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 |
|---|---|---|---|---|---|---|---|---|
| — | Dimensional US Core | $7,662.41万 | 23.36% | 1,063,042 | 64,632 | 6.5% | $465.87万 | 加仓 |
| DFIC | Dimensional ETF Int'l Core Equity 2 | $4,443.33万 | 13.55% | 1,250,586 | 33,410 | 2.7% | $118.71万 | 加仓 |
| DFEM | Dimensional ETF Emerg. Markets Core Equity | $3,030.56万 | 9.24% | 877,152 | 9,623 | 1.1% | $33.25万 | 加仓 |
| SCHR | Schwab Intermediate Term US Treas | $2,498.21万 | 7.62% | 1,002,894 | 131,664 | 15.1% | $327.98万 | 加仓 |
| — | Dimensional US Small Cap ETF | $2,466.84万 | 7.52% | 346,808 | 17,018 | 5.2% | $121.05万 | 加仓 |
| SPIB | SPDR Intermediate Term Corporate | $2,289.53万 | 6.98% | 682,626 | 56,649 | 9.0% | $190.00万 | 加仓 |
| FNDX | Schwab Fundamental US Large Company ETF | $2,139.31万 | 6.52% | 768,156 | 22,211 | 3.0% | $61.86万 | 加仓 |
| GLD | SPDR Gold Trust | $1,889.79万 | 5.76% | 43,919 | -859 | -1.9% | -$36.96万 | 减仓 |
| BSV | Vanguard Short-Term Bond ETF | $1,661.06万 | 5.06% | 211,843 | 11,079 | 5.5% | $86.87万 | 加仓 |
| FNDF | Schwab Fundamental Intl Lg Co ETF | $1,206.41万 | 3.68% | 246,557 | 5,947 | 2.5% | $29.10万 | 加仓 |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | $849.67万 | 2.59% | 222,078 | 3,449 | 1.6% | $13.20万 | 加仓 |
| FNDA | Schwab Fundamental US Small Company ETF | $682.51万 | 2.08% | 210,457 | 6,981 | 3.4% | $22.64万 | 加仓 |
| — | Exxon Mobil Corporation | $311.80万 | 0.95% | 18,378 | 47 | 0.3% | $7,974 | 加仓 |
| COP | Conocophillips | $262.98万 | 0.80% | 19,923 | 2,488 | 14.3% | $32.84万 | 加仓 |
| SPY | S P D R S&P 500 Etf Tr | $154.13万 | 0.47% | 2,370 | 182 | 8.3% | $11.84万 | 加仓 |
| AAPL | Apple Inc | $141.32万 | 0.43% | 5,568 | -24 | -0.4% | -$6,091 | 减仓 |
| VTI | Vanguard Total Stock Mkt | $123.13万 | 0.38% | 3,838 | 2,763 | 257.0% | $88.64万 | 加仓 |
| — | American Beacon AHL Trend ETF | $77.96万 | 0.24% | 27,588 | 6,028 | 28.0% | $17.04万 | 加仓 |
| — | Innovator US Equity | $55.47万 | 0.17% | 16,622 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market | $49.06万 | 0.15% | 19,547 | 48 | 0.2% | $1,205 | 加仓 |
| VXUS | VANGUARD STAR FD TL INTL STK F ETF | $46.73万 | 0.14% | 6,060 | 6,060 | — | $46.73万 | 新建仓 |
| SCHX | Schwab US Large Cap ETF | $39.37万 | 0.12% | 15,354 | 3 | 0.0% | $77 | 加仓 |
| FLIA | Franklin Liberty International Aggregate Bond ETF | $34.01万 | 0.10% | 16,787 | -818 | -4.6% | -$1.66万 | 减仓 |
| ACM | Aecom | $31.82万 | 0.10% | 3,752 | -360 | -8.8% | -$3.05万 | 减仓 |
| DEM | WisdomTree Emerging Markets High Dividend ETF | $22.40万 | 0.07% | 4,507 | -389 | -7.9% | -$1.93万 | 减仓 |
| BOND | Pimco Active Bond ETF | $20.63万 | 0.06% | 2,235 | -9,405 | -80.8% | -$86.80万 | 减仓 |
| MNPR | Monopar Therapeutics Equ | $18.32万 | 0.06% | 3,344 | 3,344 | — | $18.32万 | 新建仓 |
| IEFA | Ishares Core Msci Eafe | $18.15万 | 0.06% | 2,005 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $18.00万 | 0.05% | 486 | -28 | -5.4% | -$1.04万 | 减仓 |
| VOO | Vanguard S&P 500 ETF SHS | $16.87万 | 0.05% | 282 | -22 | -7.2% | -$1.32万 | 减仓 |
| SLB | Schlumberger Ltd | $16.72万 | 0.05% | 3,254 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors Inc | $16.36万 | 0.05% | 440 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $16.19万 | 0.05% | 663 | 0 | 0.0% | — | 不变 |
| SUSL | iShares ESG MSCI USA Leaders ETF | $16.10万 | 0.05% | 1,417 | 885 | 166.4% | $10.06万 | 加仓 |
| VT | Vanguard Total World Stock | $15.81万 | 0.05% | 1,143 | 174 | 18.0% | $2.41万 | 加仓 |
| IVE | Ishares S&P 500 Value | $14.51万 | 0.04% | 687 | 687 | — | $14.51万 | 新建仓 |
| IVW | Ishares S&P 500 Growth | $12.57万 | 0.04% | 1,111 | 1,111 | — | $12.57万 | 新建仓 |
| FTI | Technipfmc Plc | $11.90万 | 0.04% | 1,721 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corporation | $11.79万 | 0.04% | 331 | 0 | 0.0% | — | 不变 |
| BSVO | Ea Bridgeway Omni Sml | $10.56万 | 0.03% | 4,163 | 0 | 0.0% | — | 不变 |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | $10.35万 | 0.03% | 727 | -146 | -16.7% | -$2.08万 | 减仓 |
| — | General Electric Company | $9.93万 | 0.03% | 350 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR Short Term Treasury ETF | $9.85万 | 0.03% | 3,375 | 2,865 | 561.8% | $8.36万 | 加仓 |
| AMZN | Amazon Com Inc | $9.79万 | 0.03% | 470 | 7 | 1.5% | $1,458 | 加仓 |
| DIA | Spdr Dow Jones Indl Avg | $8.90万 | 0.03% | 192 | 50 | 35.2% | $2.32万 | 加仓 |
| IWM | IShares Russell 2000 | $8.33万 | 0.03% | 336 | 82 | 32.3% | $2.03万 | 加仓 |
| ALL | Allstate Corporation | $8.29万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| KO | Coca Cola Company | $8.16万 | 0.02% | 1,073 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR Series Trust Portfolio Intermediate Term ETF | $7.89万 | 0.02% | 2,754 | 224 | 8.9% | $6,420 | 加仓 |
| CLS | SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF | $7.69万 | 0.02% | 273 | 0 | 0.0% | — | 不变 |
| GEV | Ge Vernova Inc | $7.59万 | 0.02% | 87 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA | $7.49万 | 0.02% | 678 | 678 | — | $7.49万 | 新建仓 |
| MCO | Moodys Corp | $7.46万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| — | Ishares Gold Etf | $7.20万 | 0.02% | 817 | -13 | -1.6% | -$1,146 | 减仓 |
| AVDE | Avantis International | $6.94万 | 0.02% | 818 | 0 | 0.0% | — | 不变 |
| TOST | Toast Inc Class A | $6.91万 | 0.02% | 2,608 | 100 | 4.0% | $2,651 | 加仓 |
| CTVA | Corteva Inc | $6.78万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| — | Hewlett-Packard Company | $6.67万 | 0.02% | 3,473 | 0 | 0.0% | — | 不变 |
| AGG | Ishares Tr Barclays Fund | $6.13万 | 0.02% | 618 | -132 | -17.6% | -$1.31万 | 减仓 |
| — | FTSE RAFI Internat'l Dev Mkts | $6.01万 | 0.02% | 860 | 0 | 0.0% | — | 不变 |
| — | ProShares UltraPro Short S&P 500 | $5.67万 | 0.02% | 1,000 | 1,000 | — | $5.67万 | 新建仓 |
| WTV | Wisdomtree U.S. Value | $5.57万 | 0.02% | 588 | 588 | — | $5.57万 | 新建仓 |
| IEMG | Ishares Core Msci | $5.55万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| ESGD | iShares ESG Aware MSCI EAFE ETF | $5.48万 | 0.02% | 573 | -115 | -16.7% | -$1.10万 | 减仓 |
| PEP | Pepsico Incorporated | $5.42万 | 0.02% | 349 | 3 | 0.9% | $466 | 加仓 |
| HD | Home Depot Inc | $4.80万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| GRMN | Garmin Ltd | $4.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ADP | Auto Data Processing | $4.61万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| ESML | iShare ESG Aware MSCI | $4.42万 | 0.01% | 940 | 468 | 99.2% | $2.20万 | 加仓 |
| — | FTSE RAFI US 1500 Small Cap | $4.39万 | 0.01% | 956 | -189 | -16.5% | -$8,669 | 减仓 |
| WFC | Wells Fargo & Co New | $4.38万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $4.27万 | 0.01% | 360 | -25 | -6.5% | -$2,965 | 减仓 |
| — | Sap SE Ordf | $4.24万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SCHE | Schwab Emerging Markets Equity ETF | $4.15万 | 0.01% | 1,260 | 0 | 0.0% | — | 不变 |
| CQP | Cheniere Energy Inc | $4.11万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $4.06万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| XOP | Spdr S&P Oil & Gas Expl & Prod | $4.04万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New | $3.99万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| KEYS | Keysight Tech Inc | $3.95万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $3.89万 | 0.01% | 65 | -79 | -54.9% | -$4.73万 | 减仓 |
| NVDA | Nvidia Corp | $3.89万 | 0.01% | 223 | -11 | -4.7% | -$1,918 | 减仓 |
| — | Du Pont E I De Nemour&Co | $3.71万 | 0.01% | 811 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid Cap ETF | $3.56万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| DFSI | Dimensnl Interntl Sus | $3.50万 | 0.01% | 825 | -635 | -43.5% | -$2.69万 | 减仓 |
| IWP | iShares Russell Mid Cap | $3.42万 | 0.01% | 267 | 258 | 2,866.7% | $3.31万 | 加仓 |
| AVGO | Broadcom Inc | $3.40万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| A | Agilent Technologies Inc | $3.37万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| — | Dell Inc | $3.28万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| XSMO | Invesco S & P Smlcp | $3.19万 | 0.01% | 420 | 420 | — | $3.19万 | 新建仓 |
| — | Dow Chemical Company | $3.12万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| FENI | Fidelity Enhanced | $3.10万 | 0.01% | 833 | 833 | — | $3.10万 | 新建仓 |
| VTV | Vanguard Value | $3.04万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| GTO | Invesco Total Return | $2.88万 | 0.01% | 614 | 614 | — | $2.88万 | 新建仓 |
| SPEM | SPDR Portfolio Emerging Markets ETF | $2.87万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| HELO | Jpmorgn Hedgd Eqty Lad | $2.86万 | 0.01% | 447 | 447 | — | $2.86万 | 新建仓 |
| VB | Vanguard Small Cap Etf | $2.85万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| IJR | Ishares Core S&P Small | $2.82万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard MSCI EAFE ETF | $2.82万 | 0.01% | 440 | -774 | -63.8% | -$4.96万 | 减仓 |
| — | Rail Vision Ltd | $2.76万 | 0.01% | 3,333 | -96,667 | -96.7% | -$80.04万 | 减仓 |
| MCD | Mc Donalds Corp | $2.75万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |