13F 机构持仓

Your Advocates Ltd., LLP

HOUSTON TX · SEC CIK 0001774437

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

Dimensional US 23.4%
DFIC 13.5%
DFEM 9.2%
SCHR 7.6%
Dimensional US 7.5%
SPIB 7.0%
FNDX 6.5%
GLD 5.8%
BSV 5.1%
FNDF 3.7%

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
URI United Rentals Inc $2.70万0.01%37 00.0% — 不变
QCOM Qualcomm Inc $2.58万0.01%200 200— $2.58万 新建仓
— FTSE RAFI 1000 US Lg Cap $2.53万0.01%533 00.0% — 不变
CAT Caterpillar Inc $2.48万0.01%35 00.0% — 不变
— Wisdomtree Japan Hedged $2.41万0.01%444 00.0% — 不变
FBND Fidelity Total Bond Etf $2.29万0.01%502 502— $2.29万 新建仓
YSS York Space Sys Inc $2.22万0.01%1,000 1,000— $2.22万 新建仓
SBUX Starbucks Corp $2.15万0.01%240 00.0% — 不变
WMT Wal-Mart Stores Inc $2.09万0.01%168 00.0% — 不变
UNP Union Pacific Corp $2.06万0.01%85 00.0% — 不变
GOVT iShares Trust US Treasury Bond ETF $2.00万0.01%873 -573-39.6% -$1.31万 减仓
SCHF Schwab International Equity ETF $1.95万0.01%786 00.0% — 不变
APH Amphenol Corp Cl A $1.90万0.01%150 00.0% — 不变
EAGG iShares ESG U.S. Aggregate Bond ETF $1.80万0.01%378 00.0% — 不变
YUM Yum Brands Inc $1.78万0.01%115 10.9% $155 加仓
— FTSE RAFI Emerg Mkts $1.76万0.01%655 00.0% — 不变
DFAW Dimensional World Equity $1.69万0.01%229 229— $1.69万 新建仓
MGK Vanguard Mega Cap Growth $1.65万0.01%45 00.0% — 不变
CAG Conagra Brands Inc $1.60万0.00%1,019 191.9% $299 加仓
DFEV DFA Emerging Mkts Value ETF $1.53万0.00%427 00.0% — 不变
GMOI Gmo International Value $1.34万0.00%370 370— $1.34万 新建仓
IEV iShares S&P Euro $1.11万0.00%163 00.0% — 不变
AME Ametek Inc $1.07万0.00%50 00.0% — 不变
VOE Vanguard Mid Cap Value $1.07万0.00%58 00.0% — 不变
NFLX Netflix Inc $1.06万0.00%110 00.0% — 不变
TRV Travelers Companies $1.02万0.00%35 00.0% — 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
RSG Republic Services $9,8560.00%45 00.0% — 不变
CRWD Crowdstrike Hldgs Inc $9,7600.00%25 -3-10.7% -$1,171 减仓
MS Morgan Stanley $9,2160.00%56 00.0% — 不变
TSCO Tractor Supply Comp $9,0600.00%200 00.0% — 不变
TEM Tempus AI Inc $9,0440.00%200 -100-33.3% -$4,522 减仓
OXY Occidental Pete Corp $8,8400.00%136 -4,850-97.3% -$31.52万 减仓
USB U S Bancorp Del New $8,5820.00%165 00.0% — 不变
BNDW Vanguard Total World $8,4750.00%124 124— $8,475 新建仓
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $8,0150.00%49 00.0% — 不变
VIK Viking Holdings Ltd $7,3480.00%100 00.0% — 不变
SYK Stryker Corp $6,5720.00%20 00.0% — 不变
ITW Illinois Tool Works Inc $6,5070.00%25 00.0% — 不变
— Equitable Resources Inc $6,3640.00%100 00.0% — 不变
AMGN Amgen Incorporated $6,3330.00%18 00.0% — 不变
ATR Aptargroup Inc $6,3010.00%50 00.0% — 不变
ASTS Ast Spacemobile Inc $6,2150.00%75 1423.0% $1,160 加仓
XYL Xylem Inc $5,9750.00%50 00.0% — 不变
CGNX Cognex Corp $5,9280.00%121 00.0% — 不变
FIS Fidelity Natl Info $5,8640.00%125 -26-17.2% -$1,220 减仓
— Google Inc Class A $5,7370.00%20 00.0% — 不变
YUMC Yum China Holdings Inc $5,5920.00%115 10.9% $49 加仓
ASML Asml Holding N V $5,2830.00%4 4— $5,283 新建仓
— Rbb Fd Tr Mufg Japan $5,1010.00%94 94— $5,101 新建仓
DFJ Wisdomtree Japan Smalcp $5,0010.00%49 49— $5,001 新建仓
TMO Thermo Fisher Scientific $4,9150.00%10 00.0% — 不变
SNPS Synopsys Inc $4,7580.00%12 00.0% — 不变
VRSK Verisk Analytics Inc Cla $4,7440.00%25 00.0% — 不变
DHR Danaher Corp Del $4,7400.00%25 00.0% — 不变
CPNG Coupang Inc $4,7200.00%250 00.0% — 不变
PBW Invesco ETF D TR WILDERHIL CLAN ETF $4,1370.00%131 00.0% — 不变
SCHV Schwab U.S. Large-Cap $3,7520.00%123 123— $3,752 新建仓
NOW Service Now Inc $3,6590.00%35 1040.0% $1,045 加仓
DXC D X C Technology Com $3,6080.00%287 00.0% — 不变
UBER Uber Technologies Inc Com $3,5970.00%50 50— $3,597 新建仓
— Canadian Pac Railway $3,5400.00%45 00.0% — 不变
LULU Lululemon Athletica $3,3680.00%22 00.0% — 不变
AXP American Express Company $3,1010.00%10 00.0% — 不变
— Arista Networks Inc $3,0700.00%25 00.0% — 不变
AUPH Aurinia Pharmaceutic $2,9640.00%200 00.0% — 不变
GEHC GE HealthCare Technologies Inc Common Stock $2,9180.00%41 00.0% — 不变
SPOT Spotify Technology $2,9090.00%6 -4-40.0% -$1,939 减仓
FISV Fiserv Inc $2,7900.00%50 00.0% — 不变
TTWO Take Two Interactv $2,7650.00%14 -8-36.4% -$1,580 减仓
DXCM Dexcom Inc $2,7630.00%44 00.0% — 不变
PLUG Plug Power Inc New $2,6780.00%1,185 00.0% — 不变
ASC Ardmore Shipping Co $2,5320.00%166 00.0% — 不变
VLTO Veralto Corp $2,4760.00%28 00.0% — 不变
URA GLOBAL X FDS GLOBAL X URANIUM ETF $2,4220.00%50 00.0% — 不变
IFNNY Infineon Tech Ag $2,2610.00%50 00.0% — 不变
TRMB Trimble Navigation Ltd $2,2180.00%34 00.0% — 不变
LUNR Intuitive Machs Inc $2,1340.00%115 1919.8% $353 加仓
SO The Southern Company $1,9570.00%20 00.0% — 不变
DNLI Denali Therapeutics I N $1,9200.00%100 00.0% — 不变
NCLH Norwegian Cruise Lin $1,8700.00%100 00.0% — 不变
LMT Lockheed Martin Corp $1,8130.00%3 150.0% $604 加仓
DIS Disney Walt Co $1,7350.00%18 00.0% — 不变
RGR Sturm Ruger & Co Inc $1,6840.00%42 00.0% — 不变
UFOX Defiance Next Gen $1,6480.00%24 420.0% $275 加仓
POOL Pool Corp $1,6190.00%8 00.0% — 不变
WFRD Weatherford Intl $1,6080.00%17 00.0% — 不变
CNC Centene Corp $1,5390.00%47 00.0% — 不变
LIN Linde Plc $1,5240.00%3 00.0% — 不变
STZ Constellation Brand Cl A $1,5000.00%10 00.0% — 不变
COIN Coinbase Global Inc $1,3970.00%8 5166.7% $873 加仓
NRG Nrg Energy Inc $1,3150.00%9 00.0% — 不变
GXO Gxo Logistics Inc $1,1930.00%23 00.0% — 不变
FBIN Fortune Brands Innovatio $1,1300.00%29 00.0% — 不变
INDI Indie Semiconductor Inc $1,0300.00%320 -220-40.7% -$708 减仓
RLAY Relay Therapeutics Inc $9950.00%100 00.0% — 不变
PINS Pinterest Inc $9170.00%50 00.0% — 不变
— T-Rex 2x Inverse Tesla Daily Target EFT $8580.00%54 00.0% — 不变
INTC Intel Corp $8380.00%19 -50-72.5% -$2,205 减仓
SMCI Super Micro Computer Inc $7970.00%35 1040.0% $228 加仓