Orcam Financial Group
ENCINITAS CA · SEC CIK 0001905367
$2.05亿2026Q2 申报市值
105持仓数
62.9%前十大占比 · 第一大 23.3%
44 / 1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
EA Series Trust 加仓+$483.23万
EA Series Trust 加仓+$381.77万
SCHF 加仓+$289.28万
ALPHA ARCHITECT 加仓+$276.90万
IEFA 新建仓+$261.81万
2026Q2 卖出最多 按季末市值估算
VTEB 减仓-$53.11万
BNO 清仓-$39.24万
PFF 减仓-$22.77万
BND 减仓-$20.75万
HYMB 减仓-$7.04万
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 |
|---|---|---|---|---|---|---|---|---|
| BNO | UNITED STS BRENT OIL FD LP | $0 | 0.00% | 0 | -7,545 | -100.0% | -$39.24万 | 清仓 |
| — | VISTA GOLD CORP | $14.12万 | 0.07% | 73,929 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $16.80万 | 0.08% | 15,500 | 15,500 | — | $16.80万 | 新建仓 |
| BCX | BLACKROCK RES & COMMODITIES | $17.19万 | 0.08% | 15,196 | 15,196 | — | $17.19万 | 新建仓 |
| — | CAMBRIA ETF TR | $19.67万 | 0.10% | 18,500 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $20.29万 | 0.10% | 1,224 | 1,224 | — | $20.29万 | 新建仓 |
| TSLA | TESLA INC | $20.44万 | 0.10% | 486 | 486 | — | $20.44万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.62万 | 0.10% | 1,028 | 1,028 | — | $20.62万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $20.84万 | 0.10% | 4,120 | -10,500 | -71.8% | -$53.11万 | 减仓 |
| GOOG | ALPHABET INC | $22.20万 | 0.11% | 628 | 628 | — | $22.20万 | 新建仓 |
| DFIC | Dimensional ETF Trust | $22.69万 | 0.11% | 6,089 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.27万 | 0.11% | 453 | 453 | — | $23.27万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW | $23.29万 | 0.11% | 249 | 249 | — | $23.29万 | 新建仓 |
| TJX | TJX COS INC NEW | $23.92万 | 0.12% | 1,579 | 1,579 | — | $23.92万 | 新建仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $24.08万 | 0.12% | 1,269 | 1,269 | — | $24.08万 | 新建仓 |
| CAT | CATERPILLAR INC | $25.13万 | 0.12% | 236 | 236 | — | $25.13万 | 新建仓 |
| PG | PROCTER AND GAMBLE CO | $25.30万 | 0.12% | 1,725 | 1,725 | — | $25.30万 | 新建仓 |
| WMT | WALMART INC | $25.31万 | 0.12% | 2,235 | 135 | 6.4% | $1.53万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $25.69万 | 0.13% | 538 | 538 | — | $25.69万 | 新建仓 |
| IJR | ISHARES TR | $26.50万 | 0.13% | 1,787 | 1,787 | — | $26.50万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $26.70万 | 0.13% | 4,070 | 28 | 0.7% | $1,837 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.81万 | 0.13% | 645 | 645 | — | $26.81万 | 新建仓 |
| VPU | VANGUARD WORLD FDS | $26.93万 | 0.13% | 1,376 | 1,376 | — | $26.93万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.14万 | 0.13% | 5,508 | 15 | 0.3% | $739 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.96万 | 0.15% | 7,262 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $30.07万 | 0.15% | 796 | 796 | — | $30.07万 | 新建仓 |
| V | VISA INC | $30.13万 | 0.15% | 878 | 878 | — | $30.13万 | 新建仓 |
| AFL | AFLAC INC | $30.66万 | 0.15% | 2,615 | 215 | 9.0% | $2.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.37万 | 0.15% | 540 | 540 | — | $31.37万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $31.65万 | 0.15% | 928 | 928 | — | $31.65万 | 新建仓 |
| IUSB | ISHARES TR | $32.04万 | 0.16% | 6,943 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $34.21万 | 0.17% | 2,390 | 2,390 | — | $34.21万 | 新建仓 |
| IWF | ISHARES TR | $34.83万 | 0.17% | 2,805 | 1 | 0.0% | $124 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $34.86万 | 0.17% | 13,440 | 3,300 | 32.5% | $8.56万 | 加仓 |
| KLAC | KLA CORP | $35.00万 | 0.17% | 1,160 | 1,160 | — | $35.00万 | 新建仓 |
| LLY | LILLY ELI & CO | $35.02万 | 0.17% | 292 | 292 | — | $35.02万 | 新建仓 |
| — | 2023 ETF Series Trust II | $35.14万 | 0.17% | 13,000 | 4,000 | 44.4% | $10.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.16万 | 0.19% | 1,542 | 1 | 0.1% | $254 | 加仓 |
| DE | DEERE & CO | $40.22万 | 0.20% | 634 | 256 | 67.7% | $16.24万 | 加仓 |
| META | META PLATFORMS INC | $41.01万 | 0.20% | 728 | 728 | — | $41.01万 | 新建仓 |
| IVLU | ISHARES TR | $41.17万 | 0.20% | 9,843 | 9,843 | — | $41.17万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $43.62万 | 0.21% | 1,748 | 3 | 0.2% | $749 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $43.81万 | 0.21% | 5,968 | -2,826 | -32.1% | -$20.75万 | 减仓 |
| AMAT | APPLIED MATLS INC | $44.10万 | 0.22% | 610 | 610 | — | $44.10万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE-TRADED F | $46.09万 | 0.23% | 9,113 | 9,113 | — | $46.09万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $46.66万 | 0.23% | 10,518 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $47.32万 | 0.23% | 5,987 | -74 | -1.2% | -$5,849 | 减仓 |
| IAU | ISHARES GOLD TR | $48.61万 | 0.24% | 6,437 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $49.70万 | 0.24% | 5,751 | 5,751 | — | $49.70万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $50.14万 | 0.24% | 1,157 | 1,157 | — | $50.14万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $51.50万 | 0.25% | 1,573 | 1,573 | — | $51.50万 | 新建仓 |
| CAOS | EA Series Trust | $61.22万 | 0.30% | 6,775 | 2,000 | 41.9% | $18.07万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $63.85万 | 0.31% | 11,820 | 11,820 | — | $63.85万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $64.12万 | 0.31% | 27,723 | 276 | 1.0% | $6,384 | 加仓 |
| QQQ | INVESCO QQQ TR | $68.77万 | 0.34% | 934 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $68.83万 | 0.34% | 7,278 | 7,278 | — | $68.83万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $71.68万 | 0.35% | 13,843 | 47 | 0.3% | $2,434 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $74.23万 | 0.36% | 9,010 | 89 | 1.0% | $7,332 | 加仓 |
| PFF | ISHARES TR | $77.03万 | 0.38% | 25,264 | -7,468 | -22.8% | -$22.77万 | 减仓 |
| IQLT | ISHARES TR | $77.80万 | 0.38% | 15,701 | 15,701 | — | $77.80万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $78.62万 | 0.38% | 3,695 | 481 | 15.0% | $10.23万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $79.32万 | 0.39% | 14,375 | 112 | 0.8% | $6,180 | 加仓 |
| VUG | VANGUARD INDEX FDS | $81.95万 | 0.40% | 9,514 | 9,514 | — | $81.95万 | 新建仓 |
| PL | PLANET LABS PBC | $82.07万 | 0.40% | 24,771 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $85.78万 | 0.42% | 6,274 | 1,802 | 40.3% | $24.64万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $86.74万 | 0.42% | 14,904 | 3,024 | 25.5% | $17.60万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $87.21万 | 0.43% | 27,503 | -388 | -1.4% | -$1.23万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $87.50万 | 0.43% | 17,365 | 17,365 | — | $87.50万 | 新建仓 |
| VGT | VANGUARD WORLD FDS | $95.70万 | 0.47% | 8,007 | 879 | 12.3% | $10.51万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $100.42万 | 0.49% | 10,413 | 10,413 | — | $100.42万 | 新建仓 |
| GMOI | GMO ETF TRUST | $101.39万 | 0.50% | 27,050 | 6,000 | 28.5% | $22.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $102.70万 | 0.50% | 12,426 | -175 | -1.4% | -$1.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $103.61万 | 0.51% | 2,778 | 2,142 | 336.8% | $79.89万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $106.98万 | 0.52% | 1,521 | 1,521 | — | $106.98万 | 新建仓 |
| GOOGL | ALPHABET INC | $119.51万 | 0.58% | 3,344 | 3,344 | — | $119.51万 | 新建仓 |
| AMZN | AMAZON COM INC | $122.20万 | 0.60% | 5,127 | 3,726 | 266.0% | $88.81万 | 加仓 |
| VB | VANGUARD INDEX FDS | $123.47万 | 0.60% | 4,073 | 4,073 | — | $123.47万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $131.80万 | 0.64% | 6,587 | 6,587 | — | $131.80万 | 新建仓 |
| IVV | ISHARES TR | $132.63万 | 0.65% | 1,771 | 1,189 | 204.3% | $89.04万 | 加仓 |
| HYD | VANECK ETF TRUST | $147.91万 | 0.72% | 28,714 | 14 | 0.0% | $721 | 加仓 |
| AOR | ISHARES TR | $149.27万 | 0.73% | 21,478 | 14,030 | 188.4% | $97.51万 | 加仓 |
| HYMB | SPDR SER TR | $149.29万 | 0.73% | 58,684 | -2,769 | -4.5% | -$7.04万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $172.41万 | 0.84% | 58,582 | 14,633 | 33.3% | $43.06万 | 加仓 |
| IEMG | ISHARES INC | $173.24万 | 0.85% | 20,912 | 20,912 | — | $173.24万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $175.25万 | 0.86% | 2,347 | 1 | 0.0% | $747 | 加仓 |
| IJH | ISHARES TR | $176.17万 | 0.86% | 22,847 | 22,847 | — | $176.17万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $176.95万 | 0.86% | 2,576 | 2 | 0.1% | $1,374 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $184.67万 | 0.90% | 22,050 | 1,552 | 7.6% | $13.00万 | 加仓 |
| AAPL | APPLE INC | $195.58万 | 0.96% | 6,759 | 4,826 | 249.7% | $139.65万 | 加仓 |
| AGG | ISHARES TR | $209.58万 | 1.02% | 21,174 | 21,174 | — | $209.58万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $216.78万 | 1.06% | 26,906 | 19,310 | 254.2% | $155.58万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $228.23万 | 1.12% | 38,236 | 5,815 | 17.9% | $34.71万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $245.78万 | 1.20% | 11,278 | 2,353 | 26.4% | $51.28万 | 加仓 |
| IEFA | ISHARES TR | $261.81万 | 1.28% | 27,108 | 27,108 | — | $261.81万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $289.38万 | 1.41% | 49,065 | 6,835 | 16.2% | $40.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED INTL FD | $324.01万 | 1.58% | 45,475 | 1,203 | 2.7% | $8.57万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $382.75万 | 1.87% | 103,810 | 2,603 | 2.6% | $9.60万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $403.79万 | 1.97% | 111,359 | 22,790 | 25.7% | $82.64万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $681.96万 | 3.33% | 79,771 | 8,620 | 12.1% | $73.69万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $893.45万 | 4.37% | 322,547 | 104,434 | 47.9% | $289.28万 | 加仓 |