13F 机构持仓

LAM GROUP, INC.

LAKE OSWEGO OR · SEC CIK 0001961944

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.01亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPDR Gold Mini 7.1%
VXF 4.9%
VEU 4.7%
DFA US Small C 4.0%
DISV 3.9%
IBND 3.7%
DFUV 3.4%
BWZ 3.2%
AVRE 3.2%
DFIV 3.1%

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
RYN Rayonier Inc $1.61万0.01%780 780— $1.61万 新建仓
PFE Pfizer Incorporated $1.36万0.01%483 483— $1.36万 新建仓
— Avantis Inflation Equity $1.31万0.01%180 180— $1.31万 新建仓
— Fidelity High Yield Facto $1.24万0.01%255 255— $1.24万 新建仓
DIS Disney Walt Co $9,6380.01%100 100— $9,638 新建仓
ROKU Roku Inc Com Cl A $9,4620.01%100 100— $9,462 新建仓
XYZ Square Inc Cl A $9,4480.01%157 157— $9,448 新建仓
ETSY Etsy Inc $9,2960.01%186 186— $9,296 新建仓
MCD Mc Donalds Corp $8,3910.00%27 27— $8,391 新建仓
TOTL SPDR Doubleline Total Ret $6,1580.00%155 155— $6,158 新建仓
SHOP Shopify Inc $5,9310.00%50 50— $5,931 新建仓
CABO Cable One Inc Com $4,5610.00%50 50— $4,561 新建仓
BAC Bank Of America Corp $4,1930.00%86 86— $4,193 新建仓
AVSF Avantis Short-Term Fixed $3,9780.00%85 85— $3,978 新建仓
HD Home Depot Inc $3,9470.00%12 12— $3,947 新建仓
PDBC Invesco Commodity Optimum $3,7240.00%215 215— $3,724 新建仓
COMT iShares Commodities Selec $3,7190.00%110 110— $3,719 新建仓
CSCO Cisco Systems Inc $3,2590.00%42 42— $3,259 新建仓
HSY Hershey Co $2,7030.00%13 13— $2,703 新建仓
VRT Vertiv Hldgs Co $2,5060.00%10 10— $2,506 新建仓
— Etfmg Prime Mobile $2,3540.00%55 55— $2,354 新建仓
— SPDR Barclays High-Yield $1,9140.00%20 20— $1,914 新建仓
DFLV DFA US Large Cap Value ET $1,7860.00%50 50— $1,786 新建仓
— DFA US High Profitability $1,4700.00%40 40— $1,470 新建仓
— DFA US Micro Cap RTF $1,0170.00%20 20— $1,017 新建仓
VTRS Viatris Inc $7970.00%59 59— $797 新建仓
KD Kyndryl Hldgs Inc $5250.00%40 40— $525 新建仓
BABA Alibaba Group Holding Ltd $5020.00%4 4— $502 新建仓
AVIG Avantis Core Fixed Income $4150.00%10 10— $415 新建仓
AVUQ Avantis U S Quality ETF $2840.00%5 5— $284 新建仓
GME Gamestop Corp $2760.00%12 12— $276 新建仓
AZN Astrazeneca Adr Eachrep 1 $1970.00%1 1— $197 新建仓
— Amern Realty Invs Inc $1550.00%10 10— $155 新建仓
UBER Uber Technologies Inc $720.00%1 1— $72 新建仓
— Gamestop Corp New Wts Exp $40.00%1 1— $4 新建仓
— Link Motion Inc $00.00%200 200— — 新建仓