BAKER BOYER NATIONAL BANK
WALLA WALLA WA · SEC CIK 0001079398
$3.33亿2026Q1 申报市值
91持仓数
79.7%前十大占比 · 第一大 21.1%
3 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFAX 加仓+$143.88万
DFA U.S. Core Eq 加仓+$89.38万
FBND 加仓+$74.07万
VTEB 加仓+$47.05万
VXUS 新建仓+$28.62万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$58.22万
SO 减仓-$37.64万
UNH 清仓-$37.53万
INTU 清仓-$29.88万
DFIV 减仓-$25.55万
2026Q1 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 | $7,034.99万 | 21.14% | 1,810,343 | 23,001 | 1.3% | $89.38万 | 加仓 |
| DFAX | DFA World Ex-U.S. Core Equity 2 ETF | $5,985.74万 | 17.98% | 1,762,066 | 42,356 | 2.5% | $143.88万 | 加仓 |
| VTEB | Vanguard Muni Bond Tax Exempt | $5,848.12万 | 17.57% | 1,172,202 | 9,431 | 0.8% | $47.05万 | 加仓 |
| DFUV | DFA U.S. Marketwide Value ETF | $2,142.64万 | 6.44% | 442,147 | -1,129 | -0.3% | -$5.47万 | 减仓 |
| FBND | Fidelity Total Bond ETF | $1,871.22万 | 5.62% | 410,175 | 16,237 | 4.1% | $74.07万 | 加仓 |
| DFIV | DFA International Value ETF | $1,089.81万 | 3.27% | 206,482 | -4,840 | -2.3% | -$25.55万 | 减仓 |
| DFAI | DFA Intl Core Equity ETF | $765.74万 | 2.30% | 196,545 | -105 | -0.1% | -$4,091 | 减仓 |
| MSFT | Microsoft Corp | $759.26万 | 2.28% | 20,511 | 495 | 2.5% | $18.32万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $537.12万 | 1.61% | 8,259 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $480.98万 | 1.45% | 18,952 | -272 | -1.4% | -$6.90万 | 减仓 |
| PCAR | Paccar Inc | $421.64万 | 1.27% | 36,506 | 0 | 0.0% | — | 不变 |
| VGIT | Vanguard Interm Term Treasury ETF | $370.99万 | 1.11% | 62,299 | -1,264 | -2.0% | -$7.53万 | 减仓 |
| — | Alpha Architect Intl Quantitative Momentum | $361.73万 | 1.09% | 90,823 | 5,871 | 6.9% | $23.38万 | 加仓 |
| DFAE | DFA Emerging Mkts Core Equity ETF | $347.34万 | 1.04% | 102,581 | 1,497 | 1.5% | $5.07万 | 加仓 |
| — | DFA U.S. Small Cap ETF | $254.60万 | 0.76% | 35,793 | 608 | 1.7% | $4.32万 | 加仓 |
| VOO | Vanguard S&P 500 | $227.25万 | 0.68% | 3,803 | 128 | 3.5% | $7.65万 | 加仓 |
| MTUM | iShares MSCI USA Momentum Factor ETF | $220.07万 | 0.66% | 9,170 | 1,177 | 14.7% | $28.25万 | 加仓 |
| VEA | Vanguard Developed Markets Index ETF | $165.90万 | 0.50% | 25,890 | -1,154 | -4.3% | -$7.39万 | 减仓 |
| JNJ | Johnson & Johnson | $164.29万 | 0.49% | 6,721 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value ETF | $148.07万 | 0.44% | 7,547 | 0 | 0.0% | — | 不变 |
| BRK/A | Berkshire Hathaway Class A | $143.63万 | 0.43% | 2 | 0 | 0.0% | — | 不变 |
| QVAL | Alpha Architect US Quantitative Value ETF | $130.38万 | 0.39% | 25,006 | -325 | -1.3% | -$1.69万 | 减仓 |
| DE | Deere & Company | $124.04万 | 0.37% | 2,202 | -10 | -0.5% | -$5,633 | 减仓 |
| VONG | Vanguard Russell 1000 Growth Index Fund | $123.39万 | 0.37% | 11,249 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $123.34万 | 0.37% | 7,270 | -57 | -0.8% | -$9,671 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $119.82万 | 0.36% | 2,810 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $116.78万 | 0.35% | 1,172 | -6 | -0.5% | -$5,979 | 减仓 |
| QMOM | Alpha Architect US Quantitative Momentum ETF | $116.08万 | 0.35% | 16,993 | -200 | -1.2% | -$1.37万 | 减仓 |
| VONV | Vanguard Russell 1000 Value Index Fund | $116.04万 | 0.35% | 12,379 | 0 | 0.0% | — | 不变 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $107.44万 | 0.32% | 15,403 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc Class B | $107.01万 | 0.32% | 2,233 | -1,215 | -35.2% | -$58.22万 | 减仓 |
| AVUS | Avantis US Equity ETF | $103.36万 | 0.31% | 9,297 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric CO | $103.18万 | 0.31% | 7,875 | -75 | -0.9% | -$9,827 | 减仓 |
| — | Alpha Architect Intl Quantitative Value | $98.72万 | 0.30% | 29,069 | -331 | -1.1% | -$1.12万 | 减仓 |
| AMZN | Amazon.Com Inc | $96.37万 | 0.29% | 4,627 | 740 | 19.0% | $15.41万 | 加仓 |
| MCD | McDonald's Corporation | $93.11万 | 0.28% | 2,996 | -91 | -2.9% | -$2.83万 | 减仓 |
| USB | U.S. Bancorp | $92.71万 | 0.28% | 17,825 | -179 | -1.0% | -$9,310 | 减仓 |
| GOOGL | Alphabet (Google) Class A | $89.69万 | 0.27% | 3,119 | -5 | -0.2% | -$1,438 | 减仓 |
| GOOG | Alphabet (Google) Class C | $83.59万 | 0.25% | 2,914 | -440 | -13.1% | -$12.62万 | 减仓 |
| CAT | Caterpillar Inc | $81.12万 | 0.24% | 1,145 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc | $73.58万 | 0.22% | 1,286 | -25 | -1.9% | -$1.43万 | 减仓 |
| VTWO | Vanguard Russell 2000 Index Fund | $70.56万 | 0.21% | 7,044 | 1,267 | 21.9% | $12.69万 | 加仓 |
| IBDT | iShares ibonds Dec 2028 Term Corp ETF | $68.45万 | 0.21% | 27,023 | 2,683 | 11.0% | $6.80万 | 加仓 |
| RTX | RTX Corporation | $65.12万 | 0.20% | 3,376 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $64.89万 | 0.19% | 1,973 | -80 | -3.9% | -$2.63万 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets | $59.55万 | 0.18% | 11,017 | -513 | -4.4% | -$2.77万 | 减仓 |
| — | Honeywell International | $58.43万 | 0.18% | 2,585 | -10 | -0.4% | -$2,260 | 减仓 |
| UNP | Union Pacific Corp | $56.72万 | 0.17% | 2,338 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $56.21万 | 0.17% | 1,125 | -5 | -0.4% | -$2,498 | 减仓 |
| CVX | Chevron Corp | $54.17万 | 0.16% | 2,618 | -59 | -2.2% | -$1.22万 | 减仓 |
| BA | Boeing Co | $54.04万 | 0.16% | 2,715 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Tr | $51.97万 | 0.16% | 5,895 | -398 | -6.3% | -$3.51万 | 减仓 |
| PG | Procter & Gamble CO | $49.31万 | 0.15% | 3,414 | -1,040 | -23.3% | -$15.02万 | 减仓 |
| IBM | International Business Machines | $48.16万 | 0.14% | 1,987 | -32 | -1.6% | -$7,756 | 减仓 |
| WM | Waste Management | $45.48万 | 0.14% | 1,979 | -10 | -0.5% | -$2,298 | 减仓 |
| DUK | Duke Energy Corp | $43.98万 | 0.13% | 3,359 | -23 | -0.7% | -$3,012 | 减仓 |
| TSLA | Tesla Inc | $43.16万 | 0.13% | 1,161 | -42 | -3.5% | -$1.56万 | 减仓 |
| V | Visa Inc | $41.01万 | 0.12% | 1,357 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $36.24万 | 0.11% | 3,013 | -77 | -2.5% | -$9,262 | 减仓 |
| NVDA | NVIDIA Corp | $35.87万 | 0.11% | 2,057 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices | $35.09万 | 0.11% | 1,725 | 0 | 0.0% | — | 不变 |
| XLK | SPDR Technology Select Sector | $33.97万 | 0.10% | 2,556 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison Inc | $33.48万 | 0.10% | 2,958 | 0 | 0.0% | — | 不变 |
| DFAU | DFA US Core Equity Market ETF | $33.11万 | 0.10% | 7,339 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $32.17万 | 0.10% | 598 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO Enhanced Short | $31.10万 | 0.09% | 3,092 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser CO | $30.80万 | 0.09% | 12,607 | -333 | -2.6% | -$8,135 | 减仓 |
| JPM | JPMorgan Chase & Co | $30.74万 | 0.09% | 1,045 | 0 | 0.0% | — | 不变 |
| SO | Southern Company | $29.26万 | 0.09% | 3,032 | -3,900 | -56.3% | -$37.64万 | 减仓 |
| ACN | Accenture PLC | $28.99万 | 0.09% | 1,462 | 0 | 0.0% | — | 不变 |
| BBRE | JP Morgan Betabuilders MSCI US REIT ETF | $28.96万 | 0.09% | 3,026 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie Inc | $28.80万 | 0.09% | 1,324 | -89 | -6.3% | -$1.94万 | 减仓 |
| VXUS | Vanguard Total International Stock Index ETF | $28.62万 | 0.09% | 3,712 | 3,712 | — | $28.62万 | 新建仓 |
| SYK | Stryker Corp | $27.96万 | 0.08% | 851 | -25 | -2.9% | -$8,215 | 减仓 |
| WMT | Walmart Inc | $27.64万 | 0.08% | 2,224 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Muni Bond ETF | $27.17万 | 0.08% | 2,560 | 0 | 0.0% | — | 不变 |
| NKE | Nike Inc Cl B | $26.76万 | 0.08% | 5,067 | -292 | -5.4% | -$1.54万 | 减仓 |
| TT | Trane Technologies | $25.71万 | 0.08% | 617 | 0 | 0.0% | — | 不变 |
| VCRB | Vanguard Core Bond ETF | $25.20万 | 0.08% | 3,257 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC | $25.11万 | 0.08% | 702 | -100 | -12.5% | -$3.58万 | 减仓 |
| CSCO | Cisco Systems Inc | $24.41万 | 0.07% | 3,146 | -71 | -2.2% | -$5,509 | 减仓 |
| FDX | FedEx Corp | $24.15万 | 0.07% | 678 | 678 | — | $24.15万 | 新建仓 |
| DHR | Danaher Corp | $23.91万 | 0.07% | 1,261 | -20 | -1.6% | -$3,792 | 减仓 |
| BAM | Brookfield Asset Management LTD | $23.11万 | 0.07% | 5,200 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Companies Inc | $22.35万 | 0.07% | 946 | -63 | -6.2% | -$1.49万 | 减仓 |
| MO | Altria Group Inc | $22.30万 | 0.07% | 3,379 | -281 | -7.7% | -$1.85万 | 减仓 |
| XEL | Xcel Energy Inc | $22.24万 | 0.07% | 2,800 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market Index | $21.86万 | 0.07% | 1,062 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp | $21.53万 | 0.06% | 3,824 | -57 | -1.5% | -$3,210 | 减仓 |
| PHYS | Sprott Physical Gold Trust | $21.32万 | 0.06% | 6,015 | 6,015 | — | $21.32万 | 新建仓 |
| VTI | Vanguard Total Stock Market | $20.76万 | 0.06% | 647 | 0 | 0.0% | — | 不变 |
| UNH | United Health Group | $0 | 0.00% | 0 | -1,137 | -100.0% | -$37.53万 | 清仓 |
| INTU | Intuit Inc | $0 | 0.00% | 0 | -451 | -100.0% | -$29.88万 | 清仓 |
| ADBE | Adobe Inc | $0 | 0.00% | 0 | -676 | -100.0% | -$23.66万 | 清仓 |
| ABT | Abbott Laboratories | $0 | 0.00% | 0 | -1,846 | -100.0% | -$23.13万 | 清仓 |
| FBTC | Fidelity Wise Origin Bitcoin Trust | $0 | 0.00% | 0 | -2,722 | -100.0% | -$20.75万 | 清仓 |
| GS | Goldman Sachs Group | $0 | 0.00% | 0 | -231 | -100.0% | -$20.30万 | 清仓 |