13FBOX
Evensky & Katz LLC · 13F 持仓分析
期权收益计算器 机构排行

Evensky & Katz LLC

No.1788 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$19.36亿
环比变动 Q1 2026
+$1.78亿+10.1%
持仓股票数
72
新买入
0
加仓
40
减仓
31
清仓
0
持股不变
1
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
IiShares安硕信托ITOT
13.54%12.81%$2.62亿159.6万股$2.25亿158.1万股+1.5万股+0.98%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
11.95%11.66%$2.31亿798.7万股$2.05亿816.5万股-17.8万股-2.19%减仓
DDimensional维度ETF信托DFIC
11.72%12.24%$2.27亿609.1万股$2.15亿605.6万股+3.6万股+0.59%加仓
AAvantis·U SAVUV
7.47%7.55%$1.45亿116.0万股$1.33亿120.1万股-4.1万股-3.40%减仓
IiShares安硕信托IWV
7.41%7.19%$1.43亿33.7万股$1.26亿34.1万股-4,274股-1.25%减仓
DDimensional维度ETF信托DFEM
4.8%4.64%$9,293.1万228.7万股$8,164.9万236.3万股-7.7万股-3.24%减仓
V先锋领航斯科茨代尔基金VGSH
4.15%4.41%$8,042.9万138.2万股$7,755.7万132.5万股+5.7万股+4.31%加仓
G通用动力VTI
3.97%3.93%$7,695.6万20.8万股$6,918.0万21.6万股-7,675股-3.56%减仓
I景顺·S&PSPHQ
3.56%3.32%$6,893.2万76.5万股$5,828.3万77.5万股-1.0万股-1.30%减仓
V先锋领航·SPECIALIZED FUNDSVIG
3.2%3.2%$6,193.7万26.2万股$5,620.1万26.1万股+433股+0.17%加仓
A美国世纪ETF信托AVMV
3.14%3.11%$6,070.7万75.4万股$5,467.0万73.7万股+1.7万股+2.28%加仓
I景顺QQQ信托VOO
3.05%2.68%$5,899.4万8.0万股$4,713.5万8.2万股-1,554股-1.90%减仓
IiShares安硕URTH
3.03%2.95%$5,858.5万28.9万股$5,184.1万28.8万股+1,135股+0.39%加仓
PPacer基金信托COWZ
2.73%2.98%$5,290.6万85.1万股$5,245.6万83.8万股+1.2万股+1.44%加仓
IiShares安硕信托IJJ
2.51%2.53%$4,865.8万32.9万股$4,441.2万33.5万股-5,812股-1.73%减仓
JJOHN HANCOCK EXCHANGE TRADEDJHMD
1.73%1.91%$3,346.7万75.4万股$3,365.4万79.4万股-4.1万股-5.12%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
1.43%1.43%$2,775.2万25.4万股$2,522.5万26.7万股-1.2万股-4.63%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.43%1.57%$2,769.0万54.8万股$2,752.1万54.4万股+3,771股+0.69%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.82%0.87%$1,589.5万8.0万股$1,528.1万8.3万股-2,482股-2.99%减仓
IiShares安硕信托AGG
0.79%0.84%$1,534.2万15.5万股$1,473.6万14.8万股+6,556股+4.42%加仓
V先锋领航·RUSSELL 3000 ETFVTHR
0.69%0.67%$1,344.1万4.1万股$1,180.6万4.1万股-496股-1.21%减仓
I景顺·NASDAQ 100 ETFQQQM
0.67%0.57%$1,297.5万4.3万股$1,009.5万4.2万股+342股+0.80%加仓
SSPDR道富系列信托SPTM
0.64%0.64%$1,241.4万13.7万股$1,118.0万14.1万股-4,688股-3.32%减仓
IiShares安硕IEMG
0.49%0.48%$953.2万11.5万股$846.5万12.1万股-6,303股-5.19%减仓
PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP
0.42%0.36%$803.6万8.3万股$629.8万6.5万股+1.8万股+27.46%加仓
DDimensional维度·USDFUV
0.32%0.3%$612.3万11.1万股$533.2万11.0万股+1,278股+1.16%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.28%0.25%$538.3万7,654股$446.5万7,239股+415股+5.73%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.28%0.32%$538.1万22.3万股$565.4万23.3万股-1.0万股-4.31%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.26%0.25%$498.4万7.1万股$438.9万7.0万股+1,018股+1.45%加仓
AVANTIS INTLNGG
0.25%0.26%$476.2万5.3万股$460.5万5.4万股-885股-1.63%减仓
SSPDR标普500 ETFSPY
0.24%0.2%$473.8万6,345股$345.4万5,312股+1,033股+19.45%加仓
IiShares安硕信托IQLT
0.24%0.26%$468.8万9.5万股$456.1万9.9万股-4,051股-4.11%减仓
IiShares安硕信托IVV
0.24%0.23%$460.5万6,149股$400.9万6,138股+11股+0.18%加仓
IiShares安硕·RUSSELLIWB
0.21%0.2%$402.1万9,820股$350.1万9,819股+1股+0.01%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.2%0.2%$389.3万2.8万股$347.2万2.9万股-832股-2.84%减仓
V先锋领航债券指数基金BSV
0.2%0.19%$386.3万5.0万股$336.2万4.3万股+6,701股+15.63%加仓
S嘉信策略信托SCHF
0.19%0.18%$360.8万13.0万股$316.7万12.8万股+2,306股+1.80%加仓
SSPDR道富系列信托TFI
0.16%0.16%$306.7万6.7万股$283.8万6.3万股+4,366股+6.98%加仓
DDimensional维度ETF信托DFSV
0.14%0.13%$262.8万6.8万股$236.9万6.8万股+153股+0.23%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.12%0.11%$229.8万2.1万股$202.1万2.1万股+40股+0.19%加仓
A美国世纪ETF信托AVEM
0.12%0.11%$222.9万2.3万股$185.9万2.3万股+27股+0.12%加仓
IiShares安硕信托GVI
0.11%0.12%$215.0万2.0万股$203.2万1.9万股+1,112股+5.83%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHSC
0.11%0.1%$208.4万4.3万股$183.7万4.3万股+84股+0.20%加仓
V先锋领航斯科茨代尔基金VTWO
0.11%0.11%$204.4万1.7万股$194.0万1.9万股-1,642股-8.61%减仓
V先锋领航·TOTALBND
0.1%0.11%$188.1万2.6万股$190.5万2.6万股-255股-0.99%减仓
IiShares安硕·COREIJH
0.08%0.08%$162.3万2.1万股$145.7万2.2万股-520股-2.41%减仓
IiShares安硕信托IDEV
0.08%0.09%$160.2万1.8万股$157.7万1.9万股-879股-4.66%减仓
IiShares安硕信托IWS
0.07%0.07%$137.3万8,343股$121.2万8,318股+25股+0.30%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHEM
0.06%0.06%$118.5万2.9万股$100.6万2.9万股+77股+0.26%加仓
IiShares安硕信托IEFA
0.06%0.06%$117.4万1.2万股$108.9万1.2万股+125股+1.04%加仓

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