Efficient Advisors, LLC
- SEC CIK
- 0001542164
- 最新申報
- 2026/4/29
2025 年第 2 季到 2025 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 2 檔
- 估計 +$106.0 萬
- 加碼
- 29 檔
- 估計 +$5,603 萬
- 減碼
- 27 檔
- 估計 −$856.7 萬
- 清倉
- 40 檔
- 估計 −$3,524 萬
總值從 $16.8 億變成 $17.7 億（+$9,533 萬 (+5.7%)），持股從 96 檔變成 58 檔（−38）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap Value ETF922908611 | 加碼– | 615,422610,689 | +4,733+0.8% | $1.28 億$1.19 億 | +$98.8 萬 | 7.2%7.1% | +0.15 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 384,885383,864 | +1,021+0.3% | $1.26 億$1.17 億 | +$33.5 萬 | 7.1%6.9% | +0.17 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 183,356181,106 | +2,250+1.2% | $1.12 億$1.03 億 | +$137.8 萬 | 6.3%6.1% | +0.20 |
| Vanguard Total Bond Market ETF921937835 | 加碼– | 1,507,0231,458,694 | +48,329+3.3% | $1.12 億$1.07 億 | +$359.4 萬 | 6.3%6.4% | −0.08 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 440,196434,073 | +6,123+1.4% | $1.12 億$1.03 億 | +$155.7 萬 | 6.3%6.1% | +0.18 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 586,881568,797 | +18,084+3.2% | $1.09 億$1.01 億 | +$337.2 萬 | 6.2%6.0% | +0.18 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 1,364,9311,277,480 | +87,451+6.8% | $1.07 億$9,880 萬 | +$682.9 萬 | 6.0%5.9% | +0.12 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 842,022792,001 | +50,021+6.3% | $6,644 萬$6,233 萬 | +$394.7 萬 | 3.7%3.7% | +0.03 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | 加碼– | 891,577861,940 | +29,637+3.4% | $6,363 萬$5,794 萬 | +$211.5 萬 | 3.6%3.5% | +0.14 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 620,891607,264 | +13,627+2.2% | $6,224 萬$6,024 萬 | +$136.6 萬 | 3.5%3.6% | −0.08 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 1,601,4521,564,813 | +36,639+2.3% | $6,177 萬$5,608 萬 | +$141.3 萬 | 3.5%3.3% | +0.14 |
| Vanguard Real Estate ETF922908553 | 加碼– | 589,426551,718 | +37,708+6.8% | $5,389 萬$4,914 萬 | +$344.7 萬 | 3.0%2.9% | +0.11 |
| Dimensional ETF Trust25434V831 | 加碼– | 1,322,2361,265,028 | +57,208+4.5% | $4,994 萬$4,498 萬 | +$216.1 萬 | 2.8%2.7% | +0.14 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | 加碼– | 345,432342,288 | +3,144+0.9% | $4,924 萬$4,600 萬 | +$44.8 萬 | 2.8%2.7% | +0.04 |
| Vanguard Star FDS921909768 | 加碼– | 650,241640,489 | +9,752+1.5% | $4,777 萬$4,425 萬 | +$71.6 萬 | 2.7%2.6% | +0.06 |
| Vanguard Intl Equity Index F922042866 | 減碼– | 533,141534,635 | −1,494−0.3% | $4,683 萬$4,394 萬 | −$13.1 萬 | 2.6%2.6% | +0.02 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 780,934757,359 | +23,575+3.1% | $4,679 萬$4,318 萬 | +$141.3 萬 | 2.6%2.6% | +0.07 |
| Vanguard Intl Equity Index F922042874 | 加碼– | 580,918547,483 | +33,435+6.1% | $4,636 萬$4,243 萬 | +$266.8 萬 | 2.6%2.5% | +0.09 |
| Dimensional ETF Trust25434V799 | 加碼– | 1,400,1701,351,411 | +48,759+3.6% | $4,591 萬$4,202 萬 | +$159.9 萬 | 2.6%2.5% | +0.09 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 709,505649,572 | +59,933+9.2% | $3,509 萬$3,216 萬 | +$296.4 萬 | 2.0%1.9% | +0.06 |
| Vanguard Malvern FDS922020805 | 加碼– | 693,104635,198 | +57,906+9.1% | $3,509 萬$3,193 萬 | +$293.2 萬 | 2.0%1.9% | +0.08 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 438,956403,499 | +35,457+8.8% | $3,509 萬$3,208 萬 | +$283.4 萬 | 2.0%1.9% | +0.07 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 632,107616,968 | +15,139+2.5% | $3,425 萬$3,052 萬 | +$82.0 萬 | 1.9%1.8% | +0.11 |
| Dimensional ETF Trust25434V773 | 加碼– | 1,004,044988,847 | +15,197+1.5% | $3,176 萬$2,951 萬 | +$48.1 萬 | 1.8%1.8% | +0.03 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 397,023372,156 | +24,867+6.7% | $2,336 萬$2,188 萬 | +$146.3 萬 | 1.3%1.3% | +0.01 |
| American Centy ETF Tr025072802 | 減碼– | 252,143272,692 | −20,549−7.5% | $2,245 萬$2,162 萬 | −$182.9 萬 | 1.3%1.3% | −0.02 |
| Dimensional ETF Trust25434V765 | 加碼– | 601,778559,512 | +42,266+7.6% | $1,829 萬$1,650 萬 | +$128.5 萬 | 1.0%1.0% | +0.05 |
| Dimensional Emerging Core Equity Market ETF25434V302 | 加碼– | 497,509476,585 | +20,924+4.4% | $1,569 萬$1,380 萬 | +$66.0 萬 | 0.9%0.8% | +0.06 |
| WisdomTree Tr97717W281 | 減碼– | 179,319180,878 | −1,559−0.9% | $1,024 萬$999.2 萬 | −$8.90 萬 | 0.6%0.6% | −0.02 |
| Dimensional U.S. Targeted Value ETF25434V609 | 加碼– | 144,916122,249 | +22,667+18.5% | $843.6 萬$659.7 萬 | +$131.9 萬 | 0.5%0.4% | +0.08 |
| Dimensional U.S. Small Cap ETF25434V500 | 加碼– | 122,418102,289 | +20,129+19.7% | $838.1 萬$651.7 萬 | +$137.8 萬 | 0.5%0.4% | +0.08 |
| iShares Tr464287457 | 減碼– | 75,69775,884 | −187−0.2% | $628.0 萬$628.8 萬 | −$1.55 萬 | 0.4%0.4% | −0.02 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 28,94432,549 | −3,605−11.1% | $597.7 萬$636.1 萬 | −$74.4 萬 | 0.3%0.4% | −0.04 |
| iShares Tr464288877 | 減碼– | 71,24981,029 | −9,780−12.1% | $483.3 萬$514.4 萬 | −$66.3 萬 | 0.3%0.3% | −0.03 |
| Flexshares Tr33939L100 | 減碼– | 17,53222,268 | −4,736−21.3% | $424.8 萬$498.8 萬 | −$114.7 萬 | 0.2%0.3% | −0.06 |
| Dimensional ETF Trust25434V781 | 加碼– | 103,08987,864 | +15,225+17.3% | $367.9 萬$289.2 萬 | +$54.3 萬 | 0.2%0.2% | +0.04 |
| iShares Tr464288869 | 減碼– | 19,68323,476 | −3,793−16.2% | $293.4 萬$299.7 萬 | −$56.5 萬 | 0.2%0.2% | −0.01 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 4,1884,782 | −594−12.4% | $280.3 萬$296.9 萬 | −$39.8 萬 | 0.2%0.2% | −0.02 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 27,62031,043 | −3,423−11.0% | $257.9 萬$277.5 萬 | −$32.0 萬 | 0.1%0.2% | −0.02 |
| Flexshares Tr33939L803 | 減碼– | 27,30436,254 | −8,950−24.7% | $242.3 萬$302.6 萬 | −$79.4 萬 | 0.1%0.2% | −0.04 |
| Vanguard Total World Stock ETF922042742 | 減碼– | 16,93818,366 | −1,428−7.8% | $233.4 萬$236.0 萬 | −$19.7 萬 | 0.1%0.1% | −0.01 |
| iShares Tr464287234 | 減碼– | 30,85435,146 | −4,292−12.2% | $164.8 萬$169.5 萬 | −$22.9 萬 | 0.1%0.1% | −0.01 |
| iShares Tr464288273 | 減碼– | 21,05224,174 | −3,122−12.9% | $161.5 萬$175.7 萬 | −$24.0 萬 | 0.1%0.1% | −0.01 |
| WisdomTree Tr97717W125 | 減碼– | 37,52746,722 | −9,195−19.7% | $142.2 萬$165.0 萬 | −$34.8 萬 | 0.1%0.1% | −0.02 |
| JPMJPMorgan Chase & Co | 新進歷史 | 2,2140 | +2,214 | $69.8 萬$0 | +$69.8 萬 | <0.1%0.0% | +0.04 |
| iShares Tr464289446 | 減碼– | 3,7684,028 | −260−6.5% | $62.6 萬$61.7 萬 | −$4.32 萬 | <0.1%<0.1% | 0.00 |
| iShares Tr464288158 | 減碼– | 5,5987,202 | −1,604−22.3% | $59.8 萬$76.6 萬 | −$17.1 萬 | <0.1%<0.1% | −0.01 |
| Vanguard Morningstar Large-Cap ETF922908637 | 減碼– | 1,8231,953 | −130−6.7% | $56.1 萬$55.7 萬 | −$4.00 萬 | <0.1%<0.1% | 0.00 |
| SPDR Index Shs FDS78463X749 | 減碼– | 10,17212,293 | −2,121−17.3% | $46.6 萬$54.3 萬 | −$9.71 萬 | <0.1%<0.1% | −0.01 |
| iShares Tr464289859 | 減碼– | 5,2596,350 | −1,091−17.2% | $46.4 萬$53.0 萬 | −$9.62 萬 | <0.1%<0.1% | −0.01 |
| Flexshares Tr33939L308 | 減碼– | 6,4639,276 | −2,813−30.3% | $40.8 萬$54.4 萬 | −$17.8 萬 | <0.1%<0.1% | −0.01 |
| iShares Core MSCI Eafe ETF46432F842 | 減碼– | 4,3294,499 | −170−3.8% | $37.8 萬$37.6 萬 | −$1.48 萬 | <0.1%<0.1% | 0.00 |
| iShares Tr464289875 | 新進– | 7,6110 | +7,611 | $36.2 萬$0 | +$36.2 萬 | <0.1%0.0% | +0.02 |
| iShares Tr464287150 | 減碼– | 2,2472,605 | −358−13.7% | $32.7 萬$35.2 萬 | −$5.21 萬 | <0.1%<0.1% | 0.00 |
| iShares Tr464288414 | 減碼– | 2,7753,442 | −667−19.4% | $29.6 萬$36.0 萬 | −$7.10 萬 | <0.1%<0.1% | 0.00 |
| GLDSPDR Gold Trust | 減碼歷史 | 676677 | −1−0.1% | $24.0 萬$20.6 萬 | −$355.52 | <0.1%<0.1% | 0.00 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 3,6003,833 | −233−6.1% | $23.7 萬$23.0 萬 | −$1.54 萬 | <0.1%<0.1% | 0.00 |
| iShares Tr464289867 | 減碼– | 3,5084,695 | −1,187−25.3% | $22.6 萬$28.9 萬 | −$7.64 萬 | <0.1%<0.1% | 0.00 |
| SPDR Series Trust78468R861 | 清倉– | 0210,632 | −210,632−100.0% | $0$403.1 萬 | −$403.1 萬 | 0.0%0.2% | −0.24 |
| PIMCO ETF Tr72201R205 | 清倉– | 074,595 | −74,595−100.0% | $0$401.4 萬 | −$401.4 萬 | 0.0%0.2% | −0.24 |
| iShares Tr46435G672 | 清倉– | 043,524 | −43,524−100.0% | $0$222.4 萬 | −$222.4 萬 | 0.0%0.1% | −0.13 |
| Pacer FDS Tr69374H709 | 清倉– | 045,031 | −45,031−100.0% | $0$171.0 萬 | −$171.0 萬 | 0.0%0.1% | −0.10 |
| iShares U S ETF Tr46431W648 | 清倉– | 017,985 | −17,985−100.0% | $0$169.1 萬 | −$169.1 萬 | 0.0%0.1% | −0.10 |
| Vanguard World FD921910816 | 清倉– | 04,505 | −4,505−100.0% | $0$165.0 萬 | −$165.0 萬 | 0.0%0.1% | −0.10 |
| Invesco Exchange Traded FD T46137V530 | 清倉– | 030,290 | −30,290−100.0% | $0$158.1 萬 | −$158.1 萬 | 0.0%0.1% | −0.09 |
| First Tr Exchange-Traded FD33734X184 | 清倉– | 029,686 | −29,686−100.0% | $0$125.8 萬 | −$125.8 萬 | 0.0%0.1% | −0.07 |
| CAHCardinal Health Inc | 清倉歷史 | 05,561 | −5,561−100.0% | $0$93.4 萬 | −$93.4 萬 | 0.0%0.1% | −0.06 |
| PLTRPalantir Technologies Inc. | 清倉歷史 | 06,619 | −6,619−100.0% | $0$90.2 萬 | −$90.2 萬 | 0.0%0.1% | −0.05 |
| SGOLabrdn Gold ETF Trust | 清倉歷史 | 027,725 | −27,725−100.0% | $0$87.4 萬 | −$87.4 萬 | 0.0%0.1% | −0.05 |
| Legg Mason ETF Invt52468L505 | 清倉– | 025,937 | −25,937−100.0% | $0$84.4 萬 | −$84.4 萬 | 0.0%0.1% | −0.05 |
| Invesco Exch Traded FD Tr II46138E354 | 清倉– | 011,524 | −11,524−100.0% | $0$83.9 萬 | −$83.9 萬 | 0.0%<0.1% | −0.05 |
| SPDR Series Trust78468R804 | 清倉– | 04,671 | −4,671−100.0% | $0$81.6 萬 | −$81.6 萬 | 0.0%<0.1% | −0.05 |
| BRK.BBerkshire Hathaway Inc | 清倉歷史 | 01,652 | −1,652−100.0% | $0$80.2 萬 | −$80.2 萬 | 0.0%<0.1% | −0.05 |
| First Tr Exchange-Traded FD33734X846 | 清倉– | 08,921 | −8,921−100.0% | $0$67.4 萬 | −$67.4 萬 | 0.0%<0.1% | −0.04 |
| VanEck Vectors ETF Tr92189H870 | 清倉– | 06,520 | −6,520−100.0% | $0$64.4 萬 | −$64.4 萬 | 0.0%<0.1% | −0.04 |
| VRSNVerisign Inc | 清倉歷史 | 02,198 | −2,198−100.0% | $0$63.5 萬 | −$63.5 萬 | 0.0%<0.1% | −0.04 |
| FTNTFortinet, Inc. | 清倉歷史 | 05,846 | −5,846−100.0% | $0$61.8 萬 | −$61.8 萬 | 0.0%<0.1% | −0.04 |
| iShares Tr464288786 | 清倉– | 04,504 | −4,504−100.0% | $0$60.6 萬 | −$60.6 萬 | 0.0%<0.1% | −0.04 |
| DGDollar General Corp | 清倉歷史 | 04,454 | −4,454−100.0% | $0$50.9 萬 | −$50.9 萬 | 0.0%<0.1% | −0.03 |
| HWMHowmet Aerospace Inc. | 清倉歷史 | 02,700 | −2,700−100.0% | $0$50.3 萬 | −$50.3 萬 | 0.0%<0.1% | −0.03 |
| NFLXNetflix Inc | 清倉歷史 | 0353 | −353−100.0% | $0$47.3 萬 | −$47.3 萬 | 0.0%<0.1% | −0.03 |
| VanEck ETF Trust92189F106 | 清倉– | 08,898 | −8,898−100.0% | $0$46.3 萬 | −$46.3 萬 | 0.0%<0.1% | −0.03 |
| RTXRTX Corp | 清倉歷史 | 03,096 | −3,096−100.0% | $0$45.2 萬 | −$45.2 萬 | 0.0%<0.1% | −0.03 |
| FFIVF5, Inc. | 清倉歷史 | 01,528 | −1,528−100.0% | $0$45.0 萬 | −$45.0 萬 | 0.0%<0.1% | −0.03 |
| FXEInvesco CurrencyShares Euro Trust | 清倉歷史 | 03,998 | −3,998−100.0% | $0$43.5 萬 | −$43.5 萬 | 0.0%<0.1% | −0.03 |
| FXFInvesco CurrencyShares Swiss Franc Trust | 清倉歷史 | 03,762 | −3,762−100.0% | $0$42.1 萬 | −$42.1 萬 | 0.0%<0.1% | −0.03 |
| MCKMcKesson Corp | 清倉歷史 | 0566 | −566−100.0% | $0$41.5 萬 | −$41.5 萬 | 0.0%<0.1% | −0.02 |
| CVSCVS Health Corp | 清倉歷史 | 05,999 | −5,999−100.0% | $0$41.4 萬 | −$41.4 萬 | 0.0%<0.1% | −0.02 |
| PLMRPalomar Holdings, Inc. | 清倉歷史 | 02,662 | −2,662−100.0% | $0$41.1 萬 | −$41.1 萬 | 0.0%<0.1% | −0.02 |
| CHKPCheck Point Software Technologies Ltd | 清倉歷史 | 01,854 | −1,854−100.0% | $0$41.0 萬 | −$41.0 萬 | 0.0%<0.1% | −0.02 |
| KRKroger Co | 清倉歷史 | 05,619 | −5,619−100.0% | $0$40.3 萬 | −$40.3 萬 | 0.0%<0.1% | −0.02 |
| Listed FD Tr53656F847 | 清倉– | 014,743 | −14,743−100.0% | $0$39.6 萬 | −$39.6 萬 | 0.0%<0.1% | −0.02 |
| PPCPilgrims Pride Corp | 清倉歷史 | 08,758 | −8,758−100.0% | $0$39.4 萬 | −$39.4 萬 | 0.0%<0.1% | −0.02 |
| COSTCostco Wholesale Corp | 清倉歷史 | 0385 | −385−100.0% | $0$38.1 萬 | −$38.1 萬 | 0.0%<0.1% | −0.02 |
| BKNGBooking Holdings Inc. | 清倉歷史 | 058 | −58−100.0% | $0$33.6 萬 | −$33.6 萬 | 0.0%<0.1% | −0.02 |
| GOOGLAlphabet Inc. | 清倉歷史 | 01,228 | −1,228−100.0% | $0$21.6 萬 | −$21.6 萬 | 0.0%<0.1% | −0.01 |
| iShares Tr464288513 | 清倉– | 02,537 | −2,537−100.0% | $0$20.5 萬 | −$20.5 萬 | 0.0%<0.1% | −0.01 |
| DOCUDocuSign, Inc. | 清倉歷史 | 02,612 | −2,612−100.0% | $0$20.3 萬 | −$20.3 萬 | 0.0%<0.1% | −0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。