Allodium Investment Consultants, LLC
MINNEAPOLIS MN · SEC CIK 0002052983
$2.35亿2026Q2 申报市值
57持仓数
64.9%前十大占比 · 第一大 11.9%
5 / 0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
IMPAX FUNDS SERI 新建仓+$290.61万
AVIG 加仓+$124.76万
DFAI 加仓+$70.42万
BND 加仓+$55.04万
AVSF 加仓+$47.82万
2026Q2 卖出最多 按季末市值估算
DFAE 减仓-$69.53万
DIMENSIONAL ETF 减仓-$57.22万
VTES 减仓-$53.13万
VNQ 减仓-$42.55万
DFUS 减仓-$33.63万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $2,794.24万 | 11.87% | 341,010 | -4,104 | -1.2% | -$33.63万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,455.78万 | 10.43% | 595,340 | 17,072 | 3.0% | $70.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,229.94万 | 9.47% | 270,820 | -6,949 | -2.5% | -$57.22万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $1,586.69万 | 6.74% | 383,166 | 30,129 | 8.5% | $124.76万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,482.28万 | 6.30% | 153,716 | -4,413 | -2.8% | -$42.55万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,161.10万 | 4.93% | 288,759 | -17,291 | -5.6% | -$69.53万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,081.55万 | 4.59% | 308,750 | 9,427 | 3.1% | $33.02万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $910.77万 | 3.87% | 201,944 | 7,912 | 4.1% | $35.68万 | 加仓 |
| IVV | ISHARES TR | $889.00万 | 3.78% | 11,871 | -138 | -1.1% | -$10.33万 | 减仓 |
| NUSC | NUSHARES ETF TR | $679.84万 | 2.89% | 130,437 | 7,731 | 6.3% | $40.29万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $664.72万 | 2.82% | 142,553 | -3,384 | -2.3% | -$15.78万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $576.05万 | 2.45% | 110,544 | 5,826 | 5.6% | $30.36万 | 加仓 |
| NUDM | NUSHARES ETF TR | $478.86万 | 2.03% | 119,655 | 5,644 | 5.0% | $22.59万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $464.11万 | 1.97% | 99,663 | 10,269 | 11.5% | $47.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $439.84万 | 1.87% | 61,732 | -925 | -1.5% | -$6.59万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $423.27万 | 1.80% | 83,684 | -2,379 | -2.8% | -$12.03万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $376.85万 | 1.60% | 77,097 | -342 | -0.4% | -$1.67万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $358.30万 | 1.52% | 48,854 | 2,160 | 4.6% | $15.84万 | 加仓 |
| NUEM | NUSHARES ETF TR | $343.29万 | 1.46% | 80,896 | 431 | 0.5% | $1.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $333.50万 | 1.42% | 45,429 | 7,498 | 19.8% | $55.04万 | 加仓 |
| IWM | ISHARES TR | $326.80万 | 1.39% | 10,877 | -91 | -0.8% | -$2.73万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $293.21万 | 1.25% | 257,545 | 14,695 | 6.1% | $16.73万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $291.48万 | 1.24% | 37,413 | 1,886 | 5.3% | $14.69万 | 加仓 |
| — | IMPAX FUNDS SERIES TRUST I | $290.61万 | 1.23% | 111,523 | 111,523 | — | $290.61万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $242.79万 | 1.03% | 50,132 | 7,404 | 17.3% | $35.86万 | 加仓 |
| DSI | ISHARES TR | $234.31万 | 1.00% | 16,456 | -2,075 | -11.2% | -$29.55万 | 减仓 |
| IWF | ISHARES TR | $210.40万 | 0.89% | 16,944 | -20 | -0.1% | -$2,483 | 减仓 |
| TOLZ | PROSHARES TR | $203.57万 | 0.86% | 34,347 | 1,053 | 3.2% | $6.24万 | 加仓 |
| PAVE | GLOBAL X FDS | $161.07万 | 0.68% | 27,337 | -165 | -0.6% | -$9,722 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $152.17万 | 0.65% | 15,771 | -712 | -4.3% | -$6.87万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $145.36万 | 0.62% | 14,348 | -5,244 | -26.8% | -$53.13万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $109.72万 | 0.47% | 12,300 | 114 | 0.9% | $1.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $97.46万 | 0.41% | 11,888 | 3,129 | 35.7% | $25.65万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $95.68万 | 0.41% | 18,511 | -395 | -2.1% | -$2.04万 | 减仓 |
| VB | VANGUARD INDEX FDS | $87.35万 | 0.37% | 2,882 | 2 | 0.1% | $606 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $85.90万 | 0.36% | 13,068 | -2,816 | -17.7% | -$18.51万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $78.78万 | 0.33% | 1,055 | -58 | -5.2% | -$4.33万 | 减仓 |
| ESML | ISHARES TR | $73.50万 | 0.31% | 13,141 | -429 | -3.2% | -$2.40万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $49.35万 | 0.21% | 11,692 | 654 | 5.9% | $2.76万 | 加仓 |
| VO | VANGUARD INDEX FDS | $46.72万 | 0.20% | 5,799 | 7 | 0.1% | $564 | 加仓 |
| IWO | ISHARES TR | $46.17万 | 0.20% | 1,172 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $41.60万 | 0.18% | 3,865 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $39.41万 | 0.17% | 3,824 | 1 | 0.0% | $103 | 加仓 |
| SUSA | ISHARES TR | $38.39万 | 0.16% | 2,488 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $37.41万 | 0.16% | 1,240 | 1,240 | — | $37.41万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $36.85万 | 0.16% | 1,071 | 3 | 0.3% | $1,032 | 加仓 |
| VOO | VANGUARD INDEX FDS | $34.22万 | 0.15% | 498 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $31.73万 | 0.13% | 2,908 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $31.69万 | 0.13% | 3,403 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $31.41万 | 0.13% | 12,006 | -175 | -1.4% | -$4,578 | 减仓 |
| IJR | ISHARES TR | $30.27万 | 0.13% | 2,041 | -336 | -14.1% | -$4.98万 | 减仓 |
| AAPL | APPLE INC | $27.08万 | 0.12% | 936 | -229 | -19.7% | -$6.63万 | 减仓 |
| EFA | ISHARES TR | $24.99万 | 0.11% | 2,406 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $24.63万 | 0.10% | 1,379 | 1,379 | — | $24.63万 | 新建仓 |
| — | DFA INVT DIMENSIONS GROUP IN | $22.45万 | 0.10% | 3,675 | 3,675 | — | $22.45万 | 新建仓 |
| GOOG | ALPHABET INC | $21.87万 | 0.09% | 619 | -206 | -25.0% | -$7.28万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $20.11万 | 0.09% | 1,570 | 1,570 | — | $20.11万 | 新建仓 |