Shearwater Capital LLC
DENVER CO · SEC CIK 0001905665
$1.91亿2026Q1 申报市值
71持仓数
76.5%前十大占比 · 第一大 34.7%
18 / 0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
BRK/B 加仓+$456.10万
SCHX 新建仓+$198.28万
DFAX 加仓+$166.88万
IVV 加仓+$122.80万
SCHD 新建仓+$122.45万
2026Q1 卖出最多 按季末市值估算
DFUV 减仓-$6.25万
DOCU 减仓-$4.74万
DFNM 减仓-$2.80万
DFIV 减仓-$2.14万
DIMENSIONAL ETF 减仓-$2.09万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $20.16万 | 0.11% | 545 | 545 | — | $20.16万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $20.60万 | 0.11% | 1,042 | 1,042 | — | $20.60万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $20.84万 | 0.11% | 477 | 477 | — | $20.84万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $20.87万 | 0.11% | 4,186 | 4,186 | — | $20.87万 | 新建仓 |
| NET | CLOUDFLARE INC | $21.52万 | 0.11% | 1,043 | 3 | 0.3% | $619 | 加仓 |
| EFV | ISHARES TR | $21.55万 | 0.11% | 2,898 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $21.76万 | 0.11% | 592 | 592 | — | $21.76万 | 新建仓 |
| V | VISA INC | $21.86万 | 0.11% | 723 | 723 | — | $21.86万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.23万 | 0.12% | 774 | 774 | — | $22.23万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $22.48万 | 0.12% | 6,978 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.72万 | 0.13% | 409 | 409 | — | $24.72万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $24.93万 | 0.13% | 6,967 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $26.80万 | 0.14% | 866 | 16 | 1.9% | $4,952 | 加仓 |
| CMI | CUMMINS INC | $26.90万 | 0.14% | 500 | 500 | — | $26.90万 | 新建仓 |
| BLK | BLACKROCK INC | $27.03万 | 0.14% | 281 | 281 | — | $27.03万 | 新建仓 |
| HUM | HUMANA INC | $27.52万 | 0.14% | 1,587 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $28.09万 | 0.15% | 6,225 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $29.37万 | 0.15% | 1,731 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $29.90万 | 0.16% | 518 | -12 | -2.3% | -$6,926 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $30.48万 | 0.16% | 9,992 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $30.66万 | 0.16% | 1,896 | 1,896 | — | $30.66万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $32.07万 | 0.17% | 7,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $32.99万 | 0.17% | 13,328 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $33.06万 | 0.17% | 1,661 | 1,661 | — | $33.06万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $36.11万 | 0.19% | 1,104 | 2 | 0.2% | $654 | 加仓 |
| STE | STERIS PLC | $37.47万 | 0.20% | 1,694 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $38.09万 | 0.20% | 2,589 | 4 | 0.2% | $588 | 加仓 |
| DE | DEERE & CO | $38.96万 | 0.20% | 692 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $40.67万 | 0.21% | 8,495 | 1 | 0.0% | $48 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.27万 | 0.22% | 1,403 | 1,403 | — | $41.27万 | 新建仓 |
| MCO | MOODYS CORP | $42.06万 | 0.22% | 964 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $43.32万 | 0.23% | 3,830 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $49.05万 | 0.26% | 2,018 | 98 | 5.1% | $2.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $49.73万 | 0.26% | 1,550 | 803 | 107.5% | $25.76万 | 加仓 |
| AI | C3 AI INC | $56.65万 | 0.30% | 67,276 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $56.65万 | 0.30% | 21,290 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $60.93万 | 0.32% | 16,574 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $65.96万 | 0.35% | 24,815 | 1,277 | 5.4% | $3.39万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $68.52万 | 0.36% | 1,147 | 803 | 233.4% | $47.97万 | 加仓 |
| AAPL | APPLE INC | $70.46万 | 0.37% | 2,776 | 717 | 34.8% | $18.20万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.38% | 1 | 1 | — | $71.81万 | 新建仓 |
| GOOG | ALPHABET INC | $87.64万 | 0.46% | 3,055 | 13 | 0.4% | $3,729 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $92.72万 | 0.49% | 17,173 | 789 | 4.8% | $4.26万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $97.03万 | 0.51% | 41,789 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $106.73万 | 0.56% | 30,461 | 9,240 | 43.5% | $32.38万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $112.31万 | 0.59% | 36,275 | 36,275 | — | $112.31万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $114.99万 | 0.60% | 33,961 | 5 | 0.0% | $169 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $115.46万 | 0.61% | 39,703 | 39,703 | — | $115.46万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $121.21万 | 0.64% | 6,950 | 485 | 7.5% | $8.46万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $122.13万 | 0.64% | 30,966 | 3,895 | 14.4% | $15.36万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $122.45万 | 0.64% | 39,910 | 39,910 | — | $122.45万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $131.23万 | 0.69% | 7,291 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $144.11万 | 0.76% | 34,134 | -187 | -0.5% | -$7,895 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $166.95万 | 0.88% | 23,472 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $168.44万 | 0.88% | 4,531 | 10 | 0.2% | $3,717 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $177.47万 | 0.93% | 42,539 | 470 | 1.1% | $1.96万 | 加仓 |
| GLD | SPDR GOLD TR | $184.08万 | 0.97% | 4,278 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $198.28万 | 1.04% | 77,331 | 77,331 | — | $198.28万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TRUST | $211.45万 | 1.11% | 44,116 | -584 | -1.3% | -$2.80万 | 减仓 |
| IVV | ISHARES TR | $240.37万 | 1.26% | 3,680 | 1,880 | 104.4% | $122.80万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $288.77万 | 1.51% | 83,580 | 8,354 | 11.1% | $28.86万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $289.93万 | 1.52% | 40,887 | 21 | 0.1% | $1,489 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $290.11万 | 1.52% | 74,463 | -245 | -0.3% | -$9,545 | 减仓 |
| AMZN | AMAZON COM INC | $303.05万 | 1.59% | 14,551 | 172 | 1.2% | $3.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $501.58万 | 2.63% | 10,467 | 9,518 | 1,003.0% | $456.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $512.78万 | 2.69% | 82,111 | -334 | -0.4% | -$2.09万 | 减仓 |
| DOCU | DOCUSIGN INC | $537.76万 | 2.82% | 113,428 | -1,000 | -0.9% | -$4.74万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $644.82万 | 3.38% | 133,062 | -1,290 | -1.0% | -$6.25万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,807.60万 | 9.48% | 342,478 | -405 | -0.1% | -$2.14万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,069.69万 | 16.10% | 903,646 | 49,126 | 5.7% | $166.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,621.43万 | 34.72% | 1,703,919 | 11,606 | 0.7% | $45.10万 | 加仓 |