申报总市值
US$1.7亿
申报季度: 2026-03-31 · 持股只数: 106
Pillar Financial Advisors, LLC在最新一期 13F 报告中披露了 106 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 6.0%。
加仓 VTES
+128.4% US$125.5万
加仓 DFAR
+12.8% US$118.5万
减仓 DFUS
+3.1% -US$28.4万
减仓 MGK
-2.3% -US$51.1万
加仓 DFLV
+3.7% US$81.7万
加仓 DFIC
+2.2% US$98.1万
| # | 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 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 12.05% | +0.06% | +1.57% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 11.27% | -0.53% | +3.08% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 11.26% | +0.24% | +2.19% | |
| 4 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 10.08% | +0.20% | +5.17% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 9.44% | -0.09% | -1.71% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-大型股与成长 | 6.25% | +0.29% | +3.72% | |
| 7 | DFAT | Dimensional US Target Value | ETF-其他 | 5.42% | +0.07% | -0.32% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 4.88% | +0.56% | +12.85% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 3.79% | +0.23% | +3.06% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.67% | -0.14% | -6.24% | |
| 11 | DFIV | Dimensional International Va | ETF-其他 | 2.28% | +0.06% | -0.07% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.05% | -0.08% | -0.58% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.99% | -0.37% | -2.33% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.84% | -0.05% | -1.98% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.67% | — | -2.52% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.56% | -0.09% | -2.93% | |
| 17 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 1.31% | +0.72% | +128.42% | |
| 18 | DFSD | Dimensional Short Duration | ETF-其他 | 1.06% | -0.05% | -0.86% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.04% | -0.05% | -0.84% | |
| 20 | DFAI | Dimensional International Co | ETF-其他 | 0.66% | — | -2.11% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | -0.02% | -3.59% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.51% | -0.05% | -6.13% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | -0.07% | -0.97% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.35% | — | +0.12% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | -0.03% | +0.22% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.32% | -0.05% | — | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.32% | — | — | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.30% | — | — | |
| 29 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.29% | +0.01% | — | |
| 30 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.29% | -0.03% | -4.26% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.29% | -0.01% | -4.20% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.25% | -0.04% | -6.17% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.25% | — | -0.37% | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.21% | — | — | |
| 35 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 0.20% | -0.02% | -2.83% | |
| 36 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.20% | +0.06% | +46.72% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.17% | -0.01% | +0.13% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.17% | — | — | |
| 39 | RBCAA | Republic Bancorp Inc-class A | 股票-其他 | 0.16% | — | — | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.16% | — | -3.21% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.10% | — | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.09% | — | — | |
| 43 | DISV | Dimensional International Sm | ETF-其他 | 0.08% | — | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.08% | — | — | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.08% | — | -0.35% | |
| 46 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.08% | +0.01% | — | |
| 47 | DFIS | Dimensional International Sm | ETF-其他 | 0.08% | — | — | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.08% | — | — | |
| 49 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.08% | — | +0.07% | |
| 50 | AEE | Ameren Corporation | 股票-公用事业 | 0.07% | +0.01% | — |
Q3 2026表现
+3.3%
近4个季度表现
+18.3%
基于可获取价格的持仓（占申报价值的51%）计算
Pillar Financial Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Cohen & Steers INC (CNS); 新建仓: Dollar Tree INC (DLTR); 清仓: Ste Str Spdr Pt S&p 500 ETF (SPYM); 新建仓: Dimensional US Sus Core1 ETF (DFSU); 加仓: Vanguard Sh Term Tax-ex Bond (VTES) — 股数 +128.42%.