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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.28亿 | 20.18% | 2,886,811 | -3,436 | -0.1% | -$15.24万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,411.74万 | 8.53% | 1,468,984 | 21,828 | 1.5% | $80.41万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,187.25万 | 6.60% | 876,910 | -45,605 | -4.9% | -$217.76万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,773.57万 | 5.95% | 101,977 | 11,945 | 13.3% | $442.01万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $3,615.74万 | 5.70% | 477,767 | 101,487 | 27.0% | $768.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,829.46万 | 2.88% | 223,160 | 235 | 0.1% | $1.93万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,695.41万 | 2.67% | 687,514 | 34,709 | 5.3% | $85.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,640.58万 | 2.59% | 234,704 | -272 | -0.1% | -$1.90万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,611.67万 | 2.54% | 318,638 | 48,609 | 18.0% | $245.86万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,537.36万 | 2.42% | 279,469 | -15 | -0.0% | -$825 | 减仓 |
| BOXX | EA SERIES TRUST | $1,334.47万 | 2.10% | 113,970 | 18,995 | 20.0% | $222.41万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,305.80万 | 2.06% | 503,393 | -127,001 | -20.1% | -$329.44万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $1,209.86万 | 1.91% | 572,852 | -326,118 | -36.3% | -$688.76万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,155.37万 | 1.82% | 435,988 | -70,981 | -14.0% | -$188.10万 | 减仓 |
| SUB | ISHARES TR | $1,051.65万 | 1.66% | 98,775 | -3,422 | -3.3% | -$36.43万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $984.96万 | 1.55% | 182,333 | -2,980 | -1.6% | -$16.10万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $914.20万 | 1.44% | 111,570 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $895.18万 | 1.41% | 104,712 | 11,180 | 12.0% | $95.58万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $888.23万 | 1.40% | 87,674 | 13,160 | 17.7% | $133.32万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $875.27万 | 1.38% | 150,390 | 1,173 | 0.8% | $6.83万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $856.72万 | 1.35% | 145,256 | 33,228 | 29.7% | $195.98万 | 加仓 |
| SGOV | ISHARES TR | $807.46万 | 1.27% | 80,209 | -118,947 | -59.7% | -$1,197.44万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $803.90万 | 1.27% | 333,017 | -5,005 | -1.5% | -$12.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $592.05万 | 0.93% | 141,876 | -19,798 | -12.2% | -$82.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $579.50万 | 0.91% | 67,274 | -11,200 | -14.3% | -$96.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $559.14万 | 0.88% | 67,906 | -93 | -0.1% | -$7,658 | 减仓 |
| STIP | ISHARES TR | $529.36万 | 0.83% | 51,816 | 832 | 1.6% | $8.50万 | 加仓 |
| BILS | SPDR SERIES TRUST | $521.38万 | 0.82% | 52,463 | -4,267 | -7.5% | -$42.41万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $518.65万 | 0.82% | 102,137 | -7,164 | -6.6% | -$36.38万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $503.00万 | 0.79% | 50,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $486.24万 | 0.77% | 64,394 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $433.87万 | 0.68% | 105,182 | 213 | 0.2% | $8,786 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $408.30万 | 0.64% | 133,389 | 63,198 | 90.0% | $193.45万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $353.35万 | 0.56% | 68,359 | 143 | 0.2% | $7,392 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $325.89万 | 0.51% | 78,994 | 398 | 0.5% | $1.64万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $320.34万 | 0.50% | 93,873 | -8,280 | -8.1% | -$28.26万 | 减仓 |
| ITOT | ISHARES TR | $297.81万 | 0.47% | 18,130 | 221 | 1.2% | $3.63万 | 加仓 |
| AAPL | APPLE INC | $294.59万 | 0.46% | 10,181 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $278.98万 | 0.44% | 3,725 | -54 | -1.4% | -$4.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $262.60万 | 0.41% | 7,040 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $259.03万 | 0.41% | 51,569 | 13,404 | 35.1% | $67.33万 | 加仓 |
| TSLA | TESLA INC | $243.74万 | 0.38% | 5,795 | 718 | 14.1% | $30.20万 | 加仓 |
| GOVT | ISHARES TR | $215.18万 | 0.34% | 94,459 | -12,316 | -11.5% | -$28.06万 | 减仓 |
| IWN | ISHARES TR | $173.22万 | 0.27% | 7,831 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $171.19万 | 0.27% | 69,420 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $167.46万 | 0.26% | 44,944 | 395 | 0.9% | $1.47万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $149.22万 | 0.24% | 58,291 | -4,998 | -7.9% | -$12.79万 | 减仓 |
| GOOG | ALPHABET INC | $147.93万 | 0.23% | 4,187 | 1 | 0.0% | $353 | 加仓 |
| AMZN | AMAZON COM INC | $146.67万 | 0.23% | 6,154 | -13 | -0.2% | -$3,098 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $126.88万 | 0.20% | 31,617 | 464 | 1.5% | $1.86万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $121.24万 | 0.19% | 26,000 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $110.59万 | 0.17% | 5,650 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $109.37万 | 0.17% | 26,911 | 51 | 0.2% | $2,073 | 加仓 |
| LLY | ELI LILLY & CO | $107.71万 | 0.17% | 898 | 3 | 0.3% | $3,598 | 加仓 |
| SPTS | SPDR SERIES TRUST | $106.80万 | 0.17% | 36,813 | -27,604 | -42.9% | -$80.08万 | 减仓 |
| GOOGL | ALPHABET INC | $105.75万 | 0.17% | 2,959 | 19 | 0.6% | $6,790 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $100.41万 | 0.16% | 13,002 | 13,002 | — | $100.41万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $96.75万 | 0.15% | 22,676 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $85.53万 | 0.13% | 15,010 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $82.04万 | 0.13% | 877 | -2 | -0.2% | -$1,871 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $80.42万 | 0.13% | 19,999 | 39 | 0.2% | $1,568 | 加仓 |
| MUB | ISHARES TR | $76.44万 | 0.12% | 7,103 | 19 | 0.3% | $2,045 | 加仓 |
| MLPX | GLOBAL X FDS | $72.54万 | 0.11% | 9,848 | 248 | 2.6% | $1.83万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $71.88万 | 0.11% | 3,298 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $68.70万 | 0.11% | 19,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $68.16万 | 0.11% | 4,112 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $66.98万 | 0.11% | 9,400 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $65.98万 | 0.10% | 23,975 | 7,725 | 47.5% | $21.26万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $57.83万 | 0.09% | 3,748 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $57.47万 | 0.09% | 1,560 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.00万 | 0.09% | 737 | -259 | -26.0% | -$19.33万 | 减仓 |
| IDEV | ISHARES TR | $54.94万 | 0.09% | 6,173 | -7 | -0.1% | -$623 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $52.65万 | 0.08% | 6,800 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR | $51.64万 | 0.08% | 20,000 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $51.17万 | 0.08% | 17,050 | 180 | 1.1% | $5,402 | 加仓 |
| VB | VANGUARD INDEX FDS | $48.59万 | 0.08% | 1,603 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $47.51万 | 0.07% | 645 | 64 | 11.0% | $4.71万 | 加仓 |
| IJS | ISHARES TR | $47.37万 | 0.07% | 3,466 | 0 | 0.0% | — | 不变 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $45.43万 | 0.07% | 15,251 | 2,174 | 16.6% | $6.48万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $44.60万 | 0.07% | 4,890 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $44.32万 | 0.07% | 2,594 | 2,594 | — | $44.32万 | 新建仓 |
| CAT | CATERPILLAR INC | $43.23万 | 0.07% | 406 | 6 | 1.5% | $6,389 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $43.14万 | 0.07% | 1,038 | -11 | -1.0% | -$4,572 | 减仓 |
| IJH | ISHARES TR | $42.78万 | 0.07% | 5,549 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $42.68万 | 0.07% | 5,478 | -2,064 | -27.4% | -$16.08万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $41.04万 | 0.06% | 9,100 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $40.64万 | 0.06% | 953 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.47万 | 0.06% | 1,593 | -195 | -10.9% | -$4.95万 | 减仓 |
| VV | VANGUARD INDEX FDS | $37.83万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $37.58万 | 0.06% | 2,563 | -27 | -1.0% | -$3,959 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.41万 | 0.06% | 4,608 | -67 | -1.4% | -$5,295 | 减仓 |
| VBR | VANGUARD INDEX FDS | $35.01万 | 0.06% | 1,441 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $31.88万 | 0.05% | 1,695 | -136 | -7.4% | -$2.56万 | 减仓 |
| KLAC | KLA CORP | $30.17万 | 0.05% | 1,000 | 1,000 | — | $30.17万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $28.56万 | 0.05% | 3,410 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.73万 | 0.04% | 2,448 | 17 | 0.7% | $1,925 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $27.72万 | 0.04% | 847 | 12 | 1.4% | $3,928 | 加仓 |
| NVDA | NVIDIA CORPORATION | $27.63万 | 0.04% | 1,381 | 43 | 3.2% | $8,602 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $26.13万 | 0.04% | 3,560 | 3,560 | — | $26.13万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $25.68万 | 0.04% | 2,158 | 0 | 0.0% | — | 不变 |