BAKER BOYER NATIONAL BANK
WALLA WALLA WA · SEC CIK 0001079398
$3.64亿2026Q2 申报市值
94持仓数
80.5%前十大占比 · 第一大 22.8%
9 / 6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
DFAX 加仓+$690.64万
DFA U.S. Core Eq 加仓+$254.94万
VTEB 加仓+$115.14万
Cambria Global E 新建仓+$96.05万
FBND 加仓+$53.70万
2026Q2 卖出最多 按季末市值估算
PCAR 减仓-$382.71万
MSFT 减仓-$378.95万
IAU 清仓-$51.97万
Exxon Mobil Corp 减仓-$44.37万
USB 减仓-$39.94万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | DFA U.S. Core Equity 2 ETF | $8,285.62万 | 22.76% | 1,867,814 | 57,471 | 3.2% | $254.94万 | 加仓 |
| DFAX | DFA World Ex-U.S. Core Equity 2 ETF | $7,182.09万 | 19.73% | 1,949,537 | 187,471 | 10.6% | $690.64万 | 加仓 |
| VTEB | Vanguard Muni Bond Tax Exempt | $6,044.13万 | 16.60% | 1,194,965 | 22,763 | 1.9% | $115.14万 | 加仓 |
| DFUV | DFA U.S. Marketwide Value ETF | $2,395.48万 | 6.58% | 435,463 | -6,684 | -1.5% | -$36.77万 | 减仓 |
| FBND | Fidelity Total Bond ETF | $1,919.58万 | 5.27% | 421,979 | 11,804 | 2.9% | $53.70万 | 加仓 |
| DFIV | DFA International Value ETF | $1,094.36万 | 3.01% | 202,584 | -3,898 | -1.9% | -$21.06万 | 减仓 |
| DFAI | DFA Intl Core Equity ETF | $810.94万 | 2.23% | 196,591 | 46 | 0.0% | $1,898 | 加仓 |
| SPY | SPDR S&P 500 ETF | $616.76万 | 1.69% | 8,259 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $544.75万 | 1.50% | 18,826 | -126 | -0.7% | -$3.65万 | 减仓 |
| DFAE | DFA Emerging Mkts Core Equity ETF | $423.24万 | 1.16% | 105,257 | 2,676 | 2.6% | $10.76万 | 加仓 |
| — | Alpha Architect Intl Quantitative Momentum | $400.39万 | 1.10% | 92,523 | 1,700 | 1.9% | $7.36万 | 加仓 |
| MSFT | Microsoft Corp | $386.15万 | 1.06% | 10,352 | -10,159 | -49.5% | -$378.95万 | 减仓 |
| VGIT | Vanguard Interm Term Treasury ETF | $367.44万 | 1.01% | 62,299 | 0 | 0.0% | — | 不变 |
| MTUM | iShares MSCI USA Momentum Factor ETF | $317.63万 | 0.87% | 9,265 | 95 | 1.0% | $3.26万 | 加仓 |
| — | DFA U.S. Small Cap ETF | $293.53万 | 0.81% | 35,649 | -144 | -0.4% | -$1.19万 | 减仓 |
| VOO | Vanguard S&P 500 | $276.92万 | 0.76% | 4,032 | 229 | 6.0% | $15.73万 | 加仓 |
| VEA | Vanguard Developed Markets Index ETF | $184.47万 | 0.51% | 25,890 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $170.06万 | 0.47% | 6,696 | -25 | -0.4% | -$6,349 | 减仓 |
| VTV | Vanguard Value ETF | $161.66万 | 0.44% | 7,418 | -129 | -1.7% | -$2.81万 | 减仓 |
| BRK/A | Berkshire Hathaway Class A | $149.77万 | 0.41% | 2 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Russell 1000 Growth Index Fund | $143.77万 | 0.39% | 11,249 | 0 | 0.0% | — | 不变 |
| DE | Deere & Company | $140.82万 | 0.39% | 2,220 | 18 | 0.8% | $1.14万 | 加仓 |
| QVAL | Alpha Architect US Quantitative Value ETF | $138.45万 | 0.38% | 24,969 | -37 | -0.1% | -$2,052 | 减仓 |
| QMOM | Alpha Architect US Quantitative Momentum ETF | $133.97万 | 0.37% | 17,017 | 24 | 0.1% | $1,890 | 加仓 |
| VONV | Vanguard Russell 1000 Value Index Fund | $131.60万 | 0.36% | 12,379 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth ETF | $129.24万 | 0.35% | 10,408 | -832 | -7.4% | -$10.33万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $127.60万 | 0.35% | 15,403 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $123.32万 | 0.34% | 1,158 | 13 | 1.1% | $1.38万 | 加仓 |
| AVUS | Avantis US Equity ETF | $119.08万 | 0.33% | 9,297 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $113.75万 | 0.31% | 1,216 | 44 | 3.8% | $4.12万 | 加仓 |
| EMR | Emerson Electric CO | $112.73万 | 0.31% | 7,875 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet (Google) Class A | $110.53万 | 0.30% | 3,093 | -26 | -0.8% | -$9,292 | 减仓 |
| AMZN | Amazon.Com Inc | $108.97万 | 0.30% | 4,572 | -55 | -1.2% | -$1.31万 | 减仓 |
| GOOG | Alphabet (Google) Class C | $105.22万 | 0.29% | 2,978 | 64 | 2.2% | $2.26万 | 加仓 |
| AMD | Advanced Micro Devices | $100.61万 | 0.28% | 1,732 | 7 | 0.4% | $4,066 | 加仓 |
| — | Alpha Architect Intl Quantitative Value | $99.81万 | 0.27% | 29,296 | 227 | 0.8% | $7,734 | 加仓 |
| — | Cambria Global EW 2 ETF | $96.05万 | 0.26% | 18,780 | 18,780 | — | $96.05万 | 新建仓 |
| VTWO | Vanguard Russell 2000 Index Fund | $86.72万 | 0.24% | 7,142 | 98 | 1.4% | $1.19万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Class B | $86.67万 | 0.24% | 1,732 | -501 | -22.4% | -$25.07万 | 减仓 |
| MCD | McDonald's Corporation | $80.61万 | 0.22% | 2,982 | -14 | -0.5% | -$3,784 | 减仓 |
| CVX | Chevron Corp | $69.72万 | 0.19% | 4,206 | 1,588 | 60.7% | $26.32万 | 加仓 |
| HD | Home Depot Inc | $69.55万 | 0.19% | 1,972 | -1 | -0.1% | -$353 | 减仓 |
| USB | U.S. Bancorp | $67.72万 | 0.19% | 11,212 | -6,613 | -37.1% | -$39.94万 | 减仓 |
| META | Meta Platforms Inc | $67.54万 | 0.19% | 1,199 | -87 | -6.8% | -$4.90万 | 减仓 |
| IBDT | iShares ibonds Dec 2028 Term Corp ETF | $67.43万 | 0.19% | 26,706 | -317 | -1.2% | -$8,004 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets | $65.76万 | 0.18% | 11,017 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $65.44万 | 0.18% | 2,406 | 68 | 2.9% | $1.85万 | 加仓 |
| RTX | RTX Corporation | $61.68万 | 0.17% | 3,251 | -125 | -3.7% | -$2.37万 | 减仓 |
| BA | Boeing Co | $58.79万 | 0.16% | 2,716 | 1 | 0.0% | $216 | 加仓 |
| MA | Mastercard Inc | $57.73万 | 0.16% | 1,124 | -1 | -0.1% | -$514 | 减仓 |
| PCAR | Paccar Inc | $55.80万 | 0.15% | 4,645 | -31,861 | -87.3% | -$382.71万 | 减仓 |
| — | Exxon Mobil Corporation | $55.03万 | 0.15% | 4,025 | -3,245 | -44.6% | -$44.37万 | 减仓 |
| TSLA | Tesla Inc | $50.35万 | 0.14% | 1,197 | 36 | 3.1% | $1.51万 | 加仓 |
| IBM | International Business Machines | $50.17万 | 0.14% | 1,784 | -203 | -10.2% | -$5.71万 | 减仓 |
| PG | Procter & Gamble CO | $49.68万 | 0.14% | 3,388 | -26 | -0.8% | -$3,813 | 减仓 |
| XLK | SPDR Technology Select Sector | $48.70万 | 0.13% | 2,556 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $46.66万 | 0.13% | 1,360 | 3 | 0.2% | $1,029 | 加仓 |
| NVDA | NVIDIA Corp | $45.90万 | 0.13% | 2,294 | 237 | 11.5% | $4.74万 | 加仓 |
| WM | Waste Management | $44.11万 | 0.12% | 1,979 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $43.72万 | 0.12% | 613 | 15 | 2.5% | $1.07万 | 加仓 |
| DUK | Duke Energy Corp | $40.92万 | 0.11% | 3,233 | -126 | -3.8% | -$1.59万 | 减仓 |
| DFAU | DFA US Core Equity Market ETF | $37.94万 | 0.10% | 7,339 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $36.72万 | 0.10% | 3,126 | -20 | -0.6% | -$2,349 | 减仓 |
| FRDM | Freedom 100 Emerging Markets ETF | $36.61万 | 0.10% | 5,022 | 5,022 | — | $36.61万 | 新建仓 |
| XEL | Xcel Energy Inc | $36.44万 | 0.10% | 4,538 | 1,738 | 62.1% | $13.96万 | 加仓 |
| JPM | JPMorgan Chase & Co | $34.21万 | 0.09% | 1,045 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie Inc | $33.32万 | 0.09% | 1,324 | 0 | 0.0% | — | 不变 |
| VXUS | Vanguard Total International Stock Index ETF | $31.73万 | 0.09% | 3,712 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO Enhanced Short | $31.17万 | 0.09% | 3,092 | 0 | 0.0% | — | 不变 |
| AVLV | Avantis US Large Cap Value ETF | $30.87万 | 0.08% | 3,385 | 3,385 | — | $30.87万 | 新建仓 |
| SO | Southern Company | $30.05万 | 0.08% | 3,140 | 108 | 3.6% | $1.03万 | 加仓 |
| SRE | Sempra Energy | $29.08万 | 0.08% | 3,137 | 3,137 | — | $29.08万 | 新建仓 |
| HON | Honeywell International Inc | $28.94万 | 0.08% | 1,293 | -1,292 | -50.0% | -$28.92万 | 减仓 |
| HONA | Honeywell Aerospace Inc | $28.57万 | 0.08% | 1,293 | 1,293 | — | $28.57万 | 新建仓 |
| CARR | Carrier Global Corp | $28.05万 | 0.08% | 3,824 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC | $28.04万 | 0.08% | 658 | -44 | -6.3% | -$1.87万 | 减仓 |
| MUB | iShares National Muni Bond ETF | $27.55万 | 0.08% | 2,560 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $27.31万 | 0.07% | 2,125 | -888 | -29.5% | -$11.41万 | 减仓 |
| TT | Trane Technologies | $27.06万 | 0.07% | 551 | -66 | -10.7% | -$3.24万 | 减仓 |
| SYK | Stryker Corp | $26.79万 | 0.07% | 851 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $26.68万 | 0.07% | 2,356 | 132 | 5.9% | $1.50万 | 加仓 |
| VXF | Vanguard Extended Market Index | $26.15万 | 0.07% | 1,062 | 0 | 0.0% | — | 不变 |
| VCRB | Vanguard Core Bond ETF | $25.15万 | 0.07% | 3,257 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp | $24.63万 | 0.07% | 1,293 | 32 | 2.5% | $6,095 | 加仓 |
| MO | Altria Group Inc | $24.27万 | 0.07% | 3,373 | -6 | -0.2% | -$432 | 减仓 |
| VTI | Vanguard Total Stock Market | $23.68万 | 0.07% | 640 | -7 | -1.1% | -$2,590 | 减仓 |
| BAM | Brookfield Asset Management LTD | $23.32万 | 0.06% | 5,200 | 0 | 0.0% | — | 不变 |
| QQQM | Invesco Nasdaq 100 ETF | $22.24万 | 0.06% | 734 | 734 | — | $22.24万 | 新建仓 |
| CEG | Constellation Energy | $22.01万 | 0.06% | 886 | 886 | — | $22.01万 | 新建仓 |
| FDX | FedEx Corp | $21.61万 | 0.06% | 690 | 12 | 1.8% | $3,758 | 加仓 |
| — | DFA US High Profitability ETF | $21.39万 | 0.06% | 5,125 | 5,125 | — | $21.39万 | 新建仓 |
| NKE | Nike Inc Cl B | $20.86万 | 0.06% | 5,081 | 14 | 0.3% | $575 | 加仓 |
| LOW | Lowes Companies Inc | $20.73万 | 0.06% | 940 | -6 | -0.6% | -$1,323 | 减仓 |
| LLY | Eli Lilly and Company | $20.63万 | 0.06% | 172 | 172 | — | $20.63万 | 新建仓 |
| IAU | iShares Gold Tr | $0 | 0.00% | 0 | -5,895 | -100.0% | -$51.97万 | 清仓 |
| ED | Consolidated Edison Inc | $0 | 0.00% | 0 | -2,958 | -100.0% | -$33.48万 | 清仓 |
| WY | Weyerhaeuser CO | $0 | 0.00% | 0 | -12,607 | -100.0% | -$30.80万 | 清仓 |
| ACN | Accenture PLC | $0 | 0.00% | 0 | -1,462 | -100.0% | -$28.99万 | 清仓 |
| BBRE | JP Morgan Betabuilders MSCI US REIT ETF | $0 | 0.00% | 0 | -3,026 | -100.0% | -$28.96万 | 清仓 |
| PHYS | Sprott Physical Gold Trust | $0 | 0.00% | 0 | -6,015 | -100.0% | -$21.32万 | 清仓 |