Chico Wealth RIA
CHICO CA · SEC CIK 0001926037
$1.64亿2026Q1 申报市值
37持仓数
90.0%前十大占比 · 第一大 42.6%
7 / 1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
Dimensional US C 加仓+$430.54万
DFAI 加仓+$114.70万
IREN 新建仓+$102.84万
DFAE 加仓+$84.37万
VLO 新建仓+$78.54万
2026Q1 卖出最多 按季末市值估算
Lulus Fashion Lo 减仓-$42.74万
Dimensional U S 清仓-$34.89万
MSFT 减仓-$16.66万
GOOGL 减仓-$5.75万
BSV 减仓-$5.64万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Dimensional U S Targeted Value ETF | $0 | 0.00% | 0 | -5,859 | -100.0% | -$34.89万 | 清仓 |
| COF | Capital One Finl Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | Tesla Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FERG | Ferguson Enterprises Inc | $20.69万 | 0.13% | 887 | 887 | — | $20.69万 | 新建仓 |
| JPM | JPMorgan Chase & Co | $22.53万 | 0.14% | 766 | 15 | 2.0% | $4,412 | 加仓 |
| USFD | US Foods HLDG Corp | $23.53万 | 0.14% | 2,552 | 2,552 | — | $23.53万 | 新建仓 |
| — | Growgeneration Corp | $24.97万 | 0.15% | 227,000 | 227,000 | — | $24.97万 | 新建仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $25.11万 | 0.15% | 4,645 | 0 | 0.0% | — | 不变 |
| DFAX | Dimensional World ex US Core Eq 2 ETF | $33.08万 | 0.20% | 9,737 | 9 | 0.1% | $306 | 加仓 |
| QQQ | Invesco QQQ Trust | $36.36万 | 0.22% | 630 | 8 | 1.3% | $4,618 | 加仓 |
| CIFR | Cipher MNG Inc | $38.61万 | 0.24% | 30,000 | 30,000 | — | $38.61万 | 新建仓 |
| CMRC | BigCommerce Holdings Inc Ordinary Shares Series 1 | $39.57万 | 0.24% | 148,193 | 148,193 | — | $39.57万 | 新建仓 |
| BF/B | Brown-Forman Corp | $46.42万 | 0.28% | 17,556 | -5 | -0.0% | -$132 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $49.98万 | 0.31% | 1,043 | 12 | 1.2% | $5,750 | 加仓 |
| AMZN | Amazon.com Inc | $50.80万 | 0.31% | 2,439 | 128 | 5.5% | $2.67万 | 加仓 |
| PCG | PG&E Corp | $59.94万 | 0.37% | 34,117 | 3,272 | 10.6% | $5.75万 | 加仓 |
| AJG | Gallagher Arthur J & Co | $62.76万 | 0.38% | 2,898 | -8 | -0.3% | -$1,733 | 减仓 |
| DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | $63.00万 | 0.38% | 18,235 | 0 | 0.0% | — | 不变 |
| BSV | Vanguard Short-Term Bond ETF | $65.11万 | 0.40% | 8,304 | -719 | -8.0% | -$5.64万 | 减仓 |
| MSFT | Microsoft Corp | $75.20万 | 0.46% | 2,031 | -450 | -18.1% | -$16.66万 | 减仓 |
| NVDA | NVIDIA Corp | $75.43万 | 0.46% | 4,325 | 183 | 4.4% | $3.19万 | 加仓 |
| SPY | SPDR S&P 500 ETF Trust | $76.45万 | 0.47% | 1,176 | 2 | 0.2% | $1,300 | 加仓 |
| META | Meta Platforms Inc Class A | $77.67万 | 0.47% | 1,357 | 88 | 6.9% | $5.04万 | 加仓 |
| VLO | Valero Energy Corp | $78.54万 | 0.48% | 3,179 | 3,179 | — | $78.54万 | 新建仓 |
| VTI | Vanguard Total Stock Market ETF | $81.23万 | 0.50% | 2,532 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $81.99万 | 0.50% | 1,157 | 4 | 0.3% | $2,834 | 加仓 |
| GOOGL | Alphabet Inc Class A | $82.13万 | 0.50% | 2,856 | -200 | -6.5% | -$5.75万 | 减仓 |
| DFAW | Dimensional World Equity ETF | $84.83万 | 0.52% | 11,497 | 7,194 | 167.2% | $53.08万 | 加仓 |
| IREN | Iren LTD F | $102.84万 | 0.63% | 30,000 | 30,000 | — | $102.84万 | 新建仓 |
| GLD | SPDR Gold Shares ETF | $154.90万 | 0.95% | 3,600 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $156.49万 | 0.96% | 6,166 | 60 | 1.0% | $1.52万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $169.80万 | 1.04% | 26,498 | 1 | 0.0% | $64 | 加仓 |
| — | Lulus Fashion Lounge Holdings Inc | $175.67万 | 1.07% | 138,103 | -33,604 | -19.6% | -$42.74万 | 减仓 |
| TCBK | TriCo Bancshares | $207.53万 | 1.27% | 43,654 | 0 | 0.0% | — | 不变 |
| KLAC | Kla Corp | $446.58万 | 2.73% | 3,033 | 2 | 0.1% | $2,945 | 加仓 |
| DFSD | Dimensional SHRT DRT FXD Incm ETF | $449.42万 | 2.75% | 93,864 | 0 | 0.0% | — | 不变 |
| DFAU | Dimensional US Core Equity Market ETF | $675.00万 | 4.12% | 149,602 | 0 | 0.0% | — | 不变 |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | $1,578.25万 | 9.64% | 466,111 | 24,916 | 5.6% | $84.37万 | 加仓 |
| DFAI | Dimensional International Cr Eq Mkt ETF | $3,902.30万 | 23.84% | 1,001,616 | 29,440 | 3.0% | $114.70万 | 加仓 |
| — | Dimensional US Core Equity 2 ETF | $6,975.87万 | 42.61% | 1,795,130 | 110,792 | 6.6% | $430.54万 | 加仓 |