BENNINGFIELD FINANCIAL ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002053653
$1.35亿2026Q2 申报市值
19持仓数
97.3%前十大占比 · 第一大 20.6%
1 / 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
VTI 加仓+$66.72万
VTIP 加仓+$64.20万
IEF 加仓+$61.75万
VPL 新建仓+$20.32万
VXUS 加仓+$10.46万
2026Q2 卖出最多 按季末市值估算
BSVO 减仓-$27.88万
DFIV 减仓-$14.67万
AVUV 减仓-$13.66万
DFUV 减仓-$13.12万
QUAL 减仓-$5.90万
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 |
|---|---|---|---|---|---|---|---|---|
| VPL | VANGUARD INTL EQUITY INDEX F | $20.32万 | 0.15% | 1,756 | 1,756 | — | $20.32万 | 新建仓 |
| IJS | ISHARES TR | $26.86万 | 0.20% | 1,965 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.15万 | 0.20% | 4,549 | -488 | -9.7% | -$2.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.58万 | 0.20% | 3,350 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $34.01万 | 0.25% | 8,132 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $42.60万 | 0.32% | 400 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $48.52万 | 0.36% | 6,942 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $65.79万 | 0.49% | 2,998 | -269 | -8.2% | -$5.90万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $68.68万 | 0.51% | 8,034 | 1,224 | 18.0% | $10.46万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $211.40万 | 1.57% | 35,843 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $241.54万 | 1.79% | 11,083 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $492.13万 | 3.65% | 91,102 | -2,715 | -2.9% | -$14.67万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $754.77万 | 5.59% | 60,498 | -1,095 | -1.8% | -$13.66万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,020.16万 | 7.56% | 87,440 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $1,496.74万 | 11.09% | 512,763 | -9,551 | -1.8% | -$27.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,933.73万 | 14.32% | 52,257 | 1,803 | 3.6% | $66.72万 | 加仓 |
| IEF | ISHARES TR | $2,022.73万 | 14.98% | 213,887 | 6,530 | 3.1% | $61.75万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,191.26万 | 16.23% | 436,245 | 12,782 | 3.0% | $64.20万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,774.89万 | 20.55% | 504,434 | -2,385 | -0.5% | -$13.12万 | 减仓 |