Shearwater Capital LLC
DENVER CO · SEC CIK 0001905665
$2.09亿2026Q2 申报市值
65持仓数
77.1%前十大占比 · 第一大 36.3%
2 / 8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
DFAX 加仓+$63.08万
DISV 加仓+$44.16万
DFEM 加仓+$43.41万
DFIS 新建仓+$42.87万
DIMENSIONAL ETF 加仓+$41.86万
2026Q2 卖出最多 按季末市值估算
DFUV 减仓-$54.03万
DFUS 减仓-$51.98万
BLK 清仓-$27.03万
LMT 清仓-$24.72万
VO 清仓-$22.23万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $7,600.45万 | 36.29% | 1,713,356 | 9,437 | 0.6% | $41.86万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,392.11万 | 16.20% | 920,770 | 17,124 | 1.9% | $63.08万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,850.07万 | 8.83% | 342,478 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $677.95万 | 3.24% | 123,241 | -9,821 | -7.4% | -$54.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $573.95万 | 2.74% | 82,111 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $523.76万 | 2.50% | 10,467 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $503.85万 | 2.41% | 113,428 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $383.08万 | 1.83% | 94,261 | 10,681 | 12.8% | $43.41万 | 加仓 |
| AMZN | AMAZON COM INC | $342.71万 | 1.64% | 14,379 | -172 | -1.2% | -$4.10万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $307.19万 | 1.47% | 74,469 | 6 | 0.0% | $248 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $283.05万 | 1.35% | 34,543 | -6,344 | -15.5% | -$51.98万 | 减仓 |
| IVV | ISHARES TR | $266.89万 | 1.27% | 3,564 | -116 | -3.2% | -$8.69万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $227.58万 | 1.09% | 77,331 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $193.26万 | 0.92% | 23,472 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $192.33万 | 0.92% | 39,791 | -4,325 | -9.8% | -$20.90万 | 减仓 |
| TSLA | TESLA INC | $190.15万 | 0.91% | 4,521 | -10 | -0.2% | -$4,206 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $168.42万 | 0.80% | 41,969 | 11,003 | 35.5% | $44.16万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $167.29万 | 0.80% | 7,291 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $163.56万 | 0.78% | 39,646 | -2,893 | -6.8% | -$11.94万 | 减仓 |
| GLD | SPDR GOLD TR | $157.59万 | 0.75% | 4,278 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $143.46万 | 0.69% | 33,988 | -146 | -0.4% | -$6,163 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $143.45万 | 0.68% | 39,703 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $136.59万 | 0.65% | 33,970 | 9 | 0.0% | $362 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $133.74万 | 0.64% | 36,275 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $129.96万 | 0.62% | 33,503 | 3,042 | 10.0% | $11.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $129.48万 | 0.62% | 6,471 | -479 | -6.9% | -$9.58万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $126.56万 | 0.60% | 39,910 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $107.31万 | 0.51% | 3,037 | -18 | -0.6% | -$6,360 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $103.34万 | 0.49% | 18,976 | 1,803 | 10.5% | $9.82万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $96.66万 | 0.46% | 41,789 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $80.67万 | 0.39% | 27,845 | 3,030 | 12.2% | $8.78万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $78.91万 | 0.38% | 1,149 | 2 | 0.2% | $1,374 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.36% | 1 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $71.33万 | 0.34% | 2,465 | -311 | -11.2% | -$9.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $69.16万 | 0.33% | 16,574 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $64.38万 | 0.31% | 70,826 | 3,550 | 5.3% | $3.23万 | 加仓 |
| HUM | HUMANA INC | $63.06万 | 0.30% | 1,587 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $57.44万 | 0.27% | 1,552 | 2 | 0.1% | $740 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $57.09万 | 0.27% | 7,000 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $56.42万 | 0.27% | 21,290 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $52.67万 | 0.25% | 3,830 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $45.47万 | 0.22% | 1,389 | -14 | -1.0% | -$4,583 | 减仓 |
| DE | DEERE & CO | $43.88万 | 0.21% | 692 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $43.67万 | 0.21% | 964 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $42.87万 | 0.20% | 12,239 | 12,239 | — | $42.87万 | 新建仓 |
| ORCL | ORACLE CORP | $42.28万 | 0.20% | 2,885 | 296 | 11.4% | $4.34万 | 加仓 |
| ADBE | ADOBE INC | $41.33万 | 0.20% | 2,016 | -2 | -0.1% | -$410 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $40.84万 | 0.19% | 1,102 | -2 | -0.2% | -$741 | 减仓 |
| QQQ | INVESCO QQQ TR | $38.15万 | 0.18% | 518 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $36.92万 | 0.18% | 13,328 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $35.68万 | 0.17% | 1,694 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $35.66万 | 0.17% | 500 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $35.12万 | 0.17% | 1,896 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $34.78万 | 0.17% | 9,992 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $33.86万 | 0.16% | 7,090 | -1,405 | -16.5% | -$6.71万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $32.18万 | 0.15% | 6,225 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $32.11万 | 0.15% | 850 | -16 | -1.8% | -$6,044 | 减仓 |
| NET | CLOUDFLARE INC | $25.51万 | 0.12% | 1,040 | -3 | -0.3% | -$736 | 减仓 |
| BA | BOEING CO | $25.11万 | 0.12% | 1,160 | -501 | -30.2% | -$10.85万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $23.81万 | 0.11% | 6,978 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.67万 | 0.11% | 1,731 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $23.63万 | 0.11% | 4,709 | 523 | 12.5% | $2.62万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $22.67万 | 0.11% | 5,314 | -1,653 | -23.7% | -$7.05万 | 减仓 |
| EFV | ISHARES TR | $22.18万 | 0.11% | 2,898 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $20.41万 | 0.10% | 5,630 | 5,630 | — | $20.41万 | 新建仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -281 | -100.0% | -$27.03万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -409 | -100.0% | -$24.72万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,096 | -100.0% | -$22.23万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -723 | -100.0% | -$21.86万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,960 | -100.0% | -$21.76万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,862 | -100.0% | -$20.84万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,042 | -100.0% | -$20.60万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -545 | -100.0% | -$20.16万 | 清仓 |