Babb Wealth Advisors LLC
Flagstaff AZ · SEC CIK 0002047312
$2.07亿2026Q2 申报市值
19持仓数
96.6%前十大占比 · 第一大 22.0%
1 / 1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
DFCF 加仓+$167.42万
DIMENSIONAL ETF 加仓+$147.98万
DFAX 加仓+$126.63万
DFGX 加仓+$113.06万
DIMENSIONAL ETF 加仓+$109.30万
2026Q2 卖出最多 按季末市值估算
FDX 清仓-$20.20万
DFSI 减仓-$9.45万
DFSE 减仓-$5.36万
DFUV 减仓-$3.11万
DFSU 减仓-$2.28万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | $4,572.94万 | 22.04% | 1,241,297 | 34,373 | 2.8% | $126.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,906.80万 | 18.83% | 880,703 | 33,358 | 3.9% | $147.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,172.31万 | 15.29% | 453,835 | 15,636 | 3.6% | $109.30万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,577.48万 | 12.42% | 314,557 | 11,011 | 3.6% | $90.22万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,121.16万 | 10.22% | 502,526 | 39,663 | 8.6% | $167.42万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,382.21万 | 6.66% | 257,900 | 21,095 | 8.9% | $113.06万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,104.08万 | 5.32% | 217,424 | 6,915 | 3.3% | $35.11万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $672.46万 | 3.24% | 140,830 | 8,826 | 6.7% | $42.14万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $294.59万 | 1.42% | 63,176 | -488 | -0.8% | -$2.28万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $241.41万 | 1.16% | 29,159 | 376 | 1.3% | $3.11万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $192.62万 | 0.93% | 37,343 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $150.44万 | 0.73% | 28,869 | 3,554 | 14.0% | $18.52万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $102.42万 | 0.49% | 22,710 | -2,096 | -8.4% | -$9.45万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $81.60万 | 0.39% | 14,834 | -566 | -3.7% | -$3.11万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $53.45万 | 0.26% | 14,346 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $48.92万 | 0.24% | 10,008 | -1,096 | -9.9% | -$5.36万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $28.42万 | 0.14% | 6,993 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $24.20万 | 0.12% | 654 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $21.23万 | 0.10% | 1,984 | 1,984 | — | $21.23万 | 新建仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -567 | -100.0% | -$20.20万 | 清仓 |