Babb Wealth Advisors LLC
Flagstaff AZ · SEC CIK 0002047312
$1.83亿2026Q1 申报市值
19持仓数
96.5%前十大占比 · 第一大 22.4%
2 / 1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
DFCF 加仓+$131.37万
DIMENSIONAL ETF 加仓+$123.49万
DFGX 加仓+$103.53万
DFUS 加仓+$82.43万
DIMENSIONAL ETF 加仓+$60.18万
2026Q1 卖出最多 按季末市值估算
DUSB 减仓-$79.36万
AAPL 清仓-$26.12万
GBCI 减仓-$22.34万
DFAX 减仓-$4.28万
DFIC 减仓-$2.09万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $0 | 0.00% | 0 | -961 | -100.0% | -$26.12万 | 清仓 |
| FDX | FEDEX CORP | $20.20万 | 0.11% | 567 | 567 | — | $20.20万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $20.98万 | 0.11% | 654 | 654 | — | $20.98万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $24.16万 | 0.13% | 6,993 | -492 | -6.6% | -$1.70万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $47.05万 | 0.26% | 11,104 | 100 | 0.9% | $4,237 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $50.97万 | 0.28% | 14,346 | -588 | -3.9% | -$2.09万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $74.63万 | 0.41% | 15,400 | -364 | -2.3% | -$1.76万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $105.18万 | 0.57% | 24,806 | 465 | 1.9% | $1.97万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $130.99万 | 0.72% | 25,315 | 2,362 | 10.3% | $12.22万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $166.81万 | 0.91% | 37,343 | -5,000 | -11.8% | -$22.34万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $212.36万 | 1.16% | 28,783 | 1,448 | 5.3% | $10.68万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $261.59万 | 1.43% | 63,664 | 4,748 | 8.1% | $19.51万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $632.04万 | 3.46% | 132,004 | 7,128 | 5.7% | $34.13万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,067.49万 | 5.84% | 210,509 | -15,649 | -6.9% | -$79.36万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,242.05万 | 6.79% | 236,805 | 19,739 | 9.1% | $103.53万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,954.21万 | 10.68% | 462,863 | 31,115 | 7.2% | $131.37万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,152.44万 | 11.77% | 303,546 | 11,625 | 4.0% | $82.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,736.55万 | 14.96% | 438,199 | 9,636 | 2.2% | $60.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,292.78万 | 18.00% | 847,345 | 31,779 | 3.9% | $123.49万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,099.92万 | 22.41% | 1,206,924 | -1,259 | -0.1% | -$4.28万 | 减仓 |