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 |
|---|---|---|---|---|---|---|---|---|
| — | Link Motion Inc | $0 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | Gamestop Corp New Wts Exp | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $72 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AZN | Astrazeneca Adr Eachrep 1 | $190 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | Amern Realty Invs Inc | $223 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GME | Gamestop Corp | $265 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba Group Holding Ltd | $384 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KD | Kyndryl Hldgs Inc | $452 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc Com | $902 | 0.00% | 52 | 52 | — | $902 | 新建仓 |
| VTRS | Viatris Inc | $937 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | DFA US High Profitability | $1,461 | 0.00% | 35 | -5 | -12.5% | -$209 | 减仓 |
| QS | Quantumscape Corp Com Cl | $1,512 | 0.00% | 200 | 200 | — | $1,512 | 新建仓 |
| AVUQ | Avantis U S Quality ETF | $1,650 | 0.00% | 25 | 20 | 400.0% | $1,320 | 加仓 |
| — | SPDR Barclays High-Yield | $1,927 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DFLV | DFA US Large Cap Value ET | $1,977 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Co | $2,281 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | Etfmg Prime Mobile | $2,536 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CABO | Cable One Inc Com | $2,656 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | DFA US Micro Cap RTF | $3,054 | 0.00% | 50 | 30 | 150.0% | $1,832 | 加仓 |
| VRT | Vertiv Hldgs Co | $3,348 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COMT | iShares Commodities Selec | $3,493 | 0.00% | 115 | 5 | 4.5% | $152 | 加仓 |
| PDBC | Invesco Commodity Optimum | $3,494 | 0.00% | 220 | 5 | 2.3% | $79 | 加仓 |
| AVSF | Avantis Short-Term Fixed | $4,191 | 0.00% | 90 | 5 | 5.9% | $233 | 加仓 |
| HD | Home Depot Inc | $4,232 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DUSB | DFA Ultra Short Bond ETF | $4,316 | 0.00% | 85 | -745 | -89.8% | -$3.78万 | 减仓 |
| TOTL | SPDR Doubleline Total Ret | $4,736 | 0.00% | 120 | -35 | -22.6% | -$1,381 | 减仓 |
| BAC | Bank Of America Corp | $4,900 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $4,933 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $5,709 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | Fidelity High Yield Facto | $6,864 | 0.00% | 140 | -115 | -45.1% | -$5,638 | 减仓 |
| MCD | Mc Donalds Corp | $7,298 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DIS | Disney Walt Co | $9,625 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Incorporated | $1.16万 | 0.01% | 483 | 0 | 0.0% | — | 不变 |
| XYZ | Square Inc Cl A | $1.19万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| ROKU | Roku Inc Com Cl A | $1.38万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ETSY | Etsy Inc | $1.40万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| — | Avantis Inflation Equity | $1.52万 | 0.01% | 205 | 25 | 13.9% | $1,859 | 加仓 |
| RYN | Rayonier Inc | $1.66万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Stores Inc | $2.07万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| VUSB | Vanguard Ultra Short Bond | $2.22万 | 0.01% | 446 | 8 | 1.8% | $399 | 加仓 |
| VZ | Verizon Communications | $2.34万 | 0.01% | 553 | 0 | 0.0% | — | 不变 |
| ARKK | ARK Innovation ETF | $2.46万 | 0.01% | 305 | -5,320 | -94.6% | -$43.00万 | 减仓 |
| PPLT | Abrdn Platinum Etf TRUST | $3.53万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New | $3.55万 | 0.02% | 38 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $3.94万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| — | Broadcom Ltd | $4.16万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies In | $4.63万 | 0.02% | 397 | 397 | — | $4.63万 | 新建仓 |
| TSM | Taiwan Semiconductor Manu | $4.78万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| IBM | Intl Business Machines | $5.68万 | 0.03% | 202 | 0 | 0.0% | — | 不变 |
| DIHP | DFA International High Pr | $6.19万 | 0.03% | 1,815 | 105 | 6.1% | $3,583 | 加仓 |
| DFIP | DFA TIPS ETF | $6.25万 | 0.03% | 1,515 | 115 | 8.2% | $4,744 | 加仓 |
| ABBV | Abbvie Inc | $7.36万 | 0.04% | 293 | 0 | 0.0% | — | 不变 |
| AVIG | Avantis Core Fixed Income | $7.39万 | 0.04% | 1,785 | 1,775 | 17,750.0% | $7.35万 | 加仓 |
| WFC | Wells Fargo & Co New | $7.44万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| VTIP | Vanguard ST Inflation-Pro | $8.84万 | 0.04% | 1,760 | 260 | 17.3% | $1.31万 | 加仓 |
| AMD | Advanced Micro Devices | $9.99万 | 0.05% | 172 | 72 | 72.0% | $4.18万 | 加仓 |
| V | Visa Inc Cl A | $10.29万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $10.92万 | 0.05% | 1,530 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors Inc | $12.20万 | 0.06% | 290 | 190 | 190.0% | $7.99万 | 加仓 |
| NRG | Nrg Energy Inc New | $14.74万 | 0.07% | 1,009 | 0 | 0.0% | — | 不变 |
| NTAP | Network Appliance Inc | $15.48万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $16.15万 | 0.08% | 807 | 367 | 83.4% | $7.34万 | 加仓 |
| DEHP | DFA Emerging Markets High | $16.27万 | 0.08% | 3,805 | 340 | 9.8% | $1.45万 | 加仓 |
| AMGN | Amgen Incorporated | $16.73万 | 0.08% | 462 | 0 | 0.0% | — | 不变 |
| VFVA | Vanguard US Value Factor | $21.45万 | 0.11% | 1,445 | 0 | 0.0% | — | 不变 |
| DFSD | DFA Short Duration Bond E | $26.69万 | 0.13% | 5,590 | 5 | 0.1% | $239 | 加仓 |
| BINC | iShares Flexible Income A | $27.43万 | 0.14% | 5,240 | -1,565 | -23.0% | -$8.19万 | 减仓 |
| DFAW | Dimensional World Equity | $28.96万 | 0.14% | 3,499 | 2 | 0.1% | $166 | 加仓 |
| DFAU | DFA US Core ETF | $37.97万 | 0.19% | 7,345 | -215 | -2.8% | -$1.11万 | 减仓 |
| VNQ | Vanguard REIT Index ETF | $39.25万 | 0.19% | 4,070 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total Internatio | $41.21万 | 0.20% | 8,510 | -225 | -2.6% | -$1.09万 | 减仓 |
| BA | Boeing Co | $41.69万 | 0.21% | 1,926 | 0 | 0.0% | — | 不变 |
| DFCF | DFA Core Fixed Income ETF | $44.53万 | 0.22% | 10,550 | 2,810 | 36.3% | $11.86万 | 加仓 |
| AMZN | Amazon Com Inc | $51.00万 | 0.25% | 2,140 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc Class | $53.96万 | 0.27% | 958 | 0 | 0.0% | — | 不变 |
| DFGX | DFA Global Ex Us Corporat | $54.69万 | 0.27% | 10,205 | -2,460 | -19.4% | -$13.18万 | 减仓 |
| DFEM | DFA Emerging Markets ETF | $58.16万 | 0.29% | 14,310 | 5 | 0.0% | $203 | 加仓 |
| — | Google Inc Class A | $59.04万 | 0.29% | 1,652 | 52 | 3.2% | $1.86万 | 加仓 |
| IJR | iShares S&P 600 Small Cap | $59.32万 | 0.29% | 4,000 | 0 | 0.0% | — | 不变 |
| — | Avantis Emerging Markets | $68.25万 | 0.34% | 9,845 | 560 | 6.0% | $3.88万 | 加仓 |
| IJH | Ishares Tr S&P Midcap | $71.33万 | 0.35% | 9,250 | 0 | 0.0% | — | 不变 |
| SCZ | iShares MSCI Internationa | $75.32万 | 0.37% | 9,155 | 0 | 0.0% | — | 不变 |
| — | Google Inc Class C | $83.58万 | 0.42% | 2,366 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard MSCI EAFE ETF | $83.81万 | 0.42% | 11,763 | 207 | 1.8% | $1.47万 | 加仓 |
| BRK/B | Berkshire Hathaway Cl B | $86.12万 | 0.43% | 1,721 | 0 | 0.0% | — | 不变 |
| QLTY | GMO US Quality ETF | $87.21万 | 0.43% | 20,955 | -485 | -2.3% | -$2.02万 | 减仓 |
| MSFT | Microsoft Corp | $91.59万 | 0.45% | 2,455 | 1,380 | 128.4% | $51.49万 | 加仓 |
| ARKW | ARK Next Generation | $95.03万 | 0.47% | 6,560 | 3,660 | 126.2% | $53.02万 | 加仓 |
| IWF | Ishares Tr Russell 1000 | $95.61万 | 0.47% | 7,700 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard Emerging Markets | $97.99万 | 0.49% | 16,417 | -480 | -2.8% | -$2.87万 | 减仓 |
| MDY | S&P Mid Cap SPDR | $98.47万 | 0.49% | 1,400 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust | $101.49万 | 0.50% | 2,755 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Computer Inc | $102.66万 | 0.51% | 3,548 | 90 | 2.6% | $2.60万 | 加仓 |
| VOE | Vanguard Mid Cap Value | $104.23万 | 0.52% | 5,275 | 0 | 0.0% | — | 不变 |
| VWOB | Vanguard Emerging Markets | $107.99万 | 0.54% | 16,060 | 375 | 2.4% | $2.52万 | 加仓 |
| VNQI | Vanguard Global REIT Ex-U | $108.31万 | 0.54% | 24,150 | -200 | -0.8% | -$8,970 | 减仓 |
| AVES | Avantis Emerging Markets | $110.93万 | 0.55% | 16,910 | 550 | 3.4% | $3.61万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $117.44万 | 0.58% | 1,710 | 235 | 15.9% | $16.14万 | 加仓 |
| VTV | Vanguard Value Index ETF | $122.02万 | 0.61% | 5,599 | -3 | -0.1% | -$654 | 减仓 |
| DFAE | DFA Emerging Markets Core | $126.20万 | 0.63% | 31,385 | -105 | -0.3% | -$4,222 | 减仓 |