DEFINE FINANCIAL, LLC
SAN DIEGO CA · SEC CIK 0002021320
$1.84亿2026Q1 申报市值
41持仓数
92.9%前十大占比 · 第一大 15.4%
2 / 3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
VTIP 加仓+$278.94万
VNQ 加仓+$113.20万
VTI 加仓+$91.49万
VEU 加仓+$30.55万
VWO 加仓+$25.07万
2026Q1 卖出最多 按季末市值估算
FRDM 清仓-$25.51万
PLTR 清仓-$21.19万
PGR 清仓-$20.71万
AVDV 减仓-$14.70万
AAPL 减仓-$13.88万
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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $2,828.37万 | 15.35% | 566,241 | 55,843 | 10.9% | $278.94万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,749.64万 | 14.92% | 248,904 | 1,227 | 0.5% | $13.55万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,517.48万 | 13.66% | 252,101 | -1,472 | -0.6% | -$14.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,322.86万 | 12.61% | 72,406 | 2,852 | 4.1% | $91.49万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,150.78万 | 11.67% | 286,389 | 4,068 | 1.4% | $30.55万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,927.09万 | 10.46% | 217,260 | 12,762 | 6.2% | $113.20万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,218.84万 | 6.62% | 151,258 | 1,952 | 1.3% | $15.73万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,129.11万 | 6.13% | 208,901 | 4,638 | 2.3% | $25.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $147.66万 | 0.80% | 3,989 | 87 | 2.2% | $3.22万 | 加仓 |
| AAPL | APPLE INC | $130.75万 | 0.71% | 5,152 | -547 | -9.6% | -$13.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $128.66万 | 0.70% | 1,978 | 5 | 0.3% | $3,252 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.46万 | 0.44% | 1,679 | 39 | 2.4% | $1.87万 | 加仓 |
| VV | VANGUARD INDEX FDS | $71.98万 | 0.39% | 2,409 | 7 | 0.3% | $2,092 | 加仓 |
| NVDA | NVIDIA CORPORATION | $70.23万 | 0.38% | 4,027 | 95 | 2.4% | $1.66万 | 加仓 |
| GOOG | ALPHABET INC | $69.58万 | 0.38% | 2,426 | 215 | 9.7% | $6.17万 | 加仓 |
| AMZN | AMAZON COM INC | $58.45万 | 0.32% | 2,806 | 193 | 7.4% | $4.02万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $52.72万 | 0.29% | 12,831 | 28 | 0.2% | $1,151 | 加仓 |
| ABNB | AIRBNB INC | $49.49万 | 0.27% | 3,919 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $47.52万 | 0.26% | 795 | -50 | -5.9% | -$2.99万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $46.49万 | 0.25% | 1,071 | 3 | 0.3% | $1,302 | 加仓 |
| NOBL | PROSHARES TR | $41.94万 | 0.23% | 3,956 | 19 | 0.5% | $2,014 | 加仓 |
| VUG | VANGUARD INDEX FDS | $41.12万 | 0.22% | 941 | 1 | 0.1% | $437 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.93万 | 0.22% | 411 | 3 | 0.7% | $2,987 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $39.82万 | 0.22% | 5,659 | 18 | 0.3% | $1,267 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $38.77万 | 0.21% | 9,144 | -55 | -0.6% | -$2,332 | 减仓 |
| SRE | SEMPRA | $37.76万 | 0.20% | 3,886 | 28 | 0.7% | $2,721 | 加仓 |
| TTEK | TETRA TECH INC NEW | $35.35万 | 0.19% | 11,737 | 22 | 0.2% | $663 | 加仓 |
| VTV | VANGUARD INDEX FDS | $35.14万 | 0.19% | 1,791 | 123 | 7.4% | $2.41万 | 加仓 |
| IVV | ISHARES TR | $34.10万 | 0.19% | 522 | -48 | -8.4% | -$3.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $31.82万 | 0.17% | 456 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $30.20万 | 0.16% | 1,786 | 4 | 0.2% | $676 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $30.15万 | 0.16% | 2,010 | 12 | 0.6% | $1,800 | 加仓 |
| TSLA | TESLA INC | $27.38万 | 0.15% | 736 | -47 | -6.0% | -$1.75万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $26.42万 | 0.14% | 3,054 | 9 | 0.3% | $779 | 加仓 |
| GOOGL | ALPHABET INC | $25.19万 | 0.14% | 876 | 14 | 1.6% | $4,025 | 加仓 |
| V | VISA INC | $23.68万 | 0.13% | 783 | 2 | 0.3% | $605 | 加仓 |
| QCOM | QUALCOMM INC | $21.69万 | 0.12% | 1,685 | 23 | 1.4% | $2,961 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $21.43万 | 0.12% | 1,717 | 5 | 0.3% | $624 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $20.82万 | 0.11% | 4,538 | 4,538 | — | $20.82万 | 新建仓 |
| SHY | ISHARES TR | $20.04万 | 0.11% | 2,427 | 2,427 | — | $20.04万 | 新建仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $3.16万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $0 | 0.00% | 0 | -4,975 | -100.0% | -$25.51万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,192 | -100.0% | -$21.19万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -910 | -100.0% | -$20.71万 | 清仓 |