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 |
|---|---|---|---|---|---|---|---|---|
| — | Dimensional US Core | $8,599.62万 | 24.57% | 1,048,990 | -14,052 | -1.3% | -$115.20万 | 减仓 |
| DFIC | Dimensional ETF Int'l Core Equity 2 | $4,597.20万 | 13.14% | 1,233,817 | -16,769 | -1.3% | -$62.48万 | 减仓 |
| DFEM | Dimensional ETF Emerg. Markets Core Equity | $3,403.46万 | 9.73% | 837,466 | -39,686 | -4.5% | -$161.28万 | 减仓 |
| — | Dimensional US Small Cap ETF | $2,863.48万 | 8.18% | 347,763 | 955 | 0.3% | $7.86万 | 加仓 |
| SCHR | Schwab Intermediate Term US Treas | $2,612.51万 | 7.47% | 1,059,412 | 56,518 | 5.6% | $139.37万 | 加仓 |
| SPIB | SPDR Intermediate Term Corporate | $2,393.71万 | 6.84% | 715,395 | 32,769 | 4.8% | $109.65万 | 加仓 |
| FNDX | Schwab Fundamental US Large Company ETF | $2,347.50万 | 6.71% | 754,822 | -13,334 | -1.7% | -$41.47万 | 减仓 |
| BSV | Vanguard Short-Term Bond ETF | $1,743.33万 | 4.98% | 223,762 | 11,919 | 5.6% | $92.86万 | 加仓 |
| GLD | SPDR Gold Trust | $1,625.33万 | 4.64% | 44,121 | 202 | 0.5% | $7.44万 | 加仓 |
| FNDF | Schwab Fundamental Intl Lg Co ETF | $1,246.00万 | 3.56% | 236,163 | -10,394 | -4.2% | -$54.84万 | 减仓 |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETF | $851.92万 | 2.43% | 214,697 | -7,381 | -3.3% | -$29.29万 | 减仓 |
| FNDA | Schwab Fundamental US Small Company ETF | $790.32万 | 2.26% | 207,650 | -2,807 | -1.3% | -$10.68万 | 减仓 |
| — | Exxon Mobil Corporation | $252.84万 | 0.72% | 18,494 | 116 | 0.6% | $1.59万 | 加仓 |
| COP | Conocophillips | $189.64万 | 0.54% | 18,242 | -1,681 | -8.4% | -$17.48万 | 减仓 |
| AAPL | Apple Inc | $161.04万 | 0.46% | 5,565 | -3 | -0.1% | -$868 | 减仓 |
| SPY | S P D R S&P 500 Etf Tr | $160.56万 | 0.46% | 2,150 | -220 | -9.3% | -$16.43万 | 减仓 |
| VTI | Vanguard Total Stock Mkt | $142.34万 | 0.41% | 3,847 | 9 | 0.2% | $3,330 | 加仓 |
| — | American Beacon AHL Trend ETF | $97.30万 | 0.28% | 33,667 | 6,079 | 22.0% | $17.57万 | 加仓 |
| — | Innovator US Equity | $58.36万 | 0.17% | 16,622 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market | $53.52万 | 0.15% | 18,482 | -1,065 | -5.4% | -$3.08万 | 减仓 |
| VXUS | VANGUARD STAR FD TL INTL STK F ETF | $52.05万 | 0.15% | 6,088 | 28 | 0.5% | $2,394 | 加仓 |
| SCHX | Schwab US Large Cap ETF | $45.94万 | 0.13% | 15,610 | 256 | 1.7% | $7,534 | 加仓 |
| FLIA | Franklin Liberty International Aggregate Bond ETF | $33.79万 | 0.10% | 16,492 | -295 | -1.8% | -$6,045 | 减仓 |
| ACM | Aecom | $26.19万 | 0.07% | 3,752 | 0 | 0.0% | — | 不变 |
| DEM | WisdomTree Emerging Markets High Dividend ETF | $23.41万 | 0.07% | 4,352 | -155 | -3.4% | -$8,337 | 减仓 |
| VT | Vanguard Total World Stock | $22.16万 | 0.06% | 1,412 | 269 | 23.5% | $4.22万 | 加仓 |
| IEFA | Ishares Core Msci Eafe | $20.51万 | 0.06% | 2,124 | 119 | 5.9% | $1.15万 | 加仓 |
| SUSL | iShares ESG MSCI USA Leaders ETF | $18.86万 | 0.05% | 1,421 | 4 | 0.3% | $531 | 加仓 |
| MSFT | Microsoft Corp | $18.33万 | 0.05% | 491 | 5 | 1.0% | $1,866 | 加仓 |
| VOO | Vanguard S&P 500 ETF SHS | $18.10万 | 0.05% | 264 | -18 | -6.4% | -$1.23万 | 减仓 |
| WFC | Wells Fargo & Co New | $16.59万 | 0.05% | 2,008 | 1,458 | 265.1% | $12.05万 | 加仓 |
| TSLA | Tesla Motors Inc | $16.19万 | 0.05% | 385 | -55 | -12.5% | -$2.31万 | 减仓 |
| SLB | Schlumberger Ltd | $15.13万 | 0.04% | 3,254 | 0 | 0.0% | — | 不变 |
| — | General Electric Company | $13.08万 | 0.04% | 350 | 0 | 0.0% | — | 不变 |
| BSVO | Ea Bridgeway Omni Sml | $12.15万 | 0.03% | 4,163 | 0 | 0.0% | — | 不变 |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | $11.94万 | 0.03% | 727 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $11.43万 | 0.03% | 447 | -216 | -32.6% | -$5.52万 | 减仓 |
| AMZN | Amazon Com Inc | $11.37万 | 0.03% | 477 | 7 | 1.5% | $1,668 | 加仓 |
| SPTS | SPDR Short Term Treasury ETF | $11.30万 | 0.03% | 3,895 | 520 | 15.4% | $1.51万 | 加仓 |
| BOND | Pimco Active Bond ETF | $11.25万 | 0.03% | 1,220 | -1,015 | -45.4% | -$9.36万 | 减仓 |
| FDX | Fedex Corporation | $10.36万 | 0.03% | 331 | 0 | 0.0% | — | 不变 |
| GEV | Ge Vernova Inc | $10.22万 | 0.03% | 87 | 0 | 0.0% | — | 不变 |
| DIA | Spdr Dow Jones Indl Avg | $10.06万 | 0.03% | 193 | 1 | 0.5% | $521 | 加仓 |
| IWM | IShares Russell 2000 | $10.01万 | 0.03% | 333 | -3 | -0.9% | -$901 | 减仓 |
| CLS | SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF | $9.96万 | 0.03% | 273 | 0 | 0.0% | — | 不变 |
| — | Rocket Laboratory Usa In | $9.87万 | 0.03% | 971 | 59 | 6.5% | $5,997 | 重新持有 |
| ALL | Allstate Corporation | $9.52万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| — | Prologis | $9.45万 | 0.03% | 697 | 697 | — | $9.45万 | 新建仓 |
| KO | Coca Cola Company | $8.76万 | 0.03% | 1,078 | 5 | 0.5% | $406 | 加仓 |
| — | Dell Inc | $8.63万 | 0.02% | 200 | 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 |
| SPTI | SPDR Series Trust Portfolio Intermediate Term ETF | $7.82万 | 0.02% | 2,754 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp | $7.74万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| — | Hewlett-Packard Company | $7.62万 | 0.02% | 3,473 | 0 | 0.0% | — | 不变 |
| — | Powershs Qqq TRUST Ser | $7.59万 | 0.02% | 103 | 103 | — | $7.59万 | 新建仓 |
| YUM | Yum Brands Inc | $7.00万 | 0.02% | 438 | 323 | 280.9% | $5.16万 | 加仓 |
| — | Franklin BSP Capital Corp | $7.00万 | 0.02% | 5,198 | 5,198 | — | $7.00万 | 新建仓 |
| CTVA | Corteva Inc | $6.86万 | 0.02% | 810 | 0 | 0.0% | — | 不变 |
| IEMG | Ishares Core Msci | $6.59万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $6.23万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $6.06万 | 0.02% | 303 | 80 | 35.9% | $1.60万 | 加仓 |
| ESGD | iShares ESG Aware MSCI EAFE ETF | $5.93万 | 0.02% | 577 | 4 | 0.7% | $411 | 加仓 |
| AVDE | Avantis International | $5.78万 | 0.02% | 648 | -170 | -20.8% | -$1.52万 | 减仓 |
| OXY | Occidental Pete Corp | $5.45万 | 0.02% | 1,122 | 986 | 725.0% | $4.79万 | 加仓 |
| — | FTSE RAFI US 1500 Small Cap | $5.33万 | 0.02% | 956 | 0 | 0.0% | — | 不变 |
| ESML | iShare ESG Aware MSCI | $5.26万 | 0.02% | 941 | 1 | 0.1% | $56 | 加仓 |
| HD | Home Depot Inc | $5.15万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| ADP | Auto Data Processing | $5.08万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| KEYS | Keysight Tech Inc | $4.90万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Incorporated | $4.78万 | 0.01% | 353 | 4 | 1.1% | $542 | 加仓 |
| GRMN | Garmin Ltd | $4.75万 | 0.01% | 200 | 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 |
| URI | United Rentals Inc | $4.19万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $4.16万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $4.11万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Mid Cap ETF | $4.00万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| — | Ishares Gold Etf | $3.97万 | 0.01% | 526 | -291 | -35.6% | -$2.20万 | 减仓 |
| A | Agilent Technologies Inc | $3.93万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Mid Cap | $3.91万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New | $3.74万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $3.73万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| DFSI | Dimensnl Interntl Sus | $3.72万 | 0.01% | 825 | 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 |
| CQP | Cheniere Energy Inc | $3.47万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| XOP | Spdr S&P Oil & Gas Expl & Prod | $3.42万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value | $3.38万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| IJR | Ishares Core S&P Small | $3.37万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Stores Inc | $3.31万 | 0.01% | 292 | 124 | 73.8% | $1.40万 | 加仓 |
| VB | Vanguard Small Cap Etf | $3.30万 | 0.01% | 109 | 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 |
| VEA | Vanguard MSCI EAFE ETF | $3.13万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR Portfolio Emerging Markets ETF | $2.98万 | 0.01% | 576 | -35 | -5.7% | -$1,812 | 减仓 |
| NFLX | Netflix Inc | $2.93万 | 0.01% | 410 | 300 | 272.7% | $2.14万 | 加仓 |
| SCHF | Schwab International Equity ETF | $2.84万 | 0.01% | 1,024 | 238 | 30.3% | $6,593 | 加仓 |
| IJK | Ishares S&P Mid Cap | $2.78万 | 0.01% | 237 | 237 | — | $2.78万 | 新建仓 |
| APH | Amphenol Corp Cl A | $2.64万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DFAW | Dimensional World Equity | $2.62万 | 0.01% | 316 | 87 | 38.0% | $7,203 | 加仓 |
| — | Wisdomtree Japan Hedged | $2.56万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| FDXF | Fedex Fght Hldg Co Inc | $2.49万 | 0.01% | 165 | 165 | — | $2.49万 | 新建仓 |
| SBUX | Starbucks Corp | $2.45万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |