Altiora Financial Group, LLC
LEBANON OH · SEC CIK 0001986156
$6.07亿2026Q1 申报市值
110持仓数
58.2%前十大占比 · 第一大 18.5%
15 / 1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
VBIL 加仓+$515.50万
BOXX 加仓+$434.11万
VGIT 加仓+$384.06万
VGSH 加仓+$364.48万
VTEB 加仓+$327.03万
2026Q1 卖出最多 按季末市值估算
CDX 减仓-$374.37万
DUSB 减仓-$351.58万
DFSD 减仓-$248.75万
SGOV 减仓-$195.39万
CTA 减仓-$102.94万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $1,354.38万 | 2.23% | 279,484 | 691 | 0.2% | $3.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,467.43万 | 2.42% | 234,976 | -1,177 | -0.5% | -$7.35万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,606.85万 | 2.65% | 222,925 | 15,397 | 7.4% | $110.98万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,626.14万 | 2.68% | 652,805 | 8,509 | 1.3% | $21.20万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,905.05万 | 3.14% | 630,394 | -34,063 | -5.1% | -$102.94万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $1,918.40万 | 3.16% | 898,970 | -175,432 | -16.3% | -$374.37万 | 减仓 |
| SGOV | ISHARES TR | $2,004.71万 | 3.30% | 199,156 | -19,411 | -8.9% | -$195.39万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,846.56万 | 4.69% | 376,280 | 68,143 | 22.1% | $515.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,888.32万 | 4.76% | 90,032 | 5,085 | 6.0% | $163.13万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,417.00万 | 7.28% | 922,515 | -51,952 | -5.3% | -$248.75万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,915.99万 | 8.10% | 1,447,156 | 12,292 | 0.9% | $41.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.12亿 | 18.50% | 2,890,247 | -11,398 | -0.4% | -$44.29万 | 减仓 |