Ballentine Capital Advisors, Inc
GREENVILLE SC · SEC CIK 0002011580
$2.65亿2026Q2 申报市值
26持仓数
92.8%前十大占比 · 第一大 25.7%
1 / 2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
BIV 加仓+$299.43万
BNDX 加仓+$176.41万
IGSB 加仓+$118.13万
VB 新建仓+$21.10万
JPST 加仓+$18.61万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$117.86万
DIMENSIONAL ETF 减仓-$116.80万
VEA 减仓-$97.85万
VOO 减仓-$73.35万
DFIS 减仓-$34.66万
2026Q2 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 | $6,827.76万 | 25.73% | 1,539,171 | -26,331 | -1.7% | -$116.80万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,534.05万 | 13.32% | 496,007 | -13,733 | -2.7% | -$97.85万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,098.64万 | 11.68% | 403,995 | 39,039 | 10.7% | $299.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,165.00万 | 8.16% | 31,522 | -1,068 | -3.3% | -$73.35万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,092.24万 | 7.88% | 514,824 | -29,002 | -5.3% | -$117.86万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,795.39万 | 6.77% | 370,719 | 36,426 | 10.9% | $176.41万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,692.45万 | 6.38% | 483,144 | -9,893 | -2.0% | -$34.66万 | 减仓 |
| IGSB | ISHARES TR | $1,190.32万 | 4.49% | 227,117 | 22,539 | 11.0% | $118.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,151.68万 | 4.34% | 296,902 | 2,092 | 0.7% | $8.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,089.31万 | 4.10% | 132,295 | 2,144 | 1.6% | $17.65万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $628.55万 | 2.37% | 60,995 | -2,871 | -4.5% | -$29.59万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $350.78万 | 1.32% | 69,366 | 3,680 | 5.6% | $18.61万 | 加仓 |
| TILT | FLEXSHARES TR | $321.39万 | 1.21% | 11,642 | -552 | -4.5% | -$15.24万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $125.96万 | 0.47% | 30,535 | -307 | -1.0% | -$1.27万 | 减仓 |
| IJR | ISHARES TR | $57.96万 | 0.22% | 3,908 | -198 | -4.8% | -$2.94万 | 减仓 |
| IVE | ISHARES TR | $56.62万 | 0.21% | 2,493 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $52.44万 | 0.20% | 10,535 | -936 | -8.2% | -$4.66万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $48.78万 | 0.18% | 2,007 | -15 | -0.7% | -$3,645 | 减仓 |
| IVV | ISHARES TR | $47.81万 | 0.18% | 638 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $40.62万 | 0.15% | 5,214 | -476 | -8.4% | -$3.71万 | 减仓 |
| GVI | ISHARES TR | $40.43万 | 0.15% | 3,811 | -684 | -15.2% | -$7.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $38.20万 | 0.14% | 1,909 | -46 | -2.4% | -$9,204 | 减仓 |
| IWC | ISHARES TR | $25.25万 | 0.10% | 1,262 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $24.40万 | 0.09% | 2,236 | -138 | -5.8% | -$1.51万 | 减仓 |
| VB | VANGUARD INDEX FDS | $21.10万 | 0.08% | 696 | 696 | — | $21.10万 | 新建仓 |
| EFV | ISHARES TR | $21.08万 | 0.08% | 2,754 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,568 | -100.0% | -$21.35万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,765 | -100.0% | -$20.35万 | 清仓 |