PCA Investment Advisory Services Inc.
CINCINNATI OH · SEC CIK 0001977044
$3.00亿2026Q1 申报市值
57持仓数
67.0%前十大占比 · 第一大 14.3%
5 / 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
DFIC 加仓+$474.60万
DIMENSIONAL ETF 加仓+$207.56万
IUSV 加仓+$187.72万
VUG 加仓+$170.09万
IVV 加仓+$159.07万
2026Q1 卖出最多 按季末市值估算
ITOT 清仓-$167.76万
IJR 减仓-$47.97万
SPSM 清仓-$47.54万
SCHD 减仓-$24.95万
USMV 减仓-$19.36万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,299.54万 | 14.35% | 65,656 | 2,429 | 3.8% | $159.07万 | 加仓 |
| IUSV | ISHARES TR | $3,280.87万 | 10.95% | 320,867 | 18,359 | 6.1% | $187.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,264.54万 | 7.56% | 318,367 | 29,180 | 10.1% | $207.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,802.70万 | 6.02% | 91,881 | 7,311 | 8.6% | $143.44万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,765.34万 | 5.89% | 386,458 | 31,134 | 8.8% | $142.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,647.33万 | 5.50% | 37,714 | 3,894 | 11.5% | $170.09万 | 加仓 |
| IUSG | ISHARES TR | $1,554.69万 | 5.19% | 100,231 | 4,595 | 4.8% | $71.27万 | 加仓 |
| HEFA | ISHARES TR | $1,257.60万 | 4.20% | 295,941 | 35,907 | 13.8% | $152.59万 | 加仓 |
| IJH | ISHARES TR | $1,238.10万 | 4.13% | 182,907 | 15,946 | 9.6% | $107.94万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $964.15万 | 3.22% | 284,747 | 17,223 | 6.4% | $58.32万 | 加仓 |
| AAPL | APPLE INC | $721.79万 | 2.41% | 28,441 | -436 | -1.5% | -$11.07万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $573.77万 | 1.91% | 187,017 | -8,131 | -4.2% | -$24.95万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $520.51万 | 1.74% | 146,499 | 133,576 | 1,033.6% | $474.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $511.06万 | 1.71% | 13,806 | -276 | -2.0% | -$10.22万 | 减仓 |
| GOOGL | ALPHABET INC | $444.90万 | 1.48% | 15,471 | 119 | 0.8% | $3.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $420.68万 | 1.40% | 24,121 | 115 | 0.5% | $2.01万 | 加仓 |
| VB | VANGUARD INDEX FDS | $410.45万 | 1.37% | 15,671 | 131 | 0.8% | $3.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $391.62万 | 1.31% | 27,113 | -361 | -1.3% | -$5.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $366.35万 | 1.22% | 11,420 | 350 | 3.2% | $11.23万 | 加仓 |
| VV | VANGUARD INDEX FDS | $346.26万 | 1.16% | 11,586 | -244 | -2.1% | -$7.29万 | 减仓 |
| AMZN | AMAZON COM INC | $329.98万 | 1.10% | 15,844 | -162 | -1.0% | -$3.37万 | 减仓 |
| GOOG | ALPHABET INC | $325.15万 | 1.08% | 11,335 | 5 | 0.0% | $1,434 | 加仓 |
| VO | VANGUARD INDEX FDS | $323.94万 | 1.08% | 11,280 | 240 | 2.2% | $6.89万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $314.40万 | 1.05% | 46,046 | 85 | 0.2% | $5,804 | 加仓 |
| IJR | ISHARES TR | $303.55万 | 1.01% | 24,283 | -3,837 | -13.6% | -$47.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $299.06万 | 1.00% | 46,670 | 4,051 | 9.5% | $25.96万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $285.70万 | 0.95% | 92,279 | -1,488 | -1.6% | -$4.61万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $248.35万 | 0.83% | 63,746 | 39,786 | 166.1% | $155.01万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $172.97万 | 0.58% | 10,993 | 17 | 0.2% | $2,675 | 加仓 |
| IMCG | ISHARES TR | $166.17万 | 0.55% | 21,095 | 10 | 0.0% | $788 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $164.44万 | 0.55% | 34,473 | -2,940 | -7.9% | -$14.02万 | 减仓 |
| USMV | ISHARES TR | $161.89万 | 0.54% | 17,456 | -2,087 | -10.7% | -$19.36万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $153.01万 | 0.51% | 38,157 | 6,751 | 21.5% | $27.07万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $151.05万 | 0.50% | 42,299 | 2,306 | 5.8% | $8.23万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $149.38万 | 0.50% | 29,458 | 198 | 0.7% | $1.00万 | 加仓 |
| IMCV | ISHARES TR | $117.45万 | 0.39% | 13,852 | 15 | 0.1% | $1,272 | 加仓 |
| EFAV | ISHARES TR | $111.55万 | 0.37% | 12,208 | 74 | 0.6% | $6,762 | 加仓 |
| DTD | WISDOMTREE TR | $106.36万 | 0.35% | 12,316 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $105.10万 | 0.35% | 16,982 | 4,041 | 31.2% | $25.01万 | 加仓 |
| DBEF | DBX ETF TR | $104.57万 | 0.35% | 21,168 | 104 | 0.5% | $5,138 | 加仓 |
| IEMG | ISHARES INC | $98.56万 | 0.33% | 14,130 | 376 | 2.7% | $2.62万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $97.46万 | 0.33% | 12,733 | 1,111 | 9.6% | $8.50万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $90.79万 | 0.30% | 18,556 | 1,670 | 9.9% | $8.17万 | 加仓 |
| KR | KROGER CO | $85.74万 | 0.29% | 11,849 | 11,849 | — | $85.74万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $78.96万 | 0.26% | 21,770 | 1,547 | 7.6% | $5.61万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $75.99万 | 0.25% | 16,355 | 90 | 0.6% | $4,182 | 加仓 |
| RECS | COLUMBIA ETF TR I | $74.90万 | 0.25% | 19,215 | 297 | 1.6% | $1.16万 | 加仓 |
| DGRO | ISHARES TR | $70.99万 | 0.24% | 10,115 | -2,605 | -20.5% | -$18.28万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $70.22万 | 0.23% | 14,628 | 1 | 0.0% | $48 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $66.08万 | 0.22% | 12,391 | 2,280 | 22.5% | $12.16万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $64.98万 | 0.22% | 12,790 | 480 | 3.9% | $2.44万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $47.65万 | 0.16% | 11,067 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $42.29万 | 0.14% | 11,367 | 11,367 | — | $42.29万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $41.90万 | 0.14% | 12,520 | 0 | 0.0% | — | 不变 |
| CSRE | COHEN & STEERS ETF TRUST | $37.96万 | 0.13% | 14,445 | 14,445 | — | $37.96万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.19万 | 0.09% | 10,995 | 10,995 | — | $28.19万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $21.14万 | 0.07% | 12,025 | 12,025 | — | $21.14万 | 新建仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -11,283 | -100.0% | -$167.76万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,145 | -100.0% | -$47.54万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |