Integrity Advisory Solutions, LLC
DALLAS TX · SEC CIK 0002057931
$7.57亿2026Q1 申报市值
293持仓数
50.6%前十大占比 · 第一大 15.5%
47 / 16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+$1,137.85万
PFEB 新建仓+$974.59万
FYC 新建仓+$947.56万
DGCB 加仓+$882.04万
DFGP 加仓+$453.54万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$1,128.77万
UDEC 清仓-$389.41万
BIL 减仓-$154.00万
INNOVATOR ETFS T 减仓-$151.63万
AMGN 减仓-$76.99万
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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,100.88万 | 1.45% | 258,786 | 5,879 | 2.3% | $25.01万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,101.75万 | 1.46% | 318,884 | 21,033 | 7.1% | $72.67万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,111.41万 | 1.47% | 144,002 | 14,112 | 10.9% | $108.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,148.34万 | 1.52% | 179,204 | -9,140 | -4.9% | -$58.57万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,404.82万 | 1.86% | 349,544 | 12,362 | 3.7% | $49.68万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,468.78万 | 1.94% | 306,761 | 71,920 | 30.6% | $344.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,973.48万 | 2.61% | 248,956 | 19,593 | 8.5% | $155.31万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2,393.55万 | 3.16% | 404,179 | 8,035 | 2.0% | $47.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,834.71万 | 3.74% | 771,141 | 78,765 | 11.4% | $289.54万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,923.86万 | 3.86% | 822,926 | 48,502 | 6.3% | $172.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,025.97万 | 4.00% | 863,575 | 67,640 | 8.5% | $237.01万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $4,214.30万 | 5.57% | 780,569 | 84,005 | 12.1% | $453.54万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $6,352.72万 | 8.39% | 1,173,502 | 162,935 | 16.1% | $882.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.17亿 | 15.49% | 3,018,682 | 292,808 | 10.7% | $1,137.85万 | 加仓 |