Your Advocates Ltd., LLP
HOUSTON TX · SEC CIK 0001774437
$3.50亿2026Q2 申报市值
209持仓数
89.8%前十大占比 · 第一大 24.6%
15 / 41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
SCHR 加仓+$139.37万
SPIB 加仓+$109.65万
BSV 加仓+$92.86万
American Beacon 加仓+$17.57万
WFC 加仓+$12.05万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$161.28万
Dimensional US C 减仓-$115.20万
DFIC 减仓-$62.48万
FNDF 减仓-$54.84万
FNDX 减仓-$41.47万
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 |
|---|---|---|---|---|---|---|---|---|
| PBW | Invesco ETF D TR WILDERHIL CLAN ETF | $5,110 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| DFJ | Wisdomtree Japan Smalcp | $5,160 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | Equitable Resources Inc | $5,317 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNPS | Synopsys Inc | $5,353 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EROC | Erock Inc | $5,800 | 0.00% | 400 | 400 | — | $5,800 | 新建仓 |
| — | Rbb Fd Tr Mufg Japan | $5,808 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| XYL | Xylem Inc | $5,911 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | Google Inc Class A | $6,007 | 0.00% | 17 | -3 | -15.0% | -$1,060 | 减仓 |
| ATR | Aptargroup Inc | $6,260 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp | $6,297 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TSCO | Tractor Supply Comp | $6,322 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Incorporated | $6,518 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works Inc | $6,762 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FVAL | Fidelity Value Factor | $7,715 | 0.00% | 99 | 99 | — | $7,715 | 新建仓 |
| — | FTSE RAFI 1000 US Lg Cap | $7,834 | 0.00% | 145 | -388 | -72.8% | -$2.10万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $7,952 | 0.00% | 16 | -49 | -75.4% | -$2.44万 | 减仓 |
| ASML | Asml Holding N V | $7,958 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ONDS | Ondas Inc | $8,240 | 0.00% | 1,000 | 1,000 | — | $8,240 | 新建仓 |
| T | A T & T Inc New | $8,280 | 0.00% | 400 | 400 | — | $8,280 | 新建仓 |
| ASTS | Ast Spacemobile Inc | $8,531 | 0.00% | 96 | 21 | 28.0% | $1,866 | 加仓 |
| CGNX | Cognex Corp | $8,763 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $9,396 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| RSG | Republic Services | $9,589 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| USB | U S Bancorp Del New | $9,966 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| SUSB | iShares ESG 1-5 Year USD Corporate Bond ETF | $1.01万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| VIK | Viking Holdings Ltd | $1.05万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOE | Vanguard Mid Cap Value | $1.15万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TRV | Travelers Companies | $1.16万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TEM | Tempus AI Inc | $1.16万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $1.17万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| EOSE | Eos Energy Enterprises I | $1.18万 | 0.00% | 2,000 | 2,000 | — | $1.18万 | 新建仓 |
| BNDW | Vanguard Total World | $1.18万 | 0.00% | 172 | 48 | 38.7% | $3,289 | 加仓 |
| IEV | iShares S&P Euro | $1.19万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| AME | Ametek Inc | $1.21万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| YSS | York Space Sys Inc | $1.23万 | 0.00% | 500 | -500 | -50.0% | -$1.23万 | 减仓 |
| SCHE | Schwab Emerging Markets Equity ETF | $1.37万 | 0.00% | 377 | -883 | -70.1% | -$3.21万 | 减仓 |
| GMOI | Gmo International Value | $1.39万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc Com | $1.44万 | 0.00% | 200 | 150 | 300.0% | $1.08万 | 加仓 |
| CRWD | Crowdstrike Hldgs Inc | $1.45万 | 0.00% | 19 | -6 | -24.0% | -$4,579 | 减仓 |
| — | Rail Vision Ltd | $1.54万 | 0.00% | 3,333 | 0 | 0.0% | — | 不变 |
| YUMC | Yum China Holdings Inc | $1.59万 | 0.00% | 388 | 273 | 237.4% | $1.12万 | 加仓 |
| XLE | Sector Spdr Engy Select | $1.59万 | 0.00% | 300 | -636 | -67.9% | -$3.38万 | 重新持有 |
| — | FTSE RAFI Emerg Mkts | $1.71万 | 0.00% | 615 | -40 | -6.1% | -$1,115 | 减仓 |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | $1.79万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| DFEV | DFA Emerging Mkts Value ETF | $1.82万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| MGK | Vanguard Mega Cap Growth | $1.98万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| GOVT | iShares Trust US Treasury Bond ETF | $1.99万 | 0.01% | 873 | 0 | 0.0% | — | 不变 |
| — | Dow Chemical Company | $2.05万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $2.31万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| MCD | Mc Donalds Corp | $2.41万 | 0.01% | 89 | 1 | 1.1% | $271 | 加仓 |
| SBUX | Starbucks Corp | $2.45万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| FDXF | Fedex Fght Hldg Co Inc | $2.49万 | 0.01% | 165 | 165 | — | $2.49万 | 新建仓 |
| — | Wisdomtree Japan Hedged | $2.56万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| DFAW | Dimensional World Equity | $2.62万 | 0.01% | 316 | 87 | 38.0% | $7,203 | 加仓 |
| APH | Amphenol Corp Cl A | $2.64万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IJK | Ishares S&P Mid Cap | $2.78万 | 0.01% | 237 | 237 | — | $2.78万 | 新建仓 |
| SCHF | Schwab International Equity ETF | $2.84万 | 0.01% | 1,024 | 238 | 30.3% | $6,593 | 加仓 |
| NFLX | Netflix Inc | $2.93万 | 0.01% | 410 | 300 | 272.7% | $2.14万 | 加仓 |
| SPEM | SPDR Portfolio Emerging Markets ETF | $2.98万 | 0.01% | 576 | -35 | -5.7% | -$1,812 | 减仓 |
| VEA | Vanguard MSCI EAFE ETF | $3.13万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA | $3.16万 | 0.01% | 253 | -425 | -62.7% | -$5.30万 | 减仓 |
| VB | Vanguard Small Cap Etf | $3.30万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Stores Inc | $3.31万 | 0.01% | 292 | 124 | 73.8% | $1.40万 | 加仓 |
| IJR | Ishares Core S&P Small | $3.37万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value | $3.38万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| XOP | Spdr S&P Oil & Gas Expl & Prod | $3.42万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| CQP | Cheniere Energy Inc | $3.47万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| — | Du Pont E I De Nemour&Co | $3.65万 | 0.01% | 269 | -542 | -66.8% | -$7.35万 | 减仓 |
| DFSI | Dimensnl Interntl Sus | $3.72万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $3.73万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New | $3.74万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Mid Cap | $3.91万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| A | Agilent Technologies Inc | $3.93万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| — | Ishares Gold Etf | $3.97万 | 0.01% | 526 | -291 | -35.6% | -$2.20万 | 减仓 |
| VO | Vanguard Mid Cap ETF | $4.00万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $4.11万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $4.16万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $4.19万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| — | FTSE RAFI Internat'l Dev Mkts | $4.36万 | 0.01% | 577 | -283 | -32.9% | -$2.14万 | 减仓 |
| GRMN | Garmin Ltd | $4.75万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Incorporated | $4.78万 | 0.01% | 353 | 4 | 1.1% | $542 | 加仓 |
| KEYS | Keysight Tech Inc | $4.90万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| ADP | Auto Data Processing | $5.08万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $5.15万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| ESML | iShare ESG Aware MSCI | $5.26万 | 0.02% | 941 | 1 | 0.1% | $56 | 加仓 |
| — | FTSE RAFI US 1500 Small Cap | $5.33万 | 0.02% | 956 | 0 | 0.0% | — | 不变 |
| OXY | Occidental Pete Corp | $5.45万 | 0.02% | 1,122 | 986 | 725.0% | $4.79万 | 加仓 |
| AVDE | Avantis International | $5.78万 | 0.02% | 648 | -170 | -20.8% | -$1.52万 | 减仓 |
| ESGD | iShares ESG Aware MSCI EAFE ETF | $5.93万 | 0.02% | 577 | 4 | 0.7% | $411 | 加仓 |
| NVDA | Nvidia Corp | $6.06万 | 0.02% | 303 | 80 | 35.9% | $1.60万 | 加仓 |
| UNH | Unitedhealth Group Inc | $6.23万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| IEMG | Ishares Core Msci | $6.59万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| CTVA | Corteva Inc | $6.86万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| — | Franklin BSP Capital Corp | $7.00万 | 0.02% | 5,198 | 5,198 | — | $7.00万 | 新建仓 |
| YUM | Yum Brands Inc | $7.00万 | 0.02% | 438 | 323 | 280.9% | $5.16万 | 加仓 |
| — | Powershs Qqq TRUST Ser | $7.59万 | 0.02% | 103 | 103 | — | $7.59万 | 新建仓 |
| — | Hewlett-Packard Company | $7.62万 | 0.02% | 3,473 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp | $7.74万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR Series Trust Portfolio Intermediate Term ETF | $7.82万 | 0.02% | 2,754 | 0 | 0.0% | — | 不变 |
| TOST | Toast Inc Class A | $8.37万 | 0.02% | 3,008 | 400 | 15.3% | $1.11万 | 加仓 |