13F 机构持仓

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

PORTLAND OR · SEC CIK 0001849497

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.85亿2026Q2
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 ET 10.9%
DFSD 4.5%
DFGP 4.1%
IVV 4.0%
QQQ 4.0%
VTIP 3.9%
DFCF 3.7%
AMZN 3.5%
GOOGL 3.4%
IEI 3.4%

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 $00.00%0 -5,000-100.0% -$25.39万 清仓
SHOP SHOPIFY INC $00.00%0 -1,500-100.0% -$24.15万 清仓
DIS DISNEY WALT CO $00.00%0 -2,005-100.0% -$22.96万 清仓
GDX VANECK ETF TRUST $00.00%0 -2,564-100.0% -$21.99万 清仓
— STRIVE INC $00.00%0 -85,000-100.0% -$6.27万 清仓
— ENSYSCE BIOSCIENCES INC $7,0010.00%13,000 1,0008.3% $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 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME $18.47万0.11%15,967 00.0% — 不变
ROKU ROKU INC $21.69万0.13%2,292 00.0% — 不变
QCOM QUALCOMM INC $25.11万0.15%1,950 00.0% — 不变
SPYM SPDR SERIES TRUST $25.15万0.15%3,286 00.0% — 不变
XAR SPDR SERIES TRUST $26.36万0.16%1,038 00.0% — 不变
GLD SPDR GOLD TR $26.64万0.16%619 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $26.64万0.16%5,050 00.0% — 不变
NFLX NETFLIX INC. $28.79万0.18%2,994 67429.1% $6.48万 加仓
NU NU HLDGS LTD $28.91万0.18%20,118 1180.6% $1,696 加仓
AEM AGNICO EAGLE MINES LTD $28.97万0.18%1,427 00.0% — 不变
UL UNILEVER PLC $30.06万0.18%5,226 00.0% — 不变
MINT PIMCO ETF TR $31.08万0.19%3,090 00.0% — 不变
IAU ISHARES GOLD TR $31.55万0.19%3,579 00.0% — 不变
SLQD ISHARES TR $33.08万0.20%6,552 00.0% — 不变
TSLA TESLA INC $36.36万0.22%978 531118.8% $19.74万 加仓
ZM ZOOM COMMUNICATIONS INC $36.36万0.22%4,523 00.0% — 不变
DUSB DIMENSIONAL ETF TRUST $36.48万0.22%7,194 4947.4% $2.51万 加仓
SCHE SCHWAB STRATEGIC TR $39.24万0.24%11,910 00.0% — 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 00.0% — 不变
SPMD SPDR SERIES TRUST $46.56万0.29%7,862 00.0% — 不变
SUB ISHARES TR $46.72万0.29%4,387 00.0% — 不变
GSST GOLDMAN SACHS ETF TR $47.83万0.29%9,462 00.0% — 不变
— KRANESHARES TRUST $49.26万0.30%16,280 00.0% — 不变
VV VANGUARD INDEX FDS $50.57万0.31%1,692 00.0% — 不变
DFIP DIMENSIONAL ETF TRUST $50.76万0.31%12,167 00.0% — 不变
WMT WALMART INC $53.05万0.33%4,260 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $56.69万0.35%14,550 40.0% $156 加仓
EWC ISHARES INC $66.07万0.41%12,059 2562.2% $1.40万 加仓
CMF ISHARES TR $67.13万0.41%11,807 00.0% — 不变
SGOL ETFS GOLD TR $71.33万0.44%15,987 1,98714.2% $8.87万 加仓
SPY STATE STR SPDR S&P 500 ETF T $73.76万0.45%1,131 00.0% — 不变
SPDW SPDR INDEX SHS FDS $83.93万0.52%18,385 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING E $86.92万0.53%50,917 00.0% — 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 30.0% $158 加仓
EPD ENTERPRISE PRODS PARTNERS L $107.47万0.66%28,402 00.0% — 不变
LMT LOCKHEED MARTIN CORP $108.55万0.67%1,796 00.0% — 不变
EWJ ISHARES INC $112.28万0.69%13,297 2121.6% $1.79万 加仓
DFGR DIMENSIONAL ETF TRUST $117.31万0.72%44,133 2,4445.9% $6.50万 加仓
DIHP DIMENSIONAL ETF TRUST $117.77万0.72%36,552 6621.8% $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 8183.5% $4.35万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $129.93万0.80%22,010 5,68834.8% $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 3333.2% $4.14万 加仓
DFEV DIMENSIONAL ETF TRUST $140.01万0.86%39,131 8712.3% $3.12万 加仓
META META PLATFORMS INC $142.46万0.88%2,490 22710.0% $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 2372.9% $6.01万 加仓
IEMG ISHARES INC $215.96万1.33%30,962 9863.3% $6.88万 加仓
IJH ISHARES TR $226.34万1.39%33,517 1,2103.7% $8.17万 加仓
TLT ISHARES TR $230.17万1.42%26,551 2410.9% $2.09万 加仓
IEUR ISHARES TR $253.97万1.56%36,142 1,0573.0% $7.43万 加仓
MSFT MICROSOFT CORP $259.75万1.60%7,017 3,27087.3% $121.05万 加仓
DGCB DIMENSIONAL ETF TRUST $291.39万1.79%53,826 3,2416.4% $17.55万 加仓
NVDA NVIDIA CORPORATION $300.46万1.85%17,227 7,31873.9% $127.63万 加仓
GBIL GOLDMAN SACHS ETF TR $308.90万1.90%30,831 00.0% — 不变
— DIMENSIONAL ETF TRUST $320.25万1.97%91,394 1170.1% $4,100 加仓
— DIMENSIONAL ETF TRUST $408.08万2.51%111,011 4,0573.8% $14.91万 加仓
DFIC DIMENSIONAL ETF TRUST $416.50万2.56%117,224 1,5921.4% $5.66万 加仓
DFGX DIMENSIONAL ETF TRUST $475.15万2.92%90,590 10,14312.6% $53.20万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $476.85万2.93%9,951 00.0% — 不变
IEF ISHARES TR $543.16万3.34%56,911 1290.2% $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 1540.8% $4.43万 加仓
AMZN AMAZON COM INC $565.31万3.48%27,143 4,66320.7% $97.12万 加仓
DFCF DIMENSIONAL ETF TRUST $597.24万3.67%141,458 4,8773.6% $20.59万 加仓
VTIP VANGUARD MALVERN FDS $631.82万3.89%126,491 5,9434.9% $29.69万 加仓
QQQ INVESCO QQQ TR $646.73万3.98%11,205 1,44914.9% $83.63万 加仓
IVV ISHARES TR $654.12万4.02%10,014 1,09512.3% $71.53万 加仓
DFGP DIMENSIONAL ETF TRUST $674.32万4.15%124,897 5,8374.9% $31.51万 加仓
DFSD DIMENSIONAL ETF TRUST $727.71万4.48%151,987 6,0134.1% $28.79万 加仓
— DIMENSIONAL ETF TRUST $1,764.03万10.85%453,945 6,8021.5% $26.43万 加仓