CIK: 0002011052
申报总市值
US$3.2亿
申报季度: 2026-03-31 · 持股只数: 56
Eaton-Cambridge Inc.在最新一期 13F 报告中披露了 56 项持股，申报期为 2026-03-31，总持股市值约为 US$3.2亿，季度换手率为 13.0%。
减仓 VCSH
-11.4% -US$588.2万
减仓 BND
-14.4% -US$558.6万
减仓 DFAC
+1.6% -US$26.0万
减仓 BSV
-5.4% -US$78.5万
加仓 VTEB
+25.5% US$61.2万
加仓 AAPL
+21.3% US$41.4万
| # | 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 | 31.56% | -1.62% | +1.62% | |
| 2 | DFIC | Dimensional International Co | ETF-其他 | 14.16% | -0.07% | +1.16% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 13.59% | -2.59% | -11.42% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 10.02% | -2.32% | -14.36% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 7.09% | +0.03% | +0.78% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 5.34% | +5.34% | NEW | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.96% | -0.45% | -5.36% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.80% | -0.01% | +4.62% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | +0.07% | +19.43% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.11% | +0.08% | +21.27% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.97% | +0.15% | +25.51% | |
| 12 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 0.75% | +0.08% | +17.68% | |
| 13 | DFAI | Dimensional International Co | ETF-其他 | 0.67% | -0.01% | — | |
| 14 | AVDE | Avantis International Equity | ETF-其他 | 0.51% | +0.02% | +5.49% | |
| 15 | AVSF | Avantis Short-term Fixed INC | ETF-其他 | 0.49% | -0.03% | — | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | +0.08% | +40.58% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.47% | +0.03% | +8.26% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.39% | +0.04% | +51.77% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.34% | -0.05% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.33% | +0.08% | +48.97% | |
| 21 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.31% | +0.31% | NEW | |
| 22 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.27% | -0.05% | -9.91% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.26% | +0.04% | +41.44% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.25% | -0.01% | +20.39% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.23% | -0.01% | — | |
| 26 | AVGE | Avantis All Eqty Mrkts ETF | ETF-其他 | 0.21% | +0.01% | +7.83% | |
| 27 | DFSD | Dimensional Short Duration | ETF-其他 | 0.19% | — | — | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.19% | -0.01% | -0.02% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.16% | +0.08% | +130.37% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.16% | +0.01% | +20.95% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.15% | — | +17.85% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | +0.07% | +53.25% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.14% | +0.02% | +36.74% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.14% | — | +5.36% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | +0.01% | +17.59% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.12% | — | -0.24% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.12% | — | +2.20% | |
| 38 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.12% | +0.01% | +5.62% | |
| 39 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.10% | — | — | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.10% | — | +3.67% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.10% | — | — | |
| 42 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 0.10% | +0.10% | NEW | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.09% | +0.09% | NEW | |
| 44 | MU | Micron Technology INC | 股票-科技 | 0.09% | +0.09% | NEW | |
| 45 | VCEB | Vanguard Esg US CORP Bond | ETF-投资级公司债 | 0.09% | +0.09% | NEW | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.09% | — | +7.27% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.08% | +0.08% | NEW | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.08% | +0.08% | NEW | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.07% | — | +18.79% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.07% | — | +19.68% |
Q3 2026表现
—
近4个季度表现
—
基于可用的0个月历史数据
基于可获取价格的持仓（占申报价值的39%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 56 | US$3.2亿 | 13 | |
| 2025-12-31 | 45 | US$3.0亿 | 8 | |
| 2025-09-30 | 42 | US$2.9亿 | 20 | |
| 2025-06-30 | 38 | US$2.7亿 | 0 | |
| 2025-03-31 | 34 | US$2.3亿 | 0 | |
| 2024-12-31 | 35 | US$2.2亿 | 0 | |
| 2024-09-30 | 30 | US$2.1亿 | 0 | |
| 2024-06-30 | 30 | US$2.0亿 | 0 | |
| 2024-03-31 | 30 | US$1.9亿 | 0 | |
| 2023-12-31 | 32 | US$1.7亿 | 0 |
Eaton-Cambridge Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Dimsnl Intr Cf In Etf-usd In (DFGX); 新建仓: Dimensional US Sus Core1 ETF (DFSU); 新建仓: Dimensional Int Sus Cor1 ETF (DFSI); 新建仓: Walmart INC (WMT); 新建仓: Micron Technology INC (MU).
资产规模相近的机构
CIK 0001922684
申报总市值
US$3.2亿
361 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0001986042
申报总市值
US$3.2亿
114 stks
2023-09-30
数据过旧，未更新
资产规模与本机构相差仅 0.0%
CIK 0001549449
申报总市值
US$3.2亿
31 stks
2025-09-30
数据过旧，未更新
资产规模与本机构相差仅 0.0%
持仓风格相似的机构
CIK 0001993327
申报总市值
US$1.6亿
22 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Dimensional US Core Equity 2
CIK 0002011808
申报总市值
US$1.6亿
28 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Dimensional US Core Equity 2
CIK 0001475896
申报总市值
US$14.3亿
1,114 stks
2026-03-31
前五大持仓重叠 3/5 档，同样重仓 Dimensional US Core Equity 2