0% | -$17.61万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $79.24万 | 0.22% | 13,461 | 1,070 | 8.6% | $6.30万 | 加仓 |
| KR | KROGER CO | $77.92万 | 0.22% | 14,032 | 2,183 | 18.4% | $12.12万 | 加仓 |
| DGRO | ISHARES TR | $76.76万 | 0.21% | 10,128 | 13 | 0.1% | $985 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $76.06万 | 0.21% | 14,979 | -14,479 | -49.2% | -$73.53万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $73.72万 | 0.21% | 25,975 | 11,530 | 79.8% | $32.72万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $66.05万 | 0.18% | 12,414 | -2,214 | -15.1% | -$11.78万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $63.85万 | 0.18% | 13,121 | 331 | 2.6% | $1.61万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $50.96万 | 0.14% | 11,067 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $42.96万 | 0.12% | 10,715 | 10,715 | — | $42.96万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $41.12万 | 0.11% | 12,000 | -520 | -4.2% | -$1.78万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $24.45万 | 0.07% | 12,025 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $20.70万 | 0.06% | 22,045 | -814 | -3.6% | -$7,643 | 重新持有 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -12,208 | -100.0% | -$111.55万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,995 | -100.0% | -$28.19万 | 清仓 |