HW

Hemington Wealth Management

分散型投资策略行业集中型趋势追踪型

申报总市值

US$7.7亿

申报季度: 2025-09-30 · 持股只数: 1727

Hemington Wealth Management在最新一期 13F 报告中披露了 1727 项持股，申报期为 2025-09-30，总持股市值约为 US$7.7亿，季度换手率为 19.1%。

机构性格雪花图

集中度
24.86
持仓稳定性
19.14
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
0

近期动向

  • 加仓 DXUV

    +11.1%　US$1311.6万

  • 减仓 DFCF

    +8.7%　US$1413.7万

  • 加仓 DFAI

    +6.4%　US$1264.1万

  • 减仓 VTI

    -1.1%　US$516.1万

  • 加仓 DFEM

    +5.8%　US$682.2万

  • 减仓 DFAU

    +2.6%　US$1428.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DFCFDimensional Core Fixed INCETF-其他14.81%-0.67%+8.66%
2DFAUDimensional US Core Equity METF-其他13.02%-0.31%+2.63%
3DFAIDimensional International CoETF-其他7.41%+0.52%+6.41%
4VTIVanguard Total Stock Mkt ETFETF-其他6.38%-0.43%-1.10%
5DXUVDimensional US Vtor Eqty ETFETF-其他5.13%+1.05%+11.09%
6DFIPDimensional Inflation-protecETF-其他5.01%+0.31%+19.19%
7AAPLApple INC股票-科技4.91%-0.23%+0.32%
8DFSDDimensional Short DurationETF-其他3.92%-0.19%+10.12%
9DFEMDimensional Emrg Mrkt CoreETF-其他3.41%+0.39%+5.81%
10VXUSVanguard Total Intl StockETF-其他2.68%-0.14%+0.10%
11DXIVDimensional Intr Vtor E ETFETF-其他2.53%+0.22%+7.71%
12VTVVanguard Value ETFETF-其他2.29%-0.28%-1.83%
13DFACDimensional US Core Equity 2ETF-其他2.06%-0.21%-2.08%
14DFARDimensional US Real Est ETFETF-其他1.44%—+3.77%
15DFAXDimensional World Ex US CoreETF-其他1.32%-0.06%-3.48%
16MSFTMicrosoft CORP股票-科技1.05%+0.22%+3.52%
17DFUSDimensional US Eq Mkt ETFETF-其他1.03%+0.27%-0.34%
18DFGRDim Global Real Estate ETFETF-其他0.76%+0.14%+22.94%
19VWOVanguard Ftse Emerging MarkeETF-新兴市场0.69%-0.04%-0.99%
20DFUVDimensional US Marketwide VaETF-其他0.67%-0.08%-1.98%
21IDEVIshares Core Msci Dev MktsETF-其他0.63%-0.06%-1.16%
22NVDANvidia CORP股票-科技0.62%+0.25%+8.24%
23IVVIshares Core S&p 500 ETFETF-大型股与成长0.58%-0.01%-0.80%
24JNJJohnson & Johnson股票-医疗保健0.53%—-1.13%
25AMZNAmazon.com INC股票-周期性消费0.50%+0.05%+16.38%
26VTVanguard Tot World Stk ETFETF-其他0.48%—+1.49%
27VSSVanguard Ftse All Wo X-us ScETF-其他0.47%—-1.24%
28VOOVanguard S&p 500 ETFETF-大型股与成长0.47%——
29JPMJpmorgan Chase & Co股票-金融0.42%+0.04%+1.83%
30OEFIshares S&p 100 ETFETF-其他0.34%-0.02%-7.81%
31VNQVanguard Real Estate ETFETF-其他0.29%-0.11%-1.70%
32GOOGAlphabet Inc-cl C股票-通信服务0.29%+0.09%+5.47%
33BRK-BBerkshire Hathaway Inc-cl B股票-其他0.27%—+9.73%
34LFSTLifestance Health Group INC股票-其他0.27%-0.12%+0.06%
35DFASDimensional US Small Cap ETFETF-中小型股0.26%-0.01%—
36GOOGLAlphabet Inc-cl A股票-通信服务0.25%+0.09%+11.37%
37METAMeta Platforms Inc-class A股票-通信服务0.23%+0.02%+6.07%
38ITOTIshares Core S&p Total U.s.ETF-其他0.22%+0.01%—
39IVLUIshares Msci International VETF-其他0.21%—-0.79%
40EFAIshares Msci Eafe ETFETF-其他0.21%+0.01%-0.06%
41BNBrookfield CORP股票-金融0.19%+0.02%—
42VGSRVert Glb Sust Re ETFETF-其他0.18%—+1.90%
43TSLATesla INC股票-周期性消费0.18%+0.05%+2.46%
44AVGOBroadcom INC股票-科技0.18%+0.08%+6.89%
45MAMastercard INC - A股票-金融0.16%—+2.13%
46IWFIshares Russell 1000 GrowthETF-其他0.16%—+1.36%
47DISVDimensional International SmETF-其他0.15%-0.06%-3.35%
48DCORDimensional US Core Eq 1 ETFETF-其他0.15%——
49HDHome Depot INC股票-周期性消费0.14%—+7.67%
50GWWWw Grainger INC股票-工业0.14%—-0.35%
1–50 of 1,727

本季持股变动

Hemington Wealth Management 在 2025-09-30 最显著的持仓异动： 加仓: Dimensional US Vtor Eqty ETF (DXUV) — 股数 +11.09%; 加仓: Dimensional Core Fixed INC (DFCF) — 股数 +8.66%; 加仓: Dimensional International Co (DFAI) — 股数 +6.41%; 减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -1.10%; 加仓: Dimensional Emrg Mrkt Core (DFEM) — 股数 +5.81%.

Hemington Wealth Management 于截至 2025-09-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1DXUVDimensional US Vtor Eqty ETF+1.1%+11.09%加仓
2DFAIDimensional International Co+0.5%+6.41%加仓
3DFEMDimensional Emrg Mrkt Core+0.4%+5.81%加仓
4DFIPDimensional Inflation-protec+0.3%+19.19%加仓
5DFUSDimensional US Eq Mkt ETF+0.3%-0.34%加仓
6NVDANvidia CORP+0.3%+8.24%加仓
7DXIVDimensional Intr Vtor E ETF+0.2%+7.71%加仓
8MSFTMicrosoft CORP+0.2%+3.52%加仓
9DFGRDim Global Real Estate ETF+0.1%+22.94%加仓
10RSPInvesco S&p 500 Equal Weight+0.1%+4520.00%加仓
11GOOGAlphabet Inc-cl C+0.1%+5.47%加仓
12GOOGLAlphabet Inc-cl A+0.1%+11.37%加仓
13FVDFirst Trust Value Line Dvd+0.1%+4005.92%加仓
14AVGOBroadcom INC+0.1%+6.89%加仓
15NUENucor CORP+0.1%+0.75%加仓
16AMZNAmazon.com INC+0.1%+16.38%加仓
17TSLATesla INC+0.1%+2.46%减仓
18GLDSpdr Gold Shares+0.1%+4133.33%加仓
19JPMJpmorgan Chase & Co0%+1.83%加仓
20ORCLOracle CORP0%+4.32%加仓
21TLSTelos Corporation0%+200.11%加仓
22CVNACarvana Co0%-0.44%减仓
23METAMeta Platforms Inc-class A0%+6.07%加仓
24BNBrookfield CORP0%—减仓
25EFAIshares Msci Eafe ETF0%-0.06%加仓
26ITOTIshares Core S&p Total U.s.0%—不变
27VSSVanguard Ftse All Wo X-us Sc—-1.24%减仓
28VTVanguard Tot World Stk ETF—+1.49%加仓
29VOOVanguard S&p 500 ETF——不变
30IVVIshares Core S&p 500 ETF0%-0.80%减仓
31DFASDimensional US Small Cap ETF0%—不变
32OEFIshares S&p 100 ETF0%-7.81%减仓
33VWOVanguard Ftse Emerging Marke0%-0.99%减仓
34UNHUnitedhealth Group INC-0.1%-4.97%减仓
35DFAXDimensional World Ex US Core-0.1%-3.48%减仓
36IDEVIshares Core Msci Dev Mkts-0.1%-1.16%减仓
37DISVDimensional International Sm-0.1%-3.35%减仓
38DFUVDimensional US Marketwide Va-0.1%-1.98%减仓
39VNQVanguard Real Estate ETF-0.1%-1.70%减仓
40LFSTLifestance Health Group INC-0.1%+0.06%加仓
41VXUSVanguard Total Intl Stock-0.1%+0.10%减仓
42ISRGIntuitive Surgical INC-0.2%-14.66%减仓
43DFSDDimensional Short Duration-0.2%+10.12%加仓
44DFACDimensional US Core Equity 2-0.2%-2.08%减仓
45DFSVDimensional US Small Cap Val-0.2%-5.72%减仓
46AAPLApple INC-0.2%+0.32%减仓
47VTVVanguard Value ETF-0.3%-1.83%减仓
48DFAUDimensional US Core Equity M-0.3%+2.63%减仓
49VTIVanguard Total Stock Mkt ETF-0.4%-1.10%减仓
50DFCFDimensional Core Fixed INC-0.7%+8.66%加仓

FAQ

Hemington Wealth Management 是什么机构？属于哪种投资人类型？
Hemington Wealth Management 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2025-09-30），该机构追踪的股票投资组合估值约为 US$7.7亿，分布在 1727 个已申报仓位之中。
Hemington Wealth Management 目前前几大持股有哪些？
根据最新 13F 申报，Hemington Wealth Management 按市值排列的前几大持股为： 1. Dimensional Core Fixed INC (DFCF) — US$1.1亿 (14.8%) 2. Dimensional US Core Equity M (DFAU) — US$1.0亿 (13.0%) 3. Dimensional International Co (DFAI) — US$5703.4万 (7.4%) 4. Vanguard Total Stock Mkt ETF (VTI) — US$4904.9万 (6.4%) 5. Dimensional US Vtor Eqty ETF (DXUV) — US$3943.7万 (5.1%)
Hemington Wealth Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Hemington Wealth Management 共进行了 47 项显著调整：新建仓 0 个仓位、加仓 26 个既有持股、减仓 21 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：加仓: Dimensional US Vtor Eqty ETF (DXUV) — 股数 +11.09%; 加仓: Dimensional Core Fixed INC (DFCF) — 股数 +8.66%; 加仓: Dimensional International Co (DFAI) — 股数 +6.41%; 减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -1.10%; 加仓: Dimensional Emrg Mrkt Core (DFEM) — 股数 +5.81%
Hemington Wealth Management 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Hemington Wealth Management 的主要板块分布如下： • Information Technology: 55.4% • Financials: 12.3% • Consumer Discretionary: 8.5% • Health Care: 8.5% • Communication Services: 8.1% • Consumer Staples: 3.0%