Your Advocates Ltd., LLP
HOUSTON TX · SEC CIK 0001774437
$3.28亿2026Q1 申报市值
231持仓数
89.3%前十大占比 · 第一大 23.4%
26 / 31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
Dimensional US C 加仓+$465.87万
SCHR 加仓+$327.98万
SPIB 加仓+$190.00万
Dimensional US S 加仓+$121.05万
DFIC 加仓+$118.71万
2026Q1 卖出最多 按季末市值估算
BOND 减仓-$86.80万
Rail Vision Ltd 减仓-$80.04万
GLD 减仓-$36.96万
OXY 减仓-$31.52万
HAL 清仓-$29.44万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Arista Networks Inc | $3,070 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AXP | American Express Company | $3,101 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LULU | Lululemon Athletica | $3,368 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | Canadian Pac Railway | $3,540 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc Com | $3,597 | 0.00% | 50 | 50 | — | $3,597 | 新建仓 |
| DXC | D X C Technology Com | $3,608 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| NOW | Service Now Inc | $3,659 | 0.00% | 35 | 10 | 40.0% | $1,045 | 加仓 |
| SCHV | Schwab U.S. Large-Cap | $3,752 | 0.00% | 123 | 123 | — | $3,752 | 新建仓 |
| PBW | Invesco ETF D TR WILDERHIL CLAN ETF | $4,137 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| CPNG | Coupang Inc | $4,720 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp Del | $4,740 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VRSK | Verisk Analytics Inc Cla | $4,744 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SNPS | Synopsys Inc | $4,758 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific | $4,915 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DFJ | Wisdomtree Japan Smalcp | $5,001 | 0.00% | 49 | 49 | — | $5,001 | 新建仓 |
| — | Rbb Fd Tr Mufg Japan | $5,101 | 0.00% | 94 | 94 | — | $5,101 | 新建仓 |
| ASML | Asml Holding N V | $5,283 | 0.00% | 4 | 4 | — | $5,283 | 新建仓 |
| YUMC | Yum China Holdings Inc | $5,592 | 0.00% | 115 | 1 | 0.9% | $49 | 加仓 |
| — | Google Inc Class A | $5,737 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FIS | Fidelity Natl Info | $5,864 | 0.00% | 125 | -26 | -17.2% | -$1,220 | 减仓 |
| CGNX | Cognex Corp | $5,928 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| XYL | Xylem Inc | $5,975 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ASTS | Ast Spacemobile Inc | $6,215 | 0.00% | 75 | 14 | 23.0% | $1,160 | 加仓 |
| ATR | Aptargroup Inc | $6,301 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Incorporated | $6,333 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | Equitable Resources Inc | $6,364 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works Inc | $6,507 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp | $6,572 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VIK | Viking Holdings Ltd | $7,348 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $8,015 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BNDW | Vanguard Total World | $8,475 | 0.00% | 124 | 124 | — | $8,475 | 新建仓 |
| USB | U S Bancorp Del New | $8,582 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| OXY | Occidental Pete Corp | $8,840 | 0.00% | 136 | -4,850 | -97.3% | -$31.52万 | 减仓 |
| TEM | Tempus AI Inc | $9,044 | 0.00% | 200 | -100 | -33.3% | -$4,522 | 减仓 |
| TSCO | Tractor Supply Comp | $9,060 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $9,216 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CRWD | Crowdstrike Hldgs Inc | $9,760 | 0.00% | 25 | -3 | -10.7% | -$1,171 | 减仓 |
| RSG | Republic Services | $9,856 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SUSB | iShares ESG 1-5 Year USD Corporate Bond ETF | $1.02万 | 0.00% | 406 | -135 | -25.0% | -$3,381 | 减仓 |
| TRV | Travelers Companies | $1.02万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $1.06万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| VOE | Vanguard Mid Cap Value | $1.07万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AME | Ametek Inc | $1.07万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IEV | iShares S&P Euro | $1.11万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| GMOI | Gmo International Value | $1.34万 | 0.00% | 370 | 370 | — | $1.34万 | 新建仓 |
| DFEV | DFA Emerging Mkts Value ETF | $1.53万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| CAG | Conagra Brands Inc | $1.60万 | 0.00% | 1,019 | 19 | 1.9% | $299 | 加仓 |
| MGK | Vanguard Mega Cap Growth | $1.65万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| DFAW | Dimensional World Equity | $1.69万 | 0.01% | 229 | 229 | — | $1.69万 | 新建仓 |
| — | FTSE RAFI Emerg Mkts | $1.76万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| YUM | Yum Brands Inc | $1.78万 | 0.01% | 115 | 1 | 0.9% | $155 | 加仓 |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | $1.80万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp Cl A | $1.90万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab International Equity ETF | $1.95万 | 0.01% | 786 | 0 | 0.0% | — | 不变 |
| GOVT | iShares Trust US Treasury Bond ETF | $2.00万 | 0.01% | 873 | -573 | -39.6% | -$1.31万 | 减仓 |
| UNP | Union Pacific Corp | $2.06万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Stores Inc | $2.09万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $2.15万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| YSS | York Space Sys Inc | $2.22万 | 0.01% | 1,000 | 1,000 | — | $2.22万 | 新建仓 |
| FBND | Fidelity Total Bond Etf | $2.29万 | 0.01% | 502 | 502 | — | $2.29万 | 新建仓 |
| — | Wisdomtree Japan Hedged | $2.41万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $2.48万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| — | FTSE RAFI 1000 US Lg Cap | $2.53万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm Inc | $2.58万 | 0.01% | 200 | 200 | — | $2.58万 | 新建仓 |
| URI | United Rentals Inc | $2.70万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| MCD | Mc Donalds Corp | $2.75万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| — | Rail Vision Ltd | $2.76万 | 0.01% | 3,333 | -96,667 | -96.7% | -$80.04万 | 减仓 |
| VEA | Vanguard MSCI EAFE ETF | $2.82万 | 0.01% | 440 | -774 | -63.8% | -$4.96万 | 减仓 |
| IJR | Ishares Core S&P Small | $2.82万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small Cap Etf | $2.85万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| HELO | Jpmorgn Hedgd Eqty Lad | $2.86万 | 0.01% | 447 | 447 | — | $2.86万 | 新建仓 |
| SPEM | SPDR Portfolio Emerging Markets ETF | $2.87万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| GTO | Invesco Total Return | $2.88万 | 0.01% | 614 | 614 | — | $2.88万 | 新建仓 |
| VTV | Vanguard Value | $3.04万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| FENI | Fidelity Enhanced | $3.10万 | 0.01% | 833 | 833 | — | $3.10万 | 新建仓 |
| — | Dow Chemical Company | $3.12万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| XSMO | Invesco S & P Smlcp | $3.19万 | 0.01% | 420 | 420 | — | $3.19万 | 新建仓 |
| — | Dell Inc | $3.28万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| A | Agilent Technologies Inc | $3.37万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $3.40万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Mid Cap | $3.42万 | 0.01% | 267 | 258 | 2,866.7% | $3.31万 | 加仓 |
| DFSI | Dimensnl Interntl Sus | $3.50万 | 0.01% | 825 | -635 | -43.5% | -$2.69万 | 减仓 |
| VO | Vanguard Mid Cap ETF | $3.56万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| — | Du Pont E I De Nemour&Co | $3.71万 | 0.01% | 811 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $3.89万 | 0.01% | 223 | -11 | -4.7% | -$1,918 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $3.89万 | 0.01% | 65 | -79 | -54.9% | -$4.73万 | 减仓 |
| KEYS | Keysight Tech Inc | $3.95万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New | $3.99万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| XOP | Spdr S&P Oil & Gas Expl & Prod | $4.04万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $4.06万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CQP | Cheniere Energy Inc | $4.11万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| SCHE | Schwab Emerging Markets Equity ETF | $4.15万 | 0.01% | 1,260 | 0 | 0.0% | — | 不变 |
| — | Sap SE Ordf | $4.24万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $4.27万 | 0.01% | 360 | -25 | -6.5% | -$2,965 | 减仓 |
| WFC | Wells Fargo & Co New | $4.38万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| — | FTSE RAFI US 1500 Small Cap | $4.39万 | 0.01% | 956 | -189 | -16.5% | -$8,669 | 减仓 |
| ESML | iShare ESG Aware MSCI | $4.42万 | 0.01% | 940 | 468 | 99.2% | $2.20万 | 加仓 |
| ADP | Auto Data Processing | $4.61万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| GRMN | Garmin Ltd | $4.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $4.80万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |