TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
PORTLAND OR · SEC CIK 0001849497
$1.63亿2026Q1 申报市值
82持仓数
45.3%前十大占比 · 第一大 10.9%
1 / 5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
NVDA 加仓+$127.63万
MSFT 加仓+$121.05万
AMZN 加仓+$97.12万
QQQ 加仓+$83.63万
IVV 加仓+$71.53万
2026Q1 卖出最多 按季末市值估算
SHV 减仓-$111.15万
SHY 减仓-$65.21万
ASTS 减仓-$40.27万
FCX 清仓-$25.39万
SHOP 清仓-$24.15万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$25.39万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$24.15万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,005 | -100.0% | -$22.96万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,564 | -100.0% | -$21.99万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -85,000 | -100.0% | -$6.27万 | 清仓 |
| — | ENSYSCE BIOSCIENCES INC | $7,001 | 0.00% | 13,000 | 1,000 | 8.3% | $539 | 加仓 |
| — | SYNTEC OPTICS HLDGS INC | $7.03万 | 0.04% | 10,000 | 10,000 | — | $7.03万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $11.90万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $18.47万 | 0.11% | 15,967 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $21.69万 | 0.13% | 2,292 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.11万 | 0.15% | 1,950 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $25.15万 | 0.15% | 3,286 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $26.36万 | 0.16% | 1,038 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $26.64万 | 0.16% | 619 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $26.64万 | 0.16% | 5,050 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $28.79万 | 0.18% | 2,994 | 674 | 29.1% | $6.48万 | 加仓 |
| NU | NU HLDGS LTD | $28.91万 | 0.18% | 20,118 | 118 | 0.6% | $1,696 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $28.97万 | 0.18% | 1,427 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $30.06万 | 0.18% | 5,226 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $31.08万 | 0.19% | 3,090 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $31.55万 | 0.19% | 3,579 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $33.08万 | 0.20% | 6,552 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $36.36万 | 0.22% | 978 | 531 | 118.8% | $19.74万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $36.36万 | 0.22% | 4,523 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $36.48万 | 0.22% | 7,194 | 494 | 7.4% | $2.51万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $39.24万 | 0.24% | 11,910 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $42.51万 | 0.26% | 16,756 | -1,111 | -6.2% | -$2.82万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $42.60万 | 0.26% | 5,141 | -4,859 | -48.6% | -$40.27万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $46.08万 | 0.28% | 9,137 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $46.56万 | 0.29% | 7,862 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $46.72万 | 0.29% | 4,387 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $47.83万 | 0.29% | 9,462 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $49.26万 | 0.30% | 16,280 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $50.57万 | 0.31% | 1,692 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $50.76万 | 0.31% | 12,167 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $53.05万 | 0.33% | 4,260 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $56.69万 | 0.35% | 14,550 | 4 | 0.0% | $156 | 加仓 |
| EWC | ISHARES INC | $66.07万 | 0.41% | 12,059 | 256 | 2.2% | $1.40万 | 加仓 |
| CMF | ISHARES TR | $67.13万 | 0.41% | 11,807 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $71.33万 | 0.44% | 15,987 | 1,987 | 14.2% | $8.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.76万 | 0.45% | 1,131 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $83.93万 | 0.52% | 18,385 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $86.92万 | 0.53% | 50,917 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $97.57万 | 0.60% | 9,771 | -237 | -2.4% | -$2.37万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $104.19万 | 0.64% | 19,740 | 3 | 0.0% | $158 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $107.47万 | 0.66% | 28,402 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $108.55万 | 0.67% | 1,796 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $112.28万 | 0.69% | 13,297 | 212 | 1.6% | $1.79万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $117.31万 | 0.72% | 44,133 | 2,444 | 5.9% | $6.50万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $117.77万 | 0.72% | 36,552 | 662 | 1.8% | $2.13万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $118.78万 | 0.73% | 24,511 | -112 | -0.5% | -$5,428 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $120.73万 | 0.74% | 35,656 | -1,036 | -2.8% | -$3.51万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $126.50万 | 0.78% | 36,614 | -401 | -1.1% | -$1.39万 | 减仓 |
| EPP | ISHARES INC | $127.19万 | 0.78% | 23,935 | 818 | 3.5% | $4.35万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $129.93万 | 0.80% | 22,010 | 5,688 | 34.8% | $33.58万 | 加仓 |
| SHV | ISHARES TR | $133.32万 | 0.82% | 12,077 | -10,069 | -45.5% | -$111.15万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $134.72万 | 0.83% | 34,158 | -658 | -1.9% | -$2.60万 | 减仓 |
| IJR | ISHARES TR | $135.27万 | 0.83% | 10,882 | 333 | 3.2% | $4.14万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $140.01万 | 0.86% | 39,131 | 871 | 2.3% | $3.12万 | 加仓 |
| META | META PLATFORMS INC | $142.46万 | 0.88% | 2,490 | 227 | 10.0% | $12.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $147.90万 | 0.91% | 23,682 | -340 | -1.4% | -$2.12万 | 减仓 |
| SHY | ISHARES TR | $191.63万 | 1.18% | 23,208 | -7,897 | -25.4% | -$65.21万 | 减仓 |
| AAPL | APPLE INC | $215.19万 | 1.32% | 8,479 | 237 | 2.9% | $6.01万 | 加仓 |
| IEMG | ISHARES INC | $215.96万 | 1.33% | 30,962 | 986 | 3.3% | $6.88万 | 加仓 |
| IJH | ISHARES TR | $226.34万 | 1.39% | 33,517 | 1,210 | 3.7% | $8.17万 | 加仓 |
| TLT | ISHARES TR | $230.17万 | 1.42% | 26,551 | 241 | 0.9% | $2.09万 | 加仓 |
| IEUR | ISHARES TR | $253.97万 | 1.56% | 36,142 | 1,057 | 3.0% | $7.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $259.75万 | 1.60% | 7,017 | 3,270 | 87.3% | $121.05万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $291.39万 | 1.79% | 53,826 | 3,241 | 6.4% | $17.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $300.46万 | 1.85% | 17,227 | 7,318 | 73.9% | $127.63万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $308.90万 | 1.90% | 30,831 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $320.25万 | 1.97% | 91,394 | 117 | 0.1% | $4,100 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $408.08万 | 2.51% | 111,011 | 4,057 | 3.8% | $14.91万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $416.50万 | 2.56% | 117,224 | 1,592 | 1.4% | $5.66万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $475.15万 | 2.92% | 90,590 | 10,143 | 12.6% | $53.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $476.85万 | 2.93% | 9,951 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $543.16万 | 3.34% | 56,911 | 129 | 0.2% | $1.23万 | 加仓 |
| IEI | ISHARES TR | $547.90万 | 3.37% | 46,197 | -64 | -0.1% | -$7,590 | 减仓 |
| GOOGL | ALPHABET INC | $558.41万 | 3.44% | 19,419 | 154 | 0.8% | $4.43万 | 加仓 |
| AMZN | AMAZON COM INC | $565.31万 | 3.48% | 27,143 | 4,663 | 20.7% | $97.12万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $597.24万 | 3.67% | 141,458 | 4,877 | 3.6% | $20.59万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $631.82万 | 3.89% | 126,491 | 5,943 | 4.9% | $29.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $646.73万 | 3.98% | 11,205 | 1,449 | 14.9% | $83.63万 | 加仓 |
| IVV | ISHARES TR | $654.12万 | 4.02% | 10,014 | 1,095 | 12.3% | $71.53万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $674.32万 | 4.15% | 124,897 | 5,837 | 4.9% | $31.51万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $727.71万 | 4.48% | 151,987 | 6,013 | 4.1% | $28.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,764.03万 | 10.85% | 453,945 | 6,802 | 1.5% | $26.43万 | 加仓 |