DEFINE FINANCIAL, LLC
SAN DIEGO CA · SEC CIK 0002021320
$2.18亿2026Q2 申报市值
47持仓数
91.4%前十大占比 · 第一大 15.1%
7 / 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
VTIP 加仓+$393.97万
AVDV 加仓+$176.83万
AVUV 加仓+$176.32万
VEU 加仓+$124.65万
VNQ 加仓+$107.11万
2026Q2 卖出最多 按季末市值估算
SHY 清仓-$20.04万
IVV 减仓-$8.62万
LCTX 清仓-$3.16万
VOO 减仓-$1.10万
GOOG 减仓-$4,946
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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $3,281.65万 | 15.07% | 263,037 | 14,133 | 5.7% | $176.32万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,238.20万 | 14.87% | 644,675 | 78,434 | 13.9% | $393.97万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,774.73万 | 12.74% | 269,261 | 17,160 | 6.8% | $176.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,764.89万 | 12.70% | 74,719 | 2,313 | 3.2% | $85.59万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,523.16万 | 11.59% | 301,273 | 14,884 | 5.2% | $124.65万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,202.15万 | 10.11% | 228,368 | 11,108 | 5.1% | $107.11万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,486.56万 | 6.83% | 154,063 | 2,805 | 1.9% | $27.07万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,288.13万 | 5.91% | 215,803 | 6,902 | 3.3% | $41.20万 | 加仓 |
| AAPL | APPLE INC | $183.53万 | 0.84% | 6,342 | 1,190 | 23.1% | $34.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $168.53万 | 0.77% | 4,518 | 529 | 13.3% | $19.73万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $148.11万 | 0.68% | 1,983 | 5 | 0.3% | $3,734 | 加仓 |
| NVDA | NVIDIA CORPORATION | $110.00万 | 0.51% | 5,498 | 1,471 | 36.5% | $29.43万 | 加仓 |
| SYK | STRYKER CORPORATION | $106.83万 | 0.49% | 3,393 | 3,393 | — | $106.83万 | 新建仓 |
| AMZN | AMAZON COM INC | $93.01万 | 0.43% | 3,902 | 1,096 | 39.1% | $26.12万 | 加仓 |
| GOOG | ALPHABET INC | $85.21万 | 0.39% | 2,412 | -14 | -0.6% | -$4,946 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.07万 | 0.39% | 1,680 | 1 | 0.1% | $500 | 加仓 |
| VV | VANGUARD INDEX FDS | $83.07万 | 0.38% | 2,415 | 6 | 0.2% | $2,064 | 加仓 |
| GOOGL | ALPHABET INC | $65.49万 | 0.30% | 1,832 | 956 | 109.1% | $34.17万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $59.96万 | 0.28% | 12,858 | 27 | 0.2% | $1,259 | 加仓 |
| ABNB | AIRBNB INC | $56.17万 | 0.26% | 3,925 | 6 | 0.2% | $859 | 加仓 |
| VOO | VANGUARD INDEX FDS | $53.54万 | 0.25% | 779 | -16 | -2.0% | -$1.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $48.71万 | 0.22% | 5,655 | 9 | 0.2% | $775 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.47万 | 0.22% | 507 | 96 | 23.4% | $8.99万 | 加仓 |
| AVGO | BROADCOM INC | $46.53万 | 0.21% | 1,232 | 1,232 | — | $46.53万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $44.99万 | 0.21% | 1,083 | 12 | 1.1% | $4,985 | 加仓 |
| NOBL | PROSHARES TR | $44.67万 | 0.21% | 7,955 | 43 | 0.5% | $2,415 | 加仓 |
| V | VISA INC | $44.30万 | 0.20% | 1,291 | 508 | 64.9% | $17.43万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $43.88万 | 0.20% | 5,680 | 21 | 0.4% | $1,622 | 加仓 |
| VGT | VANGUARD WORLD FD | $43.66万 | 0.20% | 3,653 | 5 | 0.1% | $598 | 加仓 |
| TSLA | TESLA INC | $41.99万 | 0.19% | 998 | 262 | 35.6% | $11.02万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $41.70万 | 0.19% | 9,246 | 102 | 1.1% | $4,600 | 加仓 |
| VTV | VANGUARD INDEX FDS | $38.67万 | 0.18% | 1,774 | -17 | -0.9% | -$3,706 | 减仓 |
| META | META PLATFORMS INC | $37.91万 | 0.17% | 673 | 673 | — | $37.91万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.16万 | 0.17% | 640 | 640 | — | $37.16万 | 新建仓 |
| SRE | SEMPRA | $36.46万 | 0.17% | 3,932 | 46 | 1.2% | $4,265 | 加仓 |
| TTEK | TETRA TECH INC NEW | $33.99万 | 0.16% | 11,766 | 29 | 0.2% | $838 | 加仓 |
| QCOM | QUALCOMM INC | $31.55万 | 0.14% | 1,708 | 23 | 1.4% | $4,249 | 加仓 |
| CTAS | CINTAS CORP | $30.52万 | 0.14% | 1,794 | 8 | 0.4% | $1,361 | 加仓 |
| IVV | ISHARES TR | $30.49万 | 0.14% | 407 | -115 | -22.0% | -$8.62万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $30.49万 | 0.14% | 3,061 | 7 | 0.2% | $697 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $28.19万 | 0.13% | 2,027 | 17 | 0.8% | $2,364 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.09万 | 0.13% | 999 | 999 | — | $28.09万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $24.71万 | 0.11% | 1,723 | 6 | 0.3% | $860 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.59万 | 0.11% | 6,971 | 362 | 5.5% | $1.23万 | 重新持有 |
| USB | US BANCORP | $21.60万 | 0.10% | 3,576 | 3,576 | — | $21.60万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $20.70万 | 0.10% | 4,566 | 28 | 0.6% | $1,270 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $20.25万 | 0.09% | 3,206 | 3,206 | — | $20.25万 | 新建仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -2,427 | -100.0% | -$20.04万 | 清仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $0 | 0.00% | 0 | -20,000 | -100.0% | -$3.16万 | 清仓 |