Smartleaf Asset Management LLC
BOSTON MA · SEC CIK 0002010393
$27.69亿2026Q1 申报市值
3,501持仓数
26.1%前十大占比 · 第一大 4.6%
180 / 181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
DFUS 加仓+$2,259.99万
DFIV 加仓+$1,605.54万
NANO LABS LTD 重新持有+$1,438.16万
IEFA 加仓+$1,360.46万
AGG 加仓+$1,104.05万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$617.80万
SPYG 减仓-$310.58万
AZN 清仓-$264.53万
FSMD 减仓-$252.15万
IWD 减仓-$239.94万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $1.29亿 | 4.64% | 1,865,705 | 328,058 | 21.3% | $2,259.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,133.55万 | 3.30% | 1,491,922 | 72,313 | 5.1% | $442.70万 | 加仓 |
| IVV | ISHARES TR | $9,030.34万 | 3.26% | 142,225 | 16,408 | 13.0% | $1,041.80万 | 加仓 |
| AAPL | APPLE INC | $7,849.49万 | 2.84% | 318,269 | 30,611 | 10.6% | $754.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,999.46万 | 2.17% | 363,229 | 12,946 | 3.7% | $213.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,999.26万 | 2.17% | 1,586,685 | -11,520 | -0.7% | -$43.56万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,647.09万 | 2.04% | 1,077,278 | 165,265 | 18.1% | $866.32万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5,568.04万 | 2.01% | 1,083,909 | 312,545 | 40.5% | $1,605.54万 | 加仓 |
| AGG | ISHARES TR | $5,457.72万 | 1.97% | 551,062 | 111,475 | 25.4% | $1,104.05万 | 加仓 |
| IEFA | ISHARES TR | $4,653.04万 | 1.68% | 530,623 | 155,144 | 41.3% | $1,360.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,120.56万 | 1.49% | 114,791 | 23 | 0.0% | $8,256 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,025.14万 | 1.45% | 847,220 | 20,291 | 2.5% | $96.40万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,690.84万 | 1.33% | 975,380 | 80,652 | 9.0% | $305.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,473.24万 | 1.25% | 59,787 | 14,834 | 33.0% | $861.76万 | 加仓 |
| MGV | VANGUARD WORLD FD | $3,090.80万 | 1.12% | 216,700 | -3,812 | -1.7% | -$54.37万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,892.50万 | 1.04% | 486,707 | 84,147 | 20.9% | $500.09万 | 加仓 |
| AMZN | AMAZON COM INC | $2,881.39万 | 1.04% | 143,388 | 4,276 | 3.1% | $85.93万 | 加仓 |
| GOOGL | ALPHABET INC | $2,467.98万 | 0.89% | 90,237 | 1,009 | 1.1% | $27.60万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,370.65万 | 0.86% | 322,625 | 132,541 | 69.7% | $973.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,266.25万 | 0.82% | 53,956 | 9,959 | 22.6% | $418.30万 | 加仓 |
| AVGO | BROADCOM INC | $2,008.75万 | 0.73% | 68,462 | 5,389 | 8.5% | $158.12万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,963.36万 | 0.71% | 513,430 | 33,001 | 6.9% | $126.20万 | 加仓 |
| GOOG | ALPHABET INC | $1,906.96万 | 0.69% | 69,816 | 3,166 | 4.8% | $86.48万 | 加仓 |
| META | META PLATFORMS INC | $1,884.18万 | 0.68% | 35,127 | 1,683 | 5.0% | $90.27万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,805.03万 | 0.65% | 134,512 | 14,788 | 12.4% | $198.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,675.72万 | 0.61% | 59,052 | 3,169 | 5.7% | $89.93万 | 加仓 |
| — | NANO LABS LTD | $1,668.50万 | 0.60% | 5,655,934 | 4,875,117 | 624.4% | $1,438.16万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,647.82万 | 0.60% | 34,715 | 1,135 | 3.4% | $53.88万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,624.61万 | 0.59% | 150,051 | -13,837 | -8.4% | -$149.81万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,545.62万 | 0.56% | 180,457 | -26,777 | -12.9% | -$229.35万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,543.38万 | 0.56% | 79,955 | 10,567 | 15.2% | $203.98万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,441.35万 | 0.52% | 426,687 | 26,301 | 6.6% | $88.84万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,438.68万 | 0.52% | 400,187 | 91,954 | 29.8% | $330.58万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,431.48万 | 0.52% | 580,959 | 101,196 | 21.1% | $249.35万 | 加仓 |
| QGRW | WISDOMTREE TR | $1,420.60万 | 0.51% | 277,406 | 15,497 | 5.9% | $79.36万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,404.02万 | 0.51% | 397,851 | 12,357 | 3.2% | $43.61万 | 加仓 |
| HDV | ISHARES TR | $1,371.05万 | 0.50% | 101,266 | 25,358 | 33.4% | $343.32万 | 加仓 |
| TSLA | TESLA INC | $1,358.69万 | 0.49% | 38,242 | 2,256 | 6.3% | $80.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,358.12万 | 0.49% | 56,007 | 2,386 | 4.4% | $57.86万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,288.17万 | 0.47% | 164,517 | 25,522 | 18.4% | $199.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,280.83万 | 0.46% | 41,094 | 9,009 | 28.1% | $280.79万 | 加仓 |
| LLY | ELI LILLY & CO | $1,240.38万 | 0.45% | 13,989 | 413 | 3.0% | $36.62万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,230.86万 | 0.44% | 455,538 | 23,955 | 5.6% | $64.73万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,206.23万 | 0.44% | 265,281 | -7,662 | -2.8% | -$34.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,169.10万 | 0.42% | 168,970 | -3,048 | -1.8% | -$21.09万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1,163.16万 | 0.42% | 394,290 | 32,706 | 9.0% | $96.48万 | 加仓 |
| — | EXXON MOBIL CORP | $1,112.72万 | 0.40% | 64,892 | 6,020 | 10.2% | $103.23万 | 加仓 |
| AGGY | WISDOMTREE TR | $1,088.12万 | 0.39% | 251,297 | 9,482 | 3.9% | $41.06万 | 加仓 |
| IEMG | ISHARES INC | $1,072.00万 | 0.39% | 159,239 | 30,645 | 23.8% | $206.30万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,018.12万 | 0.37% | 96,303 | -1,003 | -1.0% | -$10.60万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,004.04万 | 0.36% | 39,554 | 5,537 | 16.3% | $140.55万 | 加仓 |
| USRT | ISHARES TR | $1,002.05万 | 0.36% | 171,701 | 24,413 | 16.6% | $142.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $999.73万 | 0.36% | 10,031 | 591 | 6.3% | $58.90万 | 加仓 |
| WMT | WALMART INC | $989.11万 | 0.36% | 80,089 | 4,180 | 5.5% | $51.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $976.87万 | 0.35% | 157,483 | 23,347 | 17.4% | $144.82万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $951.51万 | 0.34% | 245,679 | 24,816 | 11.2% | $96.11万 | 加仓 |
| MBB | ISHARES TR | $926.41万 | 0.33% | 97,805 | 3,709 | 3.9% | $35.13万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $918.55万 | 0.33% | 184,559 | 20,256 | 12.3% | $100.81万 | 加仓 |
| V | VISA INC | $917.68万 | 0.33% | 30,636 | 853 | 2.9% | $25.55万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $910.00万 | 0.33% | 155,582 | 142,181 | 1,061.0% | $831.62万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $906.48万 | 0.33% | 345,851 | 21,127 | 6.5% | $55.37万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $892.53万 | 0.32% | 317,627 | 16,685 | 5.5% | $46.88万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $860.76万 | 0.31% | 183,726 | -23,235 | -11.2% | -$108.86万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $859.69万 | 0.31% | 230,295 | 19,667 | 9.3% | $73.42万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $857.83万 | 0.31% | 159,537 | 39,077 | 32.4% | $210.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $813.61万 | 0.29% | 115,935 | 510 | 0.4% | $3.58万 | 加仓 |
| ABBV | ABBVIE INC | $782.99万 | 0.28% | 36,739 | 1,868 | 5.4% | $39.81万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $772.81万 | 0.28% | 240,674 | 30,023 | 14.3% | $96.40万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $769.79万 | 0.28% | 161,077 | 9,376 | 6.2% | $44.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $749.24万 | 0.27% | 35,557 | 2,942 | 9.0% | $61.99万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $733.23万 | 0.26% | 34,539 | 4,426 | 14.7% | $93.96万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $727.51万 | 0.26% | 130,729 | 35,503 | 37.3% | $197.58万 | 加仓 |
| USIG | ISHARES TR | $689.88万 | 0.25% | 135,350 | 38,622 | 39.9% | $196.86万 | 加仓 |
| NFLX | NETFLIX INC. | $665.25万 | 0.24% | 71,554 | -1,997 | -2.7% | -$18.57万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $654.50万 | 0.24% | 32,736 | 101 | 0.3% | $2.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $644.71万 | 0.23% | 13,050 | 426 | 3.4% | $21.05万 | 加仓 |
| IWF | ISHARES TR | $635.78万 | 0.23% | 15,472 | 196 | 1.3% | $8.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $621.28万 | 0.22% | 83,527 | 10,628 | 14.6% | $79.05万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $618.37万 | 0.22% | 277,792 | 15,501 | 5.9% | $34.51万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $612.18万 | 0.22% | 25,072 | 5,857 | 30.5% | $143.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $605.51万 | 0.22% | 41,839 | 3,555 | 9.3% | $51.45万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $604.77万 | 0.22% | 198,416 | -55,527 | -21.9% | -$169.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $604.57万 | 0.22% | 18,787 | 1,684 | 9.8% | $54.19万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $599.63万 | 0.22% | 144,629 | 10,426 | 7.8% | $43.23万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $582.60万 | 0.21% | 87,714 | 11,636 | 15.3% | $77.29万 | 加仓 |
| AMAT | APPLIED MATLS INC | $582.28万 | 0.21% | 18,020 | 1,628 | 9.9% | $52.61万 | 加仓 |
| COP | CONOCOPHILLIPS | $579.75万 | 0.21% | 43,626 | 3,192 | 7.9% | $42.42万 | 加仓 |
| MUB | ISHARES TR | $575.71万 | 0.21% | 54,337 | 10,871 | 25.0% | $115.18万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $562.64万 | 0.20% | 59,810 | -33,016 | -35.6% | -$310.58万 | 减仓 |
| GOVT | ISHARES TR | $553.84万 | 0.20% | 241,957 | 94,717 | 64.3% | $216.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $544.11万 | 0.20% | 19,368 | 4,461 | 29.9% | $125.32万 | 加仓 |
| KO | COCA COLA CO | $539.09万 | 0.19% | 70,681 | 5,456 | 8.4% | $41.61万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $531.04万 | 0.19% | 57,898 | 5,923 | 11.4% | $54.33万 | 加仓 |
| HYD | VANECK ETF TRUST | $528.11万 | 0.19% | 105,664 | 33,350 | 46.1% | $166.68万 | 加仓 |
| HD | HOME DEPOT INC | $518.00万 | 0.19% | 16,012 | 387 | 2.5% | $12.52万 | 加仓 |
| CAT | CATERPILLAR INC | $517.27万 | 0.19% | 7,750 | 773 | 11.1% | $51.59万 | 加仓 |
| CSCO | CISCO SYS INC | $512.33万 | 0.19% | 66,501 | 3,132 | 4.9% | $24.13万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $504.59万 | 0.18% | 153,090 | 12,292 | 8.7% | $40.51万 | 加仓 |
| BAC | BANK AMERICA CORP | $504.34万 | 0.18% | 106,782 | 870 | 0.8% | $4.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $501.89万 | 0.18% | 7,941 | -9,775 | -55.2% | -$617.80万 | 减仓 |