Allodium Investment Consultants, LLC
MINNEAPOLIS MN · SEC CIK 0002052983
$2.09亿2026Q1 申报市值
52持仓数
66.1%前十大占比 · 第一大 11.7%
1 / 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
AVIG 加仓+$310.15万
AVSF 加仓+$182.10万
DFSB 加仓+$92.31万
VNQ 加仓+$89.92万
DFUS 加仓+$70.99万
2026Q1 卖出最多 按季末市值估算
NUSC 减仓-$61.30万
DFAE 减仓-$47.99万
MSFT 清仓-$22.44万
VEA 减仓-$11.73万
DFIS 减仓-$8.88万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $2,447.20万 | 11.72% | 345,114 | 10,011 | 3.0% | $70.99万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,252.93万 | 10.79% | 578,268 | -864 | -0.1% | -$3.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,975.77万 | 9.46% | 277,769 | 8,244 | 3.1% | $58.64万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $1,466.51万 | 7.02% | 353,037 | 74,664 | 26.8% | $310.15万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,402.60万 | 6.72% | 158,129 | 10,138 | 6.9% | $89.92万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,036.29万 | 4.96% | 306,050 | -14,172 | -4.4% | -$47.99万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,007.82万 | 4.83% | 299,323 | -2,636 | -0.9% | -$8.88万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $822.70万 | 3.94% | 194,032 | 2,110 | 1.1% | $8.95万 | 加仓 |
| IVV | ISHARES TR | $784.43万 | 3.76% | 12,009 | -107 | -0.9% | -$6.99万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $599.65万 | 2.87% | 145,937 | 13,904 | 10.5% | $57.13万 | 加仓 |
| NUSC | NUSHARES ETF TR | $552.91万 | 2.65% | 122,706 | -13,605 | -10.0% | -$61.30万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $541.84万 | 2.59% | 104,718 | 17,840 | 20.5% | $92.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $429.37万 | 2.06% | 86,063 | 7,571 | 9.6% | $37.77万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $418.36万 | 2.00% | 89,394 | 38,910 | 77.1% | $182.10万 | 加仓 |
| NUDM | NUSHARES ETF TR | $411.69万 | 1.97% | 114,011 | 17,333 | 17.9% | $62.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $401.51万 | 1.92% | 62,657 | -1,830 | -2.8% | -$11.73万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $328.11万 | 1.57% | 77,439 | 1,443 | 1.9% | $6.11万 | 加仓 |
| NUEM | NUSHARES ETF TR | $295.62万 | 1.42% | 80,465 | 5,539 | 7.4% | $20.35万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $290.90万 | 1.39% | 46,694 | 4,220 | 9.9% | $26.29万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $279.32万 | 1.34% | 37,931 | 3,007 | 8.6% | $22.14万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $278.56万 | 1.33% | 35,527 | 7,974 | 28.9% | $62.52万 | 加仓 |
| IWM | ISHARES TR | $272.01万 | 1.30% | 10,968 | -73 | -0.7% | -$1.81万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $250.86万 | 1.20% | 242,850 | 28,096 | 13.1% | $29.02万 | 加仓 |
| DSI | ISHARES TR | $224.58万 | 1.08% | 18,531 | -600 | -3.1% | -$7.27万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $205.31万 | 0.98% | 42,728 | 7,082 | 19.9% | $34.03万 | 加仓 |
| TOLZ | PROSHARES TR | $199.70万 | 0.96% | 33,294 | 2,057 | 6.6% | $12.34万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $198.15万 | 0.95% | 19,592 | 556 | 2.9% | $5.62万 | 加仓 |
| IWF | ISHARES TR | $180.85万 | 0.87% | 4,241 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $139.74万 | 0.67% | 27,502 | 385 | 1.4% | $1.96万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $132.82万 | 0.64% | 16,483 | 656 | 4.1% | $5.29万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $103.39万 | 0.50% | 12,186 | 1,185 | 10.8% | $10.05万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $101.57万 | 0.49% | 15,884 | -524 | -3.2% | -$3.35万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $85.30万 | 0.41% | 18,906 | -110 | -0.6% | -$4,963 | 减仓 |
| VB | VANGUARD INDEX FDS | $75.44万 | 0.36% | 2,880 | 1,256 | 77.3% | $32.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.38万 | 0.35% | 1,113 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $63.81万 | 0.31% | 13,570 | 13,570 | — | $63.81万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $63.14万 | 0.30% | 8,759 | 3,935 | 81.6% | $28.36万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $46.60万 | 0.22% | 11,038 | 2,036 | 22.6% | $8.60万 | 加仓 |
| VO | VANGUARD INDEX FDS | $41.60万 | 0.20% | 1,448 | -67 | -4.4% | -$1.92万 | 减仓 |
| MUB | ISHARES TR | $41.03万 | 0.20% | 3,865 | -6 | -0.2% | -$637 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $38.17万 | 0.18% | 3,823 | 825 | 27.5% | $8.24万 | 加仓 |
| IWO | ISHARES TR | $36.78万 | 0.18% | 1,172 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $32.86万 | 0.16% | 2,488 | 1 | 0.0% | $132 | 加仓 |
| VV | VANGUARD INDEX FDS | $31.93万 | 0.15% | 1,068 | -126 | -10.6% | -$3.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $29.75万 | 0.14% | 498 | 1 | 0.2% | $597 | 加仓 |
| AAPL | APPLE INC | $29.57万 | 0.14% | 1,165 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $29.54万 | 0.14% | 2,377 | -158 | -6.2% | -$1.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.81万 | 0.14% | 12,181 | 7 | 0.1% | $166 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $27.93万 | 0.13% | 3,403 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $27.51万 | 0.13% | 2,908 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $23.67万 | 0.11% | 825 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $23.37万 | 0.11% | 2,406 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -464 | -100.0% | -$22.44万 | 清仓 |