Hippocratic Financial Advisors, LLC
WESTLAKE VILLAGE CA · SEC CIK 0002055803
$2.28亿2026Q1 申报市值
33持仓数
87.1%前十大占比 · 第一大 24.0%
6 / 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
IWB 加仓+$452.76万
BIL 加仓+$434.73万
DIMENSIONAL ETF 加仓+$217.38万
DOUBLELINE ETF T 加仓+$92.28万
IBIT 加仓+$60.09万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$102.06万
DFSD 减仓-$38.50万
VYM 减仓-$35.68万
DFCF 减仓-$20.20万
DFAW 减仓-$13.46万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $5,462.32万 | 23.96% | 153,195 | 12,698 | 9.0% | $452.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,032.76万 | 13.30% | 825,016 | 59,135 | 7.7% | $217.38万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,796.11万 | 12.26% | 558,329 | 18,426 | 3.4% | $92.28万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,486.99万 | 10.91% | 271,386 | 47,439 | 21.2% | $434.73万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,038.79万 | 8.94% | 573,822 | 9,437 | 1.7% | $33.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $958.48万 | 4.20% | 246,649 | -26,264 | -9.6% | -$102.06万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $929.75万 | 4.08% | 269,104 | 2,630 | 1.0% | $9.09万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $869.97万 | 3.82% | 189,909 | 9,556 | 5.3% | $43.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $647.20万 | 2.84% | 184,703 | 4,606 | 2.6% | $16.14万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $636.73万 | 2.79% | 138,751 | 653 | 0.5% | $3.00万 | 加仓 |
| VDC | VANGUARD WORLD FD | $553.70万 | 2.43% | 24,654 | 10 | 0.0% | $2,246 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $415.98万 | 1.82% | 28,088 | -2,409 | -7.9% | -$35.68万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $357.92万 | 1.57% | 67,814 | -1,245 | -1.8% | -$6.57万 | 减仓 |
| INDA | ISHARES TR | $357.59万 | 1.57% | 76,342 | 10,560 | 16.1% | $49.46万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $244.47万 | 1.07% | 51,059 | -8,040 | -13.6% | -$38.50万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $239.70万 | 1.05% | 62,389 | 15,640 | 33.5% | $60.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $225.21万 | 0.99% | 3,463 | 3 | 0.1% | $1,951 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $82.15万 | 0.36% | 19,457 | -4,785 | -19.7% | -$20.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $48.45万 | 0.21% | 2,778 | 130 | 4.9% | $2.27万 | 加仓 |
| AAPL | APPLE INC | $43.10万 | 0.19% | 1,698 | 242 | 16.6% | $6.14万 | 加仓 |
| EFV | ISHARES TR | $42.79万 | 0.19% | 5,755 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $36.19万 | 0.16% | 14,116 | 2,645 | 23.1% | $6.78万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $36.03万 | 0.16% | 4,884 | -1,825 | -27.2% | -$13.46万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.60万 | 0.15% | 6,217 | 2,419 | 63.7% | $13.07万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $32.77万 | 0.14% | 4,179 | 4,179 | — | $32.77万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $28.74万 | 0.13% | 1,323 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $26.16万 | 0.11% | 4,393 | 4,393 | — | $26.16万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $25.78万 | 0.11% | 9,688 | 9,688 | — | $25.78万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.07万 | 0.11% | 10,130 | 10,130 | — | $25.07万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.97万 | 0.10% | 2,492 | 2,492 | — | $21.97万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $21.83万 | 0.10% | 2,853 | 109 | 4.0% | $8,342 | 加仓 |
| AMZN | AMAZON COM INC | $20.60万 | 0.09% | 989 | 105 | 11.9% | $2.19万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $20.47万 | 0.09% | 5,192 | 5,192 | — | $20.47万 | 新建仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |