13F 机构持仓

Parkwoods Wealth Partners, LLC

SYRACUSE NY · SEC CIK 0002042772

2026Q22026Q1 更早 9 个季度 🔒
$4.08亿2026Q1 申报市值
111持仓数
70.1%前十大占比 · 第一大 14.0%
9 / 3新建仓 / 清仓
申报市值走势$6.22亿2026Q2
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 14.0%
DFUV 12.2%
DFIV 9.9%
DFUS 9.1%
DIMENSIONAL ET 6.3%
DFSD 5.2%
DIMENSIONAL ET 5.0%
DISV 3.1%
DIMENSIONAL ET 2.7%
DFAU 2.5%

2026Q1 买入最多 按季末市值估算

DFSD 加仓+$992.99万
DFAU 加仓+$659.35万
DIMENSIONAL ETF 加仓+$412.67万
DFUV 加仓+$399.99万
DFIV 加仓+$381.46万

2026Q1 卖出最多 按季末市值估算

DFSU 清仓-$30.52万
JKHY 清仓-$20.93万
ACN 清仓-$20.66万
DUSB 减仓-$13.15万
ITOT 减仓-$9.69万

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
DFIC DIMENSIONAL ETF TRUST $476.66万1.17%134,158 17,44814.9% $61.99万 加仓
DFGR DIMENSIONAL ETF TRUST $516.43万1.27%194,292 81,36872.1% $216.28万 加仓
DFEM DIMENSIONAL ETF TRUST $535.45万1.31%154,978 74,07591.6% $255.93万 加仓
— DIMENSIONAL ETF TRUST $554.72万1.36%150,903 65,89977.5% $242.25万 加仓
DFAI DIMENSIONAL ETF TRUST $640.80万1.57%164,478 81,20097.5% $316.35万 加仓
DUSB DIMENSIONAL ETF TRUST $751.84万1.84%148,262 -2,593-1.7% -$13.15万 减仓
DFAE DIMENSIONAL ETF TRUST $933.54万2.29%275,705 50,62822.5% $171.43万 加仓
DFAU DIMENSIONAL ETF TRUST $1,016.68万2.49%225,329 146,133184.5% $659.35万 加仓
— DIMENSIONAL ETF TRUST $1,109.10万2.72%316,525 108,75752.3% $381.08万 加仓
DISV DIMENSIONAL ETF TRUST $1,273.41万3.12%322,872 83,92235.1% $330.99万 加仓
— DIMENSIONAL ETF TRUST $2,054.80万5.04%288,879 21,0357.9% $149.62万 加仓
DFSD DIMENSIONAL ETF TRUST $2,134.77万5.23%445,859 207,39187.0% $992.99万 加仓
— DIMENSIONAL ETF TRUST $2,554.83万6.26%657,444 106,19519.3% $412.67万 加仓
DFUS DIMENSIONAL ETF TRUST $3,717.59万9.11%524,268 17,1343.4% $121.50万 加仓
DFIV DIMENSIONAL ETF TRUST $4,055.88万9.94%768,451 72,27310.4% $381.46万 加仓
DFUV DIMENSIONAL ETF TRUST $4,966.55万12.18%1,024,876 82,5418.8% $399.99万 加仓
— DIMENSIONAL ETF TRUST $5,697.64万13.97%912,352 44,4315.1% $277.47万 加仓