Chico Wealth RIA
CHICO CA · SEC CIK 0001926037
$1.92亿2026Q2 申报市值
49持仓数
88.4%前十大占比 · 第一大 41.8%
10 / 0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
GOOG 新建仓+$68.90万
DFAI 加仓+$61.79万
Dimensional US C 加仓+$50.09万
GOOGL 加仓+$45.24万
NBIS 新建仓+$35.90万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$10.09万
META 减仓-$7.88万
VTI 减仓-$1.96万
VEA 减仓-$1.92万
FERG 减仓-$1,424
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 US Core Equity 2 ETF | $8,013.28万 | 41.75% | 1,806,421 | 11,291 | 0.6% | $50.09万 | 加仓 |
| DFAI | Dimensional International Cr Eq Mkt ETF | $4,193.46万 | 21.85% | 1,016,596 | 14,980 | 1.5% | $61.79万 | 加仓 |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | $1,876.20万 | 9.78% | 466,601 | 490 | 0.1% | $1.97万 | 加仓 |
| KLAC | Kla Corp | $915.57万 | 4.77% | 30,346 | 16 | 0.1% | $4,827 | 加仓 |
| DFAU | Dimensional US Core Equity Market ETF | $773.29万 | 4.03% | 149,602 | 0 | 0.0% | — | 不变 |
| DFSD | Dimensional SHRT DRT FXD Incm ETF | $448.20万 | 2.34% | 93,864 | 0 | 0.0% | — | 不变 |
| TCBK | TriCo Bancshares | $235.08万 | 1.22% | 43,654 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Developed Markets ETF | $186.88万 | 0.97% | 26,229 | -269 | -1.0% | -$1.92万 | 减仓 |
| AAPL | Apple Inc | $185.43万 | 0.97% | 6,408 | 242 | 3.9% | $7.00万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $147.31万 | 0.77% | 4,122 | 1,266 | 44.3% | $45.24万 | 加仓 |
| IREN | Iren LTD F | $145.03万 | 0.76% | 31,714 | 1,714 | 5.7% | $7.84万 | 加仓 |
| GLD | SPDR Gold Shares ETF | $132.65万 | 0.69% | 3,601 | 1 | 0.0% | $368 | 加仓 |
| CAT | Caterpillar Inc | $124.74万 | 0.65% | 1,171 | 14 | 1.2% | $1.49万 | 加仓 |
| — | Lulus Fashion Lounge Holdings Inc | $113.78万 | 0.59% | 138,103 | 0 | 0.0% | — | 不变 |
| DFAW | Dimensional World Equity ETF | $104.84万 | 0.55% | 12,663 | 1,166 | 10.1% | $9.65万 | 加仓 |
| MSFT | Microsoft Corp | $96.71万 | 0.50% | 2,593 | 562 | 27.7% | $20.96万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $91.75万 | 0.48% | 2,479 | -53 | -2.1% | -$1.96万 | 减仓 |
| SPY | SPDR S&P 500 ETF Trust | $87.80万 | 0.46% | 1,176 | 0 | 0.0% | — | 不变 |
| VLO | Valero Energy Corp | $83.35万 | 0.43% | 3,200 | 21 | 0.7% | $5,470 | 加仓 |
| NVDA | NVIDIA Corp | $76.46万 | 0.40% | 3,821 | -504 | -11.7% | -$10.09万 | 减仓 |
| DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | $74.11万 | 0.39% | 18,235 | 0 | 0.0% | — | 不变 |
| CIFR | Cipher MNG Inc | $73.50万 | 0.38% | 30,000 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc Class C | $68.90万 | 0.36% | 1,950 | 1,950 | — | $68.90万 | 新建仓 |
| META | Meta Platforms Inc Class A | $68.53万 | 0.36% | 1,217 | -140 | -10.3% | -$7.88万 | 减仓 |
| AJG | Gallagher Arthur J & Co | $66.72万 | 0.35% | 2,906 | 8 | 0.3% | $1,837 | 加仓 |
| BSV | Vanguard Short-Term Bond ETF | $64.84万 | 0.34% | 8,322 | 18 | 0.2% | $1,402 | 加仓 |
| AMZN | Amazon.com Inc | $64.78万 | 0.34% | 2,718 | 279 | 11.4% | $6.65万 | 加仓 |
| PCG | PG&E Corp | $57.33万 | 0.30% | 34,087 | -30 | -0.1% | -$505 | 减仓 |
| CMRC | BigCommerce Holdings Inc Ordinary Shares Series 1 | $54.04万 | 0.28% | 182,581 | 34,388 | 23.2% | $10.18万 | 加仓 |
| BRK/B | Berkshire Hathaway Class B | $52.14万 | 0.27% | 1,042 | -1 | -0.1% | -$500 | 减仓 |
| BF/B | Brown-Forman Corp | $46.87万 | 0.24% | 17,588 | 32 | 0.2% | $853 | 加仓 |
| QQQ | Invesco QQQ Trust | $46.39万 | 0.24% | 630 | 0 | 0.0% | — | 不变 |
| DFAX | Dimensional World ex US Core Eq 2 ETF | $36.07万 | 0.19% | 9,791 | 54 | 0.6% | $1,989 | 加仓 |
| NBIS | Nebius Group N V A A | $35.90万 | 0.19% | 1,300 | 1,300 | — | $35.90万 | 新建仓 |
| — | Growgeneration Corp | $33.60万 | 0.18% | 227,000 | 0 | 0.0% | — | 不变 |
| EQPT | Equipmentsharecom Inc Class A | $32.21万 | 0.17% | 16,385 | 16,385 | — | $32.21万 | 新建仓 |
| MU | Micron Technology Inc | $28.05万 | 0.15% | 243 | 243 | — | $28.05万 | 新建仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $27.73万 | 0.14% | 4,646 | 1 | 0.0% | $60 | 加仓 |
| USFD | US Foods HLDG Corp | $26.14万 | 0.14% | 2,556 | 4 | 0.2% | $409 | 加仓 |
| JPM | JPMorgan Chase & Co | $25.50万 | 0.13% | 779 | 13 | 1.7% | $4,255 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd ADR | $25.36万 | 0.13% | 531 | 531 | — | $25.36万 | 新建仓 |
| TSLA | Tesla Inc | $23.30万 | 0.12% | 554 | 39 | 7.6% | $1.64万 | 重新持有 |
| — | Medifast Inc | $22.28万 | 0.12% | 21,000 | 21,000 | — | $22.28万 | 新建仓 |
| LITE | Lumentum HLDGS Inc | $21.62万 | 0.11% | 252 | 252 | — | $21.62万 | 新建仓 |
| COF | Capital One Finl Corp | $21.27万 | 0.11% | 1,060 | -2 | -0.2% | -$401 | 重新持有 |
| FERG | Ferguson Enterprises Inc | $20.91万 | 0.11% | 881 | -6 | -0.7% | -$1,424 | 减仓 |
| BAC | Bank of America Corp | $20.78万 | 0.11% | 3,646 | 3,646 | — | $20.78万 | 新建仓 |
| DRI | Darden Restaurants Inc | $20.37万 | 0.11% | 989 | 989 | — | $20.37万 | 新建仓 |
| — | Enlivex LTD F | $8,686 | 0.00% | 15,796 | 15,796 | — | $8,686 | 新建仓 |