OP
Oath Planning, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.1亿
申报季度: 2026-03-31 · 持股只数: 69
Oath Planning, LLC在最新一期 13F 报告中披露了 69 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 14.8%。
机构性格雪花图
- 集中度
- 23.17
- 持仓稳定性
- 14.8
- 动能／逆势
- 100
- 行业集中度
- 56.38
- 多样化
- 100
- 仓位均衡度
- 82.56
近期动向
加仓 BSV
+23.1% US$244.4万
加仓 VBR
+22.8% US$207.5万
加仓 UITB
+23.0% US$232.3万
减仓 DFAC
-2.3% -US$23.1万
减仓 HEI
-8.5% -US$47.6万
减仓 XSVM
-56.6% -US$42.7万
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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 11.82% | +1.11% | +23.13% | |
| 2 | UITB | Victoryshares Core Intermedi | ETF-其他 | 11.39% | +1.03% | +23.00% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.86% | +0.31% | +20.42% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 8.94% | +1.06% | +22.83% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 4.92% | +0.10% | +6.52% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 4.77% | -0.76% | -2.32% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 4.23% | +0.17% | +6.84% | |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 3.60% | -0.10% | +1.35% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 3.35% | +0.33% | +20.16% | |
| 10 | PNC | Pnc Financial Services Group | 股票-金融 | 2.82% | — | — | |
| 11 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 2.43% | -0.05% | +0.06% | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.24% | +0.14% | +15.62% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.09% | -0.20% | +2.17% | |
| 14 | HEI | Heico CORP | 股票-工业 | 1.46% | -0.63% | -8.54% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.44% | -0.23% | +0.28% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.36% | +0.07% | +15.70% | |
| 17 | DFIV | Dimensional International Va | ETF-其他 | 1.33% | -0.08% | -1.18% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.19% | -0.07% | +0.54% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.16% | +0.10% | +11.79% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.13% | -0.09% | — | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | -0.16% | -0.55% | |
| 22 | DISV | Dimensional International Sm | ETF-其他 | 0.82% | -0.12% | -6.86% | |
| 23 | HEI-A | Heico Corp-class A | 股票-其他 | 0.79% | -0.26% | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | -0.02% | +21.76% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.16% | +0.67% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.61% | — | -2.30% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.54% | -0.04% | +11.51% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | — | -1.00% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | -0.18% | +0.59% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.51% | -0.07% | +0.20% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.50% | — | +9.84% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.48% | -0.04% | — | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.47% | — | — | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.47% | — | -2.13% | |
| 35 | DFIC | Dimensional International Co | ETF-其他 | 0.43% | -0.01% | +6.07% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.41% | — | -3.10% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | — | +0.64% | |
| 38 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.39% | +0.03% | — | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | — | — | |
| 40 | DFSD | Dimensional Short Duration | ETF-其他 | 0.36% | — | -2.55% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.35% | -0.05% | -0.08% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.34% | — | +0.34% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.33% | — | +0.84% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.33% | — | +0.76% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.33% | -0.06% | +0.04% | |
| 46 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 0.32% | -0.46% | -56.64% | |
| 47 | DFAT | Dimensional US Target Value | ETF-其他 | 0.31% | -0.02% | -0.49% | |
| 48 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.31% | +0.31% | NEW | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.29% | -0.02% | +0.23% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.29% | — | +0.54% |
1–50 of 69
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
Oath Planning, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Dimensional National Muni Bd (DFNM); 新建仓: Ishares Silver Trust (SLV); 清仓: Eqt CORP (EQT); 清仓: Ishares Core S&p 500 ETF (IVV); 新建仓: Caterpillar INC (CAT).
FAQ
Oath Planning, LLC 是什么机构？属于哪种投资人类型？
Oath 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$1.1亿，分布在 69 个已申报仓位之中。
Oath Planning, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Oath Planning, LLC 按市值排列的前几大持股为：
1. Vanguard Short-term Bond ETF (BSV) — US$1330.1万 (11.8%)
2. Victoryshares Core Intermedi (UITB) — US$1282.5万 (11.4%)
3. Vanguard S&p 500 ETF (VOO) — US$1110.0万 (9.9%)
4. Vanguard Small-cap Value ETF (VBR) — US$1005.7万 (8.9%)
5. Avantis Intl S/c Value ETF (AVDV) — US$553.4万 (4.9%)
Oath 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，Oath Planning, LLC 共进行了 41 项显著调整：新建仓 3 个仓位、加仓 27 个既有持股、减仓 9 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Dimensional National Muni Bd (DFNM); 新建仓: Ishares Silver Trust (SLV); 清仓: Eqt CORP (EQT); 清仓: Ishares Core S&p 500 ETF (IVV); 新建仓: Caterpillar INC (CAT)
Oath 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，Oath Planning, LLC 的主要板块分布如下：
• Financials: 30.2%
• Information Technology: 20.4%
• Industrials: 17.6%
• Energy: 10.5%
• Consumer Discretionary: 8.4%
• Health Care: 5.1%