LAM GROUP, INC.
LAKE OSWEGO OR · SEC CIK 0001961944
$2.01亿2026Q2 申报市值
139持仓数
39.7%前十大占比 · 第一大 5.5%
3 / 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
BWZ 加仓+$119.32万
ARKW 加仓+$53.02万
MSFT 加仓+$51.49万
LEMB 加仓+$38.63万
AVDS 加仓+$22.28万
2026Q2 卖出最多 按季末市值估算
DFGR 减仓-$48.87万
ARKK 减仓-$43.00万
DFGX 减仓-$13.18万
DFA US Small Cap 减仓-$10.69万
IBND 减仓-$8.57万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DFA International Core ET | $128.93万 | 0.64% | 31,255 | 0 | 0.0% | — | 不变 |
| — | DFA US Core ETF | $132.22万 | 0.66% | 29,806 | 3 | 0.0% | $133 | 加仓 |
| AVGE | Avantis All Equity Global | $140.98万 | 0.70% | 14,226 | 1,235 | 9.5% | $12.24万 | 加仓 |
| AVLV | Avantis US Large Cap Valu | $147.30万 | 0.73% | 16,150 | 640 | 4.1% | $5.84万 | 加仓 |
| SPY | S&P 500 SPDR | $151.44万 | 0.75% | 2,028 | 28 | 1.4% | $2.09万 | 加仓 |
| VB | Vanguard US Small Cap Equ | $174.29万 | 0.87% | 5,750 | 0 | 0.0% | — | 不变 |
| AVDS | Avantis International Sma | $179.57万 | 0.89% | 23,860 | 2,960 | 14.2% | $22.28万 | 加仓 |
| AVSC | Avantis US Micro Cap Equi | $192.15万 | 0.95% | 26,200 | 325 | 1.3% | $2.38万 | 加仓 |
| AVUS | Avantis US Large Cap Core | $197.88万 | 0.98% | 15,450 | -100 | -0.6% | -$1.28万 | 减仓 |
| AVDE | Avantis International Cor | $220.01万 | 1.09% | 24,665 | 2,115 | 9.4% | $18.87万 | 加仓 |
| AVEM | Avantis Emerging Markets | $220.62万 | 1.10% | 22,865 | 1,235 | 5.7% | $11.92万 | 加仓 |
| — | DFA US Targeted Value ETF | $220.91万 | 1.10% | 31,603 | 7 | 0.0% | $489 | 加仓 |
| DFAX | DFA World ex US Core 2 ET | $232.58万 | 1.16% | 63,131 | 0 | 0.0% | — | 不变 |
| AVDV | Avantis International Sma | $235.83万 | 1.17% | 22,885 | 2,105 | 10.1% | $21.69万 | 加仓 |
| AVIV | Avantis International Val | $258.16万 | 1.28% | 33,345 | 2,555 | 8.3% | $19.78万 | 加仓 |
| AMPH | Amphastar Pharma Inc | $263.95万 | 1.31% | 130,800 | 0 | 0.0% | — | 不变 |
| DFUS | DFA US Equity ETF | $319.91万 | 1.59% | 39,042 | 0 | 0.0% | — | 不变 |
| DFEV | DFA Emerging Markets Valu | $350.98万 | 1.74% | 82,260 | 0 | 0.0% | — | 不变 |
| — | DFA US Small Cap Value ET | $369.44万 | 1.83% | 95,240 | -2,755 | -2.8% | -$10.69万 | 减仓 |
| DFIS | DFA International Small C | $400.20万 | 1.99% | 114,245 | 10 | 0.0% | $350 | 加仓 |
| AVUV | Avantis US Small Cap Valu | $422.38万 | 2.10% | 33,855 | -370 | -1.1% | -$4.62万 | 减仓 |
| IEMG | iShares MSCI Emerging Mar | $440.83万 | 2.19% | 53,215 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Tech | $475.16万 | 2.36% | 39,756 | -108 | -0.3% | -$1.29万 | 减仓 |
| DFGR | DFA Global Real Estate ET | $496.08万 | 2.46% | 171,240 | -16,870 | -9.0% | -$48.87万 | 减仓 |
| VSS | Vanguard FTSE All-World e | $545.87万 | 2.71% | 35,380 | -120 | -0.3% | -$1.85万 | 减仓 |
| QQQ | Powershares Nasdaq 100 In | $550.46万 | 2.73% | 7,475 | 0 | 0.0% | — | 不变 |
| DFIV | DFA International Value E | $577.68万 | 2.87% | 106,938 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Mark | $588.10万 | 2.92% | 15,893 | 2 | 0.0% | $740 | 加仓 |
| VBR | Vanguard US Small Cap Val | $595.81万 | 2.96% | 24,520 | 0 | 0.0% | — | 不变 |
| LEMB | iShares Emerging Markets | $604.14万 | 3.00% | 142,385 | 9,105 | 6.8% | $38.63万 | 加仓 |
| AVRE | Avantis Global Real Estat | $639.35万 | 3.18% | 134,940 | 2,605 | 2.0% | $12.34万 | 加仓 |
| IBND | SPDR Barclays Intl Corp B | $664.60万 | 3.30% | 213,150 | -2,750 | -1.3% | -$8.57万 | 减仓 |
| BWZ | SPDR Short International | $706.75万 | 3.51% | 264,206 | 44,606 | 20.3% | $119.32万 | 加仓 |
| DFUV | DFA US Equity Value ETF | $712.05万 | 3.54% | 129,440 | 9 | 0.0% | $495 | 加仓 |
| DISV | DFA International Small C | $712.65万 | 3.54% | 177,585 | -365 | -0.2% | -$1.46万 | 减仓 |
| — | DFA US Small Cap ETF | $832.77万 | 4.14% | 101,138 | -132 | -0.1% | -$1.09万 | 减仓 |
| VEU | Vanguard International Eq | $956.36万 | 4.75% | 114,192 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market | $1,056.98万 | 5.25% | 42,930 | -5 | -0.0% | -$1,231 | 减仓 |
| — | SPDR Gold Mini ETF | $1,116.57万 | 5.55% | 140,590 | 1,215 | 0.9% | $9.65万 | 加仓 |