Vantage Point Financial LLC
LISLE IL · SEC CIK 0002048892
$3.28亿2026Q2 申报市值
188持仓数
41.9%前十大占比 · 第一大 14.0%
27 / 17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
VT 加仓+$718.83万
TFLO 新建仓+$453.29万
DIMENSIONAL ETF 加仓+$143.41万
VOO 加仓+$136.19万
ISTB 新建仓+$107.57万
2026Q2 卖出最多 按季末市值估算
USFR 减仓-$980.94万
DIMENSIONAL ETF 减仓-$139.64万
QUAL 清仓-$109.66万
GLDM 清仓-$90.04万
IEMG 减仓-$78.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,591.48万 | 14.00% | 1,035,049 | 32,329 | 3.2% | $143.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,329.96万 | 7.10% | 284,211 | -17,033 | -5.7% | -$139.64万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,442.35万 | 4.40% | 387,103 | 20,194 | 5.5% | $75.24万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $930.62万 | 2.84% | 105,897 | 12,221 | 13.0% | $107.40万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $803.74万 | 2.45% | 168,323 | 10,429 | 6.6% | $49.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $792.48万 | 2.42% | 204,299 | 17,787 | 9.5% | $69.00万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $762.77万 | 2.33% | 48,599 | 45,800 | 1,636.3% | $718.83万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $730.76万 | 2.23% | 198,360 | 21 | 0.0% | $774 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $707.88万 | 2.16% | 174,184 | 8,586 | 5.2% | $34.89万 | 加仓 |
| AAPL | APPLE INC | $665.53万 | 2.03% | 23,000 | 570 | 2.5% | $16.49万 | 加仓 |
| CAT | CATERPILLAR INC | $663.41万 | 2.02% | 6,230 | 36 | 0.6% | $3.83万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $625.61万 | 1.91% | 76,349 | -961 | -1.2% | -$7.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $583.96万 | 1.78% | 29,185 | 708 | 2.5% | $14.17万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $571.46万 | 1.74% | 104,528 | 3,683 | 3.7% | $20.13万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $569.27万 | 1.74% | 134,866 | 7,043 | 5.5% | $29.73万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $566.77万 | 1.73% | 105,751 | 4,513 | 4.5% | $24.19万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $473.33万 | 1.44% | 129,324 | 3,007 | 2.4% | $11.01万 | 加仓 |
| TFLO | ISHARES TR | $453.29万 | 1.38% | 89,529 | 89,529 | — | $453.29万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $418.91万 | 1.28% | 59,930 | -456 | -0.8% | -$3.19万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $405.13万 | 1.24% | 78,377 | -1,303 | -1.6% | -$6.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $368.94万 | 1.12% | 88,410 | 18,291 | 26.1% | $76.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $360.71万 | 1.10% | 5,252 | 1,983 | 60.7% | $136.19万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $354.10万 | 1.08% | 52,066 | 302 | 0.6% | $2.05万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $351.92万 | 1.07% | 85,313 | 2,164 | 2.6% | $8.93万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $329.56万 | 1.00% | 83,349 | -2,276 | -2.7% | -$9.00万 | 减仓 |
| IVE | ISHARES TR | $326.27万 | 0.99% | 14,369 | 559 | 4.0% | $12.69万 | 加仓 |
| USFR | WISDOMTREE TR | $322.73万 | 0.98% | 64,097 | -194,825 | -75.2% | -$980.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $321.97万 | 0.98% | 39,103 | -210 | -0.5% | -$1.73万 | 减仓 |
| AMZN | AMAZON COM INC | $282.22万 | 0.86% | 11,841 | 360 | 3.1% | $8.58万 | 加仓 |
| MUB | ISHARES TR | $279.49万 | 0.85% | 25,971 | 3,126 | 13.7% | $33.64万 | 加仓 |
| GOOG | ALPHABET INC | $263.13万 | 0.80% | 7,447 | 705 | 10.5% | $24.91万 | 加仓 |
| MOAT | VANECK ETF TRUST | $262.12万 | 0.80% | 25,214 | -1,762 | -6.5% | -$18.32万 | 减仓 |
| GOOGL | ALPHABET INC | $248.77万 | 0.76% | 6,961 | 247 | 3.7% | $8.83万 | 加仓 |
| IVW | ISHARES TR | $235.62万 | 0.72% | 17,132 | 1,488 | 9.5% | $20.46万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $215.51万 | 0.66% | 50,509 | 2,149 | 4.4% | $9.17万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $209.49万 | 0.64% | 17,606 | 3,643 | 26.1% | $43.35万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $204.79万 | 0.62% | 38,844 | -7,868 | -16.8% | -$41.48万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $189.62万 | 0.58% | 38,848 | 4,895 | 14.4% | $23.89万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $187.39万 | 0.57% | 34,690 | 1,688 | 5.1% | $9.12万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $184.26万 | 0.56% | 33,834 | 10,283 | 43.7% | $56.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $183.51万 | 0.56% | 2,492 | -349 | -12.3% | -$25.70万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $168.21万 | 0.51% | 58,064 | 5 | 0.0% | $145 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $162.16万 | 0.49% | 40,329 | -2,205 | -5.2% | -$8.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $153.11万 | 0.47% | 4,105 | -142 | -3.3% | -$5.30万 | 减仓 |
| LLY | ELI LILLY & CO | $145.87万 | 0.44% | 1,216 | 43 | 3.7% | $5.16万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $140.08万 | 0.43% | 61,025 | -671 | -1.1% | -$1.54万 | 减仓 |
| AMAT | APPLIED MATLS INC | $137.35万 | 0.42% | 1,900 | 33 | 1.8% | $2.39万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $136.74万 | 0.42% | 28,625 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $133.59万 | 0.41% | 31,656 | 7,592 | 31.5% | $32.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $132.21万 | 0.40% | 50,540 | -460 | -0.9% | -$1.20万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $131.22万 | 0.40% | 28,273 | 5,020 | 21.6% | $23.30万 | 加仓 |
| SUB | ISHARES TR | $126.74万 | 0.39% | 11,904 | 2,105 | 21.5% | $22.41万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $124.24万 | 0.38% | 25,105 | 5,672 | 29.2% | $28.07万 | 加仓 |
| IEMG | ISHARES INC | $122.74万 | 0.37% | 14,816 | -9,521 | -39.1% | -$78.87万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $121.08万 | 0.37% | 28,087 | -11,005 | -28.2% | -$47.44万 | 减仓 |
| SHLD | GLOBAL X FDS | $115.40万 | 0.35% | 19,326 | 4,433 | 29.8% | $26.47万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $113.11万 | 0.34% | 15,875 | 950 | 6.4% | $6.77万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $111.27万 | 0.34% | 964 | 132 | 15.9% | $15.24万 | 加仓 |
| OKLO | OKLO INC | $110.77万 | 0.34% | 21,167 | -66 | -0.3% | -$3,454 | 减仓 |
| ISTB | ISHARES TR | $107.57万 | 0.33% | 22,294 | 22,294 | — | $107.57万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $106.78万 | 0.33% | 54,688 | -2,871 | -5.0% | -$5.61万 | 减仓 |
| DFVX | DIMENSIONAL ETF TRUST | $100.50万 | 0.31% | 12,221 | 9 | 0.1% | $740 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $97.59万 | 0.30% | 43,675 | -59 | -0.1% | -$1,318 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $96.09万 | 0.29% | 28,158 | 7,165 | 34.1% | $24.45万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $95.44万 | 0.29% | 48,654 | -57 | -0.1% | -$1,118 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $95.37万 | 0.29% | 23,765 | 5,721 | 31.7% | $22.96万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $92.12万 | 0.28% | 42,362 | 724 | 1.7% | $1.57万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $89.06万 | 0.27% | 43,730 | 737 | 1.7% | $1.50万 | 加仓 |
| MTUM | ISHARES TR | $87.40万 | 0.27% | 2,549 | -1,653 | -39.3% | -$56.68万 | 减仓 |
| IXC | ISHARES TR | $84.56万 | 0.26% | 17,212 | -1,616 | -8.6% | -$7.94万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $84.55万 | 0.26% | 24,672 | -5,386 | -17.9% | -$18.46万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $83.69万 | 0.26% | 9,716 | 2 | 0.0% | $172 | 加仓 |
| PG | PROCTER & GAMBLE CO | $79.56万 | 0.24% | 5,426 | -12 | -0.2% | -$1,760 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $79.45万 | 0.24% | 6,810 | -334 | -4.7% | -$3.90万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $78.74万 | 0.24% | 3,100 | 87 | 2.9% | $2.21万 | 加仓 |
| TSLA | TESLA INC | $78.53万 | 0.24% | 1,867 | -96 | -4.9% | -$4.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $78.21万 | 0.24% | 2,114 | 4 | 0.2% | $1,480 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $77.81万 | 0.24% | 1,555 | 7 | 0.5% | $3,503 | 加仓 |
| LMUB | ISHARES TR | $72.79万 | 0.22% | 14,211 | 2,746 | 24.0% | $14.07万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $70.97万 | 0.22% | 38,205 | 2,294 | 6.4% | $4.26万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $68.40万 | 0.21% | 32,373 | 1,422 | 4.6% | $3.00万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $68.36万 | 0.21% | 15,984 | 3,086 | 23.9% | $13.20万 | 加仓 |
| META | META PLATFORMS INC | $66.77万 | 0.20% | 1,185 | -296 | -20.0% | -$16.68万 | 减仓 |
| CB | CHUBB LIMITED | $66.61万 | 0.20% | 1,955 | 23 | 1.2% | $7,837 | 加仓 |
| MCD | MCDONALDS CORP | $65.69万 | 0.20% | 2,430 | -154 | -6.0% | -$4.16万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $64.57万 | 0.20% | 2,963 | 5 | 0.2% | $1,090 | 加仓 |
| — | INNOVATOR ETFS TRUST | $62.30万 | 0.19% | 15,154 | -1,119 | -6.9% | -$4.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $61.29万 | 0.19% | 1,055 | 10 | 1.0% | $5,809 | 加仓 |
| WMT | WALMART INC | $60.93万 | 0.19% | 5,379 | 86 | 1.6% | $9,741 | 加仓 |
| — | EXXON MOBIL CORP | $60.72万 | 0.19% | 4,442 | 170 | 4.0% | $2.32万 | 加仓 |
| INTC | INTEL CORP | $59.64万 | 0.18% | 4,271 | 4,271 | — | $59.64万 | 新建仓 |
| SLV | ISHARES SILVER TR | $54.05万 | 0.16% | 10,108 | -173 | -1.7% | -$9,250 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $53.97万 | 0.16% | 7,875 | 380 | 5.1% | $2.60万 | 加仓 |
| AVGO | BROADCOM INC | $52.57万 | 0.16% | 1,392 | 122 | 9.6% | $4.61万 | 加仓 |
| PFE | PFIZER INC | $51.54万 | 0.16% | 21,406 | 150 | 0.7% | $3,612 | 加仓 |
| SPTS | SPDR SERIES TRUST | $51.29万 | 0.16% | 17,681 | 17,681 | — | $51.29万 | 新建仓 |
| IVV | ISHARES TR | $51.00万 | 0.16% | 681 | 43 | 6.7% | $3.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.98万 | 0.16% | 11,868 | 2,396 | 25.3% | $10.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.13万 | 0.15% | 11,911 | -127 | -1.1% | -$5,345 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.96万 | 0.15% | 1,496 | 152 | 11.3% | $4.97万 | 加仓 |