RAM Investment Partners, LLC
BELLEVUE WA · SEC CIK 0001989672
$5.69亿2026Q1 申报市值
121持仓数
78.0%前十大占比 · 第一大 18.7%
11 / 7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
CORP 加仓+$580.32万
MSFT 加仓+$291.03万
IVV 加仓+$260.91万
DFSD 加仓+$222.42万
DFAI 加仓+$203.62万
2026Q1 卖出最多 按季末市值估算
GLD 清仓-$43.95万
TLT 清仓-$41.12万
COST 减仓-$37.36万
GOOGL 减仓-$37.00万
FDVV 清仓-$29.66万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,109 | -100.0% | -$43.95万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,718 | -100.0% | -$41.12万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -5,232 | -100.0% | -$29.66万 | 清仓 |
| DFIS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,176 | -100.0% | -$23.64万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -830 | -100.0% | -$15.61万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -585 | -100.0% | -$15.06万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -179 | -100.0% | -$5.30万 | 清仓 |
| — | ENDAVA PLC | $11.76万 | 0.02% | 26,601 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $20.23万 | 0.04% | 3,851 | -100 | -2.5% | -$5,254 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.40万 | 0.04% | 415 | 150 | 56.6% | $7.37万 | 加仓 |
| LLY | ELI LILLY & CO | $21.06万 | 0.04% | 229 | -5 | -2.1% | -$4,599 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $21.13万 | 0.04% | 1,475 | 171 | 13.1% | $2.45万 | 加仓 |
| IJR | ISHARES TR | $21.16万 | 0.04% | 1,702 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $21.31万 | 0.04% | 5,927 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $21.61万 | 0.04% | 714 | 345 | 93.5% | $10.44万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $21.61万 | 0.04% | 6,052 | -3,097 | -33.9% | -$11.06万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $21.97万 | 0.04% | 1,011 | 7 | 0.7% | $1,521 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.24万 | 0.04% | 1,159 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $22.57万 | 0.04% | 2,865 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $22.80万 | 0.04% | 5,555 | 1,853 | 50.1% | $7.61万 | 加仓 |
| IYM | ISHARES TR | $22.84万 | 0.04% | 1,298 | 1,298 | — | $22.84万 | 新建仓 |
| BAC | BANK AMERICA CORP | $22.88万 | 0.04% | 4,694 | 2,634 | 127.9% | $12.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.68万 | 0.04% | 3,330 | -140 | -4.0% | -$9,957 | 减仓 |
| TMUS | T-MOBILE US INC | $23.86万 | 0.04% | 1,136 | 363 | 47.0% | $7.62万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $24.11万 | 0.04% | 1,469 | 1,469 | — | $24.11万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.21万 | 0.04% | 1,427 | 36 | 2.6% | $6,108 | 加仓 |
| RTX | RTX CORPORATION | $24.25万 | 0.04% | 1,257 | 744 | 145.0% | $14.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $24.78万 | 0.04% | 1,198 | 1,198 | — | $24.78万 | 新建仓 |
| CSCO | CISCO SYS INC | $25.70万 | 0.05% | 3,313 | 1,962 | 145.2% | $15.22万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $26.61万 | 0.05% | 10,380 | 231 | 2.3% | $5,923 | 加仓 |
| HEFA | ISHARES TR | $26.64万 | 0.05% | 6,270 | 6,270 | — | $26.64万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $26.79万 | 0.05% | 17,284 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.79万 | 0.05% | 3,260 | 287 | 9.7% | $2.45万 | 加仓 |
| IEMG | ISHARES INC | $27.91万 | 0.05% | 4,002 | 50 | 1.3% | $3,488 | 加仓 |
| EFA | ISHARES TR | $27.97万 | 0.05% | 2,879 | 275 | 10.6% | $2.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $28.30万 | 0.05% | 1,442 | 3 | 0.2% | $589 | 加仓 |
| IWB | ISHARES TR | $29.81万 | 0.05% | 836 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $30.13万 | 0.05% | 10,393 | 3,079 | 42.1% | $8.93万 | 加仓 |
| WM | WASTE MGMT INC DEL | $31.18万 | 0.05% | 1,357 | 204 | 17.7% | $4.69万 | 加仓 |
| CAT | CATERPILLAR INC | $32.52万 | 0.06% | 459 | 248 | 117.5% | $17.57万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $33.50万 | 0.06% | 3,565 | 401 | 12.7% | $3.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.62万 | 0.06% | 2,298 | 371 | 19.3% | $5.43万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $34.15万 | 0.06% | 1,044 | 102 | 10.8% | $3.34万 | 加仓 |
| IXUS | ISHARES TR | $34.27万 | 0.06% | 3,955 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $35.43万 | 0.06% | 4,100 | 4,100 | — | $35.43万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.70万 | 0.06% | 6,604 | -7 | -0.1% | -$378 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $36.32万 | 0.06% | 1,075 | 625 | 138.9% | $21.12万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $36.52万 | 0.06% | 4,959 | 3 | 0.1% | $221 | 加仓 |
| WMT | WALMART INC | $36.96万 | 0.06% | 2,974 | 1,276 | 75.1% | $15.86万 | 加仓 |
| HYG | ISHARES TR | $37.23万 | 0.07% | 4,679 | 814 | 21.1% | $6.48万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.52万 | 0.07% | 4,733 | 13 | 0.3% | $1,030 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $39.44万 | 0.07% | 6,681 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $39.61万 | 0.07% | 2,122 | 79 | 3.9% | $1.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $39.78万 | 0.07% | 4,441 | 117 | 2.7% | $1.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $40.69万 | 0.07% | 481 | 481 | — | $40.69万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $41.25万 | 0.07% | 2,982 | 14 | 0.5% | $1,937 | 加仓 |
| VO | VANGUARD INDEX FDS | $41.38万 | 0.07% | 1,441 | 4 | 0.3% | $1,149 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.71万 | 0.07% | 2,050 | 1,414 | 222.3% | $28.77万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $45.24万 | 0.08% | 6,887 | 888 | 14.8% | $5.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $46.45万 | 0.08% | 1,579 | 55 | 3.6% | $1.62万 | 加仓 |
| SGOV | ISHARES TR | $47.31万 | 0.08% | 4,700 | 4,700 | — | $47.31万 | 新建仓 |
| STIP | ISHARES TR | $50.24万 | 0.09% | 4,857 | 4,857 | — | $50.24万 | 新建仓 |
| WFC | WELLS FARGO & CO | $50.79万 | 0.09% | 6,380 | 6,380 | — | $50.79万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $53.55万 | 0.09% | 1,072 | 320 | 42.6% | $15.98万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $54.77万 | 0.10% | 4,878 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $55.13万 | 0.10% | 6,062 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $58.16万 | 0.10% | 11,011 | -1,835 | -14.3% | -$9.69万 | 减仓 |
| NFLX | NETFLIX INC. | $58.29万 | 0.10% | 6,062 | 1,370 | 29.2% | $13.17万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $60.19万 | 0.11% | 5,862 | 220 | 3.9% | $2.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $60.78万 | 0.11% | 9,732 | -1,494 | -13.3% | -$9.33万 | 减仓 |
| MUB | ISHARES TR | $60.87万 | 0.11% | 5,734 | 2 | 0.0% | $212 | 加仓 |
| PRCH | PORCH GROUP INC | $61.62万 | 0.11% | 85,940 | -9,550 | -10.0% | -$6.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $63.64万 | 0.11% | 1,457 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $64.12万 | 0.11% | 8,690 | 1,066 | 14.0% | $7.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $64.56万 | 0.11% | 2,386 | 2,386 | — | $64.56万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $67.60万 | 0.12% | 8,767 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $68.92万 | 0.12% | 6,147 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $72.80万 | 0.13% | 2,978 | 689 | 30.1% | $16.84万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $74.09万 | 0.13% | 14,037 | 300 | 2.2% | $1.58万 | 加仓 |
| V | VISA INC | $74.21万 | 0.13% | 2,455 | 492 | 25.1% | $14.87万 | 加仓 |
| AMAT | APPLIED MATLS INC | $82.06万 | 0.14% | 2,401 | 331 | 16.0% | $11.31万 | 加仓 |
| VGT | VANGUARD WORLD FD | $85.26万 | 0.15% | 1,222 | -200 | -14.1% | -$13.95万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $86.32万 | 0.15% | 17,315 | 1,473 | 9.3% | $7.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $88.35万 | 0.16% | 1,531 | 117 | 8.3% | $6.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $93.44万 | 0.16% | 1,950 | -2 | -0.1% | -$958 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $96.58万 | 0.17% | 15,072 | -43 | -0.3% | -$2,755 | 减仓 |
| DHR | DANAHER CORP DEL | $104.38万 | 0.18% | 5,505 | 5,505 | — | $104.38万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $111.52万 | 0.20% | 1,866 | -14 | -0.7% | -$8,367 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $113.52万 | 0.20% | 14,088 | -73 | -0.5% | -$5,882 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $118.41万 | 0.21% | 1,821 | 288 | 18.8% | $18.73万 | 加仓 |
| ABBV | ABBVIE INC | $130.41万 | 0.23% | 5,996 | 379 | 6.7% | $8.24万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $134.30万 | 0.24% | 27,714 | -1,300 | -4.5% | -$6.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $136.62万 | 0.24% | 4,258 | -16 | -0.4% | -$5,134 | 减仓 |
| TSLA | TESLA INC | $175.97万 | 0.31% | 4,734 | 205 | 4.5% | $7.62万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $179.40万 | 0.32% | 55,680 | 20,070 | 56.4% | $64.67万 | 加仓 |
| GOOGL | ALPHABET INC | $180.39万 | 0.32% | 6,274 | -1,287 | -17.0% | -$37.00万 | 减仓 |
| PCAR | PACCAR INC | $181.64万 | 0.32% | 15,726 | 344 | 2.2% | $3.97万 | 加仓 |
| META | META PLATFORMS INC | $204.76万 | 0.36% | 3,579 | 261 | 7.9% | $14.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $209.65万 | 0.37% | 57,031 | 30,631 | 116.0% | $112.60万 | 加仓 |