SI

Squire Investment Management Company, LLC

分散型投资策略行业集中型趋势追踪型

申报总市值

US$3.6亿

申报季度: 2026-03-31 · 持股只数: 76

Squire Investment Management Company, LLC在最新一期 13F 报告中披露了 76 项持股，申报期为 2026-03-31，总持股市值约为 US$3.6亿，季度换手率为 9.8%。

机构性格雪花图

集中度
24.42
持仓稳定性
9.76
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
80.79

近期动向

  • 加仓 BSVO

    +9.9%　US$710.7万

  • 减仓 ITOT

    +7.8%　US$104.8万

  • 减仓 DFAC

    +7.1%　US$214.8万

  • 减仓 DFAT

    -0.0%　US$124.9万

  • 加仓 DISV

    +13.6%　US$146.8万

  • 减仓 DFIV

    -0.2%　US$111.3万

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
1DFACDimensional US Core Equity 2ETF-其他12.15%-0.43%+7.14%
2BSVOEA Bridgeway Omni Sm-Cp ValETF-其他12.04%+1.08%+9.87%
3ITOTIshares Core S&p Total U.s.ETF-其他9.19%-0.50%+7.81%
4DFATDimensional US Target ValueETF-其他7.52%-0.29%-0.04%
5DFIVDimensional International VaETF-其他5.83%-0.18%-0.16%
6AVDVAvantis Intl S/c Value ETFETF-其他5.53%+0.15%+5.39%
7DFEMDimensional Emrg Mrkt CoreETF-其他4.62%+0.17%+8.03%
8IDEVIshares Core Msci Dev MktsETF-其他4.44%+0.12%+10.39%
9DFUVDimensional US Marketwide VaETF-其他4.01%-0.15%+0.92%
10VGITVanguard Intermediate-term TETF-其他3.97%+0.17%+14.55%
11VTIVanguard Total Stock Mkt ETFETF-其他3.52%+0.03%+14.94%
12DISVDimensional International SmETF-其他2.69%+0.21%+13.57%
13DFSDDimensional Short DurationETF-其他2.07%+0.11%+14.90%
14VEAVanguard Ftse Developed ETFETF-其他1.39%-0.01%+4.85%
15VTIPVanguard Short-term TipsETF-其他1.37%+0.03%+9.85%
16NBHCNational Bank Hold-cl A股票-其他1.16%-0.07%—
17DFSVDimensional US Small Cap ValETF-中小型股1.11%+0.14%+17.29%
18DFUSDimensional US Eq Mkt ETFETF-其他1.08%-0.14%+1.27%
19VBVanguard Small-cap ETFETF-其他1.05%+0.08%+16.16%
20DFICDimensional International CoETF-其他0.99%+0.10%+17.49%
21DFARDimensional US Real Est ETFETF-其他0.90%+0.08%+14.52%
22DFAXDimensional World Ex US CoreETF-其他0.73%-0.04%+0.02%
23AVUVAvantis US Small Cap ValueETF-中小型股0.71%—-5.82%
24BNDVanguard Total Bond MarketETF-其他0.63%+0.08%+24.50%
25AAPLApple INC股票-科技0.58%-0.10%-0.74%
26IGIBIshares 5-10y Inv Grade CORPETF-投资级公司债0.58%—+0.79%
27VTVVanguard Value ETFETF-其他0.55%+0.02%+8.67%
28IWNIshares Russell 2000 Value EETF-中小型股0.53%+0.06%+14.93%
29SHYGIshares 0-5 Yr Hy CORP BondETF-投资级公司债0.50%—+1.16%
30IEMGIshares Core Msci EmergingETF-新兴市场0.41%-0.06%-9.21%
31DFAUDimensional US Core Equity METF-其他0.40%+0.03%+21.01%
32DVYIshares Select Dividend ETFETF-其他0.37%+0.01%+4.31%
33VWOVanguard Ftse Emerging MarkeETF-新兴市场0.37%—+8.07%
34SCHDSchwab US Dvd Equity ETFETF-其他0.37%+0.01%+0.02%
35IVLUIshares Msci International VETF-其他0.36%-0.06%-8.51%
36SCZIshares Msci Eafe Small-capETF-其他0.35%——
37DFAIDimensional International CoETF-其他0.34%—+8.70%
38VOEVanguard Mid-cap Value ETFETF-其他0.34%+0.01%+6.03%
39SCHMSchwab US Mid Cap ETFETF-其他0.33%——
40IJSIshares S&p Small-cap 600 VaETF-其他0.32%——
41DFASDimensional US Small Cap ETFETF-中小型股0.32%-0.16%-30.38%
42SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.27%——
43NVDANvidia CORP股票-科技0.26%—+1.33%
44IXUSIshares Core Intl Stock ETFETF-其他0.24%——
45MGKVanguard Mega Cap Growth ETFETF-其他0.24%-0.05%—
46VOOVanguard S&p 500 ETFETF-大型股与成长0.23%—+10.48%
47VLUEIshares Msci USA Value FactoETF-其他0.21%——
48JPMJpmorgan Chase & Co股票-金融0.19%-0.03%-0.65%
49VGTVanguard Info Tech ETFETF-科技型0.19%-0.03%-0.52%
50QQQInvesco Qqq Trust Series 1ETF-科技型0.16%—+0.51%
1–50 of 76

本季持股变动

Squire Investment Management Company, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Palo Alto Networks INC (PANW); 新建仓: Corning INC (GLW); 新建仓: Johnson & Johnson (JNJ); 清仓: Intl Business Machines CORP (IBM); 新建仓: Schwab US Small-cap ETF (SCHA).

Squire Investment Management Company, LLC 于截至 2026-03-31 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
1BSVOEA Bridgeway Omni Sm-Cp Val+1.1%+9.87%加仓
2DISVDimensional International Sm+0.2%+13.57%加仓
3DFEMDimensional Emrg Mrkt Core+0.2%+8.03%加仓
4VGITVanguard Intermediate-term T+0.2%+14.55%加仓
5AVDVAvantis Intl S/c Value ETF+0.2%+5.39%加仓
6DFSVDimensional US Small Cap Val+0.1%+17.29%加仓
7IDEVIshares Core Msci Dev Mkts+0.1%+10.39%加仓
8DFSDDimensional Short Duration+0.1%+14.90%加仓
9DFICDimensional International Co+0.1%+17.49%加仓
10VBVanguard Small-cap ETF+0.1%+16.16%加仓
11DFARDimensional US Real Est ETF+0.1%+14.52%加仓
12BNDVanguard Total Bond Market+0.1%+24.50%加仓
13IWNIshares Russell 2000 Value E+0.1%+14.93%加仓
14VTIVanguard Total Stock Mkt ETF0%+14.94%加仓
15VTIPVanguard Short-term Tips0%+9.85%加仓
16DFAUDimensional US Core Equity M0%+21.01%加仓
17DIVGlobal X Superdividend Use0%+28.31%加仓
18VTVVanguard Value ETF0%+8.67%加仓
19CVXChevron CORP0%+0.61%加仓
20DVYIshares Select Dividend ETF0%+4.31%加仓
21SCHDSchwab US Dvd Equity ETF0%+0.02%加仓
22VOEVanguard Mid-cap Value ETF0%+6.03%加仓
23GOOGLAlphabet Inc-cl A0%+35.26%加仓
24DFAIDimensional International Co—+8.70%加仓
25VWOVanguard Ftse Emerging Marke—+8.07%加仓
26VEAVanguard Ftse Developed ETF0%+4.85%加仓
27JPMJpmorgan Chase & Co0%-0.65%减仓
28AMZNAmazon.com INC0%-0.66%减仓
29VGTVanguard Info Tech ETF0%-0.52%减仓
30MSFTMicrosoft CORP0%-5.12%减仓
31DFAXDimensional World Ex US Core0%+0.02%加仓
32BSVVanguard Short-term Bond ETF-0.1%-36.90%减仓
33MGKVanguard Mega Cap Growth ETF-0.1%—不变
34IEMGIshares Core Msci Emerging-0.1%-9.21%减仓
35IVLUIshares Msci International V-0.1%-8.51%减仓
36DFISDimensional International Sm-0.1%-32.71%减仓
37NBHCNational Bank Hold-cl A-0.1%—不变
38AAPLApple INC-0.1%-0.74%减仓
39DFUSDimensional US Eq Mkt ETF-0.1%+1.27%加仓
40DFUVDimensional US Marketwide Va-0.2%+0.92%加仓
41DFASDimensional US Small Cap ETF-0.2%-30.38%减仓
42DFIVDimensional International Va-0.2%-0.16%减仓
43DFATDimensional US Target Value-0.3%-0.04%减仓
44DFACDimensional US Core Equity 2-0.4%+7.14%加仓
45ITOTIshares Core S&p Total U.s.-0.5%+7.81%加仓
46PANWPalo Alto Networks INC—NEW新建仓
47GLWCorning INC—NEW新建仓
48JNJJohnson & Johnson—NEW新建仓
49IBMIntl Business Machines CORP—EXIT清仓
50SCHASchwab US Small-cap ETF—NEW新建仓

FAQ

Squire Investment Management Company, LLC 是什么机构？属于哪种投资人类型？
Squire Investment Management Company, LLC 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.6亿，分布在 76 个已申报仓位之中。
Squire Investment Management Company, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Squire Investment Management Company, LLC 按市值排列的前几大持股为： 1. Dimensional US Core Equity 2 (DFAC) — US$4372.2万 (12.2%) 2. EA Bridgeway Omni Sm-Cp Val (BSVO) — US$4331.2万 (12.0%) 3. Ishares Core S&p Total U.s. (ITOT) — US$3307.2万 (9.2%) 4. Dimensional US Target Value (DFAT) — US$2704.7万 (7.5%) 5. Dimensional International Va (DFIV) — US$2096.4万 (5.8%)
Squire Investment Management Company, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Squire Investment Management Company, LLC 共进行了 48 项显著调整：新建仓 4 个仓位、加仓 31 个既有持股、减仓 12 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Palo Alto Networks INC (PANW); 新建仓: Corning INC (GLW); 新建仓: Johnson & Johnson (JNJ); 清仓: Intl Business Machines CORP (IBM); 新建仓: Schwab US Small-cap ETF (SCHA)
Squire Investment Management Company, LLC 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，Squire Investment Management Company, LLC 的主要板块分布如下： • Information Technology: 57.8% • Financials: 15.0% • Consumer Discretionary: 7.6% • Communication Services: 7.5% • Health Care: 7.0% • Energy: 5.2%