Altiora Financial Group, LLC
LEBANON OH · SEC CIK 0001986156
$6.34亿2026Q2 申报市值
112持仓数
60.1%前十大占比 · 第一大 20.2%
6 / 5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
VBIL 加仓+$768.05万
VTI 加仓+$442.01万
VTEB 加仓+$245.86万
BOXX 加仓+$222.41万
VGIT 加仓+$195.98万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$1,197.44万
CDX 减仓-$688.76万
SIMPLIFY EXCHANG 清仓-$490.10万
CTA 减仓-$329.44万
DFSD 减仓-$217.76万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $914.20万 | 1.44% | 111,570 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $984.96万 | 1.55% | 182,333 | -2,980 | -1.6% | -$16.10万 | 减仓 |
| SUB | ISHARES TR | $1,051.65万 | 1.66% | 98,775 | -3,422 | -3.3% | -$36.43万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,155.37万 | 1.82% | 435,988 | -70,981 | -14.0% | -$188.10万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $1,209.86万 | 1.91% | 572,852 | -326,118 | -36.3% | -$688.76万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,305.80万 | 2.06% | 503,393 | -127,001 | -20.1% | -$329.44万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,334.47万 | 2.10% | 113,970 | 18,995 | 20.0% | $222.41万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,537.36万 | 2.42% | 279,469 | -15 | -0.0% | -$825 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,611.67万 | 2.54% | 318,638 | 48,609 | 18.0% | $245.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,640.58万 | 2.59% | 234,704 | -272 | -0.1% | -$1.90万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,695.41万 | 2.67% | 687,514 | 34,709 | 5.3% | $85.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,829.46万 | 2.88% | 223,160 | 235 | 0.1% | $1.93万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $3,615.74万 | 5.70% | 477,767 | 101,487 | 27.0% | $768.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,773.57万 | 5.95% | 101,977 | 11,945 | 13.3% | $442.01万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,187.25万 | 6.60% | 876,910 | -45,605 | -4.9% | -$217.76万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,411.74万 | 8.53% | 1,468,984 | 21,828 | 1.5% | $80.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.28亿 | 20.18% | 2,886,811 | -3,436 | -0.1% | -$15.24万 | 减仓 |