North Ridge Wealth Advisors, Inc.
BEAVERTON OR · SEC CIK 0001974277
$1.78亿2026Q1 申报市值
193持仓数
74.2%前十大占比 · 第一大 23.9%
16 / 7新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EDV 加仓+$70.45万
DFNM 加仓+$68.05万
VOO 加仓+$66.44万
DFGR 加仓+$56.54万
BRK/B 加仓+$48.50万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$120.34万
DIMENSIONAL ETF 减仓-$115.51万
DFIC 减仓-$48.11万
DFEM 减仓-$39.49万
AVDE 减仓-$35.02万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,250.38万 | 23.91% | 1,093,766 | -29,724 | -2.6% | -$115.51万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,563.65万 | 8.80% | 460,305 | -35,425 | -7.1% | -$120.34万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,468.75万 | 8.26% | 246,642 | 7,520 | 3.1% | $44.78万 | 加仓 |
| EDV | VANGUARD WORLD FD | $1,092.18万 | 6.15% | 168,157 | 10,846 | 6.9% | $70.45万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $952.31万 | 5.36% | 268,030 | -13,542 | -4.8% | -$48.11万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $856.52万 | 4.82% | 130,388 | 883 | 0.7% | $5.80万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $836.13万 | 4.70% | 314,570 | 21,273 | 7.3% | $56.54万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $804.72万 | 4.53% | 161,104 | 2,483 | 1.6% | $12.40万 | 加仓 |
| IGOV | ISHARES TR | $784.16万 | 4.41% | 190,980 | 10,192 | 5.6% | $41.85万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $576.82万 | 3.25% | 166,953 | -11,430 | -6.4% | -$39.49万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $455.33万 | 2.56% | 40,954 | -621 | -1.5% | -$6.90万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $452.69万 | 2.55% | 102,837 | -2,202 | -2.1% | -$9.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $411.08万 | 2.31% | 11,105 | -668 | -5.7% | -$24.73万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $296.09万 | 1.67% | 61,775 | 14,198 | 29.8% | $68.05万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $194.88万 | 1.10% | 9,933 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $187.11万 | 1.05% | 22,055 | -4,128 | -15.8% | -$35.02万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $173.77万 | 0.98% | 42,290 | 1,724 | 4.2% | $7.08万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $167.32万 | 0.94% | 67,169 | 1,515 | 2.3% | $3.77万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $166.55万 | 0.94% | 3,813 | -112 | -2.9% | -$4.89万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $159.77万 | 0.90% | 4,980 | 352 | 7.6% | $11.29万 | 加仓 |
| REET | ISHARES TR | $107.93万 | 0.61% | 42,915 | 6 | 0.0% | $151 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $103.42万 | 0.58% | 14,584 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $77.38万 | 0.44% | 1,295 | 1,112 | 607.7% | $66.44万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $76.02万 | 0.43% | 17,929 | 240 | 1.4% | $1.02万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $73.34万 | 0.41% | 9,629 | -114 | -1.2% | -$8,683 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.54万 | 0.40% | 1,472 | 1,012 | 220.0% | $48.50万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $67.25万 | 0.38% | 8,346 | -1,655 | -16.5% | -$13.34万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $58.16万 | 0.33% | 7,868 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $56.55万 | 0.32% | 6,376 | 8 | 0.1% | $710 | 加仓 |
| BA | BOEING CO | $55.66万 | 0.31% | 2,797 | -100 | -3.5% | -$1.99万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $55.32万 | 0.31% | 13,057 | -129 | -1.0% | -$5,466 | 减仓 |
| ITOT | ISHARES TR | $51.82万 | 0.29% | 3,638 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $50.30万 | 0.28% | 1,710 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $48.74万 | 0.27% | 1,358 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $46.53万 | 0.26% | 4,498 | 1 | 0.0% | $103 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.21万 | 0.23% | 1,523 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $39.97万 | 0.22% | 800 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $37.45万 | 0.21% | 3,987 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $35.30万 | 0.20% | 5,514 | -2,329 | -29.7% | -$14.91万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $35.26万 | 0.20% | 4,787 | -17 | -0.4% | -$1,252 | 减仓 |
| AAPL | APPLE INC | $32.50万 | 0.18% | 1,280 | -137 | -9.7% | -$3.48万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $31.47万 | 0.18% | 7,079 | 28 | 0.4% | $1,245 | 加仓 |
| CAT | CATERPILLAR INC | $28.34万 | 0.16% | 400 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $27.45万 | 0.15% | 2,952 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.95万 | 0.15% | 4,049 | 2,474 | 157.1% | $15.85万 | 加仓 |
| VO | VANGUARD INDEX FDS | $25.32万 | 0.14% | 901 | 461 | 104.8% | $12.96万 | 加仓 |
| TSLA | TESLA INC | $24.16万 | 0.14% | 650 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $23.97万 | 0.13% | 915 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $20.81万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.65万 | 0.12% | 2,750 | 1,850 | 205.6% | $13.89万 | 加仓 |
| SBUX | STARBUCKS CORP | $19.26万 | 0.11% | 2,150 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $18.08万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $15.44万 | 0.09% | 236 | 56 | 31.1% | $3.66万 | 加仓 |
| IEFA | ISHARES TR | $14.73万 | 0.08% | 1,627 | -75 | -4.4% | -$6,790 | 减仓 |
| QQQ | INVESCO QQQ TR | $14.63万 | 0.08% | 253 | 64 | 33.9% | $3.70万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $13.72万 | 0.08% | 227 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $12.39万 | 0.07% | 1,230 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $12.09万 | 0.07% | 400 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $12.01万 | 0.07% | 1,688 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.71万 | 0.07% | 180 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $11.07万 | 0.06% | 188 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $10.77万 | 0.06% | 1,356 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $10.64万 | 0.06% | 375 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC | $10.13万 | 0.06% | 3,187 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $9.12万 | 0.05% | 1,192 | 217 | 22.3% | $1.66万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $9.09万 | 0.05% | 1,365 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $9.06万 | 0.05% | 1,228 | 63 | 5.4% | $4,648 | 加仓 |
| WY | WEYERHAEUSER CO | $8.89万 | 0.05% | 3,638 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $8.77万 | 0.05% | 3,123 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $8.70万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $8.12万 | 0.05% | 93 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $7.85万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $7.65万 | 0.04% | 451 | 301 | 200.7% | $5.10万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $6.67万 | 0.04% | 144 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $6.05万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $5.99万 | 0.03% | 245 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $5.83万 | 0.03% | 268 | 254 | 1,814.3% | $5.53万 | 加仓 |
| T | AT&T INC | $5.80万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5.66万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5.48万 | 0.03% | 3,644 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $5.37万 | 0.03% | 247 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $5.35万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.30万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $5.13万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $5.10万 | 0.03% | 1,520 | 1,520 | — | $5.10万 | 新建仓 |
| STT | STATE STR CORP | $5.06万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $4.90万 | 0.03% | 4,250 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $4.75万 | 0.03% | 36 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $4.73万 | 0.03% | 257 | 235 | 1,068.2% | $4.32万 | 加仓 |
| QUAL | ISHARES TR | $4.28万 | 0.02% | 223 | 223 | — | $4.28万 | 新建仓 |
| MMM | 3M CO | $4.18万 | 0.02% | 288 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.86万 | 0.02% | 794 | 99 | 14.2% | $4,816 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $3.63万 | 0.02% | 357 | 357 | — | $3.63万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $3.62万 | 0.02% | 322 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3.57万 | 0.02% | 427 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $3.44万 | 0.02% | 301 | 301 | — | $3.44万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $3.27万 | 0.02% | 1,191 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.21万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $3.21万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $3.11万 | 0.02% | 325 | 0 | 0.0% | — | 不变 |