Elser Financial Planning, Inc
INDIANAPOLIS IN · SEC CIK 0002028202
$20.65亿2026Q1 申报市值
132持仓数
86.3%前十大占比 · 第一大 57.1%
61 / 8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
MBIN 新建仓+$11.79亿
DFCF 加仓+$1.76亿
DFAU 新建仓+$8,935.63万
DFIC 新建仓+$7,722.40万
DFUS 加仓+$6,300.62万
2026Q1 卖出最多 按季末市值估算
AMZN 清仓-$187.93万
APH 清仓-$66.35万
WRB 清仓-$55.95万
ALL 清仓-$50.65万
LLY 减仓-$37.52万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $191.14万 | 0.09% | 10,979 | 10,979 | — | $191.14万 | 新建仓 |
| BRO | BROWN & BROWN INC | $192.09万 | 0.09% | 29,512 | -21 | -0.1% | -$1,367 | 减仓 |
| VB | VANGUARD INDEX FDS | $209.85万 | 0.10% | 8,026 | -655 | -7.5% | -$17.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $210.16万 | 0.10% | 8,521 | 1 | 0.0% | $247 | 加仓 |
| MSFT | MICROSOFT CORP | $218.29万 | 0.11% | 5,955 | -81 | -1.3% | -$2.97万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $219.24万 | 0.11% | 44,179 | 44,179 | — | $219.24万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $225.62万 | 0.11% | 91,194 | -2,110 | -2.3% | -$5.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $231.55万 | 0.11% | 7,953 | 7,953 | — | $231.55万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $243.82万 | 0.12% | 2,420 | 2,420 | — | $243.82万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $246.90万 | 0.12% | 31,241 | 31,241 | — | $246.90万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $263.09万 | 0.13% | 104,795 | -552 | -0.5% | -$1.39万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $287.57万 | 0.14% | 98,821 | -5,514 | -5.3% | -$16.05万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $343.86万 | 0.17% | 134,137 | -1,334 | -1.0% | -$3.42万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $447.82万 | 0.22% | 89,699 | 18,790 | 26.5% | $93.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $451.40万 | 0.22% | 6,941 | 6,941 | — | $451.40万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $532.45万 | 0.26% | 126,714 | 126,714 | — | $532.45万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $570.41万 | 0.28% | 170,293 | 170,293 | — | $570.41万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $572.60万 | 0.28% | 160,572 | 160,572 | — | $572.60万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $615.79万 | 0.30% | 10,304 | 1,252 | 13.8% | $74.82万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $639.52万 | 0.31% | 163,876 | 163,876 | — | $639.52万 | 新建仓 |
| SUSB | ISHARES TR | $680.41万 | 0.33% | 272,382 | 272,382 | — | $680.41万 | 新建仓 |
| AAPL | APPLE INC | $697.06万 | 0.34% | 27,648 | 296 | 1.1% | $7.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $739.74万 | 0.36% | 102,763 | 102,763 | — | $739.74万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $927.89万 | 0.45% | 226,039 | 226,039 | — | $927.89万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $974.38万 | 0.47% | 364,322 | 364,322 | — | $974.38万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $989.99万 | 0.48% | 233,159 | 233,159 | — | $989.99万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,758.23万 | 0.85% | 518,020 | 495,717 | 2,222.6% | $1,682.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,063.75万 | 1.00% | 562,024 | 562,024 | — | $2,063.75万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $2,293.26万 | 1.11% | 369,253 | 369,253 | — | $2,293.26万 | 新建仓 |
| LLY | ELI LILLY & CO | $2,434.38万 | 1.18% | 25,824 | -398 | -1.5% | -$37.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,175.04万 | 1.54% | 911,843 | 911,843 | — | $3,175.04万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,574.13万 | 1.73% | 1,043,991 | 1,043,991 | — | $3,574.13万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $3,701.30万 | 1.79% | 772,713 | 772,713 | — | $3,701.30万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $3,718.01万 | 1.80% | 707,855 | 72,648 | 11.4% | $381.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,939.33万 | 1.91% | 555,668 | 536,201 | 2,754.4% | $3,801.32万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,313.69万 | 2.09% | 891,980 | 884,653 | 12,073.9% | $4,278.26万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,603.97万 | 3.20% | 931,031 | 888,265 | 2,077.0% | $6,300.62万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $7,722.40万 | 3.74% | 2,170,433 | 2,170,433 | — | $7,722.40万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $8,935.63万 | 4.33% | 1,981,512 | 1,981,512 | — | $8,935.63万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.78亿 | 8.60% | 4,200,025 | 4,169,556 | 13,684.6% | $1.76亿 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $11.79亿 | 57.07% | 26,983,101 | 26,983,101 | — | $11.79亿 | 新建仓 |