BCR Wealth Strategies, LLC
VESTAVIA AL · SEC CIK 0001908380
$3.19亿2026Q1 申报市值
36持仓数
93.8%前十大占比 · 第一大 24.4%
2 / 3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
VCRB 加仓+$295.31万
DFCF 加仓+$293.55万
AVIG 加仓+$288.19万
DIMENSIONAL ETF 加仓+$271.60万
AVUS 加仓+$201.40万
2026Q1 卖出最多 按季末市值估算
META 清仓-$26.60万
VBR 减仓-$25.32万
IBM 清仓-$23.40万
TSLA 清仓-$20.80万
NVDA 减仓-$14.55万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $7,771.40万 | 24.36% | 698,997 | 18,115 | 2.7% | $201.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,681.90万 | 14.67% | 788,878 | 45,764 | 6.2% | $271.60万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $3,212.30万 | 10.07% | 773,308 | 69,377 | 9.9% | $288.19万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,171.10万 | 9.94% | 751,104 | 69,529 | 10.2% | $293.55万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,894.60万 | 9.07% | 341,186 | -340 | -0.1% | -$2.88万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,654.70万 | 8.32% | 343,078 | 38,164 | 12.5% | $295.31万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,030.40万 | 6.36% | 587,683 | 14,863 | 2.6% | $51.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,785.80万 | 5.60% | 264,418 | 2,532 | 1.0% | $17.10万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,302.10万 | 4.08% | 146,803 | 7,597 | 5.5% | $67.38万 | 加仓 |
| ICSH | ISHARES TR | $416.90万 | 1.31% | 82,364 | 1,821 | 2.3% | $9.22万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $373.60万 | 1.17% | 82,821 | 17,871 | 27.5% | $80.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $235.40万 | 0.74% | 3,620 | 0 | 0.0% | — | 不变 |
| AVTM | AMERICAN CENTY ETF TR | $126.80万 | 0.40% | 26,974 | 26,974 | — | $126.80万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $119.90万 | 0.38% | 15,967 | 3,043 | 23.5% | $22.85万 | 加仓 |
| HEFA | ISHARES TR | $113.60万 | 0.36% | 26,748 | 4,405 | 19.7% | $18.71万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $89.70万 | 0.28% | 11,140 | -266 | -2.3% | -$2.14万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $79.90万 | 0.25% | 12,802 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $74.50万 | 0.23% | 3,624 | -95 | -2.6% | -$1.95万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $66.70万 | 0.21% | 4,826 | 617 | 14.7% | $8.53万 | 加仓 |
| SO | SOUTHERN CO | $64.20万 | 0.20% | 6,660 | -349 | -5.0% | -$3.36万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $56.50万 | 0.18% | 7,761 | -739 | -8.7% | -$5.38万 | 减仓 |
| AAPL | APPLE INC | $54.00万 | 0.17% | 2,131 | -200 | -8.6% | -$5.07万 | 减仓 |
| DE | DEERE & CO | $52.70万 | 0.17% | 937 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $47.60万 | 0.15% | 3,637 | -135 | -3.6% | -$1.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $47.10万 | 0.15% | 2,703 | -835 | -23.6% | -$14.55万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $45.50万 | 0.14% | 2,130 | -550 | -20.5% | -$11.75万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $41.80万 | 0.13% | 3,791 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $41.60万 | 0.13% | 1,919 | -1,168 | -37.8% | -$25.32万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $40.70万 | 0.13% | 933 | 102 | 12.3% | $4.45万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $40.50万 | 0.13% | 8,130 | 8,130 | — | $40.50万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $37.20万 | 0.12% | 4,234 | 575 | 15.7% | $5.05万 | 加仓 |
| LOW | LOWES COS INC | $32.70万 | 0.10% | 1,384 | -200 | -12.6% | -$4.73万 | 减仓 |
| GLD | SPDR GOLD TR | $28.20万 | 0.09% | 656 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $27.00万 | 0.08% | 3,401 | -382 | -10.1% | -$3.03万 | 减仓 |
| BOND | PIMCO ETF TR | $26.60万 | 0.08% | 2,893 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $23.60万 | 0.07% | 1,526 | -236 | -13.4% | -$3.65万 | 减仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -403 | -100.0% | -$26.60万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -790 | -100.0% | -$23.40万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -464 | -100.0% | -$20.80万 | 清仓 |