13FBOX
Approach Retirement Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Approach Retirement Advisors, LLC

No.8428
最新持仓市值 (Q2 2026)
$1.38亿
环比变动 Q1 2026
+$1,749.1万+14.5%
持仓股票数
82
新买入
7
加仓
41
减仓
25
清仓
4
持股不变
9
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
16.95%16.66%$2,333.6万52.6万股$2,003.0万51.5万股+1.1万股+2.06%加仓
AFLAC COMAFL
9.08%9.73%$1,250.3万10.7万股$1,169.9万10.7万股00.00%持仓不变
DDimensional维度ETF信托DFCF
6.57%6.15%$904.5万21.4万股$739.7万17.5万股+3.9万股+22.31%加仓
A美国世纪ETF信托AVUS
5.57%5.31%$767.6万6.0万股$638.7万5.7万股+2,487股+4.33%加仓
DDimensional维度ETF信托DFSD
5.25%5.43%$722.5万15.1万股$653.1万13.6万股+1.5万股+10.92%加仓
DDimensional维度ETF信托DFIC
3.12%3.27%$430.1万11.5万股$393.4万11.1万股+4,694股+4.24%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
2.79%2.85%$384.8万9.3万股$342.1万8.8万股+5,480股+6.24%加仓
AVANTIS INTLNGG
2.48%2.52%$341.2万3.8万股$302.6万3.6万股+2,585股+7.25%加仓
IiShares安硕信托STIP
2.45%2.21%$337.6万3.3万股$266.0万2.6万股+7,322股+28.47%加仓
V先锋领航债券指数基金VUSB
2.1%2.02%$288.7万5.8万股$242.4万4.9万股+9,291股+19.08%加仓
AAVANTIS CORE FIXED INCOME ETFAVIG
2.04%2.08%$280.7万6.8万股$250.1万6.0万股+7,590股+12.61%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
1.94%1.98%$267.4万6.4万股$237.6万6.5万股-557股-0.86%减仓
伯克希尔哈撒韦BRK.B
1.87%1.9%$257.2万5,140股$228.2万4,763股+377股+7.92%加仓
V先锋领航·MALVERN FDSVTIP
1.86%1.89%$256.7万5.1万股$227.6万4.6万股+5,538股+12.15%加仓
DDimensional维度ETF信托DFSV
1.71%1.65%$235.7万6.1万股$197.8万5.6万股+4,315股+7.64%加仓
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
1.57%1.77%$216.3万4.6万股$212.5万4.5万股+1,034股+2.28%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
1.46%1.49%$200.8万5.0万股$179.7万5.3万股-3,118股-5.88%减仓
AAvantis·U SAVUV
1.41%1.39%$193.8万1.6万股$167.2万1.5万股+402股+2.66%加仓
DDimensional维度ETF信托DFEM
1.37%1.35%$188.1万4.6万股$161.8万4.7万股-545股-1.16%减仓
A美国世纪ETF信托AVLV
1.29%1.33%$177.7万1.9万股$159.4万2.0万股-290股-1.47%减仓
IiShares安硕信托SGOV
1.27%$174.4万1.7万股$00股+1.7万股新买入
A美国世纪ETF信托AVEM
1.23%0.98%$168.8万1.7万股$117.4万1.5万股+2,924股+20.07%加仓
SSPDR标普500 ETFSPY
1.1%1.1%$151.7万2,031股$132.1万2,032股-1股-0.05%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.95%1%$130.9万5,533股$120.3万5,592股-59股-1.06%减仓
V先锋领航指数基金VTV
0.91%0.97%$125.3万5,750股$116.4万5,931股-181股-3.05%减仓
埃克森美孚XOM
0.88%1.25%$121.8万8,911股$150.9万8,891股+20股+0.22%加仓
DDimensional维度ETF信托DISV
0.88%0.96%$121.2万3.0万股$116.0万2.9万股+801股+2.72%加仓
DDimensional维度ETF信托DFIV
0.85%0.96%$116.8万2.2万股$115.7万2.2万股-298股-1.36%减仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
0.78%0.82%$107.9万3.2万股$98.6万3.1万股+1,004股+3.28%加仓
A美国世纪ETF信托AVSC
0.76%0.74%$104.9万1.4万股$89.3万1.4万股-45股-0.31%减仓
V先锋领航·FTSEVEA
0.7%0.74%$96.2万1.4万股$89.5万1.4万股-458股-3.28%减仓
DDimensional维度ETF信托DFLV
0.65%0.67%$89.6万2.3万股$80.9万2.3万股+3股+0.01%加仓
AMD超威AMD
0.63%0.34%$86.7万1,493股$40.7万2,000股-507股-25.35%减仓
台积电TSM
0.6%0.51%$82.9万1,735股$60.8万1,800股-65股-3.61%减仓
DDimensional维度·US REAL ESTATE ETFDFAR
0.59%0.63%$80.7万3.1万股$75.2万3.2万股-949股-2.98%减仓
宝洁PG
0.57%0.64%$78.9万5,378股$77.5万5,366股+12股+0.22%加仓
G通用动力VTI
0.56%0.63%$77.5万2,095股$76.0万2,370股-275股-11.60%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.54%0.56%$74.8万1.1万股$67.4万1.1万股-84股-0.78%减仓
V先锋领航国际股票指数基金VT
0.53%0.52%$72.8万4,638股$62.6万4,527股+111股+2.45%加仓
V先锋领航指数基金VUG
0.52%0.48%$71.5万8,297股$58.2万1,332股+6,965股+522.90%加仓
IIBMIBM
0.51%0.5%$70.2万2,497股$60.5万2,497股00.00%持仓不变
V先锋领航·INSTL INDEX FDVBIL
0.51%0.6%$70.1万9,258股$71.9万9,510股-252股-2.65%减仓
可口可乐KO
0.43%0.45%$58.6万7,207股$54.7万7,189股+18股+0.25%加仓
南方电力SO
0.42%0.47%$58.1万6,067股$56.5万5,851股+216股+3.69%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.39%0.39%$54.1万6,571股$46.7万6,562股+9股+0.14%加仓
DDimensional维度·USDFUV
0.38%0.38%$52.6万9,555股$45.6万9,408股+147股+1.56%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.38%0.4%$52.2万1.4万股$47.8万1.4万股+109股+0.78%加仓
微软MSFT
0.38%0.4%$51.9万1,392股$48.0万1,296股+96股+7.41%加仓
IiShares安硕信托GVI
0.37%0.33%$50.5万4,739股$39.8万3,739股+1,000股+26.75%加仓
DDimensional维度ETF信托DFEV
0.34%0.34%$47.4万1.1万股$40.7万1.1万股-268股-2.36%减仓

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