Navigoe, LLC
REDONDO BEACH CA · SEC CIK 0002056100
$1.69亿2026Q1 申报市值
228持仓数
66.4%前十大占比 · 第一大 12.0%
8 / 22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
DFCF 加仓+$126.18万
DUSB 加仓+$111.87万
IVV 加仓+$88.76万
DFAU 加仓+$52.59万
AVSF 加仓+$50.14万
2026Q1 卖出最多 按季末市值估算
VLO 清仓-$81.30万
DFIV 减仓-$27.04万
DIMENSIONAL ETF 减仓-$26.78万
AVLV 减仓-$9.73万
DFIS 减仓-$7.42万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $2,029.70万 | 11.99% | 384,561 | -5,123 | -1.3% | -$27.04万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,556.90万 | 9.19% | 321,287 | 3,205 | 1.0% | $15.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,382.60万 | 8.17% | 221,400 | -4,288 | -1.9% | -$26.78万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,360.60万 | 8.04% | 301,570 | 11,657 | 4.0% | $52.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,279.50万 | 7.56% | 365,165 | 8,130 | 2.3% | $28.49万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $853.20万 | 5.04% | 264,833 | 8,050 | 3.1% | $25.93万 | 加仓 |
| IVV | ISHARES TR | $801.40万 | 4.73% | 12,270 | 1,359 | 12.5% | $88.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $684.20万 | 4.04% | 96,191 | 297 | 0.3% | $2.11万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $649.20万 | 3.83% | 153,773 | 29,888 | 24.1% | $126.18万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $648.40万 | 3.83% | 58,700 | 2,511 | 4.5% | $27.74万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $549.30万 | 3.24% | 73,410 | 3,393 | 4.8% | $25.39万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $500.50万 | 2.96% | 126,924 | 4,539 | 3.7% | $17.90万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $480.90万 | 2.84% | 142,038 | 5,035 | 3.7% | $17.05万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $448.10万 | 2.65% | 55,598 | -1,207 | -2.1% | -$9.73万 | 减仓 |
| AAPL | APPLE INC | $420.20万 | 2.48% | 16,558 | -166 | -1.0% | -$4.21万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $377.10万 | 2.23% | 74,378 | 22,064 | 42.2% | $111.87万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.00万 | 2.12% | 5 | 0 | 0.0% | — | 不变 |
| AVSF | AMERICAN CENTY ETF TR | $279.30万 | 1.65% | 59,698 | 10,716 | 21.9% | $50.14万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $272.50万 | 1.61% | 33,819 | 1,587 | 4.9% | $12.79万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $258.20万 | 1.52% | 76,690 | -2,205 | -2.8% | -$7.42万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $233.50万 | 1.38% | 55,132 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $220.20万 | 1.30% | 22,052 | -706 | -3.1% | -$7.05万 | 减仓 |
| META | META PLATFORMS INC | $124.00万 | 0.73% | 2,168 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $72.20万 | 0.43% | 15,085 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $71.30万 | 0.42% | 2,027 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $57.30万 | 0.34% | 2,000 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $57.20万 | 0.34% | 6,751 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $48.20万 | 0.28% | 12,410 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $42.90万 | 0.25% | 11,680 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $42.80万 | 0.25% | 8,278 | 3,820 | 85.7% | $19.75万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $39.20万 | 0.23% | 7,871 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $36.30万 | 0.21% | 12,017 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $30.40万 | 0.18% | 1,745 | -367 | -17.4% | -$6.39万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.40万 | 0.17% | 639 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.50万 | 0.16% | 554 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $22.30万 | 0.13% | 4,254 | 189 | 4.6% | $9,908 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $21.30万 | 0.13% | 726 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $21.30万 | 0.13% | 1,109 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $20.60万 | 0.12% | 4,309 | 227 | 5.6% | $1.09万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $18.70万 | 0.11% | 2,200 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $18.60万 | 0.11% | 1,101 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $17.10万 | 0.10% | 4,209 | -474 | -10.1% | -$1.93万 | 减仓 |
| TOL | TOLL BROTHERS INC | $15.90万 | 0.09% | 1,171 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $15.60万 | 0.09% | 4,147 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $14.10万 | 0.08% | 1,033 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $13.90万 | 0.08% | 4,316 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $13.80万 | 0.08% | 4,766 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $13.00万 | 0.08% | 1,405 | 2 | 0.1% | $185 | 加仓 |
| D | DOMINION ENERGY INC | $12.90万 | 0.08% | 2,089 | 1,500 | 254.7% | $9.26万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $12.60万 | 0.07% | 353 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $12.40万 | 0.07% | 658 | 1 | 0.2% | $188 | 加仓 |
| QUAL | ISHARES TR | $12.10万 | 0.07% | 634 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $11.20万 | 0.07% | 3,663 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $11.10万 | 0.07% | 512 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $11.10万 | 0.07% | 1,519 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $10.60万 | 0.06% | 3,144 | -175 | -5.3% | -$5,900 | 减仓 |
| DGRW | WISDOMTREE TR | $10.40万 | 0.06% | 1,194 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $10.00万 | 0.06% | 1,348 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $9.60万 | 0.06% | 334 | -195 | -36.9% | -$5.60万 | 减仓 |
| LLY | ELI LILLY & CO | $9.50万 | 0.06% | 104 | -30 | -22.4% | -$2.74万 | 减仓 |
| GE | GE AEROSPACE | $9.50万 | 0.06% | 337 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $9.10万 | 0.05% | 246 | -111 | -31.1% | -$4.11万 | 减仓 |
| BA | BOEING CO | $8.60万 | 0.05% | 437 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $8.20万 | 0.05% | 1,432 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $8.10万 | 0.05% | 392 | -207 | -34.6% | -$4.28万 | 减仓 |
| COP | CONOCOPHILLIPS | $7.90万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $7.50万 | 0.04% | 125 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $7.30万 | 0.04% | 84 | -17 | -16.8% | -$1.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6.80万 | 0.04% | 114 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $6.70万 | 0.04% | 552 | 552 | — | $6.70万 | 新建仓 |
| OKE | ONEOK INC NEW | $6.50万 | 0.04% | 726 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $6.30万 | 0.04% | 540 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $5.70万 | 0.03% | 115 | -10 | -8.0% | -$4,957 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $5.40万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $5.30万 | 0.03% | 177 | -73 | -29.2% | -$2.19万 | 减仓 |
| AGG | ISHARES TR | $5.30万 | 0.03% | 542 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $5.20万 | 0.03% | 160 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $4.60万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $4.40万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.30万 | 0.03% | 488 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $4.20万 | 0.02% | 742 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $4.00万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $3.70万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3.70万 | 0.02% | 481 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $3.70万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3.60万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $3.50万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $3.30万 | 0.02% | 346 | 346 | — | $3.30万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $3.10万 | 0.02% | 1,152 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.90万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $2.90万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2.70万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.70万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $2.60万 | 0.02% | 54 | -5 | -8.5% | -$2,407 | 减仓 |
| HD | HOME DEPOT INC | $2.60万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $2.50万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.40万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $2.40万 | 0.01% | 880 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $2.20万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.00万 | 0.01% | 213 | -190 | -47.1% | -$1.78万 | 减仓 |