Vestment Financial LLC
CHANHASSEN MN · SEC CIK 0002056705
$2.12亿2026Q1 申报市值
42持仓数
75.4%前十大占比 · 第一大 22.0%
3 / 5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
DIMENSIONAL ETF 加仓+$298.59万
DFSD 加仓+$197.82万
EA SERIES TRUST 新建仓+$188.92万
DFNM 加仓+$173.94万
BOXX 加仓+$79.21万
2026Q1 卖出最多 按季末市值估算
BND 清仓-$116.82万
BNDX 清仓-$48.54万
PAUG 清仓-$42.64万
INNOVATOR ETFS T 清仓-$33.25万
AVXC 减仓-$21.83万
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -15,725 | -100.0% | -$116.82万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -9,999 | -100.0% | -$48.54万 | 清仓 |
| PAUG | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,784 | -100.0% | -$42.64万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -11,515 | -100.0% | -$33.25万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,837 | -100.0% | -$20.83万 | 清仓 |
| MSFT | MICROSOFT CORP | $21.28万 | 0.10% | 509 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.69万 | 0.10% | 954 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $23.66万 | 0.11% | 3,679 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $25.42万 | 0.12% | 5,460 | 481 | 9.7% | $2.24万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $33.73万 | 0.16% | 7,486 | -329 | -4.2% | -$1.48万 | 减仓 |
| ACWV | ISHARES INC | $34.49万 | 0.16% | 2,826 | 587 | 26.2% | $7.16万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $35.24万 | 0.17% | 9,253 | -1,224 | -11.7% | -$4.66万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $35.66万 | 0.17% | 11,529 | 11,529 | — | $35.66万 | 新建仓 |
| — | ISHARES TR | $36.25万 | 0.17% | 12,342 | 477 | 4.0% | $1.40万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $36.68万 | 0.17% | 8,743 | 8,743 | — | $36.68万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $54.90万 | 0.26% | 8,385 | -429 | -4.9% | -$2.81万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $57.14万 | 0.27% | 16,841 | -1,063 | -5.9% | -$3.61万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $57.85万 | 0.27% | 7,792 | 306 | 4.1% | $2.27万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $58.47万 | 0.28% | 11,192 | -389 | -3.4% | -$2.03万 | 减仓 |
| AAPL | APPLE INC | $66.54万 | 0.31% | 2,437 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $92.39万 | 0.44% | 24,564 | -1,456 | -5.6% | -$5.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $101.05万 | 0.48% | 1,551 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $101.16万 | 0.48% | 3,994 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $128.69万 | 0.61% | 16,111 | 702 | 4.6% | $5.61万 | 加仓 |
| BOXX | EA SERIES TRUST | $166.12万 | 0.78% | 14,269 | 6,804 | 91.1% | $79.21万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $179.56万 | 0.85% | 46,821 | -2,807 | -5.7% | -$10.76万 | 减仓 |
| — | EA SERIES TRUST | $188.92万 | 0.89% | 77,730 | 77,730 | — | $188.92万 | 新建仓 |
| AVSU | AMERICAN CENTY ETF TR | $215.76万 | 1.02% | 26,459 | 2,280 | 9.4% | $18.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $231.47万 | 1.09% | 55,696 | -1,366 | -2.4% | -$5.68万 | 减仓 |
| — | EA SERIES TRUST | $290.47万 | 1.37% | 81,971 | 4,166 | 5.4% | $14.76万 | 加仓 |
| — | EA SERIES TRUST | $314.64万 | 1.48% | 71,091 | 4,301 | 6.4% | $19.04万 | 加仓 |
| QVAL | EA SERIES TRUST | $358.05万 | 1.69% | 64,824 | -506 | -0.8% | -$2.79万 | 减仓 |
| QMOM | EA SERIES TRUST | $365.93万 | 1.72% | 47,916 | -175 | -0.4% | -$1.34万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $435.70万 | 2.05% | 55,187 | 3,462 | 6.7% | $27.33万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $452.80万 | 2.13% | 108,482 | -267 | -0.2% | -$1.11万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $463.35万 | 2.18% | 135,343 | 5,967 | 4.6% | $20.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $529.45万 | 2.49% | 63,468 | 3,923 | 6.6% | $32.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $586.49万 | 2.76% | 88,049 | -701 | -0.8% | -$4.67万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $668.51万 | 3.15% | 158,546 | 4,224 | 2.7% | $17.81万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $742.79万 | 3.50% | 154,811 | 2,248 | 1.5% | $10.79万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $850.22万 | 4.00% | 99,569 | 4,646 | 4.9% | $39.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $995.07万 | 4.69% | 253,005 | 10,642 | 4.4% | $41.85万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,551.40万 | 7.31% | 320,538 | 35,938 | 12.6% | $173.94万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $1,681.25万 | 7.92% | 221,533 | -2,876 | -1.3% | -$21.83万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,969.65万 | 9.28% | 520,520 | 10,215 | 2.0% | $38.65万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,303.50万 | 10.85% | 477,806 | 41,032 | 9.4% | $197.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,669.72万 | 21.99% | 1,108,406 | 70,874 | 6.8% | $298.59万 | 加仓 |