Eaton-Cambridge Inc.
PHOENIX AZ · SEC CIK 0002011052
$3.20亿2026Q1 申报市值
56持仓数
89.8%前十大占比 · 第一大 31.6%
9 / 0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
DFGX 新建仓+$1,705.99万
DIMENSIONAL ETF 加仓+$160.49万
DFSU 新建仓+$99.52万
VTEB 加仓+$63.19万
NVDA 加仓+$62.49万
2026Q1 卖出最多 按季末市值估算
VCSH 减仓-$559.70万
BND 减仓-$536.78万
BSV 减仓-$71.71万
UPS 减仓-$10.18万
AVIG 减仓-$9.58万
2026Q1 持仓明细 点表头排序
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 | $1.01亿 | 31.56% | 2,595,688 | 41,299 | 1.6% | $160.49万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,523.84万 | 14.16% | 1,273,246 | 14,575 | 1.2% | $51.78万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,343.42万 | 13.59% | 547,927 | -70,607 | -11.4% | -$559.70万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,202.31万 | 10.02% | 434,861 | -72,892 | -14.4% | -$536.78万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,265.16万 | 7.09% | 655,618 | 5,077 | 0.8% | $17.54万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,705.99万 | 5.34% | 325,258 | 325,258 | — | $1,705.99万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $1,265.12万 | 3.96% | 161,346 | -9,145 | -5.4% | -$71.71万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $575.27万 | 1.80% | 51,742 | 2,287 | 4.6% | $25.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $384.17万 | 1.20% | 22,028 | 3,583 | 19.4% | $62.49万 | 加仓 |
| AAPL | APPLE INC | $354.50万 | 1.11% | 13,968 | 2,450 | 21.3% | $62.18万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $310.87万 | 0.97% | 62,311 | 12,665 | 25.5% | $63.19万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $239.28万 | 0.75% | 23,659 | 3,555 | 17.7% | $35.95万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $212.91万 | 0.67% | 54,649 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $163.72万 | 0.51% | 19,297 | 1,004 | 5.5% | $8.52万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $157.91万 | 0.49% | 33,742 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $154.47万 | 0.48% | 7,417 | 2,141 | 40.6% | $44.59万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $150.76万 | 0.47% | 18,709 | 1,428 | 8.3% | $11.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $123.93万 | 0.39% | 3,348 | 1,142 | 51.8% | $42.27万 | 加仓 |
| IVW | ISHARES TR | $110.16万 | 0.34% | 9,739 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $104.27万 | 0.33% | 3,626 | 1,192 | 49.0% | $34.28万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $99.52万 | 0.31% | 24,220 | 24,220 | — | $99.52万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $87.08万 | 0.27% | 20,962 | -2,305 | -9.9% | -$9.58万 | 减仓 |
| META | META PLATFORMS INC | $82.22万 | 0.26% | 1,437 | 421 | 41.4% | $24.09万 | 加仓 |
| LLY | ELI LILLY & CO | $80.39万 | 0.25% | 874 | 148 | 20.4% | $13.61万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $75.04万 | 0.23% | 22,163 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $67.73万 | 0.21% | 7,695 | 559 | 7.8% | $4.92万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $60.92万 | 0.19% | 12,724 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $59.35万 | 0.19% | 4,167 | -1 | -0.0% | -$142 | 减仓 |
| VV | VANGUARD INDEX FDS | $52.60万 | 0.16% | 1,760 | 996 | 130.4% | $29.77万 | 加仓 |
| GOOG | ALPHABET INC | $51.35万 | 0.16% | 1,790 | 310 | 20.9% | $8.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.74万 | 0.15% | 1,657 | 251 | 17.9% | $7.38万 | 加仓 |
| — | EXXON MOBIL CORP | $45.99万 | 0.14% | 2,711 | 942 | 53.3% | $15.98万 | 加仓 |
| AVGO | BROADCOM INC | $44.36万 | 0.14% | 1,433 | 385 | 36.7% | $11.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.44万 | 0.14% | 668 | 34 | 5.4% | $2.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.64万 | 0.13% | 869 | 130 | 17.6% | $6.23万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $39.74万 | 0.12% | 8,270 | -20 | -0.2% | -$961 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.99万 | 0.12% | 1,720 | 37 | 2.2% | $7,957 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $36.85万 | 0.12% | 4,871 | 259 | 5.6% | $1.96万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $32.94万 | 0.10% | 6,495 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $32.06万 | 0.10% | 3,874 | 137 | 3.7% | $1.13万 | 加仓 |
| GLD | SPDR GOLD TR | $31.54万 | 0.10% | 733 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $31.31万 | 0.10% | 7,384 | 7,384 | — | $31.31万 | 新建仓 |
| WMT | WALMART INC | $30.20万 | 0.09% | 2,430 | 2,430 | — | $30.20万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $29.19万 | 0.09% | 864 | 864 | — | $29.19万 | 新建仓 |
| VCEB | VANGUARD WORLD FD | $28.43万 | 0.09% | 4,525 | 4,525 | — | $28.43万 | 新建仓 |
| IVV | ISHARES TR | $27.96万 | 0.09% | 428 | 29 | 7.3% | $1.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $26.33万 | 0.08% | 1,077 | 1,077 | — | $26.33万 | 新建仓 |
| HD | HOME DEPOT INC | $25.95万 | 0.08% | 789 | 231 | 41.4% | $7.60万 | 重新持有 |
| V | VISA INC | $23.12万 | 0.07% | 765 | 121 | 18.8% | $3.66万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $23.11万 | 0.07% | 529 | 87 | 19.7% | $3.80万 | 加仓 |
| NFLX | NETFLIX INC. | $22.48万 | 0.07% | 2,338 | 2,146 | 1,117.7% | $20.63万 | 重新持有 |
| DFCF | DIMENSIONAL ETF TRUST | $22.08万 | 0.07% | 5,229 | 507 | 10.7% | $2.14万 | 加仓 |
| ABBV | ABBVIE INC | $22.08万 | 0.07% | 1,015 | 110 | 12.2% | $2.39万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $21.64万 | 0.07% | 2,200 | -1,035 | -32.0% | -$10.18万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $20.74万 | 0.06% | 415 | 415 | — | $20.74万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $15.96万 | 0.05% | 10,197 | 10,197 | — | $15.96万 | 新建仓 |