BUILDER INVESTMENT GROUP INC /ADV
ATLANTA GA · SEC CIK 0000727117
$5.05亿2026Q2 申报市值
107持仓数
59.4%前十大占比 · 第一大 31.0%
8 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VFMO 加仓+$543.23万
BA 加仓+$468.98万
DIMENSIONAL ETF 加仓+$107.25万
NORTHERN LIGHTS 新建仓+$103.13万
DFAI 加仓+$83.44万
2026Q2 卖出最多 按季末市值估算
FISV 清仓-$220.24万
NVDA 减仓-$87.64万
HON 减仓-$49.80万
DFAE 减仓-$29.44万
DFAU 减仓-$24.58万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.56亿 | 30.98% | 781,428 | -4,380 | -0.6% | -$87.64万 | 减仓 |
| LLY | ELI LILLY & CO | $3,130.99万 | 6.20% | 26,104 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2,674.54万 | 5.30% | 324,817 | 9,213 | 2.9% | $75.86万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,090.70万 | 4.14% | 506,835 | 20,227 | 4.2% | $83.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,234.51万 | 2.45% | 33,095 | 271 | 0.8% | $10.11万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1,197.88万 | 2.37% | 267,444 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $1,071.69万 | 2.12% | 78,386 | -99 | -0.1% | -$1.35万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $1,043.54万 | 2.07% | 1,073,604 | 10,000 | 0.9% | $9.72万 | 加仓 |
| V | VISA INC | $962.88万 | 1.91% | 28,065 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $938.73万 | 1.86% | 49,477 | 1 | 0.0% | $190 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $906.78万 | 1.80% | 46,585 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $900.08万 | 1.78% | 76,629 | 1 | 0.0% | $117 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $840.59万 | 1.67% | 33,690 | 21,772 | 182.7% | $543.23万 | 加仓 |
| TJX | TJX COS INC NEW | $778.26万 | 1.54% | 51,370 | 100 | 0.2% | $1.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $753.68万 | 1.49% | 29,676 | -130 | -0.4% | -$3.30万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $700.79万 | 1.39% | 127,393 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $695.25万 | 1.38% | 23,325 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $667.03万 | 1.32% | 82,076 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $640.95万 | 1.27% | 38,456 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $617.31万 | 1.22% | 12,117 | 50 | 0.4% | $2.55万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $593.05万 | 1.18% | 147,489 | -7,322 | -4.7% | -$29.44万 | 减仓 |
| HD | HOME DEPOT INC | $588.95万 | 1.17% | 16,699 | 3 | 0.0% | $1,058 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $558.94万 | 1.11% | 19,970 | -70 | -0.3% | -$1.96万 | 减仓 |
| RRC | RANGE RES CORP | $557.12万 | 1.10% | 149,805 | -5,000 | -3.2% | -$18.60万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $553.17万 | 1.10% | 66,816 | -1,626 | -2.4% | -$13.46万 | 减仓 |
| SLB | SLB LIMITED | $540.89万 | 1.07% | 116,345 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $498.10万 | 0.99% | 23,010 | 21,665 | 1,610.8% | $468.98万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $431.19万 | 0.85% | 40,111 | -200 | -0.5% | -$2.15万 | 减仓 |
| HAL | HALLIBURTON CO | $397.32万 | 0.79% | 117,032 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $367.41万 | 0.73% | 4,920 | -60 | -1.2% | -$4.48万 | 减仓 |
| PEP | PEPSICO INC | $354.88万 | 0.70% | 26,210 | 600 | 2.3% | $8.12万 | 加仓 |
| IWR | ISHARES TR | $338.04万 | 0.67% | 30,642 | -274 | -0.9% | -$3.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $317.27万 | 0.63% | 121,280 | 2,316 | 1.9% | $6.06万 | 加仓 |
| AAPL | APPLE INC | $302.11万 | 0.60% | 10,441 | 1 | 0.0% | $289 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $298.65万 | 0.59% | 75,531 | 9,733 | 14.8% | $38.48万 | 加仓 |
| CCI | CROWN CASTLE INC | $291.85万 | 0.58% | 38,538 | -1,070 | -2.7% | -$8.10万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $284.86万 | 0.56% | 99,767 | 10,715 | 12.0% | $30.59万 | 加仓 |
| IVV | ISHARES TR | $281.99万 | 0.56% | 3,765 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $270.41万 | 0.54% | 69,712 | 27,649 | 65.7% | $107.25万 | 加仓 |
| CI | THE CIGNA GROUP | $262.67万 | 0.52% | 9,528 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $247.61万 | 0.49% | 16,912 | 1 | 0.0% | $146 | 加仓 |
| AFL | AFLAC INC | $243.53万 | 0.48% | 20,770 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $242.61万 | 0.48% | 44,911 | 972 | 2.2% | $5.25万 | 加仓 |
| IWM | ISHARES TR | $237.36万 | 0.47% | 7,900 | -151 | -1.9% | -$4.54万 | 减仓 |
| BALL | BALL CORP | $225.78万 | 0.45% | 36,182 | -2,700 | -6.9% | -$16.85万 | 减仓 |
| EFA | ISHARES TR | $161.66万 | 0.32% | 15,562 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $126.26万 | 0.25% | 3,533 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $122.02万 | 0.24% | 4,486 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $119.97万 | 0.24% | 5,226 | -270 | -4.9% | -$6.20万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $118.02万 | 0.23% | 14,403 | 1,432 | 11.0% | $11.73万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $114.40万 | 0.23% | 7,911 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $112.06万 | 0.22% | 1,550 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $111.03万 | 0.22% | 4,853 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $107.58万 | 0.21% | 1,150 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LIGHTS FD TR | $103.13万 | 0.20% | 40,254 | 40,254 | — | $103.13万 | 新建仓 |
| WMT | WALMART INC | $102.69万 | 0.20% | 9,067 | 7 | 0.1% | $793 | 加仓 |
| MRK | MERCK & CO INC | $102.37万 | 0.20% | 7,967 | 6 | 0.1% | $771 | 加仓 |
| EFX | EQUIFAX INC | $97.66万 | 0.19% | 6,153 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $92.65万 | 0.18% | 31,992 | 422 | 1.3% | $1.22万 | 加仓 |
| IWF | ISHARES TR | $78.48万 | 0.16% | 6,320 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $77.54万 | 0.15% | 24,454 | -256 | -1.0% | -$8,118 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $77.32万 | 0.15% | 24,862 | -103 | -0.4% | -$3,203 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $74.35万 | 0.15% | 17,615 | -885 | -4.8% | -$3.74万 | 减仓 |
| GOOG | ALPHABET INC | $72.50万 | 0.14% | 2,052 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.60万 | 0.14% | 2,475 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $69.21万 | 0.14% | 3,139 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $68.39万 | 0.14% | 4,664 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $64.23万 | 0.13% | 4,600 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $63.67万 | 0.13% | 1,945 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $60.67万 | 0.12% | 1,400 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $60.65万 | 0.12% | 6,337 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $56.37万 | 0.11% | 1,940 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $53.67万 | 0.11% | 2,133 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $52.15万 | 0.10% | 1,440 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $49.77万 | 0.10% | 2,223 | -2,224 | -50.0% | -$49.80万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $49.15万 | 0.10% | 2,223 | 2,223 | — | $49.15万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.08万 | 0.10% | 4,121 | -77 | -1.8% | -$8,984 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $47.70万 | 0.09% | 16,208 | 1,921 | 13.4% | $5.65万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $47.66万 | 0.09% | 1,600 | 1,600 | — | $47.66万 | 新建仓 |
| IWN | ISHARES TR | $45.61万 | 0.09% | 2,062 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $45.10万 | 0.09% | 16,000 | 0 | 0.0% | — | 不变 |
| — | CLARUS CORP NEW | $43.91万 | 0.09% | 139,412 | 52 | 0.0% | $164 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.13万 | 0.09% | 862 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $42.75万 | 0.08% | 8,050 | -800 | -9.0% | -$4.25万 | 减仓 |
| IWS | ISHARES TR | $41.81万 | 0.08% | 2,540 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $39.61万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $38.77万 | 0.08% | 13,996 | 447 | 3.3% | $1.24万 | 加仓 |
| MPC | MARATHON PETE CORP | $35.79万 | 0.07% | 1,400 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $35.00万 | 0.07% | 9,687 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $34.18万 | 0.07% | 7,158 | 1,003 | 16.3% | $4.79万 | 加仓 |
| IWB | ISHARES TR | $32.47万 | 0.06% | 793 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $30.24万 | 0.06% | 5,850 | -4,756 | -44.8% | -$24.58万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $29.53万 | 0.06% | 1,550 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $29.46万 | 0.06% | 12,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $26.86万 | 0.05% | 3,250 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $26.27万 | 0.05% | 10,910 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $25.58万 | 0.05% | 1,055 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $24.88万 | 0.05% | 1,044 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $24.20万 | 0.05% | 2,422 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $24.15万 | 0.05% | 1,756 | 0 | 0.0% | — | 重新持有 |