Orcam Financial Group
ENCINITAS CA · SEC CIK 0001905367
$1.41亿2026Q1 申报市值
62持仓数
73.1%前十大占比 · 第一大 30.8%
5 / 1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
EA Series Trust 加仓+$376.10万
EA Series Trust 加仓+$363.42万
DIMENSIONAL ETF 新建仓+$40.87万
BNO 新建仓+$39.24万
IUSB 新建仓+$32.07万
2026Q1 卖出最多 按季末市值估算
VGIT 减仓-$78.80万
SCHB 减仓-$38.73万
VCIT 减仓-$35.71万
VGLT 减仓-$34.50万
PL 减仓-$27.73万
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 |
|---|---|---|---|---|---|---|---|---|
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,715 | -100.0% | -$20.59万 | 清仓 |
| — | VISTA GOLD CORP | $14.49万 | 0.10% | 73,929 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $21.29万 | 0.15% | 378 | 378 | — | $21.29万 | 新建仓 |
| DFIC | Dimensional ETF Trust | $21.63万 | 0.15% | 6,089 | 6,089 | — | $21.63万 | 新建仓 |
| — | CAMBRIA ETF TR | $21.66万 | 0.15% | 18,500 | 0 | 0.0% | — | 不变 |
| — | 2023 ETF Series Trust II | $22.48万 | 0.16% | 9,000 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.37万 | 0.17% | 5,493 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $23.54万 | 0.17% | 636 | 36 | 6.0% | $1.33万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $24.24万 | 0.17% | 4,042 | 4 | 0.1% | $240 | 加仓 |
| WMT | WALMART INC | $26.10万 | 0.19% | 2,100 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $26.33万 | 0.19% | 2,400 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $28.29万 | 0.20% | 7,262 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $29.18万 | 0.21% | 1,401 | 81 | 6.1% | $1.69万 | 加仓 |
| IWF | ISHARES TR | $29.89万 | 0.21% | 701 | -49 | -6.5% | -$2.09万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $30.64万 | 0.22% | 10,140 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $32.07万 | 0.23% | 6,943 | 6,943 | — | $32.07万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $34.39万 | 0.24% | 1,745 | 2 | 0.1% | $394 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.67万 | 0.27% | 1,541 | 1 | 0.1% | $244 | 加仓 |
| IVV | ISHARES TR | $38.02万 | 0.27% | 582 | 0 | 0.0% | — | 不变 |
| BNO | UNITED STS BRENT OIL FD LP | $39.24万 | 0.28% | 7,545 | 7,545 | — | $39.24万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $40.87万 | 0.29% | 10,518 | 10,518 | — | $40.87万 | 新建仓 |
| CAOS | EA Series Trust | $43.34万 | 0.31% | 4,775 | 1,095 | 29.8% | $9.94万 | 加仓 |
| AOR | ISHARES TR | $47.93万 | 0.34% | 7,448 | 1,508 | 25.4% | $9.70万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $48.05万 | 0.34% | 6,061 | -741 | -10.9% | -$5.87万 | 减仓 |
| AAPL | APPLE INC | $49.05万 | 0.35% | 1,933 | -279 | -12.6% | -$7.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $53.90万 | 0.38% | 934 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $54.53万 | 0.39% | 1,899 | 6 | 0.3% | $1,723 | 加仓 |
| IAU | ISHARES GOLD TR | $56.75万 | 0.40% | 6,437 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $61.68万 | 0.44% | 3,214 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FDS | $62.17万 | 0.44% | 891 | 155 | 21.1% | $10.82万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $63.73万 | 0.45% | 27,447 | -10,510 | -27.7% | -$24.40万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $64.72万 | 0.46% | 13,796 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $64.76万 | 0.46% | 8,794 | 251 | 2.9% | $1.85万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $67.95万 | 0.48% | 8,921 | 10 | 0.1% | $762 | 加仓 |
| PL | PLANET LABS PBC | $69.23万 | 0.49% | 24,771 | -9,920 | -28.6% | -$27.73万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $69.54万 | 0.49% | 11,880 | -1,690 | -12.5% | -$9.89万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $72.94万 | 0.52% | 14,620 | 1,336 | 10.1% | $6.67万 | 加仓 |
| — | EXXON MOBIL CORP | $75.88万 | 0.54% | 4,472 | 19 | 0.4% | $3,224 | 加仓 |
| GMOI | GMO ETF TRUST | $76.26万 | 0.54% | 21,050 | 6,600 | 45.7% | $23.91万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $78.95万 | 0.56% | 14,263 | -6,233 | -30.4% | -$34.50万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $85.57万 | 0.61% | 27,891 | 12 | 0.0% | $368 | 加仓 |
| PFF | ISHARES TR | $99.24万 | 0.70% | 32,732 | -185 | -0.6% | -$5,609 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $104.27万 | 0.74% | 12,601 | -4,315 | -25.5% | -$35.71万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $112.69万 | 0.80% | 43,949 | 2,224 | 5.3% | $5.70万 | 加仓 |
| HYD | VANECK ETF TRUST | $143.90万 | 1.02% | 28,700 | 9 | 0.0% | $451 | 加仓 |
| HYMB | SPDR SER TR | $152.40万 | 1.08% | 61,453 | 273 | 0.4% | $6,770 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $152.57万 | 1.08% | 2,346 | 38 | 1.6% | $2.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $153.79万 | 1.09% | 2,574 | 328 | 14.6% | $19.60万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $153.94万 | 1.09% | 20,498 | 682 | 3.4% | $5.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $175.11万 | 1.24% | 8,925 | 541 | 6.5% | $10.61万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $175.24万 | 1.24% | 32,421 | 734 | 2.3% | $3.97万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $251.48万 | 1.79% | 42,230 | -13,232 | -23.9% | -$78.80万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED INTL FD | $283.69万 | 2.01% | 44,272 | 3,137 | 7.6% | $20.10万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $291.83万 | 2.07% | 88,569 | -1,168 | -1.3% | -$3.85万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $313.34万 | 2.22% | 101,207 | 88 | 0.1% | $2,724 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $539.83万 | 3.83% | 218,113 | -8,783 | -3.9% | -$21.74万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $548.64万 | 3.90% | 71,151 | 869 | 1.2% | $6.70万 | 加仓 |
| — | EA Series Trust | $575.20万 | 4.08% | 226,970 | 148,405 | 188.9% | $376.10万 | 加仓 |
| — | EA Series Trust | $768.96万 | 5.46% | 307,648 | 145,400 | 89.6% | $363.42万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $780.72万 | 5.54% | 311,043 | -15,432 | -4.7% | -$38.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $844.36万 | 5.99% | 26,319 | 77 | 0.3% | $2.47万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,286.56万 | 9.13% | 93,013 | 985 | 1.1% | $13.62万 | 加仓 |
| — | ALPHA ARCHITECT ETF TR | $4,344.90万 | 30.85% | 1,790,303 | 5,074 | 0.3% | $12.31万 | 加仓 |