BENNINGFIELD FINANCIAL ADVISORS, LLC
SAN FRANCISCO CA · SEC CIK 0002053653
$1.27亿2026Q1 申报市值
18持仓数
97.7%前十大占比 · 第一大 19.4%
0 / 0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
VTIP 加仓+$125.54万
IEF 加仓+$123.42万
VTI 加仓+$100.16万
AVUV 加仓+$48.16万
VXUS 加仓+$24.48万
2026Q1 卖出最多 按季末市值估算
PLTR 减仓-$291.10万
QUAL 减仓-$66.83万
BSVO 减仓-$48.21万
DFIV 减仓-$9.91万
VTV 减仓-$5.38万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $2,456.04万 | 19.38% | 506,819 | 1,576 | 0.3% | $7.64万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,115.20万 | 16.69% | 423,463 | 25,134 | 6.3% | $125.54万 | 加仓 |
| IEF | ISHARES TR | $1,979.01万 | 15.62% | 207,357 | 12,932 | 6.7% | $123.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,618.62万 | 12.77% | 50,454 | 3,122 | 6.6% | $100.16万 | 加仓 |
| BSVO | EA SERIES TRUST | $1,325.11万 | 10.46% | 522,314 | -19,001 | -3.5% | -$48.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,279.07万 | 10.09% | 87,440 | -19,900 | -18.5% | -$291.10万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $680.42万 | 5.37% | 61,593 | 4,360 | 7.6% | $48.16万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $495.17万 | 3.91% | 93,817 | -1,878 | -2.0% | -$9.91万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $217.45万 | 1.72% | 11,083 | -274 | -2.4% | -$5.38万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $213.45万 | 1.68% | 35,843 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $62.66万 | 0.49% | 3,267 | -3,484 | -51.6% | -$66.83万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $52.51万 | 0.41% | 6,810 | 3,175 | 87.3% | $24.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.35万 | 0.34% | 6,942 | -300 | -4.1% | -$1.87万 | 减仓 |
| IVLU | ISHARES TR | $32.27万 | 0.25% | 8,132 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.34万 | 0.22% | 400 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.22万 | 0.21% | 5,037 | -324 | -6.0% | -$1.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.83万 | 0.19% | 3,350 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $23.28万 | 0.18% | 1,965 | 0 | 0.0% | — | 不变 |