Vestment Financial LLC
CHANHASSEN MN · SEC CIK 0002056705
$2.23亿2026Q2 申报市值
41持仓数
75.5%前十大占比 · 第一大 22.3%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFNM 加仓+$151.57万
EA SERIES TRUST 加仓+$150.16万
DFSD 加仓+$71.20万
DIMENSIONAL ETF 加仓+$58.20万
DIMENSIONAL ETF 加仓+$42.85万
2026Q2 卖出最多 按季末市值估算
AVXC 减仓-$55.30万
MSFT 清仓-$21.28万
AVRE 减仓-$15.74万
ISHARES TR 减仓-$5.28万
BOXX 减仓-$4.75万
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 | $0 | 0.00% | 0 | -509 | -100.0% | -$21.28万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.76万 | 0.10% | 954 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $24.41万 | 0.11% | 3,679 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $26.20万 | 0.12% | 5,460 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $30.41万 | 0.14% | 10,516 | -1,826 | -14.8% | -$5.28万 | 减仓 |
| ACWV | ISHARES INC | $32.69万 | 0.15% | 2,680 | -146 | -5.2% | -$1.78万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $34.88万 | 0.16% | 7,486 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $36.11万 | 0.16% | 11,529 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $37.77万 | 0.17% | 8,743 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $38.59万 | 0.17% | 9,255 | 2 | 0.0% | $83 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $50.61万 | 0.23% | 7,814 | -571 | -6.8% | -$3.70万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $56.52万 | 0.25% | 15,780 | -1,061 | -6.3% | -$3.80万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $62.01万 | 0.28% | 11,989 | 797 | 7.1% | $4.12万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $64.39万 | 0.29% | 8,098 | 306 | 3.9% | $2.43万 | 加仓 |
| AAPL | APPLE INC | $77.21万 | 0.35% | 2,442 | 5 | 0.2% | $1,581 | 加仓 |
| LOW | LOWES COS INC | $85.07万 | 0.38% | 3,994 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $94.72万 | 0.42% | 24,119 | -445 | -1.8% | -$1.75万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $107.13万 | 0.48% | 1,551 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $133.68万 | 0.60% | 16,685 | 574 | 3.6% | $4.60万 | 加仓 |
| BOXX | EA SERIES TRUST | $162.68万 | 0.73% | 13,864 | -405 | -2.8% | -$4.75万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $183.17万 | 0.82% | 46,104 | -717 | -1.5% | -$2.85万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $227.01万 | 1.02% | 54,872 | -824 | -1.5% | -$3.41万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $255.46万 | 1.15% | 29,043 | 2,584 | 9.8% | $22.73万 | 加仓 |
| — | EA SERIES TRUST | $290.65万 | 1.30% | 84,126 | 2,155 | 2.6% | $7.45万 | 加仓 |
| — | EA SERIES TRUST | $303.47万 | 1.36% | 72,461 | 1,370 | 1.9% | $5.74万 | 加仓 |
| — | EA SERIES TRUST | $337.56万 | 1.51% | 140,010 | 62,280 | 80.1% | $150.16万 | 加仓 |
| QVAL | EA SERIES TRUST | $375.89万 | 1.68% | 66,778 | 1,954 | 3.0% | $11.00万 | 加仓 |
| QMOM | EA SERIES TRUST | $377.34万 | 1.69% | 49,076 | 1,160 | 2.4% | $8.92万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $439.80万 | 1.97% | 108,272 | -210 | -0.2% | -$8,530 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $446.39万 | 2.00% | 57,083 | 1,896 | 3.4% | $14.83万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $476.09万 | 2.13% | 139,964 | 4,621 | 3.4% | $15.72万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $578.53万 | 2.59% | 65,392 | 1,924 | 3.0% | $17.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $642.48万 | 2.88% | 92,817 | 4,768 | 5.4% | $33.00万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $655.97万 | 2.94% | 159,371 | 825 | 0.5% | $3.40万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $722.09万 | 3.24% | 151,508 | -3,303 | -2.1% | -$15.74万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $933.03万 | 4.18% | 102,182 | 2,613 | 2.6% | $23.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,113.23万 | 4.99% | 266,963 | 13,958 | 5.5% | $58.20万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,697.52万 | 7.61% | 351,964 | 31,426 | 9.8% | $151.57万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $1,778.82万 | 7.97% | 214,854 | -6,679 | -3.0% | -$55.30万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,977.99万 | 8.87% | 529,867 | 9,347 | 1.8% | $34.89万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,349.86万 | 10.53% | 492,736 | 14,930 | 3.1% | $71.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,968.61万 | 22.27% | 1,118,049 | 9,643 | 0.9% | $42.85万 | 加仓 |