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 |
|---|---|---|---|---|---|---|---|---|
| — | SPDR Gold Mini ETF | $1,291.87万 | 7.10% | 139,375 | 430 | 0.3% | $3.99万 | 加仓 |
| VXF | Vanguard Extended Market | $883.60万 | 4.86% | 42,935 | -475 | -1.1% | -$9.78万 | 减仓 |
| VEU | Vanguard International Eq | $857.58万 | 4.71% | 114,192 | 0 | 0.0% | — | 不变 |
| — | DFA US Small Cap ETF | $720.34万 | 3.96% | 101,270 | -628 | -0.6% | -$4.47万 | 减仓 |
| DISV | DFA International Small C | $701.83万 | 3.86% | 177,950 | -3,700 | -2.0% | -$14.59万 | 减仓 |
| IBND | SPDR Barclays Intl Corp B | $671.02万 | 3.69% | 215,900 | -110,456 | -33.8% | -$343.30万 | 减仓 |
| DFUV | DFA US Equity Value ETF | $627.22万 | 3.45% | 129,431 | -954 | -0.7% | -$4.62万 | 减仓 |
| BWZ | SPDR Short International | $591.16万 | 3.25% | 219,600 | 171,575 | 357.3% | $461.88万 | 加仓 |
| AVRE | Avantis Global Real Estat | $582.54万 | 3.20% | 132,335 | 28,965 | 28.0% | $127.50万 | 加仓 |
| DFIV | DFA International Value E | $564.42万 | 3.10% | 106,938 | 530 | 0.5% | $2.80万 | 加仓 |
| LEMB | iShares Emerging Markets | $543.78万 | 2.99% | 133,280 | 11,110 | 9.1% | $45.33万 | 加仓 |
| VBR | Vanguard US Small Cap Val | $532.70万 | 2.93% | 24,520 | 0 | 0.0% | — | 不变 |
| VSS | Vanguard FTSE All-World e | $517.56万 | 2.84% | 35,500 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Mark | $509.79万 | 2.80% | 15,891 | 634 | 4.2% | $20.34万 | 加仓 |
| DFGR | DFA Global Real Estate ET | $500.00万 | 2.75% | 188,110 | -14,350 | -7.1% | -$38.14万 | 减仓 |
| QQQ | Powershares Nasdaq 100 In | $431.44万 | 2.37% | 7,475 | 0 | 0.0% | — | 不变 |
| DFIS | DFA International Small C | $384.63万 | 2.11% | 114,235 | -4,550 | -3.8% | -$15.32万 | 减仓 |
| AVUV | Avantis US Small Cap Valu | $378.08万 | 2.08% | 34,225 | 1,650 | 5.1% | $18.23万 | 加仓 |
| IEMG | iShares MSCI Emerging Mar | $371.17万 | 2.04% | 53,215 | -350 | -0.7% | -$2.44万 | 减仓 |
| VGT | Vanguard Information Tech | $347.69万 | 1.91% | 4,983 | -25 | -0.5% | -$1.74万 | 减仓 |
| — | DFA US Small Cap Value ET | $343.37万 | 1.89% | 97,995 | -995 | -1.0% | -$3.49万 | 减仓 |
| DFEV | DFA Emerging Markets Valu | $294.33万 | 1.62% | 82,260 | 25 | 0.0% | $895 | 加仓 |
| DFUS | DFA US Equity ETF | $276.85万 | 1.52% | 39,042 | 0 | 0.0% | — | 不变 |
| AMPH | Amphastar Pharma Inc | $256.24万 | 1.41% | 130,800 | 0 | 0.0% | — | 不变 |
| AVIV | Avantis International Val | $230.40万 | 1.27% | 30,790 | -335 | -1.1% | -$2.51万 | 减仓 |
| DFAX | DFA World ex US Core 2 ET | $214.46万 | 1.18% | 63,131 | 0 | 0.0% | — | 不变 |
| AVDV | Avantis International Sma | $207.51万 | 1.14% | 20,780 | 4,175 | 25.1% | $41.69万 | 加仓 |
| — | DFA US Targeted Value ETF | $197.31万 | 1.08% | 31,596 | 1,861 | 6.3% | $11.62万 | 加仓 |
| AVDE | Avantis International Cor | $191.31万 | 1.05% | 22,550 | -1,155 | -4.9% | -$9.80万 | 减仓 |
| AVEM | Avantis Emerging Markets | $174.29万 | 0.96% | 21,630 | -380 | -1.7% | -$3.06万 | 减仓 |
| AVUS | Avantis US Large Cap Core | $172.88万 | 0.95% | 15,550 | 2,295 | 17.3% | $25.52万 | 加仓 |
| AVSC | Avantis US Micro Cap Equi | $161.20万 | 0.89% | 25,875 | 6,540 | 33.8% | $40.74万 | 加仓 |
| VB | Vanguard US Small Cap Equ | $150.60万 | 0.83% | 5,750 | 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 |
| SPY | S&P 500 SPDR | $130.07万 | 0.71% | 2,000 | 0 | 0.0% | — | 不变 |
| AVLV | Avantis US Large Cap Valu | $125.03万 | 0.69% | 15,510 | 3,215 | 26.1% | $25.92万 | 加仓 |
| DFAI | DFA International Core ET | $121.77万 | 0.67% | 31,255 | -1,625 | -4.9% | -$6.33万 | 减仓 |
| GLD | SPDR Gold Trust | $118.54万 | 0.65% | 2,755 | -70 | -2.5% | -$3.01万 | 减仓 |
| — | DFA US Core ETF | $115.82万 | 0.64% | 29,803 | 3 | 0.0% | $117 | 加仓 |
| AVGE | Avantis All Equity Global | $114.35万 | 0.63% | 12,991 | 524 | 4.2% | $4.61万 | 加仓 |
| VTV | Vanguard Value Index ETF | $109.92万 | 0.60% | 5,602 | 1,327 | 31.0% | $26.04万 | 加仓 |
| VNQI | Vanguard Global REIT Ex-U | $108.24万 | 0.59% | 24,350 | 90 | 0.4% | $4,001 | 加仓 |
| DFAE | DFA Emerging Markets Core | $106.63万 | 0.59% | 31,490 | -10 | -0.0% | -$339 | 减仓 |
| VWOB | Vanguard Emerging Markets | $103.03万 | 0.57% | 15,685 | -1,040 | -6.2% | -$6.83万 | 减仓 |
| AVES | Avantis Emerging Markets | $98.13万 | 0.54% | 16,360 | 2,800 | 20.6% | $16.79万 | 加仓 |
| VOE | Vanguard Mid Cap Value | $97.21万 | 0.53% | 5,275 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard Emerging Markets | $91.33万 | 0.50% | 16,897 | 1,892 | 12.6% | $10.23万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $88.14万 | 0.48% | 1,475 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Computer Inc | $87.76万 | 0.48% | 3,458 | 0 | 0.0% | — | 不变 |
| MDY | S&P Mid Cap SPDR | $86.35万 | 0.47% | 1,400 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Cl B | $82.47万 | 0.45% | 1,721 | -50 | -2.8% | -$2.40万 | 减仓 |
| IWF | Ishares Tr Russell 1000 | $82.08万 | 0.45% | 1,925 | 0 | 0.0% | — | 不变 |
| QLTY | GMO US Quality ETF | $77.57万 | 0.43% | 21,440 | -1,490 | -6.5% | -$5.39万 | 减仓 |
| VEA | Vanguard MSCI EAFE ETF | $74.05万 | 0.41% | 11,556 | 3,843 | 49.8% | $24.63万 | 加仓 |
| SCZ | iShares MSCI Internationa | $71.78万 | 0.39% | 9,155 | 0 | 0.0% | — | 不变 |
| — | Google Inc Class C | $67.86万 | 0.37% | 2,366 | 1,566 | 195.8% | $44.91万 | 加仓 |
| DFGX | DFA Global Ex Us Corporat | $66.43万 | 0.37% | 12,665 | -1,465 | -10.4% | -$7.68万 | 减仓 |
| IJH | Ishares Tr S&P Midcap | $62.47万 | 0.34% | 9,250 | 0 | 0.0% | — | 不变 |
| — | Avantis Emerging Markets | $58.89万 | 0.32% | 9,285 | 445 | 5.0% | $2.82万 | 加仓 |
| META | Meta Platforms Inc Class | $54.81万 | 0.30% | 958 | 0 | 0.0% | — | 不变 |
| IJR | iShares S&P 600 Small Cap | $49.72万 | 0.27% | 4,000 | 0 | 0.0% | — | 不变 |
| DFEM | DFA Emerging Markets ETF | $49.42万 | 0.27% | 14,305 | 5 | 0.0% | $173 | 加仓 |
| — | Google Inc Class A | $46.01万 | 0.25% | 1,600 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon Com Inc | $44.57万 | 0.24% | 2,140 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total Internatio | $41.97万 | 0.23% | 8,735 | -1,910 | -17.9% | -$9.18万 | 减仓 |
| MSFT | Microsoft Corp | $39.81万 | 0.22% | 1,075 | 163 | 17.9% | $6.04万 | 加仓 |
| BA | Boeing Co | $38.33万 | 0.21% | 1,926 | -3,573 | -65.0% | -$71.11万 | 减仓 |
| ARKK | ARK Innovation ETF | $38.02万 | 0.21% | 5,625 | 5,625 | — | $38.02万 | 新建仓 |
| VNQ | Vanguard REIT Index ETF | $36.10万 | 0.20% | 4,070 | -210 | -4.9% | -$1.86万 | 减仓 |
| BINC | iShares Flexible Income A | $35.34万 | 0.19% | 6,805 | 1,575 | 30.1% | $8.18万 | 加仓 |
| ARKW | ARK Next Generation | $34.98万 | 0.19% | 2,900 | -200 | -6.5% | -$2.41万 | 减仓 |
| DFAU | DFA US Core ETF | $34.11万 | 0.19% | 7,560 | 5 | 0.1% | $226 | 加仓 |
| DFCF | DFA Core Fixed Income ETF | $32.68万 | 0.18% | 7,740 | -815 | -9.5% | -$3.44万 | 减仓 |
| DFSD | DFA Short Duration Bond E | $26.74万 | 0.15% | 5,585 | 10 | 0.2% | $479 | 加仓 |
| DFAW | Dimensional World Equity | $25.80万 | 0.14% | 3,497 | 1 | 0.0% | $74 | 加仓 |
| VFVA | Vanguard US Value Factor | $19.45万 | 0.11% | 1,445 | -535 | -27.0% | -$7.20万 | 重新持有 |
| AMGN | Amgen Incorporated | $16.26万 | 0.09% | 462 | 462 | — | $16.26万 | 新建仓 |
| NRG | Nrg Energy Inc New | $14.74万 | 0.08% | 1,009 | 1,009 | — | $14.74万 | 新建仓 |
| NFLX | Netflix Inc | $14.71万 | 0.08% | 1,530 | 1,530 | — | $14.71万 | 新建仓 |
| DEHP | DFA Emerging Markets High | $11.71万 | 0.06% | 3,465 | 3,465 | — | $11.71万 | 新建仓 |
| NTAP | Network Appliance Inc | $10.24万 | 0.06% | 1,000 | 1,000 | — | $10.24万 | 新建仓 |
| V | Visa Inc Cl A | $9.07万 | 0.05% | 300 | 300 | — | $9.07万 | 新建仓 |
| NVDA | Nvidia Corp | $7.67万 | 0.04% | 440 | 440 | — | $7.67万 | 新建仓 |
| VTIP | Vanguard ST Inflation-Pro | $7.49万 | 0.04% | 1,500 | -8,313 | -84.7% | -$41.52万 | 减仓 |
| WFC | Wells Fargo & Co New | $7.16万 | 0.04% | 900 | 900 | — | $7.16万 | 新建仓 |
| ABBV | Abbvie Inc | $6.36万 | 0.03% | 293 | 293 | — | $6.36万 | 新建仓 |
| DFIP | DFA TIPS ETF | $5.84万 | 0.03% | 1,400 | 1,400 | — | $5.84万 | 新建仓 |
| DIHP | DFA International High Pr | $5.51万 | 0.03% | 1,710 | 1,710 | — | $5.51万 | 新建仓 |
| IBM | Intl Business Machines | $4.90万 | 0.03% | 202 | 202 | — | $4.90万 | 新建仓 |
| PPLT | Abrdn Platinum Etf TRUST | $4.46万 | 0.02% | 250 | 250 | — | $4.46万 | 新建仓 |
| DUSB | DFA Ultra Short Bond ETF | $4.21万 | 0.02% | 830 | 830 | — | $4.21万 | 新建仓 |
| COST | Costco Whsl Corp New | $3.79万 | 0.02% | 38 | 38 | — | $3.79万 | 新建仓 |
| TSLA | Tesla Motors Inc | $3.72万 | 0.02% | 100 | 100 | — | $3.72万 | 新建仓 |
| — | Broadcom Ltd | $3.40万 | 0.02% | 110 | 110 | — | $3.40万 | 新建仓 |
| TSM | Taiwan Semiconductor Manu | $3.38万 | 0.02% | 100 | 100 | — | $3.38万 | 新建仓 |
| VZ | Verizon Communications | $2.78万 | 0.02% | 553 | 553 | — | $2.78万 | 新建仓 |
| CAT | Caterpillar Inc | $2.62万 | 0.01% | 37 | 37 | — | $2.62万 | 新建仓 |
| WMT | Wal-Mart Stores Inc | $2.27万 | 0.01% | 183 | 183 | — | $2.27万 | 新建仓 |
| VUSB | Vanguard Ultra Short Bond | $2.18万 | 0.01% | 438 | 438 | — | $2.18万 | 新建仓 |
| AMD | Advanced Micro Devices | $2.03万 | 0.01% | 100 | 100 | — | $2.03万 | 新建仓 |