Rather & Kittrell, Inc.
Knoxville TN · SEC CIK 0001582112
$6.48亿2026Q1 申报市值
113持仓数
71.0%前十大占比 · 第一大 12.4%
9 / 2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
DFCF 加仓+$506.28万
DFSD 加仓+$480.41万
DIMENSIONAL ETF 加仓+$407.17万
DFNM 加仓+$274.25万
DFGR 加仓+$213.13万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$69.30万
DFAX 减仓-$63.93万
VUG 减仓-$30.92万
LDOS 清仓-$21.38万
V 清仓-$20.97万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,185 | -100.0% | -$21.38万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -598 | -100.0% | -$20.97万 | 清仓 |
| — | HUMACYTE INC | $1.05万 | 0.00% | 17,350 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $20.03万 | 0.03% | 1,288 | 1,288 | — | $20.03万 | 新建仓 |
| EQT | EQT CORP | $20.26万 | 0.03% | 3,184 | 3,184 | — | $20.26万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $20.29万 | 0.03% | 883 | 883 | — | $20.29万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $20.56万 | 0.03% | 7,971 | 190 | 2.4% | $4,900 | 加仓 |
| MPC | MARATHON PETE CORP | $21.30万 | 0.03% | 872 | 872 | — | $21.30万 | 新建仓 |
| USB | US BANCORP | $21.34万 | 0.03% | 4,104 | 68 | 1.7% | $3,537 | 加仓 |
| IWY | ISHARES TR | $21.40万 | 0.03% | 860 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $21.92万 | 0.03% | 2,785 | -6 | -0.2% | -$472 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $22.08万 | 0.03% | 1,686 | -36 | -2.1% | -$4,714 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.10万 | 0.03% | 912 | 30 | 3.4% | $7,268 | 加仓 |
| RY | ROYAL BK CDA | $22.31万 | 0.03% | 1,379 | 82 | 6.3% | $1.33万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $22.85万 | 0.04% | 378 | 378 | — | $22.85万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $24.11万 | 0.04% | 850 | 850 | — | $24.11万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.12万 | 0.04% | 1,257 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.49万 | 0.04% | 1,733 | -82 | -4.5% | -$1.21万 | 减仓 |
| TSLA | TESLA INC | $25.68万 | 0.04% | 691 | -214 | -23.6% | -$7.95万 | 减仓 |
| QCOM | QUALCOMM INC | $26.13万 | 0.04% | 2,029 | -60 | -2.9% | -$7,727 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.33万 | 0.04% | 1,224 | 18 | 1.5% | $3,872 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $26.78万 | 0.04% | 3,416 | 3,416 | — | $26.78万 | 新建仓 |
| SIL | GLOBAL X FDS | $28.07万 | 0.04% | 3,116 | -20 | -0.6% | -$1,802 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $28.33万 | 0.04% | 4,799 | 553 | 13.0% | $3.26万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $29.23万 | 0.05% | 3,969 | 3,969 | — | $29.23万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $29.27万 | 0.05% | 11,147 | 1,692 | 17.9% | $4.44万 | 加仓 |
| LLY | ELI LILLY & CO | $32.98万 | 0.05% | 359 | 61 | 20.5% | $5.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $33.49万 | 0.05% | 560 | 560 | — | $33.49万 | 新建仓 |
| KO | COCA COLA CO | $34.32万 | 0.05% | 4,513 | 356 | 8.6% | $2.71万 | 加仓 |
| META | META PLATFORMS INC | $38.07万 | 0.06% | 665 | -80 | -10.7% | -$4.58万 | 减仓 |
| CSCO | CISCO SYS INC | $38.63万 | 0.06% | 4,979 | 25 | 0.5% | $1,940 | 加仓 |
| EMXC | ISHARES INC | $38.70万 | 0.06% | 4,920 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.27万 | 0.06% | 1,162 | 196 | 20.3% | $6.62万 | 加仓 |
| BLK | BLACKROCK INC | $41.11万 | 0.06% | 427 | -3 | -0.7% | -$2,888 | 减仓 |
| MO | ALTRIA GROUP INC | $42.31万 | 0.07% | 6,411 | 33 | 0.5% | $2,178 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.05万 | 0.07% | 662 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $43.25万 | 0.07% | 4,483 | 44 | 1.0% | $4,245 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.34万 | 0.07% | 475 | 15 | 3.3% | $1.49万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $49.53万 | 0.08% | 2,440 | 25 | 1.0% | $5,074 | 加仓 |
| MCD | MCDONALDS CORP | $50.13万 | 0.08% | 1,613 | 63 | 4.1% | $1.96万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $50.25万 | 0.08% | 5,411 | -563 | -9.4% | -$5.23万 | 减仓 |
| GOOG | ALPHABET INC | $52.58万 | 0.08% | 1,833 | 350 | 23.6% | $10.04万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $53.22万 | 0.08% | 15,717 | -1,008 | -6.0% | -$3.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $54.33万 | 0.08% | 1,847 | -22 | -1.2% | -$6,472 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $54.42万 | 0.08% | 10,840 | -23 | -0.2% | -$1,155 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $55.07万 | 0.08% | 16,357 | -355 | -2.1% | -$1.20万 | 减仓 |
| ACWI | ISHARES TR | $55.22万 | 0.09% | 3,991 | -70 | -1.7% | -$9,685 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $59.10万 | 0.09% | 18,769 | 7 | 0.0% | $220 | 加仓 |
| QQQ | INVESCO QQQ TR | $68.74万 | 0.11% | 1,191 | 2 | 0.2% | $1,154 | 加仓 |
| SO | SOUTHERN CO | $70.66万 | 0.11% | 7,321 | 80 | 1.1% | $7,721 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $71.55万 | 0.11% | 4,328 | 131 | 3.1% | $2.17万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $74.27万 | 0.11% | 19,330 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $75.04万 | 0.12% | 8,133 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $75.16万 | 0.12% | 19,232 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $78.60万 | 0.12% | 3,216 | 145 | 4.7% | $3.54万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $79.08万 | 0.12% | 7,895 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $79.90万 | 0.12% | 16,488 | 139 | 0.9% | $6,736 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $82.02万 | 0.13% | 16,925 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $82.63万 | 0.13% | 2,670 | 7 | 0.3% | $2,166 | 加仓 |
| PGR | PROGRESSIVE CORP | $83.66万 | 0.13% | 4,220 | -626 | -12.9% | -$12.41万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $90.43万 | 0.14% | 33,606 | 45 | 0.1% | $1,211 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.43万 | 0.15% | 2,075 | -370 | -15.1% | -$17.73万 | 减仓 |
| AMZN | AMAZON COM INC | $102.45万 | 0.16% | 4,919 | 1,212 | 32.7% | $25.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $106.49万 | 0.16% | 2,438 | -708 | -22.5% | -$30.92万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $107.18万 | 0.17% | 15,334 | -360 | -2.3% | -$2.52万 | 减仓 |
| HD | HOME DEPOT INC | $110.25万 | 0.17% | 3,352 | -29 | -0.9% | -$9,539 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $116.68万 | 0.18% | 32,612 | -228 | -0.7% | -$8,158 | 减仓 |
| VTV | VANGUARD INDEX FDS | $117.17万 | 0.18% | 5,972 | 79 | 1.3% | $1.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $117.44万 | 0.18% | 5,676 | 26 | 0.5% | $5,380 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $117.69万 | 0.18% | 38,361 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $118.52万 | 0.18% | 29,489 | -25 | -0.1% | -$1,005 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $119.16万 | 0.18% | 40,406 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $122.46万 | 0.19% | 4,258 | 670 | 18.7% | $19.27万 | 加仓 |
| IVV | ISHARES TR | $123.91万 | 0.19% | 1,897 | -24 | -1.2% | -$1.57万 | 减仓 |
| SHY | ISHARES TR | $127.38万 | 0.20% | 15,427 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $128.90万 | 0.20% | 7,598 | -4 | -0.1% | -$679 | 减仓 |
| GDX | VANECK ETF TRUST | $131.15万 | 0.20% | 14,291 | -600 | -4.0% | -$5.51万 | 减仓 |
| ASTE | ASTEC INDS INC | $131.31万 | 0.20% | 24,388 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $135.50万 | 0.21% | 13,650 | 103 | 0.8% | $1.02万 | 加仓 |
| BAC | BANK AMERICA CORP | $139.19万 | 0.21% | 28,551 | 369 | 1.3% | $1.80万 | 加仓 |
| IYR | ISHARES TR | $144.66万 | 0.22% | 15,298 | 61 | 0.4% | $5,768 | 加仓 |
| WMT | WALMART INC | $148.77万 | 0.23% | 11,971 | 138 | 1.2% | $1.71万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $153.47万 | 0.24% | 39,230 | -8 | -0.0% | -$313 | 减仓 |
| VDE | VANGUARD WORLD FD | $160.15万 | 0.25% | 9,255 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $163.81万 | 0.25% | 34,464 | -308 | -0.9% | -$1.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $169.24万 | 0.26% | 4,572 | -271 | -5.6% | -$10.03万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $170.53万 | 0.26% | 40,087 | 31 | 0.1% | $1,319 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $173.84万 | 0.27% | 76,379 | 275 | 0.4% | $6,259 | 加仓 |
| VMC | VULCAN MATLS CO | $180.89万 | 0.28% | 6,643 | -108 | -1.6% | -$2.94万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $205.32万 | 0.32% | 61,527 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $240.22万 | 0.37% | 10,167 | -212 | -2.0% | -$5.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $252.16万 | 0.39% | 14,459 | 2,041 | 16.4% | $35.59万 | 加仓 |
| TFC | TRUIST FINL CORP | $255.53万 | 0.39% | 55,587 | 29 | 0.1% | $1,333 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $259.43万 | 0.40% | 66,588 | -1,041 | -1.5% | -$4.06万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $309.11万 | 0.48% | 90,995 | -18,819 | -17.1% | -$63.93万 | 减仓 |
| IXUS | ISHARES TR | $334.09万 | 0.52% | 38,561 | -265 | -0.7% | -$2.30万 | 减仓 |
| ITOT | ISHARES TR | $344.78万 | 0.53% | 24,207 | -28 | -0.1% | -$3,988 | 减仓 |
| AAPL | APPLE INC | $461.96万 | 0.71% | 18,203 | 2,705 | 17.5% | $68.65万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $561.46万 | 0.87% | 124,436 | 4,336 | 3.6% | $19.56万 | 加仓 |
| TIP | ISHARES TR | $604.08万 | 0.93% | 54,737 | 1,533 | 2.9% | $16.92万 | 加仓 |