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Dimensional Fund Advisors Lp2026-Q1

XOM+$1.58B本季加仓

2026-Q1 DIMENSIONAL FUND ADVISORS LP 13F Filing: Dimensional在Q1加仓XOM，金额达+$1.58B

AlphaSMO 数据团队2026年7月21日阅读时间约 1 分钟

MSFTXOMNVDAAMZNAAPLGOOGLMETAAZNN

Dimensional Fund Advisors LP 每季度提交13F文件，披露其美股持仓情况。截至2026年3月31日的文件显示，基金持有3,215只股票，周转率为15.2%，表明约每六只股票中有一只在本季进行了调整。

13F文件披露内容 – 该表格列出每只合格持仓的季度末市值和股数。Dimensional的这份文件涵盖3,215只股票，周转率15.2%。
辨认新进持仓 – 若某只股票没有上一季度价值数据，即为新建仓。本季Dimensional新增了Pinnacle Financial Partners (PNFP)，目前市值$433.7M。
理解加仓、减仓与清仓 – '加仓'与'减仓'表示持股数量变动但仍在持仓；'清仓'表示全部卖出。该基金加仓Exxon Mobil (XOM)，市值升至$4.81B，减仓Alphabet (GOOGL)至$5.26B。同时清仓了AstraZeneca (AZNN)，原先价值$608.9M。
仓位不变的意义 – '未变'的仓位仅因股价波动而改变价值，非基金经理主动操作。本次头部变动中无未变项，说明所有重大调整均为主动决策。
操作方向与市值变化背离时 – 加仓仍可能因股价大跌而导致市值缩水。Dimensional加仓Microsoft (MSFT)，市值却下降-$1.98B，因为股价跌幅超过加仓股份的贡献。反之，减仓Chevron (CVX)但市值增长+$523.3M，因涨幅超过减仓部分的影响。
组合的策略转变 – 行业权重确认了转向：能源从5.96%升至8.2%，信息技术从23.65%降至22.24%。能源加仓包括XOM、SHEL、COP；科技方面加仓MSFT、NVDA、AAPL，减仓GOOGL、QCOM、ABBV。

本季一览

股票代码	操作	价值变动
PNFP	新增	一项显著变化 (无前期仓位)
XOM	加仓	+$1.58B
MSFT	加仓	-$1.98B (加仓但股价下跌减少价值)
GOOGL	减仓	-$722.4M
CVX	减仓	+$523.3M (减仓但股价上涨增加价值)
AZNN	清仓	一项显著变化 (全部清仓)

想看Dimensional Fund Advisors Lp完整的季度持仓变化，请至 AlphaSMO 查看。

2026-Q1 DIMENSIONAL FUND ADVISORS LP 13F Filing: Dimensional在Q1加仓XOM，金额达+$1.58B | AlphaSMO