13F 机构持仓

Aurelius Family Office LLC

BEDFORD NH · SEC CIK 0002053738

2026Q22026Q1 更早 9 个季度 🔒
$2.54亿2026Q2 申报市值
49持仓数
71.6%前十大占比 · 第一大 16.6%
1 / 0新建仓 / 清仓
申报市值走势$2.54亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 16.6%
DIMENSIONAL ET 11.9%
BNDW 10.1%
DFCF 8.4%
VGLT 5.1%
VEA 5.0%
VTIP 4.2%
VWO 4.1%
VBR 3.3%
DFUS 2.9%

2026Q2 买入最多 按季末市值估算

BNDW 加仓+$137.14万
DFCF 加仓+$106.38万
VGLT 加仓+$90.50万
VWO 加仓+$87.00万
DFNM 加仓+$53.79万

2026Q2 卖出最多 按季末市值估算

VOO 减仓-$79.94万
VBR 减仓-$46.61万
DIMENSIONAL ETF 减仓-$37.44万
VB 减仓-$32.28万
DFUS 减仓-$22.18万

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
MSFT MICROSOFT CORP $22.16万0.09%594 00.0% — 不变
AVGO BROADCOM INC $23.42万0.09%620 00.0% — 重新持有
DFAW DIMENSIONAL ETF TRUST $24.07万0.09%2,907 1425.1% $1.18万 加仓
SCZ ISHARES TR $25.08万0.10%3,049 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $25.69万0.10%5,339 00.0% — 不变
AAPL APPLE INC $27.49万0.11%950 00.0% — 不变
STIP ISHARES TR $30.32万0.12%2,968 00.0% — 不变
DFLV DIMENSIONAL ETF TRUST $33.97万0.13%8,591 -27-0.3% -$1,068 减仓
DFIC DIMENSIONAL ETF TRUST $37.40万0.15%10,038 -35-0.3% -$1,304 减仓
IWN ISHARES TR $39.93万0.16%1,805 -222-11.0% -$4.91万 减仓
VBIL VANGUARD INSTL INDEX FD $46.37万0.18%6,127 6,127— $46.37万 新建仓
VSS VANGUARD INTL EQUITY INDEX F $46.37万0.18%3,005 -19-0.6% -$2,932 减仓
DFEM DIMENSIONAL ETF TRUST $50.30万0.20%12,376 -45-0.4% -$1,829 减仓
TLT ISHARES TR $51.58万0.20%5,969 -756-11.2% -$6.53万 减仓
WRB BERKLEY W R CORP $53.03万0.21%7,519 00.0% — 不变
EFV ISHARES TR $65.45万0.26%8,550 -856-9.1% -$6.55万 减仓
— DIMENSIONAL ETF TRUST $67.38万0.27%17,370 -760-4.2% -$2.95万 减仓
ISVL ISHARES TR $68.24万0.27%13,554 5,56269.6% $28.00万 加仓
DFGP DIMENSIONAL ETF TRUST $81.82万0.32%15,023 -64-0.4% -$3,485 减仓
VTV VANGUARD INDEX FDS $111.35万0.44%5,109 1733.5% $3.77万 加仓
AVDE AMERICAN CENTY ETF TR $117.90万0.46%13,218 -405-3.0% -$3.61万 减仓
— DIMENSIONAL ETF TRUST $121.41万0.48%17,369 00.0% — 不变
AVUS AMERICAN CENTY ETF TR $123.61万0.49%9,651 -225-2.3% -$2.88万 减仓
IWM ISHARES TR $145.66万0.57%4,848 -190-3.8% -$5.71万 减仓
DFIV DIMENSIONAL ETF TRUST $204.70万0.81%37,893 -1,960-4.9% -$10.59万 减仓
DFUV DIMENSIONAL ETF TRUST $215.89万0.85%39,245 -848-2.1% -$4.66万 减仓
DISV DIMENSIONAL ETF TRUST $253.57万1.00%63,187 -643-1.0% -$2.58万 减仓
VONV VANGUARD SCOTTSDALE FDS $266.71万1.05%25,088 -1,833-6.8% -$19.49万 减仓
DFIS DIMENSIONAL ETF TRUST $273.68万1.08%78,127 -319-0.4% -$1.12万 减仓
REET ISHARES TR $299.43万1.18%108,409 1830.2% $5,054 加仓
— DIMENSIONAL ETF TRUST $304.81万1.20%37,019 -1,643-4.2% -$13.53万 减仓
AVEM AMERICAN CENTY ETF TR $321.06万1.26%33,274 -211-0.6% -$2.04万 减仓
SPY STATE STR SPDR S&P 500 ETF T $340.23万1.34%4,556 2255.2% $16.80万 加仓
VBK VANGUARD INDEX FDS $368.78万1.45%10,084 -367-3.5% -$13.42万 减仓
DFNM DIMENSIONAL ETF TRUST $389.88万1.54%80,663 11,12816.0% $53.79万 加仓
VTI VANGUARD INDEX FDS $402.09万1.58%10,866 -15-0.1% -$5,551 减仓
VB VANGUARD INDEX FDS $678.97万2.67%22,399 -1,065-4.5% -$32.28万 减仓
BND VANGUARD BD INDEX FDS $717.27万2.83%97,708 -1,109-1.1% -$8.14万 减仓
VONG VANGUARD SCOTTSDALE FDS $724.02万2.85%56,648 1,7713.2% $22.64万 加仓
DFUS DIMENSIONAL ETF TRUST $726.95万2.86%88,717 -2,707-3.0% -$22.18万 减仓
VBR VANGUARD INDEX FDS $844.43万3.33%34,752 -1,918-5.2% -$46.61万 减仓
VWO VANGUARD INTL EQUITY INDEX F $1,036.77万4.08%173,692 14,5759.2% $87.00万 加仓
VTIP VANGUARD MALVERN FDS $1,060.30万4.18%211,089 7,7953.8% $39.15万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,274.17万5.02%178,831 4,1952.4% $29.89万 加仓
VGLT VANGUARD SCOTTSDALE FDS $1,296.18万5.11%234,900 16,4017.5% $90.50万 加仓
DFCF DIMENSIONAL ETF TRUST $2,137.37万8.42%506,366 25,2025.2% $106.38万 加仓
BNDW VANGUARD SCOTTSDALE FDS $2,574.71万10.14%375,706 20,0115.6% $137.14万 加仓
— DIMENSIONAL ETF TRUST $3,023.81万11.91%681,653 -8,440-1.2% -$37.44万 减仓
VOO VANGUARD INDEX FDS $4,211.02万16.59%61,313 -1,164-1.9% -$79.94万 减仓