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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.12亿 | 18.50% | 2,890,247 | -11,398 | -0.4% | -$44.29万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,915.99万 | 8.10% | 1,447,156 | 12,292 | 0.9% | $41.76万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,417.00万 | 7.28% | 922,515 | -51,952 | -5.3% | -$248.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,888.32万 | 4.76% | 90,032 | 5,085 | 6.0% | $163.13万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,846.56万 | 4.69% | 376,280 | 68,143 | 22.1% | $515.50万 | 加仓 |
| SGOV | ISHARES TR | $2,004.71万 | 3.30% | 199,156 | -19,411 | -8.9% | -$195.39万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $1,918.40万 | 3.16% | 898,970 | -175,432 | -16.3% | -$374.37万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,905.05万 | 3.14% | 630,394 | -34,063 | -5.1% | -$102.94万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,626.14万 | 2.68% | 652,805 | 8,509 | 1.3% | $21.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,606.85万 | 2.65% | 222,925 | 15,397 | 7.4% | $110.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,467.43万 | 2.42% | 234,976 | -1,177 | -0.5% | -$7.35万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,354.38万 | 2.23% | 279,484 | 691 | 0.2% | $3.35万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,349.04万 | 2.22% | 506,969 | -200 | -0.0% | -$5,322 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,347.18万 | 2.22% | 270,029 | 65,551 | 32.1% | $327.03万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,104.46万 | 1.82% | 94,975 | 37,330 | 64.8% | $434.11万 | 加仓 |
| SUB | ISHARES TR | $1,088.40万 | 1.79% | 102,197 | 4,330 | 4.4% | $46.11万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $978.08万 | 1.61% | 185,313 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $873.52万 | 1.44% | 149,217 | 62,262 | 71.6% | $364.48万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $820.38万 | 1.35% | 338,022 | -989 | -0.3% | -$2.40万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $791.14万 | 1.30% | 111,570 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $753.64万 | 1.24% | 74,514 | 30,363 | 68.8% | $307.09万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $721.23万 | 1.19% | 93,532 | 5,550 | 6.3% | $42.80万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $667.13万 | 1.10% | 112,028 | 64,494 | 135.7% | $384.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $594.31万 | 0.98% | 161,674 | -410 | -0.3% | -$1.51万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $571.28万 | 0.94% | 13,079 | -95 | -0.7% | -$4.15万 | 减仓 |
| IAU | ISHARES GOLD TR | $567.70万 | 0.94% | 64,394 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $564.13万 | 0.93% | 56,730 | -5,435 | -8.7% | -$54.05万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $554.27万 | 0.91% | 109,301 | -69,331 | -38.8% | -$351.58万 | 减仓 |
| STIP | ISHARES TR | $527.33万 | 0.87% | 50,984 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $495.40万 | 0.82% | 50,000 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $490.10万 | 0.81% | 229,662 | 140,862 | 158.6% | $300.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $483.68万 | 0.80% | 67,999 | -75 | -0.1% | -$5,335 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $408.96万 | 0.67% | 104,969 | 16,390 | 18.5% | $63.86万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $329.14万 | 0.54% | 102,153 | -61 | -0.1% | -$1,965 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $327.90万 | 0.54% | 78,596 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $307.79万 | 0.51% | 68,216 | 5,844 | 9.4% | $26.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $260.59万 | 0.43% | 7,040 | -55 | -0.8% | -$2.04万 | 减仓 |
| AAPL | APPLE INC | $258.37万 | 0.43% | 10,181 | -20 | -0.2% | -$5,076 | 减仓 |
| ITOT | ISHARES TR | $255.08万 | 0.42% | 17,909 | 17,909 | — | $255.08万 | 新建仓 |
| IVV | ISHARES TR | $246.86万 | 0.41% | 3,779 | 1,222 | 47.8% | $79.83万 | 加仓 |
| GOVT | ISHARES TR | $244.62万 | 0.40% | 106,775 | 300 | 0.3% | $6,873 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $211.63万 | 0.35% | 70,191 | 70,191 | — | $211.63万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $190.63万 | 0.31% | 38,165 | -8,679 | -18.5% | -$43.35万 | 减仓 |
| TSLA | TESLA INC | $188.74万 | 0.31% | 5,077 | 15 | 0.3% | $5,576 | 加仓 |
| SPTS | SPDR SERIES TRUST | $187.97万 | 0.31% | 64,417 | -13,071 | -16.9% | -$38.14万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $171.64万 | 0.28% | 69,420 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $158.28万 | 0.26% | 44,549 | 3,463 | 8.4% | $12.30万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $155.31万 | 0.26% | 63,289 | 63,289 | — | $155.31万 | 新建仓 |
| IWN | ISHARES TR | $148.47万 | 0.24% | 7,831 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $128.44万 | 0.21% | 6,167 | 127 | 2.1% | $2.65万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $122.87万 | 0.20% | 31,153 | -23 | -0.1% | -$907 | 减仓 |
| GOOG | ALPHABET INC | $120.08万 | 0.20% | 4,186 | 1 | 0.0% | $287 | 加仓 |
| VPU | VANGUARD WORLD FD | $111.95万 | 0.18% | 5,650 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $106.83万 | 0.18% | 26,000 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $92.80万 | 0.15% | 26,860 | 922 | 3.6% | $3.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $87.59万 | 0.14% | 879 | 4 | 0.5% | $3,986 | 加仓 |
| CVX | CHEVRON CORPORATION | $85.08万 | 0.14% | 4,112 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $84.55万 | 0.14% | 2,940 | -99 | -3.3% | -$2.85万 | 减仓 |
| LLY | ELI LILLY & CO | $82.32万 | 0.14% | 895 | -8 | -0.9% | -$7,358 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $81.13万 | 0.13% | 22,676 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $75.20万 | 0.12% | 7,084 | 13 | 0.2% | $1,380 | 加仓 |
| BAC | BANK AMERICA CORP | $73.17万 | 0.12% | 15,010 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $72.77万 | 0.12% | 19,000 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $70.98万 | 0.12% | 9,600 | 1,550 | 19.3% | $11.46万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $67.59万 | 0.11% | 19,960 | 3,611 | 22.1% | $12.23万 | 加仓 |
| GLD | SPDR GOLD TR | $67.13万 | 0.11% | 1,560 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.79万 | 0.11% | 996 | 308 | 44.8% | $20.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $64.71万 | 0.11% | 3,298 | -242 | -6.8% | -$4.75万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $60.24万 | 0.10% | 9,400 | 9,400 | — | $60.24万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $59.14万 | 0.10% | 7,542 | 7,542 | — | $59.14万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $54.64万 | 0.09% | 3,748 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $51.64万 | 0.09% | 6,180 | 6,180 | — | $51.64万 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $50.96万 | 0.08% | 20,000 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $50.88万 | 0.08% | 6,800 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $50.73万 | 0.08% | 16,870 | 119 | 0.7% | $3,578 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $49.79万 | 0.08% | 12,960 | 2,770 | 27.2% | $10.64万 | 加仓 |
| — | KRANESHARES TRUST | $45.83万 | 0.08% | 16,250 | 16,250 | — | $45.83万 | 新建仓 |
| MCHI | ISHARES TR | $44.89万 | 0.07% | 7,990 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $43.71万 | 0.07% | 1,788 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $41.99万 | 0.07% | 1,603 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $41.05万 | 0.07% | 3,466 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $39.42万 | 0.06% | 4,890 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $38.58万 | 0.06% | 9,100 | 0 | 0.0% | — | 不变 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $38.24万 | 0.06% | 13,077 | 13,077 | — | $38.24万 | 新建仓 |
| IJH | ISHARES TR | $37.47万 | 0.06% | 5,549 | 5,549 | — | $37.47万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $37.41万 | 0.06% | 2,590 | 27 | 1.1% | $3,900 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.05万 | 0.06% | 4,675 | 34 | 0.7% | $2,695 | 加仓 |
| IWV | ISHARES TR | $35.33万 | 0.06% | 953 | -14 | -1.4% | -$5,190 | 减仓 |
| QQQ | INVESCO QQQ TR | $33.54万 | 0.06% | 581 | 581 | — | $33.54万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $32.87万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $31.31万 | 0.05% | 1,441 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $30.21万 | 0.05% | 2,431 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $28.40万 | 0.05% | 1,831 | 1,831 | — | $28.40万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.38万 | 0.05% | 1,049 | 11 | 1.1% | $2,976 | 加仓 |
| CAT | CATERPILLAR INC | $28.34万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $26.33万 | 0.04% | 2,432 | -215 | -8.1% | -$2.33万 | 减仓 |
| — | EXXON MOBIL CORP | $26.31万 | 0.04% | 1,551 | 1,551 | — | $26.31万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.31万 | 0.04% | 1,296 | -15 | -1.1% | -$3,045 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.61万 | 0.04% | 3,410 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $25.20万 | 0.04% | 440 | 0 | 0.0% | — | 不变 |