Shira Ridge Wealth Management
LARKSPUR CA · SEC CIK 0001961210
$2.87亿2026Q2 申报市值
83持仓数
63.2%前十大占比 · 第一大 15.5%
7 / 6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
DFSB 新建仓+$661.40万
SHY 加仓+$196.97万
FLOT 加仓+$154.40万
DFSD 加仓+$62.91万
DYNF 加仓+$61.60万
2026Q2 卖出最多 按季末市值估算
EAGG 清仓-$553.78万
GLDM 减仓-$94.91万
IGM 减仓-$93.57万
AAPL 减仓-$90.57万
IUSB 减仓-$50.21万
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 |
|---|---|---|---|---|---|---|---|---|
| SUSA | ISHARES TR | $4,445.33万 | 15.51% | 288,096 | -2,878 | -1.0% | -$44.41万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,940.59万 | 10.26% | 568,889 | 4,568 | 0.8% | $23.61万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,905.44万 | 6.65% | 280,170 | 9,057 | 3.3% | $61.60万 | 加仓 |
| IGM | ISHARES TR | $1,735.41万 | 6.05% | 106,089 | -5,720 | -5.1% | -$93.57万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,415.33万 | 4.94% | 296,404 | 13,174 | 4.7% | $62.91万 | 加仓 |
| ESGD | ISHARES TR | $1,388.84万 | 4.85% | 135,088 | -1,242 | -0.9% | -$12.77万 | 减仓 |
| FLOT | ISHARES TR | $1,096.01万 | 3.82% | 214,694 | 30,245 | 16.4% | $154.40万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,081.23万 | 3.77% | 262,117 | -1,290 | -0.5% | -$5.32万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,066.56万 | 3.72% | 57,580 | 496 | 0.9% | $9.19万 | 加仓 |
| — | LEGG MASON ETF INVT | $1,049.35万 | 3.66% | 188,660 | -705 | -0.4% | -$3.92万 | 减仓 |
| SHY | ISHARES TR | $1,021.74万 | 3.56% | 124,436 | 23,989 | 23.9% | $196.97万 | 加仓 |
| IXN | ISHARES TR | $1,000.64万 | 3.49% | 69,258 | -1,223 | -1.7% | -$17.67万 | 减仓 |
| AAPL | APPLE INC | $747.79万 | 2.61% | 25,843 | -3,130 | -10.8% | -$90.57万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $661.40万 | 2.31% | 126,923 | 126,923 | — | $661.40万 | 新建仓 |
| GOOG | ALPHABET INC | $523.65万 | 1.83% | 14,820 | -673 | -4.3% | -$23.78万 | 减仓 |
| VGT | VANGUARD WORLD FD | $480.66万 | 1.68% | 40,216 | -472 | -1.2% | -$5.64万 | 减仓 |
| IUSB | ISHARES TR | $479.65万 | 1.67% | 103,932 | -10,880 | -9.5% | -$50.21万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $446.99万 | 1.56% | 119,166 | 7,143 | 6.4% | $26.79万 | 加仓 |
| GOVT | ISHARES TR | $445.10万 | 1.55% | 195,392 | 5,699 | 3.0% | $12.98万 | 加仓 |
| ILCG | ISHARES TR | $258.82万 | 0.90% | 22,117 | -128 | -0.6% | -$1.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $238.15万 | 0.83% | 6,384 | -26 | -0.4% | -$9,699 | 减仓 |
| GOOGL | ALPHABET INC | $234.02万 | 0.82% | 6,548 | -625 | -8.7% | -$22.34万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $228.93万 | 0.80% | 9,675 | 2 | 0.0% | $473 | 加仓 |
| GLDM | WORLD GOLD TR | $209.50万 | 0.73% | 26,379 | -11,951 | -31.2% | -$94.91万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $178.26万 | 0.62% | 4,817 | 88 | 1.9% | $3.26万 | 加仓 |
| IETC | ISHARES U S ETF TR | $174.21万 | 0.61% | 16,228 | -733 | -4.3% | -$7.87万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $159.72万 | 0.56% | 1,707 | 1 | 0.1% | $936 | 加仓 |
| NVDA | NVIDIA CORPORATION | $137.89万 | 0.48% | 6,892 | 1 | 0.0% | $200 | 加仓 |
| VOT | VANGUARD INDEX FDS | $129.63万 | 0.45% | 4,232 | -655 | -13.4% | -$20.06万 | 减仓 |
| XJH | ISHARES TR | $119.40万 | 0.42% | 22,896 | -805 | -3.4% | -$4.20万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $109.83万 | 0.38% | 23,554 | -4,085 | -14.8% | -$19.05万 | 减仓 |
| META | META PLATFORMS INC | $107.03万 | 0.37% | 1,900 | -44 | -2.3% | -$2.48万 | 减仓 |
| AMZN | AMAZON COM INC | $100.48万 | 0.35% | 4,216 | -40 | -0.9% | -$9,534 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $100.36万 | 0.35% | 10,876 | -125 | -1.1% | -$1.15万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $99.62万 | 0.35% | 12,158 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $97.46万 | 0.34% | 11,111 | -102 | -0.9% | -$8,947 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $92.44万 | 0.32% | 3,103 | -360 | -10.4% | -$10.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $90.90万 | 0.32% | 13,004 | -194 | -1.5% | -$1.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $88.94万 | 0.31% | 1,295 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $85.01万 | 0.30% | 14,749 | 301 | 2.1% | $1.73万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $84.98万 | 0.30% | 9,865 | -77 | -0.8% | -$6,633 | 减仓 |
| SPYM | SPDR SERIES TRUST | $79.75万 | 0.28% | 9,075 | 2,158 | 31.2% | $18.96万 | 加仓 |
| EQIX | EQUINIX INC | $79.43万 | 0.28% | 762 | -10 | -1.3% | -$1.04万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $74.23万 | 0.26% | 3,406 | -25 | -0.7% | -$5,448 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $67.09万 | 0.23% | 2,050 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $61.15万 | 0.21% | 21,114 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $60.16万 | 0.21% | 13,340 | -4,420 | -24.9% | -$19.93万 | 减仓 |
| CSCO | CISCO SYS INC | $57.49万 | 0.20% | 4,895 | -22 | -0.4% | -$2,584 | 减仓 |
| AVGO | BROADCOM INC | $55.94万 | 0.20% | 1,481 | 51 | 3.6% | $1.93万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $54.08万 | 0.19% | 406 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $53.14万 | 0.19% | 722 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $49.74万 | 0.17% | 5,019 | 5,019 | — | $49.74万 | 新建仓 |
| IVW | ISHARES TR | $47.79万 | 0.17% | 3,475 | 243 | 7.5% | $3.34万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $44.55万 | 0.16% | 2,673 | -968 | -26.6% | -$16.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $42.06万 | 0.15% | 2,537 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $41.15万 | 0.14% | 2,505 | -93 | -3.6% | -$1.53万 | 减仓 |
| TSLA | TESLA INC | $38.95万 | 0.14% | 926 | 3 | 0.3% | $1,262 | 加仓 |
| VO | VANGUARD INDEX FDS | $38.28万 | 0.13% | 4,751 | -2,201 | -31.7% | -$17.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.96万 | 0.13% | 619 | 619 | — | $35.96万 | 新建仓 |
| KLAC | KLA CORP | $35.60万 | 0.12% | 1,180 | 1,180 | — | $35.60万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.08万 | 0.12% | 701 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $34.11万 | 0.12% | 12,444 | -736 | -5.6% | -$2.02万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $32.48万 | 0.11% | 3,938 | -575 | -12.7% | -$4.74万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $31.47万 | 0.11% | 1,652 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $28.97万 | 0.10% | 251 | 251 | — | $28.97万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.65万 | 0.10% | 9,735 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $28.17万 | 0.10% | 1,981 | -384 | -16.2% | -$5.46万 | 减仓 |
| IWP | ISHARES TR | $26.68万 | 0.09% | 1,822 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $25.31万 | 0.09% | 3,282 | -99 | -2.9% | -$7,633 | 减仓 |
| LLY | ELI LILLY & CO | $25.24万 | 0.09% | 210 | 2 | 1.0% | $2,403 | 重新持有 |
| ARTY | ISHARES TR | $24.78万 | 0.09% | 3,254 | -6,002 | -64.8% | -$45.71万 | 减仓 |
| GE | GE AEROSPACE | $24.59万 | 0.09% | 658 | 0 | 0.0% | — | 重新持有 |
| VB | VANGUARD INDEX FDS | $24.42万 | 0.09% | 806 | 5 | 0.6% | $1,515 | 加仓 |
| IWB | ISHARES TR | $23.59万 | 0.08% | 576 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $22.95万 | 0.08% | 3,302 | 105 | 3.3% | $7,298 | 加仓 |
| NEM | NEWMONT CORP | $22.93万 | 0.08% | 2,456 | 1 | 0.0% | $93 | 加仓 |
| KO | COCA COLA CO | $22.26万 | 0.08% | 2,739 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.21万 | 0.08% | 883 | -3 | -0.3% | -$755 | 重新持有 |
| IVV | ISHARES TR | $21.63万 | 0.08% | 289 | -28 | -8.8% | -$2.10万 | 减仓 |
| GLW | CORNING INC | $21.18万 | 0.07% | 829 | 829 | — | $21.18万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.47万 | 0.07% | 4,836 | 5 | 0.1% | $212 | 加仓 |
| UNP | UNION PAC CORP | $20.43万 | 0.07% | 751 | 751 | — | $20.43万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.00万 | 0.07% | 543 | 4 | 0.7% | $1,474 | 加仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -116,463 | -100.0% | -$553.78万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -913 | -100.0% | -$30.00万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,923 | -100.0% | -$25.87万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -287 | -100.0% | -$24.84万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -706 | -100.0% | -$21.94万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,004 | -100.0% | -$21.20万 | 清仓 |