Shira Ridge Wealth Management
LARKSPUR CA · SEC CIK 0001961210
$2.53亿2026Q1 申报市值
79持仓数
62.8%前十大占比 · 第一大 15.2%
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
SHY 加仓+$420.08万
DYNF 加仓+$295.51万
IGM 加仓+$256.93万
FLOT 加仓+$232.92万
DFSD 加仓+$184.61万
2026Q1 卖出最多 按季末市值估算
ARTY 减仓-$351.24万
VIG 减仓-$159.73万
GLDM 减仓-$64.00万
DFAI 减仓-$43.99万
IYH 清仓-$37.98万
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 |
|---|---|---|---|---|---|---|---|---|
| SUSA | ISHARES TR | $3,843.77万 | 15.21% | 290,974 | 1,460 | 0.5% | $19.29万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,546.22万 | 10.08% | 564,321 | 9,900 | 1.8% | $44.67万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,577.34万 | 6.24% | 271,113 | 50,792 | 23.1% | $295.51万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,356.11万 | 5.37% | 283,230 | 38,556 | 15.8% | $184.61万 | 加仓 |
| IGM | ISHARES TR | $1,325.05万 | 5.24% | 111,809 | 21,680 | 24.1% | $256.93万 | 加仓 |
| ESGD | ISHARES TR | $1,303.59万 | 5.16% | 136,330 | -247 | -0.2% | -$2.36万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,026.23万 | 4.06% | 263,407 | -11,292 | -4.1% | -$43.99万 | 减仓 |
| — | LEGG MASON ETF INVT | $1,022.44万 | 4.05% | 189,365 | -1,719 | -0.9% | -$9.28万 | 减仓 |
| FLOT | ISHARES TR | $939.77万 | 3.72% | 184,449 | 45,716 | 33.0% | $232.92万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $923.22万 | 3.65% | 57,084 | -2,060 | -3.5% | -$33.32万 | 减仓 |
| SHY | ISHARES TR | $829.39万 | 3.28% | 100,447 | 50,876 | 102.6% | $420.08万 | 加仓 |
| AAPL | APPLE INC | $735.31万 | 2.91% | 28,973 | -155 | -0.5% | -$3.93万 | 减仓 |
| IXN | ISHARES TR | $704.60万 | 2.79% | 70,481 | -418 | -0.6% | -$4.18万 | 减仓 |
| EAGG | ISHARES TR | $553.78万 | 2.19% | 116,463 | 31,151 | 36.5% | $148.12万 | 加仓 |
| IUSB | ISHARES TR | $530.32万 | 2.10% | 114,812 | 16,574 | 16.9% | $76.56万 | 加仓 |
| GOOG | ALPHABET INC | $444.45万 | 1.76% | 15,493 | -156 | -1.0% | -$4.48万 | 减仓 |
| GOVT | ISHARES TR | $434.59万 | 1.72% | 189,693 | 34,065 | 21.9% | $78.04万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $402.16万 | 1.59% | 112,023 | 45,048 | 67.3% | $161.72万 | 加仓 |
| GLDM | WORLD GOLD TR | $355.28万 | 1.41% | 38,330 | -6,905 | -15.3% | -$64.00万 | 减仓 |
| VGT | VANGUARD WORLD FD | $354.89万 | 1.40% | 5,086 | -26 | -0.5% | -$1.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $237.28万 | 0.94% | 6,410 | 65 | 1.0% | $2.41万 | 加仓 |
| ILCG | ISHARES TR | $212.40万 | 0.84% | 22,245 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $208.03万 | 0.82% | 9,673 | -7,427 | -43.4% | -$159.73万 | 减仓 |
| GOOGL | ALPHABET INC | $206.27万 | 0.82% | 7,173 | 435 | 6.5% | $12.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $170.02万 | 0.67% | 1,706 | 35 | 2.1% | $3.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $151.71万 | 0.60% | 4,729 | -645 | -12.0% | -$20.69万 | 减仓 |
| IETC | ISHARES U S ETF TR | $149.90万 | 0.59% | 16,961 | -134 | -0.8% | -$1.18万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $125.77万 | 0.50% | 4,887 | -206 | -4.0% | -$5.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $120.19万 | 0.48% | 6,891 | 63 | 0.9% | $1.10万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $113.57万 | 0.45% | 27,639 | -229 | -0.8% | -$9,410 | 减仓 |
| META | META PLATFORMS INC | $111.23万 | 0.44% | 1,944 | -55 | -2.8% | -$3.15万 | 减仓 |
| XJH | ISHARES TR | $107.53万 | 0.43% | 23,701 | -4,194 | -15.0% | -$19.03万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $103.39万 | 0.41% | 11,001 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $102.46万 | 0.41% | 11,213 | -179 | -1.6% | -$1.64万 | 减仓 |
| AMZN | AMAZON COM INC | $88.64万 | 0.35% | 4,256 | 83 | 2.0% | $1.73万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $86.21万 | 0.34% | 12,158 | -91 | -0.7% | -$6,453 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $82.42万 | 0.33% | 13,198 | -273 | -2.0% | -$1.70万 | 减仓 |
| CMF | ISHARES TR | $82.15万 | 0.33% | 14,448 | 1,345 | 10.3% | $7.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $77.38万 | 0.31% | 1,295 | -11 | -0.8% | -$6,573 | 减仓 |
| EQIX | EQUINIX INC | $75.67万 | 0.30% | 772 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $75.30万 | 0.30% | 17,760 | -1,464 | -7.6% | -$6.21万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $72.38万 | 0.29% | 1,657 | 1 | 0.1% | $437 | 加仓 |
| VTV | VANGUARD INDEX FDS | $67.32万 | 0.27% | 3,431 | -42 | -1.2% | -$8,240 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $63.15万 | 0.25% | 3,641 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $60.29万 | 0.24% | 2,050 | -11 | -0.5% | -$3,235 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $53.00万 | 0.21% | 21,114 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $52.94万 | 0.21% | 6,917 | 879 | 14.6% | $6.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $52.49万 | 0.21% | 2,537 | -202 | -7.4% | -$4.18万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $51.06万 | 0.20% | 2,365 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $49.91万 | 0.20% | 1,738 | -6 | -0.3% | -$1,723 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $47.05万 | 0.19% | 406 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $44.26万 | 0.18% | 1,430 | 16 | 1.1% | $4,952 | 加仓 |
| ARTY | ISHARES TR | $43.07万 | 0.17% | 9,256 | -75,487 | -89.1% | -$351.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $41.65万 | 0.16% | 722 | -9 | -1.2% | -$5,192 | 减仓 |
| CSCO | CISCO SYS INC | $38.15万 | 0.15% | 4,917 | 1 | 0.0% | $78 | 加仓 |
| ITOT | ISHARES TR | $37.00万 | 0.15% | 2,598 | -35 | -1.3% | -$4,985 | 减仓 |
| IVW | ISHARES TR | $36.56万 | 0.14% | 3,232 | 91 | 2.9% | $1.03万 | 加仓 |
| HDV | ISHARES TR | $35.77万 | 0.14% | 2,636 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.31万 | 0.14% | 923 | 14 | 1.5% | $5,204 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.30万 | 0.14% | 3,463 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $34.18万 | 0.14% | 4,513 | 47 | 1.1% | $3,560 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.59万 | 0.13% | 701 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $30.00万 | 0.12% | 913 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $26.57万 | 0.11% | 2,455 | -82 | -3.2% | -$8,876 | 减仓 |
| T | AT&T INC | $25.87万 | 0.10% | 8,923 | 34 | 0.4% | $986 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.96万 | 0.10% | 9,735 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $24.84万 | 0.10% | 287 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $24.25万 | 0.10% | 4,831 | -109 | -2.2% | -$5,472 | 减仓 |
| IWP | ISHARES TR | $23.34万 | 0.09% | 1,822 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $23.19万 | 0.09% | 539 | -5 | -0.9% | -$2,151 | 减仓 |
| IJH | ISHARES TR | $22.83万 | 0.09% | 3,381 | -496 | -12.8% | -$3.35万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $21.96万 | 0.09% | 1,652 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.94万 | 0.09% | 706 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $21.20万 | 0.08% | 1,004 | -35 | -3.4% | -$7,390 | 减仓 |
| VB | VANGUARD INDEX FDS | $20.97万 | 0.08% | 801 | 10 | 1.3% | $2,618 | 加仓 |
| KO | COCA COLA CO | $20.83万 | 0.08% | 2,739 | 2,739 | — | $20.83万 | 新建仓 |
| IVV | ISHARES TR | $20.74万 | 0.08% | 317 | 6 | 1.9% | $3,925 | 加仓 |
| IWB | ISHARES TR | $20.54万 | 0.08% | 576 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $20.03万 | 0.08% | 3,197 | 3,197 | — | $20.03万 | 新建仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -5,834 | -100.0% | -$37.98万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -3,481 | -100.0% | -$23.40万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CALI | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -4,426 | -100.0% | -$22.33万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |