Rather & Kittrell, Inc.
Knoxville TN · SEC CIK 0001582112
$7.16亿2026Q2 申报市值
108持仓数
71.7%前十大占比 · 第一大 12.2%
0 / 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
DFCF 加仓+$534.76万
DFSD 加仓+$467.40万
DIMENSIONAL ETF 加仓+$447.95万
DFIC 加仓+$303.08万
DFGR 加仓+$242.15万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$72.38万
SCHD 减仓-$42.77万
PGR 减仓-$42.51万
DFEM 减仓-$37.51万
LMT 清仓-$22.85万
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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -378 | -100.0% | -$22.85万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -2,785 | -100.0% | -$21.92万 | 清仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -7,971 | -100.0% | -$20.56万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -883 | -100.0% | -$20.29万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,184 | -100.0% | -$20.26万 | 清仓 |
| — | HUMACYTE INC | $1.35万 | 0.00% | 17,350 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $20.59万 | 0.03% | 861 | 11 | 1.3% | $2,631 | 加仓 |
| YUM | YUM BRANDS INC | $20.88万 | 0.03% | 1,306 | 18 | 1.4% | $2,877 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.71万 | 0.03% | 1,715 | 29 | 1.7% | $3,671 | 加仓 |
| MPC | MARATHON PETE CORP | $23.33万 | 0.03% | 912 | 40 | 4.6% | $1.02万 | 加仓 |
| SIL | GLOBAL X FDS | $24.14万 | 0.03% | 3,116 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.68万 | 0.03% | 877 | -35 | -3.8% | -$9,849 | 减仓 |
| IWY | ISHARES TR | $24.99万 | 0.03% | 860 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.28万 | 0.04% | 4,952 | 153 | 3.2% | $7,811 | 加仓 |
| USB | US BANCORP | $25.45万 | 0.04% | 4,213 | 109 | 2.7% | $6,585 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $26.10万 | 0.04% | 9,968 | -1,179 | -10.6% | -$3.09万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.75万 | 0.04% | 1,257 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $28.93万 | 0.04% | 3,713 | 297 | 8.7% | $2.31万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.97万 | 0.04% | 1,224 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $29.24万 | 0.04% | 3,983 | 14 | 0.4% | $1,028 | 加仓 |
| VOO | VANGUARD INDEX FDS | $30.04万 | 0.04% | 437 | -123 | -22.0% | -$8.46万 | 减仓 |
| ORCL | ORACLE CORP | $30.54万 | 0.04% | 2,083 | 350 | 20.2% | $5.13万 | 加仓 |
| RY | ROYAL BK CDA | $30.86万 | 0.04% | 1,491 | 112 | 8.1% | $2.32万 | 加仓 |
| BLK | BLACKROCK INC | $32.70万 | 0.05% | 340 | -87 | -20.4% | -$8.37万 | 减仓 |
| KO | COCA COLA CO | $38.63万 | 0.05% | 4,752 | 239 | 5.3% | $1.94万 | 加仓 |
| TSLA | TESLA INC | $40.16万 | 0.06% | 954 | 263 | 38.1% | $11.07万 | 加仓 |
| QCOM | QUALCOMM INC | $40.86万 | 0.06% | 2,211 | 182 | 9.0% | $3.36万 | 加仓 |
| LLY | ELI LILLY & CO | $42.29万 | 0.06% | 352 | -7 | -1.9% | -$8,410 | 减仓 |
| MCD | MCDONALDS CORP | $42.36万 | 0.06% | 1,567 | -46 | -2.9% | -$1.24万 | 减仓 |
| EMXC | ISHARES INC | $42.91万 | 0.06% | 4,195 | -725 | -14.7% | -$7.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.39万 | 0.06% | 581 | -81 | -12.2% | -$6.05万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $44.86万 | 0.06% | 2,892 | 452 | 18.5% | $7.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $45.29万 | 0.06% | 484 | 9 | 1.9% | $8,421 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $46.53万 | 0.07% | 10,989 | 149 | 1.4% | $6,309 | 加仓 |
| NEE | NEXTERA ENERGY INC | $48.50万 | 0.07% | 5,525 | 114 | 2.1% | $1.00万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $49.12万 | 0.07% | 4,475 | -8 | -0.2% | -$878 | 减仓 |
| MO | ALTRIA GROUP INC | $49.46万 | 0.07% | 6,874 | 463 | 7.2% | $3.33万 | 加仓 |
| PGR | PROGRESSIVE CORP | $49.68万 | 0.07% | 2,274 | -1,946 | -46.1% | -$42.51万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $57.58万 | 0.08% | 16,438 | 81 | 0.5% | $2,837 | 加仓 |
| META | META PLATFORMS INC | $58.56万 | 0.08% | 1,039 | 374 | 56.2% | $21.08万 | 加仓 |
| CSCO | CISCO SYS INC | $61.11万 | 0.09% | 5,202 | 223 | 4.5% | $2.62万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $61.48万 | 0.09% | 15,289 | -428 | -2.7% | -$1.72万 | 减仓 |
| ACWI | ISHARES TR | $62.64万 | 0.09% | 3,990 | -1 | -0.0% | -$157 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.24万 | 0.09% | 1,366 | 204 | 17.6% | $9.74万 | 加仓 |
| SO | SOUTHERN CO | $65.24万 | 0.09% | 6,816 | -505 | -6.9% | -$4.83万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $65.84万 | 0.09% | 18,763 | -6 | -0.0% | -$211 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $66.76万 | 0.09% | 2,039 | 192 | 10.4% | $6.29万 | 加仓 |
| GOOG | ALPHABET INC | $74.31万 | 0.10% | 2,103 | 270 | 14.7% | $9.54万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $78.67万 | 0.11% | 4,348 | 20 | 0.5% | $3,619 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $78.87万 | 0.11% | 24,872 | -13,489 | -35.2% | -$42.77万 | 减仓 |
| ISTB | ISHARES TR | $79.80万 | 0.11% | 16,539 | 51 | 0.3% | $2,461 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $82.57万 | 0.12% | 3,251 | 35 | 1.1% | $8,889 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $82.83万 | 0.12% | 18,621 | -709 | -3.7% | -$3.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $87.56万 | 0.12% | 1,189 | -2 | -0.2% | -$1,473 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $93.10万 | 0.13% | 16,925 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $95.86万 | 0.13% | 7,895 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $98.08万 | 0.14% | 33,473 | -133 | -0.4% | -$3,897 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $103.82万 | 0.15% | 2,074 | -1 | -0.0% | -$501 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $104.55万 | 0.15% | 8,133 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $106.84万 | 0.15% | 7,814 | 216 | 2.8% | $2.95万 | 加仓 |
| GDX | VANECK ETF TRUST | $106.88万 | 0.15% | 14,165 | -126 | -0.9% | -$9,507 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $111.69万 | 0.16% | 14,766 | -568 | -3.7% | -$4.30万 | 减仓 |
| AVGO | BROADCOM INC | $120.34万 | 0.17% | 3,185 | 515 | 19.3% | $19.46万 | 加仓 |
| HD | HOME DEPOT INC | $120.73万 | 0.17% | 3,423 | 71 | 2.1% | $2.50万 | 加仓 |
| SHY | ISHARES TR | $123.17万 | 0.17% | 15,000 | -427 | -2.8% | -$3.51万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $126.01万 | 0.18% | 14,628 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $128.20万 | 0.18% | 7,734 | 2,058 | 36.3% | $34.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $129.89万 | 0.18% | 5,960 | -12 | -0.2% | -$2,615 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $131.84万 | 0.18% | 30,900 | -1,712 | -5.2% | -$7.30万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $136.02万 | 0.19% | 28,817 | -672 | -2.3% | -$3.17万 | 减仓 |
| WMT | WALMART INC | $137.46万 | 0.19% | 12,137 | 166 | 1.4% | $1.88万 | 加仓 |
| VDE | VANGUARD WORLD FD | $138.95万 | 0.19% | 9,255 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $139.89万 | 0.20% | 40,406 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $140.10万 | 0.20% | 14,154 | 504 | 3.7% | $4.99万 | 加仓 |
| IVV | ISHARES TR | $142.06万 | 0.20% | 1,897 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $146.58万 | 0.20% | 6,150 | 1,231 | 25.0% | $29.34万 | 加仓 |
| ASTE | ASTEC INDS INC | $149.23万 | 0.21% | 24,388 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $152.37万 | 0.21% | 14,901 | -397 | -2.6% | -$4.06万 | 减仓 |
| GOOGL | ALPHABET INC | $157.95万 | 0.22% | 4,419 | 161 | 3.8% | $5.75万 | 加仓 |
| BAC | BANK OF AMER CORP | $164.05万 | 0.23% | 28,791 | 240 | 0.8% | $1.37万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $186.21万 | 0.26% | 34,464 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $188.50万 | 0.26% | 6,389 | -254 | -3.8% | -$7.49万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $190.64万 | 0.27% | 40,631 | 21,399 | 111.3% | $100.40万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $195.18万 | 0.27% | 39,607 | -480 | -1.2% | -$2.37万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $200.24万 | 0.28% | 78,096 | 1,717 | 2.2% | $4.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $204.29万 | 0.29% | 5,476 | 904 | 19.8% | $33.73万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $205.46万 | 0.29% | 39,233 | 3 | 0.0% | $157 | 加仓 |
| LOW | LOWES COS INC | $224.46万 | 0.31% | 10,180 | 13 | 0.1% | $2,866 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $260.44万 | 0.36% | 61,527 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $270.54万 | 0.38% | 65,585 | -1,003 | -1.5% | -$4.14万 | 减仓 |
| TFC | TRUIST FINL CORP | $278.16万 | 0.39% | 55,833 | 246 | 0.4% | $1.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $317.94万 | 0.44% | 15,889 | 1,430 | 9.9% | $28.61万 | 加仓 |
| IXUS | ISHARES TR | $362.67万 | 0.51% | 38,000 | -561 | -1.5% | -$5.35万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $371.20万 | 0.52% | 100,761 | 9,766 | 10.7% | $35.98万 | 加仓 |
| ITOT | ISHARES TR | $398.85万 | 0.56% | 24,280 | 73 | 0.3% | $1.20万 | 加仓 |
| AAPL | APPLE INC | $553.44万 | 0.77% | 19,126 | 923 | 5.1% | $26.71万 | 加仓 |
| TIP | ISHARES TR | $588.53万 | 0.82% | 53,781 | -956 | -1.7% | -$10.46万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $636.31万 | 0.89% | 123,101 | -1,335 | -1.1% | -$6.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $863.20万 | 1.21% | 123,490 | -2,975 | -2.4% | -$20.80万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,797.69万 | 2.51% | 332,782 | 798 | 0.2% | $4.31万 | 加仓 |