CSP Financial Group, LLC
SCOTTSDALE AZ · SEC CIK 0002111080
$1.17亿2026Q2 申报市值
24持仓数
88.1%前十大占比 · 第一大 35.0%
4 / 0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
DIMENSIONAL ETF 加仓+$225.07万
DFIC 加仓+$120.84万
DIMENSIONAL ETF 加仓+$96.39万
DFGP 加仓+$82.88万
DIMENSIONAL ETF 加仓+$66.59万
2026Q2 卖出最多 按季末市值估算
DFAU 减仓-$11.64万
VTI 减仓-$2,960
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,104.37万 | 34.98% | 925,242 | 50,738 | 5.8% | $225.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,095.57万 | 9.34% | 282,436 | 17,167 | 6.5% | $66.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,073.55万 | 9.15% | 257,260 | 23,098 | 9.9% | $96.39万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $987.70万 | 8.42% | 265,082 | 32,431 | 13.9% | $120.84万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $905.31万 | 7.72% | 166,233 | 15,219 | 10.1% | $82.88万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $558.33万 | 4.76% | 102,127 | 6,536 | 6.8% | $35.73万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $550.77万 | 4.69% | 106,552 | -2,251 | -2.1% | -$11.64万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $407.35万 | 3.47% | 100,233 | 9,674 | 10.7% | $39.32万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $329.68万 | 2.81% | 96,610 | 11,865 | 14.0% | $40.49万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $324.10万 | 2.76% | 80,764 | 9,697 | 13.6% | $38.91万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $213.98万 | 1.82% | 50,031 | 5,305 | 11.9% | $22.69万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $208.75万 | 1.78% | 48,924 | 5,601 | 12.9% | $23.90万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $190.50万 | 1.62% | 65,756 | 5,328 | 8.8% | $15.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $154.77万 | 1.32% | 4,183 | -8 | -0.2% | -$2,960 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $141.25万 | 1.20% | 34,243 | 874 | 2.6% | $3.61万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $117.02万 | 1.00% | 24,506 | 1,045 | 4.5% | $4.99万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $98.01万 | 0.84% | 23,219 | 998 | 4.5% | $4.21万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $70.43万 | 0.60% | 17,516 | 294 | 1.7% | $1.18万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $48.89万 | 0.42% | 9,123 | 406 | 4.7% | $2.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $38.40万 | 0.33% | 1,919 | 1,919 | — | $38.40万 | 新建仓 |
| AAPL | APPLE INC | $36.61万 | 0.31% | 1,265 | 1,265 | — | $36.61万 | 新建仓 |
| AMZN | AMAZON COM INC | $32.80万 | 0.28% | 1,376 | 1,376 | — | $32.80万 | 新建仓 |
| MSFT | MICROSOFT CORP | $24.53万 | 0.21% | 658 | 658 | — | $24.53万 | 新建仓 |
| DUSB | DIMENSIONAL ETF TRUST | $21.60万 | 0.18% | 4,254 | 39 | 0.9% | $1,980 | 加仓 |