Broadhurst Jeffrey B
- SEC CIK
- 0002114882
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/12。SEC
- 持股檔數
- 23
- 較 2026 年第 1 季 −18
- 總值
- $4,699.95 萬
- 較 2026 年第 1 季 −$5,057.33 萬 (−51.8%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 138,160 | $1,132.08 萬 | 24.09% | −87,849−38.9% | 減碼 | – |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 230,443 | $1,022.24 萬 | 21.75% | −26,383−10.3% | 減碼 | – |
| DIMENSIONAL U.S. TARGETED VALUE ETF25434V609 | ETF | 68,950 | $481.96 萬 | 10.25% | −9,259−11.8% | 減碼 | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 58,515 | $481.81 萬 | 10.25% | −70,700−54.7% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V716 | US SUSTAINABILTY | 47,237 | $220.27 萬 | 4.69% | −121,013−71.9% | 減碼 | – |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880 | ETF | 45,515 | $167.68 萬 | 3.57% | −39,209−46.3% | 減碼 | – |
| GMEDGLOBUS MED INC CL A | Stock | 19,838 | $156.75 萬 | 3.34% | −3,215−13.9% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V807 | INTERNATNAL VAL | 27,717 | $149.73 萬 | 3.19% | −22,505−44.8% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V815 | US SMALL CAP ETF | 35,573 | $137.99 萬 | 2.94% | −1,871−5.0% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 26,150 | $107.87 萬 | 2.30% | −76,770−74.6% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V674 | GLOBAL SUSTAINA | 17,750 | $92.5 萬 | 1.97% | −27,119−60.4% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V773 | INTL SMALL CAP E | 24,870 | $87.12 萬 | 1.85% | −70,091−73.8% | 減碼 | – |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 16,940 | $68.12 萬 | 1.45% | −46,460−73.3% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V849 | NATL MUN BD ETF | 12,000 | $58 萬 | 1.23% | −32,616−73.1% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V823 | US REAL ESTA ETF | 20,800 | $54.41 萬 | 1.16% | −45,919−68.8% | 減碼 | – |
| BTCGRAYSCALE BITCOIN MINI TRUST ETF | ETF | 20,000 | $51.9 萬 | 1.10% | +20,000 | 新進 | 查看 |
| DIMENSIONAL ETF TRUST25434V757 | EMERGING MKTS HI | 11,718 | $50.12 萬 | 1.07% | −26,845−69.6% | 減碼 | – |
| SNPSSYNOPSYS INC | COM | 1,036 | $46.2 萬 | 0.98% | −9−0.9% | 減碼 | 查看 |
| ETHGRAYSCALE ETHEREUM MINI TR E | SHS NEW | 28,000 | $42.08 萬 | 0.90% | +6,782+32.0% | 加碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V625 | US COR EQU 1 ETF | 3,200 | $26.23 萬 | 0.56% | 00.0% | 不變 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 300 | $22.4 萬 | 0.48% | −39−11.5% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V724 | US MKTWIDE VALUE | 3,929 | $21.62 萬 | 0.46% | +3,929 | 新進 | – |
| DIMENSIONAL ETF TRUST25434V732 | EMERGING MKTS CO | 5,138 | $20.88 萬 | 0.44% | −10,555−67.3% | 減碼 | – |
2026 年第 1 季 之後清倉（20 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST25434V864 | SHOR DUR FIX ETF | 60,932 | $291.74 萬 | 2.99% |
| DIMENSIONAL ETF TRUST25434V856 | INFLATION PROTE | 65,967 | $275.21 萬 | 2.82% |
| DIMENSIONAL ETF TRUST25434V872 | CORE FIXE IN ETF | 54,690 | $230.9 萬 | 2.37% |
| DIMENSIONAL ETF TRUST25434V690 | INTERNATIONAL | 52,794 | $223.85 萬 | 2.29% |
| DIMENSIONAL ETF TRUST25434V567 | GLOBAL CR ETF | 37,708 | $204.13 萬 | 2.09% |
| DIMENSIONAL ETF TRUST25434V575 | INTL COR FIX ETF | 38,825 | $203.64 萬 | 2.09% |
| DIMENSIONAL ULTRASHORT FIXED INCOME ETF25434V591 | ETF | 39,410 | $199.85 萬 | 2.05% |
| DIMENSIONAL ETF TRUST25434V831 | US HIGH PROF ETF | 35,785 | $131.55 萬 | 1.35% |
| DIMENSIONAL ETF TRUST25434V682 | EMER MARK SU ETF | 22,999 | $97.45 萬 | 1.00% |
| BITBBITWISE BITCOIN ETF TR | SHS BEN INT | 23,567 | $86.75 萬 | 0.89% |
| IBITISHARES BITCOIN TRUST ETF | ETF | 18,268 | $70.19 萬 | 0.72% |
| ARKBARK 21SHARES BITCOIN ETF | SHS BEN INT | 26,592 | $59.8 萬 | 0.61% |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 13,030 | $58.79 萬 | 0.60% |
| AAPLAPPLE INC COM | Stock | 1,473 | $37.39 萬 | 0.38% |
| FBTCFIDELITY WISE ORIGIN BITCOIN | SHS | 6,183 | $36.5 萬 | 0.37% |
| DIMENSIONAL ETF TRUST25434V658 | GLOBAL REAL EST | 12,335 | $32.79 萬 | 0.34% |
| AMZNAMAZON COM INC COM | Stock | 1,288 | $26.83 萬 | 0.27% |
| DIMENSIONAL ETF TRUST25434V781 | INTL SMALL CAP V | 6,783 | $26.75 萬 | 0.27% |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 715 | $24.15 萬 | 0.25% |
| ASPIASP ISOTOPES INC | COM | 10,000 | $4.42 萬 | 0.05% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/12 | 23 | $4,699.95 萬 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/5/14 | 41 | $9,757.27 萬 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/5/15 | 40 | $9,628.88 萬 | – | SEC |