13FBOX
Foundry Financial LLC · 13F 持仓分析
期权收益计算器 机构排行

Foundry Financial LLC

No.5804 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.97亿
环比变动 Q1 2026
+$6,086.4万+25.8%
持仓股票数
85
新买入
15
加仓
49
减仓
15
清仓
1
持股不变
6
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·U.S. EQUITY MARKET ETFDFUS
21.08%20.22%$6,259.1万76.4万股$4,773.7万67.3万股+9.1万股+13.47%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
7.83%7.71%$2,326.3万55.7万股$1,821.1万49.5万股+6.2万股+12.53%加仓
DDimensional维度ETF信托DFLV
6.36%6.46%$1,889.7万47.8万股$1,524.8万42.7万股+5.1万股+11.92%加仓
DDimensional维度ETF信托DFIC
6.23%6.59%$1,850.8万49.7万股$1,555.7万43.8万股+5.9万股+13.44%加仓
DDimensional维度ETF信托DFSD
5.88%6.3%$1,745.3万36.6万股$1,488.0万31.1万股+5.5万股+17.61%加仓
DDimensional维度ETF信托DUSB
4.54%5.17%$1,347.3万26.5万股$1,220.1万24.1万股+2.5万股+10.27%加仓
DDimensional维度ETF信托DFCF
3.86%3.95%$1,144.7万27.1万股$932.0万22.1万股+5.0万股+22.85%加仓
DDimensional维度ETF信托DFAC
2.89%3.09%$858.8万19.4万股$729.9万18.8万股+5,762股+3.07%加仓
DDimensional维度ETF信托DFSV
2.85%2.84%$845.5万21.8万股$670.9万19.1万股+2.6万股+13.83%加仓
DDimensional维度ETF信托DFEM
2.41%2.3%$714.3万17.6万股$543.6万15.7万股+1.8万股+11.71%加仓
V先锋领航·INSTL INDEX FDVBIL
2.13%2.6%$631.0万8.3万股$613.7万8.1万股+2,249股+2.77%加仓
DDimensional维度ETF信托DISV
2.08%2.3%$617.6万15.4万股$543.2万13.8万股+1.6万股+11.75%加仓
B贝莱德·ETF TRUST IIBINC
2.05%2.05%$607.8万11.6万股$482.9万9.3万股+2.3万股+24.88%加仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
1.96%2.05%$582.2万17.1万股$484.5万15.0万股+2.0万股+13.45%加仓
PPIMCO太平洋投资管理ETFPYLD
1.93%2%$574.5万21.7万股$471.4万18.0万股+3.7万股+20.42%加仓
DDimensional维度ETF信托DFIP
1.93%2.11%$571.8万13.9万股$498.5万11.9万股+1.9万股+16.00%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
1.71%1.66%$509.0万13.8万股$391.6万11.5万股+2.3万股+19.86%加仓
SSPDR标普500 ETFSPY
1.66%0.14%$494.0万6,615股$34.1万525股+6,090股+1,160.00%加仓
DDimensional维度ETF信托DEHP
1.31%1.2%$387.8万9.1万股$283.4万8.4万股+6,805股+8.11%加仓
英伟达NVDA
1.2%0.71%$356.8万1.8万股$167.2万9,587股+8,244股+85.99%加仓
DDimensional维度ETF信托DFEV
1.2%1.17%$356.8万8.4万股$277.3万7.8万股+6,110股+7.88%加仓
泛林集团LRCX
1.13%0.72%$334.3万7,714股$169.1万7,913股-199股-2.51%减仓
DDimensional维度ETF信托DFGR
1.01%1.01%$299.2万10.3万股$238.8万9.0万股+1.3万股+14.95%加仓
IDEXX LABS COMIDXX
0.81%0.92%$239.8万3,892股$216.6万3,854股+38股+0.99%加仓
Meta平台META
0.79%0.75%$234.3万4,160股$177.8万3,108股+1,052股+33.85%加仓
DDimensional维度ETF信托DFGP
0.69%0.81%$204.6万3.8万股$190.2万3.5万股+2,347股+6.66%加仓
谷歌AGOOGL
0.61%0.33%$180.1万5,038股$78.8万2,739股+2,299股+83.94%加仓
EEA SERIES TRUSTAAUA
0.57%0.62%$170.0万3.0万股$146.1万3.0万股00.00%持仓不变
DDimensional维度ETF信托DFCA
0.5%0.65%$147.9万2.9万股$154.3万3.1万股-1,479股-4.78%减仓
AAvantis·U SAVUV
0.47%0.51%$138.1万1.1万股$119.5万1.1万股+249股+2.30%加仓
亚马逊AMZN
0.46%0.44%$137.8万5,782股$104.7万5,028股+754股+15.00%加仓
I景顺·S&PSPHQ
0.45%0.38%$134.7万1.5万股$90.5万1.2万股+2,912股+24.18%加仓
苹果AAPL
0.41%0.26%$123.2万4,256股$60.9万2,402股+1,854股+77.19%加仓
好市多COST
0.38%0.5%$114.3万1,222股$118.7万1,191股+31股+2.60%加仓
IiShares安硕信托ITOT
0.38%0.43%$113.5万6,907股$100.8万7,075股-168股-2.37%减仓
IiShares安硕信托SGOV
0.36%0.52%$107.2万1.1万股$122.2万1.2万股-1,490股-12.28%减仓
特斯拉TSLA
0.32%0.24%$94.5万2,248股$56.4万1,517股+731股+48.19%加仓
博通AVGO
0.31%0.29%$92.9万2,459股$68.1万2,200股+259股+11.77%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.31%0.41%$92.3万2.2万股$97.9万2.5万股-2,760股-10.98%减仓
IiShares安硕信托IEFA
0.28%0.32%$82.4万8,534股$76.1万8,407股+127股+1.51%加仓
V先锋领航指数基金VOO
0.27%0.29%$79.5万1,158股$68.5万1,146股+12股+1.05%加仓
DDimensional维度ETF信托DGCB
0.26%0.25%$76.9万1.4万股$58.4万1.1万股+3,275股+30.34%加仓
AMD超威AMD
0.26%$76.7万1,320股$00股+1,320股新买入
微软MSFT
0.24%0.28%$71.6万1,918股$66.7万1,801股+117股+6.50%加仓
AAlphabet Inc Class CGOOG
0.24%0.53%$70.5万1,996股$124.3万4,333股-2,337股-53.93%减仓
A美国世纪ETF信托AVEM
0.23%0.24%$68.8万7,133股$57.7万7,160股-27股-0.38%减仓
A美国世纪ETF信托AVLV
0.23%0.18%$68.3万7,493股$42.4万5,255股+2,238股+42.59%加仓
DDimensional维度ETF信托DCOR
0.22%0.23%$64.5万7,869股$53.4万7,407股+462股+6.24%加仓
IiShares安硕信托IVV
0.21%0.35%$63.4万847股$83.3万1,275股-428股-33.57%减仓
DDimensional维度ETF信托DFGX
0.21%0.25%$63.4万1.2万股$59.7万1.1万股+451股+3.96%加仓

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