Ballentine Capital Advisors, Inc
GREENVILLE SC · SEC CIK 0002011580
$2.42亿2026Q1 申报市值
27持仓数
92.3%前十大占比 · 第一大 25.2%
1 / 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
BIV 加仓+$91.52万
DIMENSIONAL ETF 加仓+$60.66万
BNDX 加仓+$49.13万
JPST 加仓+$41.29万
IGSB 加仓+$30.52万
2026Q1 卖出最多 按季末市值估算
GVI 减仓-$16.63万
AVDV 减仓-$13.76万
DFIS 减仓-$7.28万
NVDA 减仓-$5.82万
IWC 重新持有-$2.54万
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 | $6,083.54万 | 25.18% | 1,565,502 | 15,611 | 1.0% | $60.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,266.41万 | 13.52% | 509,740 | -391 | -0.1% | -$2.51万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,816.73万 | 11.66% | 364,956 | 11,858 | 3.4% | $91.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,947.44万 | 8.06% | 32,590 | 255 | 0.8% | $15.24万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,878.92万 | 7.78% | 543,826 | 1,155 | 0.2% | $3.99万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,660.06万 | 6.87% | 493,037 | -2,161 | -0.4% | -$7.28万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,606.28万 | 6.65% | 334,293 | 10,225 | 3.2% | $49.13万 | 加仓 |
| IGSB | ISHARES TR | $1,075.26万 | 4.45% | 204,578 | 5,807 | 2.9% | $30.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,033.02万 | 4.28% | 294,810 | 6,522 | 2.3% | $22.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $925.77万 | 3.83% | 130,151 | 3,181 | 2.5% | $22.63万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $637.77万 | 2.64% | 63,866 | -1,378 | -2.1% | -$13.76万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $332.44万 | 1.38% | 65,686 | 8,159 | 14.2% | $41.29万 | 加仓 |
| TILT | FLEXSHARES TR | $294.31万 | 1.22% | 12,194 | -76 | -0.6% | -$1.83万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $120.16万 | 0.50% | 30,842 | -50 | -0.2% | -$1,948 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $57.11万 | 0.24% | 11,471 | 4,538 | 65.5% | $22.59万 | 加仓 |
| IVE | ISHARES TR | $52.65万 | 0.22% | 2,493 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $51.04万 | 0.21% | 4,106 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $47.95万 | 0.20% | 4,495 | -1,559 | -25.8% | -$16.63万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $44.61万 | 0.18% | 5,690 | 49 | 0.9% | $3,842 | 加仓 |
| VBR | VANGUARD INDEX FDS | $43.94万 | 0.18% | 2,022 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $41.70万 | 0.17% | 638 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $34.10万 | 0.14% | 1,955 | -334 | -14.6% | -$5.82万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $22.45万 | 0.09% | 2,374 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $21.35万 | 0.09% | 4,568 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $20.48万 | 0.08% | 2,754 | 2,754 | — | $20.48万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.35万 | 0.08% | 3,765 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $20.15万 | 0.08% | 1,262 | -159 | -11.2% | -$2.54万 | 重新持有 |