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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $24.78万 | 0.04% | 1,198 | 1,198 | — | $24.78万 | 新建仓 |
| RTX | RTX CORPORATION | $24.25万 | 0.04% | 1,257 | 744 | 145.0% | $14.35万 | 加仓 |
| — | EXXON MOBIL CORP | $24.21万 | 0.04% | 1,427 | 36 | 2.6% | $6,108 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $24.11万 | 0.04% | 1,469 | 1,469 | — | $24.11万 | 新建仓 |
| TMUS | T-MOBILE US INC | $23.86万 | 0.04% | 1,136 | 363 | 47.0% | $7.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.68万 | 0.04% | 3,330 | -140 | -4.0% | -$9,957 | 减仓 |
| BAC | BANK AMERICA CORP | $22.88万 | 0.04% | 4,694 | 2,634 | 127.9% | $12.84万 | 加仓 |
| IYM | ISHARES TR | $22.84万 | 0.04% | 1,298 | 1,298 | — | $22.84万 | 新建仓 |
| CSX | CSX CORP | $22.80万 | 0.04% | 5,555 | 1,853 | 50.1% | $7.61万 | 加仓 |
| IMCG | ISHARES TR | $22.57万 | 0.04% | 2,865 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.24万 | 0.04% | 1,159 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $21.97万 | 0.04% | 1,011 | 7 | 0.7% | $1,521 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $21.61万 | 0.04% | 6,052 | -3,097 | -33.9% | -$11.06万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $21.61万 | 0.04% | 714 | 345 | 93.5% | $10.44万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $21.31万 | 0.04% | 5,927 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $21.16万 | 0.04% | 1,702 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $21.13万 | 0.04% | 1,475 | 171 | 13.1% | $2.45万 | 加仓 |
| LLY | ELI LILLY & CO | $21.06万 | 0.04% | 229 | -5 | -2.1% | -$4,599 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.40万 | 0.04% | 415 | 150 | 56.6% | $7.37万 | 加仓 |
| DON | WISDOMTREE TR | $20.23万 | 0.04% | 3,851 | -100 | -2.5% | -$5,254 | 重新持有 |
| — | ENDAVA PLC | $11.76万 | 0.02% | 26,601 | 0 | 0.0% | — | 不变 |
| 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 |