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Porter White Investment Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Porter White Investment Advisors, Inc.

No.6251 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.60亿
环比变动 Q1 2026
+$1,002.3万+4.0%
持仓股票数
40
新买入
0
加仓
24
减仓
11
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
35.88%37.96%$9,319.9万210.1万股$9,480.5万244.0万股-33.9万股-13.88%减仓
DDimensional维度·USDFUV
18.78%18.98%$4,878.3万88.7万股$4,739.1万97.8万股-9.1万股-9.32%减仓
AAvantis·U SAVUV
6%5.02%$1,558.7万12.5万股$1,253.9万11.4万股+1.1万股+10.07%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
4.22%4.12%$1,096.5万29.8万股$1,027.7万30.3万股-4,893股-1.62%减仓
AAvantis US Small Cap Value ETFAVDV
3.89%3.83%$1,009.4万9.8万股$955.2万9.6万股+2,298股+2.40%加仓
DDimensional维度ETF信托DFNM
3.29%3.26%$853.6万17.7万股$814.8万17.0万股+6,596股+3.88%加仓
DDimensional维度ETF信托DFIC
2.33%2.27%$604.9万16.2万股$565.7万15.9万股+3,132股+1.97%加仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
2.2%2.1%$570.7万8.2万股$523.5万8.4万股-2,183股-2.60%减仓
V先锋领航全球基金VPU
2.13%2.27%$554.4万2.8万股$566.7万2.9万股-278股-0.97%减仓
DDimensional维度ETF信托DFCF
2.07%2.26%$538.3万12.8万股$563.7万13.4万股-5,984股-4.48%减仓
DDimensional维度ETF信托DFIV
1.97%2.01%$511.9万9.5万股$502.1万9.5万股-363股-0.38%减仓
DDimensional维度ETF信托DFEM
1.87%1.65%$485.6万11.9万股$413.1万12.0万股-80股-0.07%减仓
DDimensional维度ETF信托DFGX
1.62%1.62%$421.5万7.9万股$403.4万7.7万股+1,735股+2.26%加仓
DDimensional维度ETF信托DFSD
1.56%1.6%$406.1万8.5万股$399.4万8.3万股+1,646股+1.97%加仓
DDimensional维度ETF信托DFIP
1.55%1.57%$402.6万9.8万股$393.2万9.4万股+3,348股+3.55%加仓
DDimensional维度ETF信托DFGR
1.14%1.1%$297.1万10.3万股$273.7万10.3万股-394股-0.38%减仓
DDimensional维度ETF信托DFLV
1.01%0.95%$261.5万6.6万股$237.7万6.7万股-451股-0.68%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.93%0.8%$240.6万6.0万股$200.5万5.9万股+607股+1.02%加仓
A美国世纪ETF信托AVLV
0.71%0.18%$185.7万2.0万股$44.1万5,469股+1.5万股+272.23%加仓
DDimensional维度ETF信托DFSV
0.64%0.59%$167.0万4.3万股$148.2万4.2万股+777股+1.84%加仓
A美国世纪ETF信托AVUS
0.59%0.53%$152.3万1.2万股$132.2万1.2万股00.00%持仓不变
DDimensional维度ETF信托DFEV
0.56%0.45%$145.0万3.4万股$112.4万3.1万股+2,553股+8.12%加仓
DDimensional维度ETF信托DGCB
0.53%0.53%$137.3万2.5万股$131.5万2.4万股+830股+3.42%加仓
DDimensional维度·US REAL ESTATE ETFDFAR
0.48%0.43%$124.4万4.8万股$108.2万4.6万股+1,795股+3.92%加仓
CCIGNALIBD
0.47%0.49%$123.3万4,424股$121.9万4,402股+22股+0.50%加仓
DDimensional维度ETF信托DISV
0.42%0.42%$109.2万2.7万股$105.9万2.7万股+374股+1.39%加仓
DDimensional维度ETF信托DUSB
0.41%0.45%$106.7万2.1万股$113.1万2.2万股-1,297股-5.82%减仓
SSTONE RIDGE TRLIAM
0.39%0.41%$101.8万4,305股$101.6万4,305股00.00%持仓不变
V先锋领航指数基金VOO
0.38%0.34%$99.5万1,448股$83.9万1,404股+44股+3.13%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.35%0.31%$91.0万1.1万股$78.6万1.1万股+1股+0.01%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.33%0.32%$85.6万2.1万股$80.5万2.1万股+70股+0.34%加仓
V先锋领航国际股票指数基金VEU
0.2%0.19%$52.9万6,314股$47.2万6,284股+30股+0.48%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.17%0.14%$44.2万4,324股$33.8万4,300股+24股+0.56%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.15%0.14%$39.8万4,861股$34.5万4,861股00.00%持仓不变
S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC
0.15%0.15%$39.0万8,031股$37.0万7,985股+46股+0.58%加仓
DDimensional维度ETF信托DFAU
0.15%0.13%$38.4万7,438股$33.5万7,417股+21股+0.28%加仓
IiShares安硕信托EFV
0.14%0.14%$35.9万4,631股$34.7万4,631股00.00%持仓不变
V先锋领航白厅基金VYMI
0.12%0.12%$30.8万3,138股$29.2万3,098股+40股+1.29%加仓
A美国世纪ETF信托AVEM
0.12%0.1%$30.7万3,186股$25.7万3,186股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.09%0.08%$22.1万2,126股$20.3万2,093股+33股+1.58%加仓

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