13F 机构持仓

Navigoe, LLC

REDONDO BEACH CA · SEC CIK 0002056100

2026Q22026Q1 更早 9 个季度 🔒
$1.91亿2026Q2 申报市值
1,224持仓数
65.6%前十大占比 · 第一大 10.8%
980 / 11新建仓 / 清仓
申报市值走势$1.91亿2026Q2
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

DFIV 10.8%
DFUV 9.2%
DFAU 8.5%
DIMENSIONAL ET 8.1%
DIMENSIONAL ET 7.6%
IVV 5.0%
DIHP 5.0%
DIMENSIONAL ET 4.1%
AVUV 3.9%
DFCF 3.5%

2026Q2 买入最多 按季末市值估算

DUSB 加仓+$78.03万
DFAU 加仓+$75.89万
AVSF 加仓+$56.16万
DIHP 加仓+$45.00万
IVV 加仓+$36.09万

2026Q2 卖出最多 按季末市值估算

DFUV 减仓-$16.44万
MU 重新持有-$12.11万
DFIV 减仓-$11.81万
DFSE 减仓-$5.44万
DIMENSIONAL ETF 减仓-$5.27万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
COR CENCORA INC $25.40万0.13%900 900— $25.40万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $27.00万0.14%541 -13-2.3% -$6,488 减仓
VTEB VANGUARD MUN BD FDS $39.80万0.21%7,871 00.0% — 不变
SBCF SEACOAST BKG CORP FLA $39.90万0.21%12,022 50.0% $166 加仓
NVDA NVIDIA CORPORATION $40.90万0.21%2,045 30017.2% $6.00万 加仓
— DIMENSIONAL ETF TRUST $48.70万0.25%11,680 00.0% — 不变
KBH KB HOME $51.80万0.27%8,278 00.0% — 不变
— DIMENSIONAL ETF TRUST $52.30万0.27%11,812 -598-4.8% -$2.65万 减仓
AVDE AMERICAN CENTY ETF TR $60.20万0.31%6,751 00.0% — 不变
AMGN AMGEN INC $73.40万0.38%2,027 00.0% — 不变
DFSD DIMENSIONAL ETF TRUST $74.00万0.39%15,501 4162.8% $1.99万 加仓
GOOG ALPHABET INC $76.90万0.40%2,179 1798.9% $6.32万 加仓
META META PLATFORMS INC $122.10万0.64%2,168 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $232.80万1.22%22,594 5422.5% $5.58万 加仓
DFSE DIMENSIONAL ETF TRUST $264.00万1.38%54,019 -1,113-2.0% -$5.44万 减仓
DFIS DIMENSIONAL ETF TRUST $267.00万1.40%76,222 -468-0.6% -$1.64万 减仓
AVSF AMERICAN CENTY ETF TR $334.10万1.75%71,760 12,06220.2% $56.16万 加仓
AVEM AMERICAN CENTY ETF TR $334.20万1.75%34,645 8262.4% $7.97万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $374.40万1.96%5 00.0% — 不变
DUSB DIMENSIONAL ETF TRUST $455.70万2.38%89,744 15,36620.7% $78.03万 加仓
AAPL APPLE INC $507.20万2.65%17,530 9725.9% $28.12万 加仓
AVLV AMERICAN CENTY ETF TR $513.90万2.69%56,347 7491.3% $6.83万 加仓
DISV DIMENSIONAL ETF TRUST $515.30万2.69%128,427 1,5031.2% $6.03万 加仓
DFAE DIMENSIONAL ETF TRUST $582.80万3.05%144,950 2,9122.1% $11.71万 加仓
AVIV AMERICAN CENTY ETF TR $600.90万3.14%77,617 4,2075.7% $32.57万 加仓
DFCF DIMENSIONAL ETF TRUST $666.80万3.49%157,994 4,2212.7% $17.81万 加仓
AVUV AMERICAN CENTY ETF TR $754.70万3.95%60,499 1,7993.1% $22.44万 加仓
— DIMENSIONAL ETF TRUST $786.70万4.11%95,551 -640-0.7% -$5.27万 减仓
DIHP DIMENSIONAL ETF TRUST $948.70万4.96%278,019 13,1865.0% $45.00万 加仓
IVV ISHARES TR $954.90万4.99%12,752 4823.9% $36.09万 加仓
— DIMENSIONAL ETF TRUST $1,447.60万7.57%373,205 8,0402.2% $31.19万 加仓
— DIMENSIONAL ETF TRUST $1,542.70万8.07%220,712 -688-0.3% -$4.81万 减仓
DFAU DIMENSIONAL ETF TRUST $1,634.70万8.55%316,252 14,6824.9% $75.89万 加仓
DFUV DIMENSIONAL ETF TRUST $1,750.90万9.16%318,299 -2,988-0.9% -$16.44万 减仓
DFIV DIMENSIONAL ETF TRUST $2,065.50万10.80%382,374 -2,187-0.6% -$11.81万 减仓