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Triune Financial Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Triune Financial Partners, LLC

No.4355 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.79亿
环比变动 Q1 2026
+$5,836.0万+13.9%
持仓股票数
49
新买入
4
加仓
34
减仓
8
清仓
2
持股不变
3
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
34.97%34.05%$1.67亿377.5万股$1.43亿368.5万股+9.0万股+2.45%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
28.41%29.32%$1.36亿369.3万股$1.23亿363.0万股+6.3万股+1.73%加仓
DDimensional维度·USDFUV
11.28%11.02%$5,401.6万98.2万股$4,634.7万95.6万股+2.6万股+2.67%加仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
5.35%5.28%$2,563.1万36.7万股$2,221.3万35.6万股+1.1万股+3.09%加仓
V先锋领航国际股票指数基金VEU
3.38%3.47%$1,616.9万19.3万股$1,461.1万19.5万股-1,494股-0.77%减仓
DDimensional维度ETF信托DFSU
2.74%2.75%$1,314.0万28.2万股$1,157.6万28.2万股+81股+0.03%加仓
DDimensional维度·WORLD EQUITY ETFDFAW
2.56%2.53%$1,224.7万14.8万股$1,065.9万14.4万股+3,458股+2.39%加仓
DDimensional维度ETF信托DFCF
1.72%1.22%$824.9万19.5万股$514.4万12.2万股+7.4万股+60.40%加仓
IiShares安硕信托IWV
1.55%1.53%$742.4万1.7万股$643.9万1.7万股+40股+0.23%加仓
DDimensional维度ETF信托DFSI
1.05%1.11%$501.4万11.1万股$467.6万11.0万股+888股+0.81%加仓
IiShares安硕信托IVV
1%1%$480.9万6,421股$422.0万6,460股-39股-0.60%减仓
V先锋领航指数基金VTV
0.93%0.95%$445.7万2.0万股$401.0万2.0万股+14股+0.07%加仓
A美国世纪ETF信托AVUS
0.86%0.86%$409.5万3.2万股$362.5万3.3万股-634股-1.94%减仓
DDimensional维度ETF信托DFSE
0.45%0.46%$217.9万4.5万股$192.0万4.5万股-731股-1.61%减仓
V先锋领航·SMALLVBR
0.44%0.44%$211.3万8,696股$187.0万8,607股+89股+1.03%加仓
DDimensional维度ETF信托DFNM
0.35%0.26%$165.4万3.4万股$111.4万2.3万股+1.1万股+47.30%加仓
伯克希尔哈撒韦BRK.B
0.28%0.31%$131.8万2,633股$132.2万2,759股-126股-4.57%减仓
G通用动力VTI
0.2%0.19%$95.5万2,580股$82.0万2,556股+24股+0.94%加仓
SSPDR标普500 ETFSPY
0.19%0.19%$90.9万1,217股$79.0万1,214股+3股+0.25%加仓
AAvantis·U SAVUV
0.15%0.16%$73.8万5,916股$66.3万6,005股-89股-1.48%减仓
苹果AAPL
0.15%0.11%$72.8万2,516股$45.0万1,772股+744股+41.99%加仓
礼来LLY
0.13%0.11%$61.7万515股$46.7万508股+7股+1.38%加仓
DDimensional维度ETF信托DFAU
0.13%0.12%$60.0万1.2万股$52.4万1.2万股00.00%持仓不变
微软MSFT
0.11%0.11%$51.3万1,376股$46.8万1,264股+112股+8.86%加仓
埃克森美孚XOM
0.1%0.15%$50.1万3,661股$61.4万3,619股+42股+1.16%加仓
IIBMIBM
0.1%0.1%$49.7万1,768股$42.4万1,751股+17股+0.97%加仓
AAlphabet Inc Class CGOOG
0.1%0.06%$48.4万1,370股$25.8万900股+470股+52.22%加仓
摩根大通JPM
0.1%0.1%$45.8万1,400股$41.6万1,415股-15股-1.06%减仓
雪佛龙CVX
0.09%0.13%$45.3万2,731股$55.6万2,688股+43股+1.60%加仓
谷歌AGOOGL
0.09%0.08%$44.4万1,242股$32.8万1,140股+102股+8.95%加仓
英伟达NVDA
0.08%0.06%$37.4万1,871股$25.0万1,433股+438股+30.57%加仓
特斯拉TSLA
0.07%0.06%$34.0万808股$24.4万657股+151股+22.98%加仓
EQUITY BANCSHARESEQBK
0.07%0.07%$33.0万6,733股$29.8万6,707股+26股+0.39%加仓
亚马逊AMZN
0.07%0.05%$32.7万1,371股$20.0万961股+410股+42.66%加仓
默沙东MRK
0.07%0.07%$32.5万2,526股$29.9万2,484股+42股+1.69%加仓
DDimensional维度ETF信托DFSV
0.07%0.07%$31.2万8,045股$28.2万8,045股00.00%持仓不变
CCAPITAL CONSERVATIVE ECGCV
0.06%0.06%$30.0万9,136股$27.1万9,096股+40股+0.44%加仓
壳牌SHEL
0.06%0.08%$27.1万3,491股$32.1万3,456股+35股+1.01%加仓
PPNC FINL SVCS COMVXF
0.05%0.05%$26.3万1,070股$22.0万1,055股+15股+1.42%加仓
V先锋领航指数基金VV
0.05%0.05%$26.2万761股$22.7万759股+2股+0.26%加仓
强生JNJ
0.05%0.06%$25.4万998股$23.7万969股+29股+2.99%加仓
CAPITOL FED FINLCFFN
0.05%0.05%$22.9万2.7万股$19.0万2.7万股+283股+1.06%加仓
IiShares安硕·RUSSELLIWM
0.05%$22.8万759股$00股+759股新买入
V先锋领航指数基金VOO
0.05%0.05%$22.7万330股$20.3万341股-11股-3.23%减仓
DANAHER DEL COMDHR
0.05%0.05%$22.6万1,185股$22.3万1,178股+7股+0.59%加仓
卡特彼勒CAT
0.05%$22.1万208股$00股+208股新买入
霍尼韦尔HON
0.04%$21.4万958股$00股+958股新买入
HHONEYWELL AEROSPACE INCHONA
0.04%$21.2万957股$00股+957股新买入
OOUTDOOR HOLDING COMPOWW
0.01%0.01%$4.6万2.0万股$4.1万2.0万股00.00%持仓不变

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