LAM GROUP, INC.
LAKE OSWEGO OR · SEC CIK 0001961944
$1.82亿2026Q1 申报市值
136持仓数
41.2%前十大占比 · 第一大 7.1%
60 / 0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
BWZ 加仓+$461.88万
AVRE 加仓+$127.50万
LEMB 加仓+$45.33万
Google Inc Class 加仓+$44.91万
AVDS 加仓+$42.57万
2026Q1 卖出最多 按季末市值估算
IBND 减仓-$343.30万
BA 减仓-$71.11万
VTIP 减仓-$41.52万
DFGR 减仓-$38.14万
DFIS 减仓-$15.32万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AVLV | Avantis US Large Cap Valu | $125.03万 | 0.69% | 15,510 | 3,215 | 26.1% | $25.92万 | 加仓 |
| SPY | S&P 500 SPDR | $130.07万 | 0.71% | 2,000 | 0 | 0.0% | — | 不变 |
| AVDS | Avantis Internationall Sm | $150.17万 | 0.83% | 20,900 | 5,925 | 39.6% | $42.57万 | 加仓 |
| VB | Vanguard US Small Cap Equ | $150.60万 | 0.83% | 5,750 | 0 | 0.0% | — | 不变 |
| AVSC | Avantis US Micro Cap Equi | $161.20万 | 0.89% | 25,875 | 6,540 | 33.8% | $40.74万 | 加仓 |
| AVUS | Avantis US Large Cap Core | $172.88万 | 0.95% | 15,550 | 2,295 | 17.3% | $25.52万 | 加仓 |
| AVEM | Avantis Emerging Markets | $174.29万 | 0.96% | 21,630 | -380 | -1.7% | -$3.06万 | 减仓 |
| AVDE | Avantis International Cor | $191.31万 | 1.05% | 22,550 | -1,155 | -4.9% | -$9.80万 | 减仓 |
| — | DFA US Targeted Value ETF | $197.31万 | 1.08% | 31,596 | 1,861 | 6.3% | $11.62万 | 加仓 |
| AVDV | Avantis International Sma | $207.51万 | 1.14% | 20,780 | 4,175 | 25.1% | $41.69万 | 加仓 |
| DFAX | DFA World ex US Core 2 ET | $214.46万 | 1.18% | 63,131 | 0 | 0.0% | — | 不变 |
| AVIV | Avantis International Val | $230.40万 | 1.27% | 30,790 | -335 | -1.1% | -$2.51万 | 减仓 |
| AMPH | Amphastar Pharma Inc | $256.24万 | 1.41% | 130,800 | 0 | 0.0% | — | 不变 |
| DFUS | DFA US Equity ETF | $276.85万 | 1.52% | 39,042 | 0 | 0.0% | — | 不变 |
| DFEV | DFA Emerging Markets Valu | $294.33万 | 1.62% | 82,260 | 25 | 0.0% | $895 | 加仓 |
| — | DFA US Small Cap Value ET | $343.37万 | 1.89% | 97,995 | -995 | -1.0% | -$3.49万 | 减仓 |
| VGT | Vanguard Information Tech | $347.69万 | 1.91% | 4,983 | -25 | -0.5% | -$1.74万 | 减仓 |
| IEMG | iShares MSCI Emerging Mar | $371.17万 | 2.04% | 53,215 | -350 | -0.7% | -$2.44万 | 减仓 |
| AVUV | Avantis US Small Cap Valu | $378.08万 | 2.08% | 34,225 | 1,650 | 5.1% | $18.23万 | 加仓 |
| DFIS | DFA International Small C | $384.63万 | 2.11% | 114,235 | -4,550 | -3.8% | -$15.32万 | 减仓 |
| QQQ | Powershares Nasdaq 100 In | $431.44万 | 2.37% | 7,475 | 0 | 0.0% | — | 不变 |
| DFGR | DFA Global Real Estate ET | $500.00万 | 2.75% | 188,110 | -14,350 | -7.1% | -$38.14万 | 减仓 |
| VTI | Vanguard Total Stock Mark | $509.79万 | 2.80% | 15,891 | 634 | 4.2% | $20.34万 | 加仓 |
| VSS | Vanguard FTSE All-World e | $517.56万 | 2.84% | 35,500 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard US Small Cap Val | $532.70万 | 2.93% | 24,520 | 0 | 0.0% | — | 不变 |
| LEMB | iShares Emerging Markets | $543.78万 | 2.99% | 133,280 | 11,110 | 9.1% | $45.33万 | 加仓 |
| DFIV | DFA International Value E | $564.42万 | 3.10% | 106,938 | 530 | 0.5% | $2.80万 | 加仓 |
| AVRE | Avantis Global Real Estat | $582.54万 | 3.20% | 132,335 | 28,965 | 28.0% | $127.50万 | 加仓 |
| BWZ | SPDR Short International | $591.16万 | 3.25% | 219,600 | 171,575 | 357.3% | $461.88万 | 加仓 |
| DFUV | DFA US Equity Value ETF | $627.22万 | 3.45% | 129,431 | -954 | -0.7% | -$4.62万 | 减仓 |
| IBND | SPDR Barclays Intl Corp B | $671.02万 | 3.69% | 215,900 | -110,456 | -33.8% | -$343.30万 | 减仓 |
| DISV | DFA International Small C | $701.83万 | 3.86% | 177,950 | -3,700 | -2.0% | -$14.59万 | 减仓 |
| — | DFA US Small Cap ETF | $720.34万 | 3.96% | 101,270 | -628 | -0.6% | -$4.47万 | 减仓 |
| VEU | Vanguard International Eq | $857.58万 | 4.71% | 114,192 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market | $883.60万 | 4.86% | 42,935 | -475 | -1.1% | -$9.78万 | 减仓 |
| — | SPDR Gold Mini ETF | $1,291.87万 | 7.10% | 139,375 | 430 | 0.3% | $3.99万 | 加仓 |