CIK: 0002109915
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 51
Kane Co Wealth Management, Inc.在最新一期 13F 报告中披露了 51 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 7.9%。
Kane Co Wealth Management, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.057——换算下来相当于约 18 个等权重仓位，明显低于其实际披露的 51 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.39），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 1%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 DFAC
-0.8% -US$51.1万
加仓 DFGX
+303.1% US$60.7万
加仓 DFNM
+34.3% US$45.0万
加仓 AVUV
+3.6% US$59.8万
减仓 DFAU
-4.5% -US$23.9万
加仓 DFSV
+5.5% US$56.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 15.71% | -1.17% | -0.84% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 10.17% | — | +5.48% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 5.91% | +0.01% | +1.63% | |
| 4 | DFSD | Dimensional Short Duration | ETF-其他 | 5.51% | -0.24% | +0.23% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 4.63% | +0.32% | +3.61% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 4.29% | +0.30% | +5.53% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-其他 | 3.94% | -0.19% | -3.84% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 3.74% | -0.06% | +0.86% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 3.14% | -0.20% | -1.46% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 3.08% | +0.17% | +6.05% | |
| 11 | DISV | Dimensional International Sm | ETF-其他 | 2.93% | -0.07% | -1.41% | |
| 12 | DFAT | Dimensional US Target Value | ETF-其他 | 2.77% | -0.05% | -2.13% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 2.69% | +0.11% | +2.20% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.34% | -0.32% | -4.50% | |
| 15 | DIHP | Dimensional International Hi | ETF-其他 | 2.27% | +0.14% | +9.62% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.21% | -0.28% | -3.05% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.08% | +0.19% | +15.93% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.85% | -0.13% | -5.85% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.70% | +0.19% | +22.15% | |
| 20 | DFAI | Dimensional International Co | ETF-其他 | 1.69% | -0.15% | -6.02% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-其他 | 1.51% | +0.33% | +34.27% | |
| 22 | DFIS | Dimensional International Sm | ETF-其他 | 1.41% | -0.04% | -0.38% | |
| 23 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 1.14% | +0.08% | +12.14% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.06% | — | +1.29% | |
| 25 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.97% | +0.03% | +1.40% | |
| 26 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.73% | +0.09% | +19.51% | |
| 27 | DFIV | Dimensional International Va | ETF-其他 | 0.71% | — | -5.72% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.68% | +0.01% | +0.30% | |
| 29 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 0.68% | +0.50% | +303.14% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.67% | -0.06% | -2.61% | |
| 31 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.63% | -0.04% | -1.91% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.56% | +0.07% | -1.60% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.54% | +0.10% | +28.72% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.06% | — | |
| 35 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.52% | +0.03% | +11.38% | |
| 36 | DFIP | Dimensional Inflation-protec | ETF-其他 | 0.52% | +0.13% | +39.33% | |
| 37 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.50% | -0.06% | — | |
| 38 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-其他 | 0.49% | +0.04% | +8.41% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.38% | -0.06% | -10.00% | |
| 40 | DGCB | Dimensional Global Credit | ETF-其他 | 0.33% | — | — | |
| 41 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.33% | +0.04% | +10.13% | |
| 42 | DEXC | Dimensional Em Ex Cce ETF | ETF-其他 | 0.32% | +0.03% | +9.75% | |
| 43 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.30% | -0.02% | — | |
| 44 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-其他 | 0.29% | +0.29% | NEW | |
| 45 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.26% | +0.26% | NEW | |
| 46 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 0.26% | — | -4.89% | |
| 47 | PFG | Principal Financial Group | 股票-金融 | 0.24% | -0.03% | -10.51% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.22% | +0.01% | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.22% | — | — | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.17% | +0.17% | NEW |
Q3 2026表现
—
近4个季度表现
—
基于可用的0个月历史数据
基于可获取价格的持仓（占申报价值的47%）计算
Kane Co Wealth Management, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Avantis Em Mkt Sm Cap Eq ETF (AVEE); 新建仓: Ishares 10-20 Year Treasury (TLH); 新建仓: Walmart INC (WMT); 新建仓: Avantis Emerging Markets Val (AVES); 清仓: Dimensional US Sus Core1 ETF (DFSU).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-05 | 13F-HR | 在 EDGAR 上查看 |
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