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 |
|---|---|---|---|---|---|---|---|---|
| WMT | Wal-Mart Stores Inc | $2.07万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| RYN | Rayonier Inc | $1.66万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| — | Avantis Inflation Equity | $1.52万 | 0.01% | 205 | 25 | 13.9% | $1,859 | 加仓 |
| ETSY | Etsy Inc | $1.40万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| ROKU | Roku Inc Com Cl A | $1.38万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| XYZ | Square Inc Cl A | $1.19万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Incorporated | $1.16万 | 0.01% | 483 | 0 | 0.0% | — | 不变 |
| DIS | Disney Walt Co | $9,625 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MCD | Mc Donalds Corp | $7,298 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | Fidelity High Yield Facto | $6,864 | 0.00% | 140 | -115 | -45.1% | -$5,638 | 减仓 |
| SHOP | Shopify Inc | $5,709 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $4,933 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BAC | Bank Of America Corp | $4,900 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| TOTL | SPDR Doubleline Total Ret | $4,736 | 0.00% | 120 | -35 | -22.6% | -$1,381 | 减仓 |
| DUSB | DFA Ultra Short Bond ETF | $4,316 | 0.00% | 85 | -745 | -89.8% | -$3.78万 | 减仓 |
| HD | Home Depot Inc | $4,232 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AVSF | Avantis Short-Term Fixed | $4,191 | 0.00% | 90 | 5 | 5.9% | $233 | 加仓 |
| PDBC | Invesco Commodity Optimum | $3,494 | 0.00% | 220 | 5 | 2.3% | $79 | 加仓 |
| COMT | iShares Commodities Selec | $3,493 | 0.00% | 115 | 5 | 4.5% | $152 | 加仓 |
| VRT | Vertiv Hldgs Co | $3,348 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | DFA US Micro Cap RTF | $3,054 | 0.00% | 50 | 30 | 150.0% | $1,832 | 加仓 |
| CABO | Cable One Inc Com | $2,656 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | Etfmg Prime Mobile | $2,536 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| HSY | Hershey Co | $2,281 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DFLV | DFA US Large Cap Value ET | $1,977 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | SPDR Barclays High-Yield | $1,927 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AVUQ | Avantis U S Quality ETF | $1,650 | 0.00% | 25 | 20 | 400.0% | $1,320 | 加仓 |
| QS | Quantumscape Corp Com Cl | $1,512 | 0.00% | 200 | 200 | — | $1,512 | 新建仓 |
| — | DFA US High Profitability | $1,461 | 0.00% | 35 | -5 | -12.5% | -$209 | 减仓 |
| VTRS | Viatris Inc | $937 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc Com | $902 | 0.00% | 52 | 52 | — | $902 | 新建仓 |
| KD | Kyndryl Hldgs Inc | $452 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba Group Holding Ltd | $384 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GME | Gamestop Corp | $265 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | Amern Realty Invs Inc | $223 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AZN | Astrazeneca Adr Eachrep 1 | $190 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $72 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | Gamestop Corp New Wts Exp | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | Link Motion Inc | $0 | 0.00% | 200 | 0 | 0.0% | — | 不变 |