13F 机构持仓

Verisail Partners, LLC

CHAMBLEE GA · SEC CIK 0002016904

2026Q22026Q1 更早 9 个季度 🔒
$2.46亿2026Q1 申报市值
25持仓数
97.6%前十大占比 · 第一大 34.5%
3 / 1新建仓 / 清仓
申报市值走势$2.70亿2026Q2
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

DIMENSIONAL ET 34.5%
DFIC 18.2%
DFGR 9.3%
DFGX 9.3%
DFCF 9.0%
DFSD 7.9%
DFEM 6.5%
MAR 1.1%
DFNM 1.0%
DFAU 0.9%

2026Q1 买入最多 按季末市值估算

DFGX 加仓+$94.26万
DFCF 加仓+$76.90万
DIMENSIONAL ETF 加仓+$75.68万
DFSD 加仓+$64.46万
DFGR 加仓+$47.27万

2026Q1 卖出最多 按季末市值估算

DFIC 减仓-$87.17万
DFEM 减仓-$24.65万
VCSH 清仓-$20.46万
AAPL 减仓-$5.56万
MAR 减仓-$3.70万

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 $8,511.66万34.53%2,190,338 19,4760.9% $75.68万 加仓
DFIC DIMENSIONAL ETF TRUST $4,481.24万18.18%1,261,255 -24,533-1.9% -$87.17万 减仓
DFGR DIMENSIONAL ETF TRUST $2,292.00万9.30%862,304 17,7842.1% $47.27万 加仓
DFGX DIMENSIONAL ETF TRUST $2,281.34万9.26%434,952 17,9714.3% $94.26万 加仓
DFCF DIMENSIONAL ETF TRUST $2,215.75万8.99%524,811 18,2143.6% $76.90万 加仓
DFSD DIMENSIONAL ETF TRUST $1,945.49万7.89%406,326 13,4623.4% $64.46万 加仓
DFEM DIMENSIONAL ETF TRUST $1,592.50万6.46%460,927 -7,134-1.5% -$24.65万 减仓
MAR MARRIOTT INTL INC NEW $277.72万1.13%8,491 -113-1.3% -$3.70万 减仓
DFNM DIMENSIONAL ETF TRUST $236.71万0.96%49,387 3560.7% $1.71万 加仓
DFAU DIMENSIONAL ETF TRUST $219.00万0.89%48,538 00.0% — 不变
MSFT MICROSOFT CORP $76.77万0.31%2,074 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $74.32万0.30%1,551 00.0% — 不变
AAPL APPLE INC $67.51万0.27%2,660 -219-7.6% -$5.56万 减仓
WMT WALMART INC $60.10万0.24%4,836 00.0% — 不变
— DIMENSIONAL ETF TRUST $57.64万0.23%16,451 00.0% — 不变
IVV ISHARES TR $40.43万0.16%619 10219.7% $6.66万 加仓
VTEB VANGUARD MUN BD FDS $26.89万0.11%5,389 -591-9.9% -$2.95万 减仓
CINF CINCINNATI FINL CORP $26.43万0.11%1,680 00.0% — 不变
ABBV ABBVIE INC $26.10万0.11%1,200 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $25.82万0.10%3,120 -321-9.3% -$2.66万 减仓
DFSB DIMENSIONAL ETF TRUST $25.19万0.10%4,869 4,869— $25.19万 新建仓
VOO VANGUARD INDEX FDS $23.60万0.10%395 395— $23.60万 新建仓
DFIP DIMENSIONAL ETF TRUST $22.97万0.09%5,506 1813.4% $7,551 加仓
— DIMENSIONAL ETF TRUST $21.16万0.09%8,948 00.0% — 不变
DUK DUKE ENERGY CORP NEW $20.07万0.08%1,533 1,533— $20.07万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -2,566-100.0% -$20.46万 清仓