13FBOX
ANDREWS, LUCIA WEALTH MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

No.7294 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.91亿
环比变动 Q1 2026
+$2,382.7万+14.2%
持仓股票数
39
新买入
4
加仓
19
减仓
10
清仓
0
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ETF信托DFAC
38.28%39.46%$7,316.0万164.9万股$6,602.1万169.9万股-5.0万股-2.93%减仓
DDimensional维度·USDFUV
7.76%7.54%$1,483.7万27.0万股$1,262.0万26.0万股+9,277股+3.56%加仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
7.53%7.7%$1,439.1万20.6万股$1,287.9万20.6万股-336股-0.16%减仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
6.74%7.03%$1,288.2万35.0万股$1,176.7万34.6万股+3,292股+0.95%加仓
DDimensional维度ETF信托DFIV
5.85%6.65%$1,117.5万20.7万股$1,112.3万21.1万股-3,871股-1.84%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
5.19%5.33%$991.5万24.0万股$892.3万22.9万股+1.1万股+4.95%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
4.33%4.26%$826.8万10.0万股$712.1万10.0万股+296股+0.30%加仓
DDimensional维度ETF信托DFAU
3.19%3.24%$608.9万11.8万股$541.4万12.0万股-2,198股-1.83%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
3.01%2.83%$575.0万14.3万股$473.5万14.0万股+3,143股+2.25%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
2.91%2.64%$555.9万6.8万股$442.3万6.2万股+5,465股+8.76%加仓
A美国世纪ETF信托AVUS
2.81%2.06%$536.5万4.2万股$344.2万3.1万股+1.1万股+35.31%加仓
DDimensional维度ETF信托DISV
1.51%1.65%$287.9万7.2万股$276.2万7.0万股+1,710股+2.44%加仓
DDimensional维度·US REAL ESTATE ETFDFAR
1.47%1.31%$281.5万10.8万股$218.8万9.3万股+1.5万股+16.32%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
1.06%0.97%$203.3万4.9万股$162.3万4.4万股+4,552股+10.31%加仓
IiShares安硕·RUSSELLIWB
0.86%0.85%$163.4万3,991股$142.3万3,991股00.00%持仓不变
DDimensional维度ETF信托DFCF
0.64%0.68%$121.9万2.9万股$113.0万2.7万股+2,117股+7.91%加仓
IiShares安硕信托SGOV
0.63%0.17%$119.5万1.2万股$28.2万2,806股+9,064股+323.02%加仓
IiShares安硕·RUSSELLIWM
0.57%0.53%$108.0万3,595股$89.2万3,595股00.00%持仓不变
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.51%0.51%$97.3万1,383股$85.3万1,383股00.00%持仓不变
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
0.46%0.49%$87.7万2.6万股$82.3万2.6万股+164股+0.64%加仓
DDimensional维度ETF信托DFIS
0.42%0.44%$80.3万2.3万股$73.4万2.2万股+1,130股+5.18%加仓
DDimensional维度ETF信托DFSV
0.41%0.37%$79.2万2.0万股$61.6万1.8万股+2,841股+16.15%加仓
V先锋领航债券指数基金BSV
0.41%0.5%$77.9万1.0万股$83.4万1.1万股-632股-5.94%减仓
AVANTIS INTLNGG
0.38%0.25%$72.6万8,140股$42.5万5,004股+3,136股+62.67%加仓
DDimensional维度ETF信托DFEM
0.38%0.38%$71.7万1.8万股$64.1万1.9万股-909股-4.90%减仓
S嘉信策略信托SCHD
0.31%0.34%$59.3万1.9万股$57.4万1.9万股00.00%持仓不变
A美国世纪ETF信托AVLV
0.3%0.29%$56.8万6,228股$47.8万5,928股+300股+5.06%加仓
DDimensional维度ETF信托DFNM
0.27%$52.1万1.1万股$00股+1.1万股新买入
AAvantis·U SAVUV
0.24%0.27%$45.7万3,664股$46.0万4,163股-499股-11.99%减仓
DDimensional维度ETF信托DCOR
0.24%0.24%$45.6万5,563股$40.0万5,553股+10股+0.18%加仓
A美国世纪ETF信托AVRE
0.23%0.25%$43.8万9,250股$41.1万9,326股-76股-0.81%减仓
IiShares安硕·RUSSELLIWF
0.18%0.18%$35.3万2,846股$30.3万711股+2,135股+300.28%加仓
DDimensional维度ETF信托DFSD
0.16%$31.4万6,580股$00股+6,580股新买入
V先锋领航·SMALLVBR
0.15%0.15%$28.2万1,160股$25.2万1,160股00.00%持仓不变
V先锋领航债券指数基金BIV
0.14%0.18%$27.1万3,535股$30.6万3,970股-435股-10.96%减仓
IiShares安硕·COREIJH
0.13%0.13%$24.9万3,227股$21.8万3,227股00.00%持仓不变
SSPDR标普500 ETFSPY
0.13%$24.4万327股$00股+327股新买入
IiShares安硕信托CMF
0.13%$24.2万4,194股$00股+4,194股新买入
DDimensional维度·WORLD EQUITY ETFDFAW
0.12%0.13%$23.5万2,838股$21.5万2,912股-74股-2.54%减仓

🧭 机构资金流板块热力图

净流出 净流入