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Grunden Financial Advisory, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Grunden Financial Advisory, Inc.

No.6302 数据截至 Q4 2025
最新持仓市值 (Q4 2025)
$2.56亿
环比变动 Q3 2025
+$997.0万+4.1%
持仓股票数
35
新买入
4
加仓
17
减仓
7
清仓
0
持股不变
7
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Q4 2025 市值Q4 2025 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
21.36%22.19%$5,466.8万138.1万股$5,459.3万141.5万股-3.5万股-2.44%减仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
14.66%14.9%$3,752.5万98.7万股$3,664.7万97.0万股+1.6万股+1.69%加仓
DDimensional维度ETF信托DFCF
13.87%14.2%$3,549.6万83.4万股$3,492.5万81.7万股+1.7万股+2.11%加仓
DDimensional维度ETF信托DFSD
9.64%10.05%$2,467.1万51.5万股$2,471.1万51.3万股+1,741股+0.34%加仓
DDimensional维度·USDFUV
7.23%7.19%$1,850.9万39.7万股$1,768.6万39.6万股+1,512股+0.38%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
6.8%6.72%$1,740.2万53.2万股$1,652.6万52.7万股+5,037股+0.96%加仓
DDimensional维度ETF信托DFSV
5.96%5.86%$1,526.3万46.4万股$1,440.3万45.2万股+1.2万股+2.59%加仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
5.08%4.87%$1,299.6万41.0万股$1,197.9万39.4万股+1.6万股+4.14%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
3.04%2.37%$777.9万10.5万股$582.1万8.0万股+2.5万股+30.53%加仓
德州仪器TXN
2.34%2.63%$598.8万3.5万股$646.7万3.5万股-681股-1.93%减仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
1.79%1.46%$458.3万6.6万股$358.9万5.2万股+1.3万股+25.47%加仓
DDimensional维度ETF信托DFIC
1.61%1.5%$412.7万12.0万股$369.6万11.3万股+7,048股+6.25%加仓
DDimensional维度ETF信托DISV
1.34%1.28%$343.8万9.0万股$314.6万8.8万股+2,316股+2.63%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.2%1.19%$307.4万8.1万股$293.2万8.1万股00.00%持仓不变
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.55%0.55%$140.8万4.3万股$136.3万4.3万股00.00%持仓不变
DDimensional维度ETF信托DFEM
0.53%0.49%$136.3万4.1万股$120.8万3.8万股+3,524股+9.36%加仓
DDimensional维度ETF信托DFEV
0.51%0.44%$129.6万3.8万股$107.4万3.4万股+4,726股+14.03%加仓
苹果AAPL
0.34%0.44%$86.8万3,194股$108.0万4,243股-1,049股-24.72%减仓
V先锋领航指数基金VOO
0.3%$77.0万1,253股$00股+1,253股新买入
DDimensional维度ETF信托DFNM
0.24%0.24%$60.6万1.3万股$59.8万1.2万股+115股+0.92%加仓
帕卡PCAR
0.18%0.17%$46.7万4,268股$41.9万4,266股+2股+0.05%加仓
V先锋领航·MIDVO
0.14%0.14%$34.8万1,200股$35.2万1,200股00.00%持仓不变
谷歌AGOOGL
0.14%0.11%$34.8万1,112股$28.1万1,157股-45股-3.89%减仓
IDEXX LABS COMIDXX
0.13%0.12%$32.1万475股$30.3万475股00.00%持仓不变
摩根士丹利MS
0.12%0.11%$30.9万1,740股$27.7万1,740股00.00%持仓不变
DDimensional维度ETF信托DFGR
0.12%0.12%$30.5万1.2万股$30.6万1.1万股+339股+3.03%加仓
特斯拉TSLA
0.11%0.11%$28.1万625股$27.8万625股00.00%持仓不变
沃尔玛WMT
0.1%0.1%$25.2万2,266股$23.9万2,316股-50股-2.16%减仓
CCIGNALIBD
0.09%0.1%$23.6万856股$24.5万851股+5股+0.59%加仓
第一资本COF
0.08%$21.5万886股$00股+886股新买入
微软MSFT
0.08%0.13%$21.3万442股$31.6万611股-169股-27.66%减仓
TTHOMSON REUTERSTRI4EUR
0.08%0.1%$20.9万1,582股$24.6万1,582股00.00%持仓不变
G通用动力VTI
0.08%$20.4万610股$00股+610股新买入
财捷INTU
0.08%$20.4万308股$00股+308股新买入
英伟达NVDA
0.08%0.11%$20.0万1,075股$26.4万1,416股-341股-24.08%减仓

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