RAM Investment Partners, LLC
BELLEVUE WA · SEC CIK 0001989672
$6.25亿2026Q2 申报市值
127持仓数
77.5%前十大占比 · 第一大 19.2%
14 / 9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
DFNM 加仓+$324.63万
CORP 加仓+$304.19万
DFAI 加仓+$100.30万
DIMENSIONAL ETF 加仓+$75.97万
DFSI 加仓+$74.64万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$132.38万
AMZN 减仓-$97.58万
UNH 减仓-$69.57万
NKE 清仓-$58.16万
MSFT 减仓-$57.52万
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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $0 | 0.00% | 0 | -11,011 | -100.0% | -$58.16万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -4,857 | -100.0% | -$50.24万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -4,700 | -100.0% | -$47.31万 | 清仓 |
| REGL | PROSHARES TR | $0 | 0.00% | 0 | -4,100 | -100.0% | -$35.43万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,393 | -100.0% | -$30.13万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -6,270 | -100.0% | -$26.64万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,198 | -100.0% | -$24.78万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,136 | -100.0% | -$23.86万 | 清仓 |
| IYM | ISHARES TR | $0 | 0.00% | 0 | -1,298 | -100.0% | -$22.84万 | 清仓 |
| — | ENDAVA PLC | $7.53万 | 0.01% | 26,601 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $8.82万 | 0.01% | 292 | 292 | — | $8.82万 | 新建仓 |
| UNP | UNION PAC CORP | $20.07万 | 0.03% | 738 | 738 | — | $20.07万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.50万 | 0.03% | 321 | 321 | — | $20.50万 | 新建仓 |
| MRK | MERCK & CO INC | $21.07万 | 0.03% | 1,640 | 1,640 | — | $21.07万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.66万 | 0.03% | 432 | 17 | 4.1% | $8,524 | 加仓 |
| DON | WISDOMTREE TR | $21.77万 | 0.03% | 3,851 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.84万 | 0.03% | 310 | 310 | — | $21.84万 | 新建仓 |
| ASML | ASML HLDG NV | $21.88万 | 0.03% | 110 | 110 | — | $21.88万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.53万 | 0.04% | 1,059 | -100 | -8.6% | -$2.13万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $22.62万 | 0.04% | 2,467 | -793 | -24.3% | -$7.27万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $22.77万 | 0.04% | 925 | 925 | — | $22.77万 | 新建仓 |
| RTX | RTX CORPORATION | $22.84万 | 0.04% | 1,204 | -53 | -4.2% | -$1.01万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $23.78万 | 0.04% | 5,573 | 5,573 | — | $23.78万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $23.81万 | 0.04% | 1,461 | -14 | -0.9% | -$2,282 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $24.25万 | 0.04% | 5,977 | 50 | 0.8% | $2,029 | 加仓 |
| VBR | VANGUARD INDEX FDS | $24.72万 | 0.04% | 1,017 | 6 | 0.6% | $1,459 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $24.91万 | 0.04% | 6,301 | 249 | 4.1% | $9,845 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $24.94万 | 0.04% | 737 | 23 | 3.2% | $7,784 | 加仓 |
| IJR | ISHARES TR | $25.24万 | 0.04% | 1,702 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.61万 | 0.04% | 685 | 471 | 220.1% | $17.61万 | 重新持有 |
| CAT | CATERPILLAR INC | $25.66万 | 0.04% | 241 | -218 | -47.5% | -$23.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.96万 | 0.04% | 2,225 | -73 | -3.2% | -$8,517 | 减仓 |
| CSX | CSX CORP | $26.62万 | 0.04% | 5,601 | 46 | 0.8% | $2,186 | 加仓 |
| BAC | BANK OF AMER CORP | $27.41万 | 0.04% | 4,810 | 116 | 2.5% | $6,609 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.46万 | 0.04% | 3,335 | 5 | 0.2% | $412 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $28.12万 | 0.04% | 1,646 | 1,646 | — | $28.12万 | 新建仓 |
| IMCG | ISHARES TR | $28.16万 | 0.05% | 2,865 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $29.40万 | 0.05% | 1,319 | -38 | -2.8% | -$8,469 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.59万 | 0.05% | 712 | -1,674 | -70.2% | -$69.57万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $29.87万 | 0.05% | 10,149 | -231 | -2.2% | -$6,798 | 减仓 |
| CRM | SALESFORCE INC | $30.07万 | 0.05% | 1,920 | -202 | -9.5% | -$3.16万 | 减仓 |
| INTC | INTEL CORP | $30.19万 | 0.05% | 2,162 | 2,162 | — | $30.19万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $30.42万 | 0.05% | 3,352 | -2,510 | -42.8% | -$22.78万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.80万 | 0.05% | 645 | 645 | — | $30.80万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $31.50万 | 0.05% | 1,445 | 3 | 0.2% | $654 | 加仓 |
| EFA | ISHARES TR | $31.59万 | 0.05% | 3,041 | 162 | 5.6% | $1.68万 | 加仓 |
| WFC | WELLS FARGO & CO | $31.85万 | 0.05% | 3,854 | -2,526 | -39.6% | -$20.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.76万 | 0.05% | 3,550 | -15 | -0.4% | -$1,384 | 减仓 |
| WMT | WALMART INC | $33.69万 | 0.05% | 2,975 | 1 | 0.0% | $113 | 加仓 |
| LLY | ELI LILLY & CO | $33.77万 | 0.05% | 282 | 53 | 23.1% | $6.35万 | 加仓 |
| IWB | ISHARES TR | $34.23万 | 0.05% | 836 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.49万 | 0.06% | 452 | 452 | — | $34.49万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.69万 | 0.06% | 5,812 | -792 | -12.0% | -$4.73万 | 减仓 |
| HYG | ISHARES TR | $34.84万 | 0.06% | 4,357 | -322 | -6.9% | -$2.57万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $34.93万 | 0.06% | 4,759 | -200 | -4.0% | -$1.47万 | 减仓 |
| IEMG | ISHARES INC | $35.07万 | 0.06% | 4,234 | 232 | 5.8% | $1.92万 | 加仓 |
| QUAL | ISHARES TR | $35.15万 | 0.06% | 1,602 | 1,602 | — | $35.15万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.56万 | 0.06% | 4,753 | 20 | 0.4% | $1,581 | 加仓 |
| IXUS | ISHARES TR | $37.75万 | 0.06% | 3,955 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $38.73万 | 0.06% | 1,045 | 1 | 0.1% | $371 | 加仓 |
| CSCO | CISCO SYS INC | $39.16万 | 0.06% | 3,334 | 21 | 0.6% | $2,466 | 加仓 |
| ARM | ARM HOLDINGS PLC | $39.61万 | 0.06% | 1,117 | 1,117 | — | $39.61万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $41.31万 | 0.07% | 2,632 | -350 | -11.7% | -$5.49万 | 减仓 |
| NFLX | NETFLIX INC. | $41.58万 | 0.07% | 5,824 | -238 | -3.9% | -$1.70万 | 减仓 |
| SBUX | STARBUCKS CORP | $41.89万 | 0.07% | 4,100 | -341 | -7.7% | -$3.48万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $41.93万 | 0.07% | 17,284 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $42.25万 | 0.07% | 3,090 | 1,663 | 116.5% | $22.74万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $43.30万 | 0.07% | 6,439 | -448 | -6.5% | -$3.01万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $45.03万 | 0.07% | 6,681 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $45.41万 | 0.07% | 449 | -32 | -6.7% | -$3.24万 | 减仓 |
| VO | VANGUARD INDEX FDS | $46.56万 | 0.07% | 5,779 | 15 | 0.3% | $1,208 | 加仓 |
| MA | MASTERCARD INCORPORATED | $54.38万 | 0.09% | 1,059 | -13 | -1.2% | -$6,675 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.04万 | 0.09% | 1,743 | 164 | 10.4% | $5.37万 | 加仓 |
| MUB | ISHARES TR | $61.69万 | 0.10% | 5,732 | -2 | -0.0% | -$215 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $63.42万 | 0.10% | 1,470 | 1 | 0.1% | $431 | 加仓 |
| ESGV | VANGUARD WORLD FD | $64.51万 | 0.10% | 4,878 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $68.03万 | 0.11% | 9,732 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $70.97万 | 0.11% | 6,062 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $74.22万 | 0.12% | 2,922 | -56 | -1.9% | -$1.42万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $74.71万 | 0.12% | 9,023 | 333 | 3.8% | $2.76万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $74.95万 | 0.12% | 8,767 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $75.30万 | 0.12% | 8,742 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $76.85万 | 0.12% | 14,226 | 189 | 1.3% | $1.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $77.47万 | 0.12% | 1,052 | -479 | -31.3% | -$35.27万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $80.35万 | 0.13% | 696 | -379 | -35.3% | -$43.75万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $85.51万 | 0.14% | 17,040 | -275 | -1.6% | -$1.38万 | 减仓 |
| V | VISA INC | $86.78万 | 0.14% | 2,529 | 74 | 3.0% | $2.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $89.25万 | 0.14% | 1,536 | -514 | -25.1% | -$29.87万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $99.30万 | 0.16% | 6,147 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $100.55万 | 0.16% | 2,010 | 60 | 3.1% | $3.00万 | 加仓 |
| DHR | DANAHER CORP DEL | $104.69万 | 0.17% | 5,496 | -9 | -0.2% | -$1,714 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $106.12万 | 0.17% | 1,421 | -400 | -22.0% | -$29.87万 | 减仓 |
| VGT | VANGUARD WORLD FD | $108.36万 | 0.17% | 9,066 | -710 | -7.3% | -$8.49万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $119.73万 | 0.19% | 16,804 | 1,732 | 11.5% | $12.34万 | 加仓 |
| PRCH | PORCH GROUP INC | $121.73万 | 0.19% | 80,940 | -5,000 | -5.8% | -$7.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $128.34万 | 0.21% | 1,869 | 3 | 0.2% | $2,060 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $136.47万 | 0.22% | 14,143 | 55 | 0.4% | $5,307 | 加仓 |
| ABBV | ABBVIE INC | $150.48万 | 0.24% | 5,980 | -16 | -0.3% | -$4,026 | 减仓 |
| TSLA | TESLA INC | $153.33万 | 0.25% | 3,646 | -1,088 | -23.0% | -$45.76万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $155.88万 | 0.25% | 4,212 | -46 | -1.1% | -$1.70万 | 减仓 |