ND
New Dimensions Wealth Management, LLC
行业集中型趋势追踪型长期持有型
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 20
New Dimensions Wealth Management, LLC在最新一期 13F 报告中披露了 20 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 2.2%。
机构性格雪花图
- 集中度
- 53.98
- 持仓稳定性
- 2.21
- 动能／逆势
- 100
- 行业集中度
- 100
- 多样化
- 40
- 仓位均衡度
- 86.63
近期动向
减仓 DFAC
+0.2% -US$46.4万
减仓 DFIC
-4.3% -US$28.9万
加仓 DFUV
-0.5% US$44.9万
加仓 DFIP
+3.7% US$38.7万
加仓 DUSB
+3.6% US$35.8万
减仓 DFSD
-1.8% -US$12.4万
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 |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 24.19% | -0.51% | +0.24% | |
| 2 | DFIC | Dimensional International Co | ETF-其他 | 18.03% | -0.34% | -4.32% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 11.44% | +0.32% | -0.54% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 10.29% | -0.01% | -3.91% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 8.53% | +0.26% | +3.58% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-其他 | 8.35% | +0.29% | +3.69% | |
| 7 | DFSD | Dimensional Short Duration | ETF-其他 | 5.25% | -0.13% | -1.82% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 4.47% | +0.09% | +2.12% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.96% | -0.05% | -2.91% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.66% | +0.05% | — | |
| 11 | DFAT | Dimensional US Target Value | ETF-其他 | 1.62% | +0.07% | -0.26% | |
| 12 | DFNM | Dimensional National Muni Bd | ETF-其他 | 1.05% | +0.01% | +2.32% | |
| 13 | DFIV | Dimensional International Va | ETF-其他 | 1.03% | — | -5.52% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.41% | -0.03% | -0.69% | |
| 15 | AVDE | Avantis International Equity | ETF-其他 | 0.40% | +0.01% | — | |
| 16 | DFIS | Dimensional International Sm | ETF-其他 | 0.38% | -0.01% | -4.27% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.31% | -0.01% | — | |
| 18 | DISV | Dimensional International Sm | ETF-其他 | 0.23% | +0.01% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | -0.01% | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.18% | -0.02% | -4.52% |
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
New Dimensions Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 加仓: Dimensional US Core Equity 2 (DFAC) — 股数 +0.24%; 减仓: Dimensional International Co (DFIC) — 股数 -4.32%; 减仓: Dimensional US Marketwide Va (DFUV) — 股数 -0.54%; 加仓: Dimensional Inflation-protec (DFIP) — 股数 +3.69%; 加仓: Dimension Ultrashort Fi ETF (DUSB) — 股数 +3.58%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US Marketwide Va | +0.3% | -0.54% | 减仓 |
| 2 | DFIP | Dimensional Inflation-protec | +0.3% | +3.69% | 加仓 |
| 3 | DUSB | Dimension Ultrashort Fi ETF | +0.3% | +3.58% | 加仓 |
| 4 | DFGR | Dim Global Real Estate ETF | +0.1% | +2.12% | 加仓 |
| 5 | DFAT | Dimensional US Target Value | +0.1% | -0.26% | 减仓 |
| 6 | DFAX | Dimensional World Ex US Core | +0.1% | — | 不变 |
| 7 | DFNM | Dimensional National Muni Bd | 0% | +2.32% | 加仓 |
| 8 | AVDE | Avantis International Equity | 0% | — | 不变 |
| 9 | DISV | Dimensional International Sm | 0% | — | 不变 |
| 10 | DFIV | Dimensional International Va | — | -5.52% | 减仓 |
| 11 | DFEM | Dimensional Emrg Mrkt Core | 0% | -3.91% | 减仓 |
| 12 | DFAU | Dimensional US Core Equity M | 0% | — | 不变 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不变 |
| 14 | DFIS | Dimensional International Sm | 0% | -4.27% | 减仓 |
| 15 | AAPL | Apple INC | 0% | -4.52% | 减仓 |
| 16 | DFUS | Dimensional US Eq Mkt ETF | 0% | -0.69% | 减仓 |
| 17 | VTIP | Vanguard Short-term Tips | -0.1% | -2.91% | 减仓 |
| 18 | DFSD | Dimensional Short Duration | -0.1% | -1.82% | 减仓 |
| 19 | DFIC | Dimensional International Co | -0.3% | -4.32% | 减仓 |
| 20 | DFAC | Dimensional US Core Equity 2 | -0.5% | +0.24% | 加仓 |
FAQ
New Dimensions Wealth Management, LLC 是什么机构？属于哪种投资人类型？
New Dimensions Wealth Management, 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$1.2亿，分布在 20 个已申报仓位之中。
New Dimensions Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，New Dimensions Wealth Management, LLC 按市值排列的前几大持股为：
1. Dimensional US Core Equity 2 (DFAC) — US$2842.7万 (24.2%)
2. Dimensional International Co (DFIC) — US$2119.3万 (18.0%)
3. Dimensional US Marketwide Va (DFUV) — US$1344.9万 (11.4%)
4. Dimensional Emrg Mrkt Core (DFEM) — US$1209.1万 (10.3%)
5. Dimension Ultrashort Fi ETF (DUSB) — US$1002.8万 (8.5%)
New Dimensions Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，New Dimensions Wealth Management, LLC 共进行了 15 项显著调整：新建仓 0 个仓位、加仓 5 个既有持股、减仓 10 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 Core Equity 2 (DFAC) — 股数 +0.24%; 减仓: Dimensional International Co (DFIC) — 股数 -4.32%; 减仓: Dimensional US Marketwide Va (DFUV) — 股数 -0.54%; 加仓: Dimensional Inflation-protec (DFIP) — 股数 +3.69%; 加仓: Dimension Ultrashort Fi ETF (DUSB) — 股数 +3.58%
New Dimensions Wealth Management, 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，New Dimensions Wealth Management, LLC 的主要板块分布如下：
• Financials: 52.4%
• Information Technology: 47.6%