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New Dimensions Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

New Dimensions Wealth Management, LLC

No.8554
最新持仓市值 (Q2 2026)
$1.32亿
环比变动 Q1 2026
+$1,487.7万+12.7%
持仓股票数
21
新买入
1
加仓
10
减仓
5
清仓
0
持股不变
5
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDimensional维度ETF信托DFAC
25.07%24.19%$3,319.7万74.8万股$2,842.7万73.2万股+1.7万股+2.30%加仓
DDimensional维度ETF信托DFIC
17.6%18.03%$2,330.0万62.5万股$2,119.3万59.6万股+2.9万股+4.84%加仓
DDimensional维度·USDFUV
11.9%11.44%$1,575.0万28.6万股$1,344.9万27.8万股+8,785股+3.17%加仓
DDimensional维度ETF信托DFEM
10.51%10.29%$1,391.0万34.2万股$1,209.1万35.0万股-7,694股-2.20%减仓
DDimensional维度ETF信托DFIP
8%8.35%$1,059.2万25.7万股$981.6万23.5万股+2.1万股+9.12%加仓
DDimensional维度ETF信托DUSB
7.66%8.53%$1,014.3万20.0万股$1,002.8万19.8万股+1,993股+1.01%加仓
DDimensional维度ETF信托DFSD
5%5.25%$662.1万13.9万股$616.7万12.9万股+9,850股+7.65%加仓
DDimensional维度ETF信托DFGR
4.46%4.47%$590.8万20.4万股$525.9万19.8万股+6,095股+3.08%加仓
V先锋领航·MALVERN FDSVTIP
2.01%1.96%$265.5万5.3万股$230.8万4.6万股+6,637股+14.36%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
1.6%1.66%$212.0万5.8万股$195.5万5.8万股00.00%持仓不变
DDimensional维度ETF信托DFNM
1.56%1.05%$206.7万4.3万股$123.3万2.6万股+1.7万股+66.20%加仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
1.53%1.62%$202.2万2.9万股$190.2万3.0万股-1,527股-5.01%减仓
DDimensional维度ETF信托DFIV
0.92%1.03%$121.2万2.2万股$120.8万2.3万股-455股-1.99%减仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.42%0.41%$56.2万6,860股$48.6万6,860股00.00%持仓不变
AVANTIS INTLNGG
0.37%0.4%$48.7万5,465股$47.1万5,547股-82股-1.48%减仓
DDimensional维度ETF信托DFIS
0.34%0.38%$45.3万1.3万股$44.7万1.3万股-353股-2.66%减仓
DDimensional维度ETF信托DFAU
0.31%0.31%$41.4万8,009股$36.1万8,009股00.00%持仓不变
DDimensional维度ETF信托DISV
0.21%0.23%$27.6万6,868股$27.1万6,868股00.00%持仓不变
苹果AAPL
0.19%0.18%$25.1万868股$20.9万824股+44股+5.34%加仓
伯克希尔哈撒韦BRK.B
0.18%0.2%$24.1万481股$23.0万481股00.00%持仓不变
博通AVGO
0.16%$20.9万554股$00股+554股新买入

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