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DiPaolo Financial Group, Inc.
趨勢追蹤型高品質投資策略長期持有型
申報總市值
US$1.5億
申報季度: 2026-06-30 · 持股檔數: 47
DiPaolo Financial Group, Inc.在最新一期 13F 報告中揭露了 47 項持股，申報期為 2026-06-30，總持股市值約為 US$1.5億，季度換手率為 11.9%。
機構性格雪花圖
- 集中度
- 35.79
- 持倉穩定性
- 11.89
- 動能／逆勢
- 100
- 產業集中度
- 63.46
- 多樣化
- 94
- 倉位均衡度
- 81.9
近期動向
加碼 VUG
+530.5% US$465.5萬
減碼 BSV
+4.2% US$42.3萬
減碼 BNDX
+3.9% US$60.5萬
減碼 GLD
-1.3% -US$29.2萬
減碼 VMBS
+4.4% US$23.9萬
加碼 DFAS
+3.5% US$88.4萬
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-其他 | 15.54% | +1.62% | +530.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 15.43% | +0.04% | +0.44% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 12.90% | +0.10% | +1.12% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 8.81% | -0.56% | +3.88% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 8.00% | -0.60% | +4.24% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 5.22% | +0.10% | +2.67% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 3.95% | -0.28% | +4.42% | |
| 8 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 3.84% | -0.23% | +4.96% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 3.78% | -0.21% | +5.36% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 3.49% | +0.24% | +3.50% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.87% | +0.02% | -2.61% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.19% | +0.15% | +3.81% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | +0.20% | +0.61% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.38% | -0.18% | -1.26% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.04% | -0.33% | -1.25% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.98% | +0.12% | +10.72% | |
| 17 | TSLA | Tesla INC | 股票-循環性消費 | 0.98% | +0.03% | +1.11% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.95% | -0.06% | -5.71% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.63% | -0.15% | +3.83% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.56% | +0.02% | +386.06% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | — | +3.26% | |
| 22 | NEE | Nextera Energy INC | 股票-公用事業 | 0.37% | -0.07% | — | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.34% | -0.03% | +2.71% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.02% | — | |
| 25 | BALL | Ball CORP | 股票-循環性消費 | 0.32% | -0.02% | +0.33% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.25% | +0.01% | -0.44% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.23% | — | +0.11% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.21% | +0.01% | +0.24% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | +0.03% | +4.95% | |
| 30 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.21% | -0.02% | — | |
| 31 | VTC | Vanguard Total Corporate Bnd | ETF-投資等級公司債 | 0.20% | -0.02% | +0.23% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.20% | +0.03% | — | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.20% | — | +6.71% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.20% | — | +0.35% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.20% | -0.04% | -19.52% | |
| 36 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.19% | -0.01% | -3.58% | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.19% | — | -4.81% | |
| 38 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.18% | +0.18% | NEW | |
| 39 | EMR | Emerson Electric Co | 股票-工業 | 0.18% | — | +0.10% | |
| 40 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.18% | -0.03% | +9.12% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | -0.01% | -2.69% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.17% | -0.02% | +0.22% | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.16% | -0.02% | -0.39% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.15% | -0.01% | -0.46% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.14% | +0.14% | NEW | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.14% | -0.04% | — | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.14% | +0.14% | NEW |
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
本季持股變動
DiPaolo Financial Group, Inc. 在 2026-06-30 最顯著的持倉異動： 新建倉: Goldman Sachs Access Treasur (GBIL); 清倉: Exxon Mobil CORP (XOM); 新建倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建倉: Bank Of America CORP (BAC); 加碼: Vanguard Growth ETF (VUG) — 股數 +530.46%.
FAQ
DiPaolo Financial Group, Inc. 是什麼機構？屬於哪種投資人類型？
DiPaolo Financial Group, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-06-30），該機構追蹤的股票投資組合估值約為 US$1.5億，分佈在 47 個已申報部位之中。
DiPaolo Financial Group, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，DiPaolo Financial Group, Inc. 按市值排列的前幾大持股為：
1. Vanguard Growth ETF (VUG) — US$2378.1萬 (15.5%)
2. Vanguard Ftse Developed ETF (VEA) — US$2361.6萬 (15.4%)
3. Vanguard Value ETF (VTV) — US$1974.6萬 (12.9%)
4. Vanguard Total Intl Bond ETF (BNDX) — US$1347.8萬 (8.8%)
5. Vanguard Short-term Bond ETF (BSV) — US$1223.8萬 (8.0%)
DiPaolo Financial Group, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，DiPaolo Financial Group, Inc. 共進行了 43 項顯著調整：新建倉 3 個部位、加碼 28 個既有持股、減碼 11 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Goldman Sachs Access Treasur (GBIL); 清倉: Exxon Mobil CORP (XOM); 新建倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建倉: Bank Of America CORP (BAC); 加碼: Vanguard Growth ETF (VUG) — 股數 +530.46%
DiPaolo Financial Group, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，DiPaolo Financial Group, Inc. 的主要板塊分佈如下：
• Consumer Discretionary: 32.6%
• Information Technology: 26.9%
• Health Care: 10.2%
• Communication Services: 9.5%
• Financials: 8.6%
• Utilities: 6.5%