Approach Retirement Advisors, LLC
Vestavia AL · SEC CIK 0002106948
$1.20亿2026Q1 申报市值
79持仓数
56.2%前十大占比 · 第一大 16.7%
2 / 1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+$94.23万
STIP 加仓+$39.70万
VUSB 加仓+$33.90万
DIMENSIONAL ETF 加仓+$33.51万
BRK/B 加仓+$27.84万
2026Q1 卖出最多 按季末市值估算
ABBV 清仓-$23.61万
DIMENSIONAL ETF 减仓-$15.71万
CVX 减仓-$15.50万
AVIV 减仓-$7.35万
AVDE 减仓-$5.87万
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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,033 | -100.0% | -$23.61万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $20.60万 | 0.17% | 3,050 | 3,050 | — | $20.60万 | 新建仓 |
| — | GLOBAL X FDS | $21.11万 | 0.18% | 2,495 | 2,495 | — | $21.11万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $21.44万 | 0.18% | 1,786 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $23.01万 | 0.19% | 7,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $23.64万 | 0.20% | 1,135 | 265 | 30.5% | $5.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $24.17万 | 0.20% | 923 | 3 | 0.3% | $786 | 加仓 |
| CET | CENTRAL SECS CORP | $24.67万 | 0.21% | 4,967 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $26.79万 | 0.22% | 3,581 | -982 | -21.5% | -$7.35万 | 减仓 |
| IJH | ISHARES TR | $27.01万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $27.43万 | 0.23% | 4,685 | 1,057 | 29.1% | $6.19万 | 加仓 |
| IWM | ISHARES TR | $29.76万 | 0.25% | 1,200 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $29.96万 | 0.25% | 4,656 | 1 | 0.0% | $64 | 加仓 |
| META | META PLATFORMS INC | $30.17万 | 0.25% | 527 | 90 | 20.6% | $5.15万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $31.23万 | 0.26% | 9,241 | -1,238 | -11.8% | -$4.18万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $31.61万 | 0.26% | 4,085 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.96万 | 0.27% | 650 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $32.30万 | 0.27% | 3,234 | -190 | -5.5% | -$1.90万 | 减仓 |
| AAPL | APPLE INC | $32.95万 | 0.27% | 1,298 | 73 | 6.0% | $1.85万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $33.59万 | 0.28% | 12,639 | 112 | 0.9% | $2,977 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $33.75万 | 0.28% | 2,279 | 11 | 0.5% | $1,629 | 加仓 |
| VO | VANGUARD INDEX FDS | $34.79万 | 0.29% | 1,211 | 3 | 0.2% | $862 | 加仓 |
| GOOGL | ALPHABET INC | $35.20万 | 0.29% | 1,224 | 114 | 10.3% | $3.28万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $36.52万 | 0.30% | 33,724 | 974 | 3.0% | $1.05万 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.80万 | 0.32% | 1,875 | -749 | -28.5% | -$15.50万 | 减仓 |
| SDY | SPDR SERIES TRUST | $39.12万 | 0.33% | 2,680 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $39.82万 | 0.33% | 3,739 | 30 | 0.8% | $3,195 | 加仓 |
| SPYM | SPDR SERIES TRUST | $40.60万 | 0.34% | 5,305 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $40.69万 | 0.34% | 2,000 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $40.71万 | 0.34% | 11,377 | -1,051 | -8.5% | -$3.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.21万 | 0.34% | 7,624 | 435 | 6.1% | $2.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.63万 | 0.35% | 3,179 | 203 | 6.8% | $2.66万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $45.59万 | 0.38% | 9,408 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $46.68万 | 0.39% | 6,562 | 8 | 0.1% | $569 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $47.75万 | 0.40% | 14,057 | 109 | 0.8% | $3,703 | 加仓 |
| MSFT | MICROSOFT CORP | $47.97万 | 0.40% | 1,296 | 126 | 10.8% | $4.66万 | 加仓 |
| QQQ | INVESCO QQQ TR | $51.26万 | 0.43% | 888 | 1 | 0.1% | $577 | 加仓 |
| KO | COCA COLA CO | $54.67万 | 0.45% | 7,189 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $56.47万 | 0.47% | 5,851 | 506 | 9.5% | $4.88万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $58.17万 | 0.48% | 1,332 | 99 | 8.0% | $4.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $60.53万 | 0.50% | 2,497 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.83万 | 0.51% | 1,800 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $62.62万 | 0.52% | 4,527 | 126 | 2.9% | $1.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.36万 | 0.56% | 10,787 | 6 | 0.1% | $375 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $71.94万 | 0.60% | 9,510 | -322 | -3.3% | -$2.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $75.24万 | 0.63% | 31,815 | -438 | -1.4% | -$1.04万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $75.54万 | 0.63% | 16,742 | 41 | 0.2% | $1,850 | 加仓 |
| VTI | VANGUARD INDEX FDS | $76.03万 | 0.63% | 2,370 | 265 | 12.6% | $8.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $77.50万 | 0.64% | 5,366 | 148 | 2.8% | $2.14万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $80.88万 | 0.67% | 22,649 | 4 | 0.0% | $143 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $89.35万 | 0.74% | 14,342 | 91 | 0.6% | $5,669 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $89.48万 | 0.74% | 13,964 | 836 | 6.4% | $5.36万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $98.61万 | 0.82% | 30,604 | 535 | 1.8% | $1.72万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $115.71万 | 0.96% | 21,923 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $116.00万 | 0.96% | 29,412 | 230 | 0.8% | $9,071 | 加仓 |
| VTV | VANGUARD INDEX FDS | $116.38万 | 0.97% | 5,931 | 299 | 5.3% | $5.87万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $117.39万 | 0.98% | 14,568 | 1,416 | 10.8% | $11.41万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $120.27万 | 1.00% | 5,592 | 8 | 0.1% | $1,721 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $132.14万 | 1.10% | 2,032 | -54 | -2.6% | -$3.51万 | 减仓 |
| — | EXXON MOBIL CORP | $150.85万 | 1.25% | 8,891 | 10 | 0.1% | $1,697 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $159.38万 | 1.33% | 19,772 | -320 | -1.6% | -$2.58万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $161.77万 | 1.35% | 46,821 | -785 | -1.6% | -$2.71万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $167.16万 | 1.39% | 15,132 | 1,079 | 7.7% | $11.92万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $179.66万 | 1.49% | 53,059 | 7,963 | 17.7% | $26.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $197.79万 | 1.65% | 56,447 | -4,483 | -7.4% | -$15.71万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $212.49万 | 1.77% | 45,404 | 113 | 0.2% | $5,288 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $227.59万 | 1.89% | 45,564 | 614 | 1.4% | $3.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $228.24万 | 1.90% | 4,763 | 581 | 13.9% | $27.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $237.60万 | 1.98% | 64,636 | 887 | 1.4% | $3.26万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $242.45万 | 2.02% | 48,698 | 6,809 | 16.3% | $33.90万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $250.08万 | 2.08% | 60,203 | 3,336 | 5.9% | $13.86万 | 加仓 |
| STIP | ISHARES TR | $266.03万 | 2.21% | 25,721 | 3,838 | 17.5% | $39.70万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $302.62万 | 2.52% | 35,670 | -692 | -1.9% | -$5.87万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $342.11万 | 2.85% | 87,810 | 4,138 | 4.9% | $16.12万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $393.42万 | 3.27% | 110,728 | -378 | -0.3% | -$1.34万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $638.68万 | 5.31% | 57,446 | 1,129 | 2.0% | $12.55万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $653.11万 | 5.43% | 136,406 | -33 | -0.0% | -$1,580 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $739.72万 | 6.15% | 175,206 | 22,318 | 14.6% | $94.23万 | 加仓 |
| AFL | AFLAC INC | $1,169.89万 | 9.73% | 106,635 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2,002.95万 | 16.66% | 515,428 | 8,622 | 1.7% | $33.51万 | 加仓 |