Aurelius Family Office LLC
BEDFORD NH · SEC CIK 0002053738
$2.30亿2026Q1 申报市值
47持仓数
72.2%前十大占比 · 第一大 16.2%
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
VOO 加仓+$185.84万
DFCF 加仓+$94.31万
BNDW 加仓+$57.49万
VGLT 加仓+$38.08万
VTIP 加仓+$32.69万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$70.97万
DFUS 减仓-$23.75万
SPY 减仓-$19.51万
DFIV 减仓-$17.48万
DFUV 减仓-$14.97万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFAW | DIMENSIONAL ETF TRUST | $20.40万 | 0.09% | 2,765 | -145 | -5.0% | -$1.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $21.99万 | 0.10% | 594 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $23.91万 | 0.10% | 3,049 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $24.11万 | 0.10% | 950 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $24.95万 | 0.11% | 5,339 | -89 | -1.6% | -$4,160 | 减仓 |
| STIP | ISHARES TR | $30.70万 | 0.13% | 2,968 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $30.77万 | 0.13% | 8,618 | -109 | -1.2% | -$3,892 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $35.79万 | 0.16% | 10,073 | -351 | -3.4% | -$1.25万 | 减仓 |
| IWN | ISHARES TR | $38.44万 | 0.17% | 2,027 | -45 | -2.2% | -$8,533 | 减仓 |
| ISVL | ISHARES TR | $38.45万 | 0.17% | 7,992 | -40 | -0.5% | -$1,924 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $42.91万 | 0.19% | 12,421 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $44.09万 | 0.19% | 3,024 | -241 | -7.4% | -$3.51万 | 减仓 |
| WRB | BERKLEY W R CORP | $49.84万 | 0.22% | 7,519 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $58.30万 | 0.25% | 6,725 | -110 | -1.6% | -$9,536 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $63.53万 | 0.28% | 18,130 | -29 | -0.2% | -$1,016 | 减仓 |
| EFV | ISHARES TR | $69.93万 | 0.30% | 9,406 | -298 | -3.1% | -$2.22万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $81.45万 | 0.35% | 15,087 | -148 | -1.0% | -$7,991 | 减仓 |
| VTV | VANGUARD INDEX FDS | $96.84万 | 0.42% | 4,936 | -575 | -10.4% | -$11.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $108.47万 | 0.47% | 17,369 | -857 | -4.7% | -$5.35万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $109.80万 | 0.48% | 9,876 | -181 | -1.8% | -$2.01万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $115.58万 | 0.50% | 13,623 | -1,479 | -9.8% | -$12.55万 | 减仓 |
| IWM | ISHARES TR | $124.94万 | 0.54% | 5,038 | -94 | -1.8% | -$2.33万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $194.29万 | 0.84% | 40,093 | -3,089 | -7.2% | -$14.97万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $210.35万 | 0.91% | 39,853 | -3,311 | -7.7% | -$17.48万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $251.75万 | 1.09% | 63,830 | 303 | 0.5% | $1.20万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $252.35万 | 1.10% | 26,921 | 835 | 3.2% | $7.83万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $264.13万 | 1.15% | 78,446 | 1,099 | 1.4% | $3.70万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $269.82万 | 1.17% | 33,485 | -812 | -2.4% | -$6.54万 | 减仓 |
| REET | ISHARES TR | $272.19万 | 1.18% | 108,226 | 2,691 | 2.5% | $6.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $275.00万 | 1.20% | 38,662 | -2,055 | -5.0% | -$14.62万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $281.66万 | 1.22% | 4,331 | -300 | -6.5% | -$19.51万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $315.89万 | 1.37% | 10,451 | 260 | 2.6% | $7.86万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $333.28万 | 1.45% | 69,535 | 142 | 0.2% | $6,806 | 加仓 |
| VTI | VANGUARD INDEX FDS | $349.07万 | 1.52% | 10,881 | -35 | -0.3% | -$1.12万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $601.95万 | 2.62% | 54,877 | 1,806 | 3.4% | $19.81万 | 加仓 |
| VB | VANGUARD INDEX FDS | $614.58万 | 2.67% | 23,464 | 420 | 1.8% | $11.00万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $648.29万 | 2.82% | 91,424 | -3,350 | -3.5% | -$23.75万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $727.69万 | 3.16% | 98,817 | -1,428 | -1.4% | -$10.52万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $796.66万 | 3.46% | 36,670 | 491 | 1.4% | $10.67万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $860.03万 | 3.74% | 159,117 | 3,502 | 2.3% | $18.93万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,015.45万 | 4.42% | 203,294 | 6,544 | 3.3% | $32.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,119.07万 | 4.87% | 174,636 | -1,074 | -0.6% | -$6.88万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,209.50万 | 5.26% | 218,499 | 6,880 | 3.3% | $38.08万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,031.47万 | 8.83% | 481,164 | 22,338 | 4.9% | $94.31万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $2,431.18万 | 10.57% | 355,695 | 8,411 | 2.4% | $57.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,681.70万 | 11.66% | 690,093 | -18,263 | -2.6% | -$70.97万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,733.32万 | 16.23% | 62,477 | 3,110 | 5.2% | $185.84万 | 加仓 |