Professional Financial Solutions LLC
- SEC CIK
- 0001036215
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/12 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 38
- 較 2025 年第 4 季 +1
- 總值
- $1.12 億
- 較 2025 年第 4 季 +$573.0 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 236,033 | $1,474 萬 | 13.1% | +5,674+2.5% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 292,336 | $1,417 萬 | 12.6% | −1,922−0.7% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 198,869 | $1,410 萬 | 12.5% | +7,289+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 320,580 | $1,139 萬 | 10.1% | +23,000+7.7% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 138,605 | $985.9 萬 | 8.8% | +4,977+3.7% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 239,301 | $929.9 萬 | 8.3% | +10,319+4.5% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 171,799 | $822.6 萬 | 7.3% | +24,683+16.8% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 135,143 | $466.9 萬 | 4.2% | +6,842+5.3% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 165,929 | $392.4 萬 | 3.5% | +28,199+20.5% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 98,242 | $350.8 萬 | 3.1% | +20,252+26.0% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 65,615 | $277.0 萬 | 2.5% | +15,328+30.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 6,739 | $208.6 萬 | 1.9% | −1,864−21.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,083 | $154.4 萬 | 1.4% | −25−0.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 10,042 | $146.9 萬 | 1.3% | −674−6.3% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 37,764 | $128.3 萬 | 1.1% | +174+0.5% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,811 | $85.0 萬 | 0.8% | +299+1.4% | 加碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 14,290 | $73.9 萬 | 0.7% | +1,510+11.8% | 加碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 16,901 | $71.7 萬 | 0.6% | +42+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 15,157 | $62.3 萬 | 0.6% | −437−2.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,513 | $61.3 萬 | 0.5% | −252−6.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 17,836 | $60.1 萬 | 0.5% | +97+0.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,210 | $44.8 萬 | 0.4% | −176−12.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,260 | $38.0 萬 | 0.3% | +58+0.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 7,015 | $37.0 萬 | 0.3% | 00.0% | 不變 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 4,507 | $36.3 萬 | 0.3% | −62−1.4% | 減碼 | – |
| American Centy ETF Tr025072281 | AVANTIS RESPON U | 4,832 | $35.7 萬 | 0.3% | +213+4.6% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 574 | $34.7 萬 | 0.3% | +4+0.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,396 | $33.0 萬 | 0.3% | −200−12.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 7,699 | $32.6 萬 | 0.3% | +426+5.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 532 | $30.7 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 8,755 | $30.7 萬 | 0.3% | +125+1.4% | 加碼 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 9,287 | $29.1 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,139 | $27.7 萬 | 0.2% | +45+0.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 606 | $26.5 萬 | 0.2% | 00.0% | 不變 | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 3,212 | $23.7 萬 | 0.2% | −97−2.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 726 | $21.4 萬 | 0.2% | −12−1.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 7,921 | $21.1 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 5,910 | $20.0 萬 | 0.2% | +5,910 | 新進 | – |