SF
SwitchPoint Financial Planning, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$1.5亿
申报季度: 2026-03-31 · 持股只数: 102
SwitchPoint Financial Planning, LLC在最新一期 13F 报告中披露了 102 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 7.4%。
机构性格雪花图
- 集中度
- 32.33
- 持仓稳定性
- 7.44
- 动能／逆势
- 100
- 行业集中度
- 77.92
- 多样化
- 100
- 仓位均衡度
- 79.41
近期动向
加仓 DFSD
+26.6% US$112.3万
加仓 DFIC
+4.0% US$168.6万
减仓 SGOV
-17.7% -US$62.7万
减仓 DFAC
+3.5% US$45.5万
减仓 CDNS
-0.0% -US$36.0万
减仓 GOOG
0.0% -US$32.6万
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
仅显示前 64 大持股（共 102 只）
| # | 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 | 19.47% | -0.32% | +3.52% | |
| 2 | DFIC | Dimensional International Co | ETF-其他 | 16.94% | +0.63% | +4.01% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 6.03% | +0.24% | +2.89% | |
| 4 | DFAT | Dimensional US Target Value | ETF-其他 | 3.91% | +0.07% | +0.14% | |
| 5 | DFSD | Dimensional Short Duration | ETF-其他 | 3.64% | +0.67% | +26.64% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.19% | -0.01% | -0.91% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-其他 | 2.72% | +0.02% | — | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.35% | -0.01% | +0.06% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.35% | -0.31% | — | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.21% | -0.15% | — | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.00% | -0.51% | -17.75% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.00% | -0.04% | +5.69% | |
| 13 | CDNS | Cadence Design Sys INC | 股票-科技 | 1.95% | -0.32% | -0.01% | |
| 14 | DFIV | Dimensional International Va | ETF-其他 | 1.95% | +0.07% | +1.10% | |
| 15 | DFAI | Dimensional International Co | ETF-其他 | 1.83% | -0.02% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.78% | -0.27% | +0.27% | |
| 17 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.51% | +0.22% | +22.11% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.45% | -0.01% | +0.87% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.36% | — | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.35% | -0.02% | — | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-其他 | 1.33% | — | +4.14% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.26% | +0.01% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.25% | — | +0.61% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.03% | -0.08% | — | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.92% | -0.08% | +2.11% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.90% | — | +1.78% | |
| 27 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.85% | +0.01% | +5.05% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.79% | -0.07% | — | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | — | +6.14% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -0.30% | -5.18% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | +3.47% | |
| 32 | DXUV | Dimensional US Vtor Eqty ETF | ETF-其他 | 0.64% | — | +0.37% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.58% | NEW | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | -0.07% | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | +0.03% | +5.94% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | -0.04% | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.47% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | -0.03% | +1.41% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.40% | -0.06% | -1.27% | |
| 40 | ISHG | Ishares -3 Year Internationa | ETF-其他 | 0.39% | +0.39% | NEW | |
| 41 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.37% | +0.14% | +2.21% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.36% | -0.04% | — | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | +0.02% | +34.52% | |
| 44 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.33% | +0.01% | — | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.32% | — | — | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.31% | +0.02% | +0.43% | |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.23% | — | -0.43% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.22% | — | — | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.21% | -0.05% | +0.29% | |
| 50 | DISV | Dimensional International Sm | ETF-其他 | 0.20% | — | — |
1–50 of 64
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
SwitchPoint Financial Planning, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Exxon Mobil CORP (XOM); 新建仓: Ishares -3 Year Internationa (ISHG); 新建仓: Chevron CORP (CVX); 清仓: Oracle CORP (ORCL); 加仓: Dimensional Short Duration (DFSD) — 股数 +26.64%.
FAQ
SwitchPoint Financial Planning, LLC 是什么机构？属于哪种投资人类型？
SwitchPoint Financial Planning, 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$1.5亿，分布在 102 个已申报仓位之中。
SwitchPoint Financial Planning, LLC 目前前几大持股有哪些？
根据最新 13F 申报，SwitchPoint Financial Planning, LLC 按市值排列的前几大持股为：
1. Dimensional US Core Equity 2 (DFAC) — US$2870.8万 (19.5%)
2. Dimensional International Co (DFIC) — US$2498.0万 (16.9%)
3. Dimensional Emrg Mrkt Core (DFEM) — US$888.6万 (6.0%)
4. Dimensional US Target Value (DFAT) — US$576.0万 (3.9%)
5. Dimensional Short Duration (DFSD) — US$536.6万 (3.6%)
SwitchPoint Financial Planning, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，SwitchPoint Financial Planning, LLC 共进行了 36 项显著调整：新建仓 3 个仓位、加仓 24 个既有持股、减仓 8 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Exxon Mobil CORP (XOM); 新建仓: Ishares -3 Year Internationa (ISHG); 新建仓: Chevron CORP (CVX); 清仓: Oracle CORP (ORCL); 加仓: Dimensional Short Duration (DFSD) — 股数 +26.64%
SwitchPoint Financial Planning, 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，SwitchPoint Financial Planning, LLC 的主要板块分布如下：
• Communication Services: 36.8%
• Information Technology: 32.3%
• Energy: 8.6%
• Health Care: 6.5%
• Consumer Staples: 6.0%
• Financials: 5.0%