Financially in Tune, LLC
STONEHAM MA · SEC CIK 0002113970
$1.16亿2026Q1 申报市值
77持仓数
62.5%前十大占比 · 第一大 20.3%
7 / 1新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFIV 加仓+$156.27万
JCPB 加仓+$155.73万
JEPI 加仓+$103.61万
BSCT 加仓+$93.35万
JMST 新建仓+$42.59万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$58.08万
VCIT 清仓-$31.43万
JHSC 减仓-$9.01万
AAPL 减仓-$8.58万
SPGI 减仓-$6.25万
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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $2,360.00万 | 20.29% | 447,138 | 29,608 | 7.1% | $156.27万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,095.93万 | 9.42% | 232,779 | 33,077 | 16.6% | $155.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $871.02万 | 7.49% | 58,813 | 2,727 | 4.9% | $40.39万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $806.18万 | 6.93% | 142,234 | 18,280 | 14.7% | $103.61万 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $509.86万 | 4.38% | 39,157 | 1 | 0.0% | $130 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $501.15万 | 4.31% | 140,064 | 5,762 | 4.3% | $20.62万 | 加仓 |
| USFR | WISDOMTREE TR | $317.96万 | 2.73% | 63,162 | 220 | 0.3% | $1.11万 | 加仓 |
| SUSA | ISHARES TR | $305.84万 | 2.63% | 23,152 | 118 | 0.5% | $1.56万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $260.02万 | 2.24% | 65,929 | 4,524 | 7.4% | $17.84万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $242.59万 | 2.09% | 118,781 | 20,404 | 20.7% | $41.67万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $232.87万 | 2.00% | 31,007 | 745 | 2.5% | $5.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $212.21万 | 1.82% | 9,768 | 607 | 6.6% | $13.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $204.68万 | 1.76% | 9,517 | -290 | -3.0% | -$6.24万 | 减仓 |
| IJH | ISHARES TR | $193.84万 | 1.67% | 28,704 | -285 | -1.0% | -$1.92万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $172.82万 | 1.49% | 65,762 | 3,832 | 6.2% | $10.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $167.90万 | 1.44% | 47,917 | 4,423 | 10.2% | $15.50万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $150.92万 | 1.30% | 48,747 | 833 | 1.7% | $2.58万 | 加仓 |
| AAPL | APPLE INC | $148.62万 | 1.28% | 5,856 | -338 | -5.5% | -$8.58万 | 减仓 |
| TFLR | T ROWE PRICE ETF INC | $138.20万 | 1.19% | 27,442 | -650 | -2.3% | -$3.27万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $134.45万 | 1.16% | 24,874 | 1,134 | 4.8% | $6.13万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $128.36万 | 1.10% | 18,018 | -383 | -2.1% | -$2.73万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $127.11万 | 1.09% | 68,117 | 50,024 | 276.5% | $93.35万 | 加仓 |
| IVV | ISHARES TR | $118.13万 | 1.02% | 1,808 | -55 | -3.0% | -$3.59万 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $115.61万 | 0.99% | 27,285 | -500 | -1.8% | -$2.12万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $111.58万 | 0.96% | 30,495 | 6,784 | 28.6% | $24.82万 | 加仓 |
| IWB | ISHARES TR | $105.04万 | 0.90% | 2,946 | -144 | -4.7% | -$5.13万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $97.42万 | 0.84% | 12,447 | -673 | -5.1% | -$5.27万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $94.01万 | 0.81% | 26,327 | 28 | 0.1% | $1,000 | 加仓 |
| MSFT | MICROSOFT CORP | $90.94万 | 0.78% | 2,457 | 141 | 6.1% | $5.22万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $78.73万 | 0.68% | 40,119 | 13,407 | 50.2% | $26.31万 | 加仓 |
| SPGI | S&P GLOBAL INC | $74.59万 | 0.64% | 1,754 | -147 | -7.7% | -$6.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.02万 | 0.62% | 1,503 | -1,212 | -44.6% | -$58.08万 | 减仓 |
| GOOG | ALPHABET INC | $64.43万 | 0.55% | 2,246 | 964 | 75.2% | $27.65万 | 加仓 |
| ESGD | ISHARES TR | $57.42万 | 0.49% | 6,005 | 145 | 2.5% | $1.39万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $52.16万 | 0.45% | 5,535 | -200 | -3.5% | -$1.88万 | 减仓 |
| — | FRANKLIN LTD DURATION INCOME | $48.33万 | 0.42% | 82,895 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $46.81万 | 0.40% | 1,459 | -17 | -1.2% | -$5,454 | 减仓 |
| HD | HOME DEPOT INC | $44.83万 | 0.39% | 1,363 | 10 | 0.7% | $3,289 | 加仓 |
| DMXF | ISHARES TR | $43.46万 | 0.37% | 5,760 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $43.17万 | 0.37% | 2,073 | -115 | -5.3% | -$2.40万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $42.59万 | 0.37% | 8,355 | 8,355 | — | $42.59万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.21万 | 0.35% | 1,659 | -136 | -7.6% | -$3.30万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $39.39万 | 0.34% | 7,095 | 852 | 13.6% | $4.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $36.03万 | 0.31% | 603 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $34.92万 | 0.30% | 1,216 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.14万 | 0.29% | 525 | 13 | 2.5% | $8,454 | 加仓 |
| VUG | VANGUARD INDEX FDS | $34.07万 | 0.29% | 780 | 274 | 54.2% | $11.97万 | 加仓 |
| ESML | ISHARES TR | $33.24万 | 0.29% | 7,070 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $33.24万 | 0.29% | 1,130 | 176 | 18.4% | $5.18万 | 加仓 |
| USXF | ISHARES TR | $32.29万 | 0.28% | 5,850 | 55 | 0.9% | $3,036 | 加仓 |
| FLOT | ISHARES TR | $31.17万 | 0.27% | 6,117 | 520 | 9.3% | $2.65万 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $29.85万 | 0.26% | 11,003 | 11,003 | — | $29.85万 | 新建仓 |
| ACWX | ISHARES TR | $29.15万 | 0.25% | 4,258 | -100 | -2.3% | -$6,847 | 减仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $28.98万 | 0.25% | 8,460 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $28.39万 | 0.24% | 4,070 | 166 | 4.3% | $1.16万 | 加仓 |
| GOOGL | ALPHABET INC | $26.94万 | 0.23% | 937 | 70 | 8.1% | $2.01万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $26.93万 | 0.23% | 5,301 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $26.28万 | 0.23% | 1,507 | 1,507 | — | $26.28万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $25.72万 | 0.22% | 29,980 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $25.58万 | 0.22% | 1,326 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $24.82万 | 0.21% | 3,698 | -500 | -11.9% | -$3.36万 | 减仓 |
| ORCL | ORACLE CORP | $24.30万 | 0.21% | 1,652 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $24.16万 | 0.21% | 1,657 | -175 | -9.6% | -$2.55万 | 减仓 |
| MRK | MERCK & CO INC | $23.71万 | 0.20% | 1,971 | -300 | -13.2% | -$3.61万 | 减仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $23.52万 | 0.20% | 4,472 | 0 | 0.0% | — | 不变 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $23.09万 | 0.20% | 21,600 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.03万 | 0.20% | 942 | 942 | — | $23.03万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $22.20万 | 0.19% | 2,831 | 2,831 | — | $22.20万 | 新建仓 |
| ESGU | ISHARES TR | $21.92万 | 0.19% | 1,550 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $21.91万 | 0.19% | 4,580 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $21.77万 | 0.19% | 17,210 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $21.52万 | 0.19% | 216 | 216 | — | $21.52万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.43万 | 0.18% | 4,557 | 0 | 0.0% | — | 不变 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $21.27万 | 0.18% | 4,959 | -2,100 | -29.7% | -$9.01万 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $15.47万 | 0.13% | 10,415 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $8.82万 | 0.08% | 17,285 | 0 | 0.0% | — | 不变 |
| — | PIMCO NEW YORK MUN FD II | $7.21万 | 0.06% | 10,531 | 10,531 | — | $7.21万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,753 | -100.0% | -$31.43万 | 清仓 |