13F 机构持仓

Smartleaf Asset Management LLC

BOSTON MA · SEC CIK 0002010393

2026Q22026Q1 更早 9 个季度 🔒
$30.76亿2026Q2 申报市值
3,456持仓数
26.7%前十大占比 · 第一大 4.9%
0 / 54新建仓 / 清仓
申报市值走势$30.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 4.9%
IVV 3.4%
DIMENSIONAL ET 3.4%
AAPL 2.9%
NVDA 2.3%
DIMENSIONAL ET 2.3%
VWO 2.1%
DFIV 1.9%
AGG 1.8%
IEFA 1.7%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

VUG 减仓-$2,289.12万
HDV 减仓-$1,121.63万
KLAC 减仓-$591.82万
IWF 减仓-$566.20万
VO 减仓-$467.56万

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 $1.52亿4.93%1,865,705 00.0% — 不变
IVV ISHARES TR $1.06亿3.44%142,225 00.0% — 不变
— DIMENSIONAL ETF TRUST $1.04亿3.39%1,491,922 00.0% — 不变
AAPL APPLE INC $8,966.94万2.91%318,269 00.0% — 不变
NVDA NVIDIA CORPORATION $7,081.88万2.30%363,229 00.0% — 不变
— DIMENSIONAL ETF TRUST $7,000.45万2.28%1,586,685 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $6,375.33万2.07%1,077,278 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $5,848.78万1.90%1,083,909 00.0% — 不变
AGG ISHARES TR $5,475.91万1.78%551,062 00.0% — 不变
IEFA ISHARES TR $5,110.97万1.66%530,623 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $4,670.72万1.52%847,220 00.0% — 不变
MSFT MICROSOFT CORP $4,230.87万1.38%114,791 00.0% — 不变
VOO VANGUARD INDEX FDS $4,071.60万1.32%59,787 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $4,012.72万1.30%975,380 00.0% — 不变
MGV VANGUARD WORLD FD $3,548.26万1.15%216,700 00.0% — 不变
AMZN AMAZON COM INC $3,443.33万1.12%143,388 00.0% — 不变
GOOGL ALPHABET INC $3,191.24万1.04%90,237 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $2,879.85万0.94%486,707 00.0% — 不变
AVGO BROADCOM INC $2,549.87万0.83%68,462 00.0% — 不变
GOOG ALPHABET INC $2,452.50万0.80%69,816 00.0% — 不变
BND VANGUARD BD INDEX FDS $2,378.07万0.77%322,625 00.0% — 不变
MU MICRON TECHNOLOGY INC $2,151.67万0.70%18,787 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $2,096.11万0.68%134,512 00.0% — 不变
DISV DIMENSIONAL ETF TRUST $2,069.13万0.67%513,430 00.0% — 不变
META META PLATFORMS INC $1,976.29万0.64%35,127 00.0% — 不变
JPM JPMORGAN CHASE & CO $1,945.12万0.63%59,052 00.0% — 不变
AVUV AMERICAN CENTY ETF TR $1,870.39万0.61%150,051 00.0% — 不变
QGRW WISDOMTREE TR $1,808.41万0.59%277,406 00.0% — 不变
VTV VANGUARD INDEX FDS $1,748.07万0.57%79,955 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $1,721.90万0.56%34,715 00.0% — 不变
DGRW WISDOMTREE TR $1,721.57万0.56%180,457 00.0% — 不变
LLY ELI LILLY & CO $1,720.65万0.56%13,989 00.0% — 不变
CGBL CAPITAL GROUP CORE BALANCED $1,618.00万0.53%426,687 00.0% — 不变
TSLA TESLA INC $1,574.99万0.51%38,242 00.0% — 不变
VTI VANGUARD INDEX FDS $1,508.65万0.49%41,094 00.0% — 不变
CGDG CAPITAL GROUP DIVIDEND GROWE $1,507.46万0.49%397,851 00.0% — 不变
UCON FIRST TR EXCHNG TRADED FD VI $1,448.33万0.47%580,959 00.0% — 不变
JNJ JOHNSON & JOHNSON $1,447.84万0.47%56,007 00.0% — 不变
— DIMENSIONAL ETF TRUST $1,384.20万0.45%168,970 00.0% — 不变
RLY SSGA ACTIVE ETF TR $1,381.13万0.45%400,187 00.0% — 不变
CGGE CAPITAL GROUP GLOBAL EQUITY $1,374.89万0.45%394,290 00.0% — 不变
PVAL PUTNAM ETF TRUST $1,355.32万0.44%265,281 00.0% — 不变
LRCX LAM RESEARCH CORP $1,345.17万0.44%32,736 00.0% — 不变
IEMG ISHARES INC $1,301.30万0.42%159,239 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $1,300.39万0.42%24,103 00.0% — 不变
BSV VANGUARD BD INDEX FDS $1,283.57万0.42%164,517 00.0% — 不变
AMAT APPLIED MATLS INC $1,251.77万0.41%18,020 00.0% — 不变
CGMS CAPITAL GRP FIXED INCM ETF T $1,247.72万0.41%455,538 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $1,208.89万0.39%96,303 00.0% — 不变
VB VANGUARD INDEX FDS $1,191.77万0.39%39,554 00.0% — 不变
USRT ISHARES TR $1,160.02万0.38%171,701 00.0% — 不变
CGGR CAPITAL GROUP GROWTH ETF $1,150.02万0.37%245,679 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $1,116.87万0.36%157,483 00.0% — 不变
AGGY WISDOMTREE TR $1,097.79万0.36%251,297 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $1,062.78万0.35%317,627 00.0% — 不变
V VISA INC $1,046.69万0.34%30,636 00.0% — 不变
— NANO LABS LTD $1,035.04万0.34%5,655,934 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $1,020.44万0.33%230,295 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $1,007.47万0.33%240,674 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $968.39万0.31%159,537 00.0% — 不变
XNTK SPDR SERIES TRUST $952.54万0.31%25,072 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $949.67万0.31%10,031 00.0% — 不变
— DIMENSIONAL ETF TRUST $945.57万0.31%115,935 00.0% — 不变
VTEB VANGUARD MUN BD FDS $934.61万0.30%184,559 00.0% — 不变
ABBV ABBVIE INC $934.32万0.30%36,739 00.0% — 不变
MBB ISHARES TR $928.86万0.30%97,805 00.0% — 不变
WMT WALMART INC $917.83万0.30%80,089 00.0% — 不变
CGCB CAPITAL GRP FIXED INCM ETF T $909.59万0.30%345,851 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $906.27万0.29%155,582 00.0% — 不变
— EXXON MOBIL CORP $882.93万0.29%64,892 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $863.70万0.28%183,726 00.0% — 不变
VBR VANGUARD INDEX FDS $839.26万0.27%34,539 00.0% — 不变
CAT CATERPILLAR INC $800.74万0.26%7,750 00.0% — 不变
CSCO CISCO SYS INC $782.73万0.25%66,501 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $781.55万0.25%161,077 00.0% — 不变
INTC INTEL CORP $781.20万0.25%59,307 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $737.84万0.24%130,729 00.0% — 不变
SPYM SPDR SERIES TRUST $728.19万0.24%83,527 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $712.44万0.23%144,629 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $706.01万0.23%87,714 00.0% — 不变
SPYG SPDR SERIES TRUST $702.24万0.23%59,810 00.0% — 不变
USIG ISHARES TR $697.26万0.23%135,350 00.0% — 不变
MA MASTERCARD INCORPORATED $665.12万0.22%13,050 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $633.55万0.21%198,416 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $632.94万0.21%6,204 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $621.42万0.20%277,792 00.0% — 不变
PG PROCTER & GAMBLE CO $621.11万0.20%41,839 00.0% — 不变
IVW ISHARES TR $618.22万0.20%45,591 00.0% — 不变
BAC BANK OF AMER CORP $618.06万0.20%106,782 00.0% — 不变
CVX CHEVRON CORPORATION $599.04万0.19%35,557 00.0% — 不变
ASML ASML HLDG NV $598.13万0.19%3,176 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $588.48万0.19%7,941 00.0% — 不变
MUB ISHARES TR $585.27万0.19%54,337 00.0% — 不变
KO COCA COLA CO $584.18万0.19%70,681 00.0% — 不变
FDEM FIDELITY COVINGTON TRUST $577.14万0.19%160,405 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $568.79万0.18%57,898 00.0% — 不变
HD HOME DEPOT INC $561.73万0.18%16,012 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $560.92万0.18%153,090 00.0% — 不变
GOVT ISHARES TR $553.36万0.18%241,957 00.0% — 不变
SPDW SPDR INDEX SHS FDS $550.48万0.18%109,876 00.0% — 不变