BCR Wealth Strategies, LLC
VESTAVIA AL · SEC CIK 0001908380
$3.56亿2026Q2 申报市值
32持仓数
95.7%前十大占比 · 第一大 24.8%
0 / 4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
DIMENSIONAL ETF 加仓+$374.70万
AVDE 加仓+$362.41万
AVIG 加仓+$333.21万
DFCF 加仓+$314.00万
VCRB 加仓+$299.67万
2026Q2 卖出最多 按季末市值估算
DFAU 清仓-$373.60万
AVUS 减仓-$124.71万
VEU 清仓-$119.90万
HEFA 清仓-$113.60万
VUG 清仓-$40.70万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $8,828.00万 | 24.80% | 689,260 | -9,737 | -1.4% | -$124.71万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,205.60万 | 14.62% | 782,808 | -6,070 | -0.8% | -$40.36万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $3,535.40万 | 9.93% | 853,777 | 80,469 | 10.4% | $333.21万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,484.40万 | 9.79% | 825,494 | 74,390 | 9.9% | $314.00万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,405.70万 | 9.57% | 381,816 | 40,630 | 11.9% | $362.41万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,949.30万 | 8.29% | 381,880 | 38,802 | 11.3% | $299.67万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,483.70万 | 6.98% | 611,157 | 23,474 | 4.0% | $95.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,225.60万 | 6.25% | 317,947 | 53,529 | 20.2% | $374.70万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,496.90万 | 4.21% | 155,236 | 8,433 | 5.7% | $81.32万 | 加仓 |
| ICSH | ISHARES TR | $463.70万 | 1.30% | 91,680 | 9,316 | 11.3% | $47.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $270.30万 | 0.76% | 3,620 | 0 | 0.0% | — | 不变 |
| AVTM | AMERICAN CENTY ETF TR | $146.80万 | 0.41% | 26,974 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $103.30万 | 0.29% | 10,716 | -424 | -3.8% | -$4.09万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $92.20万 | 0.26% | 2,130 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $89.40万 | 0.25% | 12,802 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $89.20万 | 0.25% | 3,624 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $74.40万 | 0.21% | 4,743 | -83 | -1.7% | -$1.30万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $67.30万 | 0.19% | 7,761 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $64.10万 | 0.18% | 6,703 | 43 | 0.6% | $4,112 | 加仓 |
| AAPL | APPLE INC | $62.30万 | 0.18% | 2,156 | 25 | 1.2% | $7,224 | 加仓 |
| DE | DEERE & CO | $59.40万 | 0.17% | 937 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $52.20万 | 0.15% | 3,651 | 14 | 0.4% | $2,002 | 加仓 |
| NVDA | NVIDIA CORPORATION | $48.00万 | 0.13% | 2,403 | -300 | -11.1% | -$5.99万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $47.20万 | 0.13% | 3,791 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $41.90万 | 0.12% | 4,234 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $41.10万 | 0.12% | 8,130 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $36.80万 | 0.10% | 1,517 | -402 | -20.9% | -$9.75万 | 减仓 |
| LOW | LOWES COS INC | $30.50万 | 0.09% | 1,385 | 1 | 0.1% | $220 | 加仓 |
| WFC | WELLS FARGO & CO | $28.10万 | 0.08% | 3,401 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $26.60万 | 0.07% | 2,893 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $24.10万 | 0.07% | 656 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.60万 | 0.06% | 1,526 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -82,821 | -100.0% | -$373.60万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -15,967 | -100.0% | -$119.90万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -26,748 | -100.0% | -$113.60万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,598 | -100.0% | -$40.70万 | 清仓 |