13F 机构持仓

Your Advocates Ltd., LLP

HOUSTON TX · SEC CIK 0001774437

2026Q22026Q1 更早 9 个季度 🔒
$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
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 24.6%
DFIC 13.1%
DFEM 9.7%
Dimensional US 8.2%
SCHR 7.5%
SPIB 6.8%
FNDX 6.7%
BSV 5.0%
GLD 4.6%
FNDF 3.6%

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
MCD Mc Donalds Corp $2.41万0.01%89 11.1% $271 加仓
UNP Union Pacific Corp $2.31万0.01%85 00.0% — 不变
— Dow Chemical Company $2.05万0.01%750 00.0% — 不变
GOVT iShares Trust US Treasury Bond ETF $1.99万0.01%873 00.0% — 不变
MGK Vanguard Mega Cap Growth $1.98万0.01%225 00.0% — 不变
DFEV DFA Emerging Mkts Value ETF $1.82万0.01%427 00.0% — 不变
EAGG iShares ESG U.S. Aggregate Bond ETF $1.79万0.01%378 00.0% — 不变
— FTSE RAFI Emerg Mkts $1.71万0.00%615 -40-6.1% -$1,115 减仓
XLE Sector Spdr Engy Select $1.59万0.00%300 -636-67.9% -$3.38万 重新持有
YUMC Yum China Holdings Inc $1.59万0.00%388 273237.4% $1.12万 加仓
— Rail Vision Ltd $1.54万0.00%3,333 00.0% — 不变
CRWD Crowdstrike Hldgs Inc $1.45万0.00%19 -6-24.0% -$4,579 减仓
UBER Uber Technologies Inc Com $1.44万0.00%200 150300.0% $1.08万 加仓
GMOI Gmo International Value $1.39万0.00%370 00.0% — 不变
SCHE Schwab Emerging Markets Equity ETF $1.37万0.00%377 -883-70.1% -$3.21万 减仓
YSS York Space Sys Inc $1.23万0.00%500 -500-50.0% -$1.23万 减仓
AME Ametek Inc $1.21万0.00%50 00.0% — 不变
IEV iShares S&P Euro $1.19万0.00%163 00.0% — 不变
BNDW Vanguard Total World $1.18万0.00%172 4838.7% $3,289 加仓
EOSE Eos Energy Enterprises I $1.18万0.00%2,000 2,000— $1.18万 新建仓
MS Morgan Stanley $1.17万0.00%56 00.0% — 不变
TEM Tempus AI Inc $1.16万0.00%200 00.0% — 不变
TRV Travelers Companies $1.16万0.00%35 00.0% — 不变
VOE Vanguard Mid Cap Value $1.15万0.00%58 00.0% — 不变
VIK Viking Holdings Ltd $1.05万0.00%100 00.0% — 不变
SUSB iShares ESG 1-5 Year USD Corporate Bond ETF $1.01万0.00%406 00.0% — 不变
USB U S Bancorp Del New $9,9660.00%165 00.0% — 不变
RSG Republic Services $9,5890.00%45 00.0% — 不变
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $9,3960.00%49 00.0% — 不变
CGNX Cognex Corp $8,7630.00%121 00.0% — 不变
ASTS Ast Spacemobile Inc $8,5310.00%96 2128.0% $1,866 加仓
T A T & T Inc New $8,2800.00%400 400— $8,280 新建仓
ONDS Ondas Inc $8,2400.00%1,000 1,000— $8,240 新建仓
ASML Asml Holding N V $7,9580.00%4 00.0% — 不变
IVV iShares Core S&P 500 ETF $7,9520.00%16 -49-75.4% -$2.44万 减仓
— FTSE RAFI 1000 US Lg Cap $7,8340.00%145 -388-72.8% -$2.10万 减仓
FVAL Fidelity Value Factor $7,7150.00%99 99— $7,715 新建仓
ITW Illinois Tool Works Inc $6,7620.00%25 00.0% — 不变
AMGN Amgen Incorporated $6,5180.00%18 00.0% — 不变
TSCO Tractor Supply Comp $6,3220.00%200 00.0% — 不变
SYK Stryker Corp $6,2970.00%20 00.0% — 不变
ATR Aptargroup Inc $6,2600.00%50 00.0% — 不变
— Google Inc Class A $6,0070.00%17 -3-15.0% -$1,060 减仓
XYL Xylem Inc $5,9110.00%50 00.0% — 不变
— Rbb Fd Tr Mufg Japan $5,8080.00%94 00.0% — 不变
EROC Erock Inc $5,8000.00%400 400— $5,800 新建仓
SNPS Synopsys Inc $5,3530.00%12 00.0% — 不变
— Equitable Resources Inc $5,3170.00%100 00.0% — 不变
DFJ Wisdomtree Japan Smalcp $5,1600.00%49 00.0% — 不变
PBW Invesco ETF D TR WILDERHIL CLAN ETF $5,1100.00%131 00.0% — 不变
— Prairie Operating Co $5,0400.00%7,000 7,000— $5,040 新建仓
TMO Thermo Fisher Scientific $5,0140.00%10 00.0% — 不变
PLTR PALANTIR TECH INC COM CL A $4,9000.00%42 42— $4,900 新建仓
FIS Fidelity Natl Info $4,8600.00%125 00.0% — 不变
DHR Danaher Corp Del $4,7620.00%25 00.0% — 不变
VRSK Verisk Analytics Inc Cla $4,4880.00%25 00.0% — 不变
CPNG Coupang Inc $4,3430.00%250 00.0% — 不变
— Arista Networks Inc $4,2470.00%25 00.0% — 不变
— Canadian Pac Railway $3,8990.00%45 00.0% — 不变
TTWO Take Two Interactv $3,5000.00%14 00.0% — 不变
AXP American Express Company $3,4780.00%10 00.0% — 不变
AUPH Aurinia Pharmaceutic $3,3940.00%200 00.0% — 不变
PLUG Plug Power Inc New $3,2110.00%1,185 00.0% — 不变
CNC Centene Corp $3,0170.00%47 00.0% — 不变
EFV Ishares Msci Eafe Value $2,9850.00%39 39— $2,985 新建仓
DXCM Dexcom Inc $2,9630.00%44 00.0% — 不变
SPOT Spotify Technology $2,7550.00%6 00.0% — 不变
UFOX Defiance Next Gen $2,6810.00%28 416.7% $383 加仓
INTC Intel Corp $2,6530.00%19 00.0% — 不变
GEHC GE HealthCare Technologies Inc Common Stock $2,6240.00%41 00.0% — 不变
DXC D X C Technology Com $2,5400.00%287 00.0% — 不变
NOW Service Now Inc $2,4820.00%25 -10-28.6% -$993 减仓
FISV Fiserv Inc $2,4530.00%50 00.0% — 不变
NCLH Norwegian Cruise Lin $2,1110.00%100 00.0% — 不变
LMT Lockheed Martin Corp $2,0380.00%4 133.3% $510 加仓
SO The Southern Company $1,9400.00%20 00.0% — 不变
TRMB Trimble Navigation Ltd $1,7400.00%34 00.0% — 不变
DIS Disney Walt Co $1,7330.00%18 00.0% — 不变
POOL Pool Corp $1,7190.00%8 00.0% — 不变
RIVN Rivian Automotive Inc $1,7000.00%98 81476.5% $1,405 重新持有
LUNR Intuitive Machs Inc $1,6040.00%75 -40-34.8% -$855 减仓
LIN Linde Plc $1,6010.00%3 00.0% — 不变
FBIN Fortune Brands Innovatio $1,5920.00%29 00.0% — 不变
IBN Icici Bank Ltd $1,4520.00%50 2066.7% $581 加仓
STZ Constellation Brand Cl A $1,3910.00%10 00.0% — 不变
COIN Coinbase Global Inc $1,1700.00%8 00.0% — 不变
GXO Gxo Logistics Inc $1,1660.00%23 00.0% — 不变
SMCI Super Micro Computer Inc $1,0850.00%37 25.7% $59 加仓
CVX Chevron Corporation $8290.00%5 266.7% $332 加仓
LULU Lululemon Athletica $7990.00%7 -15-68.2% -$1,712 减仓
VLTO Veralto Corp $7090.00%8 -20-71.4% -$1,772 减仓
FLY Firefly Aerospace Inc $6760.00%23 23— $676 新建仓
ENB Enbridge Inc $6510.00%12 00.0% — 不变
EWZ Ishares Msci Brazil Indx $6210.00%18 320.0% $104 加仓
— T-Rex 2x Inverse Tesla Daily Target EFT $5750.00%54 00.0% — 不变
— Lucid Group Inc $3140.00%47 47— $314 新建仓
FBTC Fidelity Wise Origin $3060.00%6 00.0% — 不变
MBC Masterbrand Inc $2980.00%29 00.0% — 不变
ZION Zions Bancorp $2860.00%4 00.0% — 不变
FTI Technipfmc Plc $2650.00%4 -1,717-99.8% -$11.38万 减仓