13F 机构持仓

RAM Investment Partners, LLC

BELLEVUE WA · SEC CIK 0001989672

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 19.2%
DFAI 12.8%
CORP 8.7%
DFAE 8.5%
DFSD 7.7%
MSFT 6.7%
DIMENSIONAL ET 6.1%
DFNM 4.5%
AMZN 1.7%
NVDA 1.5%

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
SPCX SPACE EXPLORATION TECHN CORP $28.12万0.04%1,646 1,646— $28.12万 新建仓
— DIMENSIONAL ETF TRUST $27.46万0.04%3,335 50.2% $412 加仓
BAC BANK OF AMER CORP $27.41万0.04%4,810 1162.5% $6,609 加仓
CSX CSX CORP $26.62万0.04%5,601 460.8% $2,186 加仓
PLTR PALANTIR TECHNOLOGIES INC $25.96万0.04%2,225 -73-3.2% -$8,517 减仓
CAT CATERPILLAR INC $25.66万0.04%241 -218-47.5% -$23.21万 减仓
GE GE AEROSPACE $25.61万0.04%685 471220.1% $17.61万 重新持有
IJR ISHARES TR $25.24万0.04%1,702 00.0% — 不变
AXP AMERICAN EXPRESS CO $24.94万0.04%737 233.2% $7,784 加仓
DFLV DIMENSIONAL ETF TRUST $24.91万0.04%6,301 2494.1% $9,845 加仓
VBR VANGUARD INDEX FDS $24.72万0.04%1,017 60.6% $1,459 加仓
FMDE FIDELITY COVINGTON TRUST $24.25万0.04%5,977 500.8% $2,029 加仓
EXPD EXPEDITORS INTL WASH INC $23.81万0.04%1,461 -14-0.9% -$2,282 减仓
DFEV DIMENSIONAL ETF TRUST $23.78万0.04%5,573 5,573— $23.78万 新建仓
RTX RTX CORPORATION $22.84万0.04%1,204 -53-4.2% -$1.01万 减仓
VXF VANGUARD INDEX FDS $22.77万0.04%925 925— $22.77万 新建仓
CL COLGATE PALMOLIVE CO $22.62万0.04%2,467 -793-24.3% -$7.27万 减仓
RSP INVESCO EXCHANGE TRADED FD T $22.53万0.04%1,059 -100-8.6% -$2.13万 减仓
ASML ASML HLDG NV $21.88万0.03%110 110— $21.88万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $21.84万0.03%310 310— $21.84万 新建仓
DON WISDOMTREE TR $21.77万0.03%3,851 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $21.66万0.03%432 174.1% $8,524 加仓
MRK MERCK & CO INC $21.07万0.03%1,640 1,640— $21.07万 新建仓
WDC WESTERN DIGITAL CORP $20.50万0.03%321 321— $20.50万 新建仓
UNP UNION PAC CORP $20.07万0.03%738 738— $20.07万 新建仓
KLAC KLA CORP $8.82万0.01%292 292— $8.82万 新建仓
— ENDAVA PLC $7.53万0.01%26,601 00.0% — 不变
NKE NIKE INC $00.00%0 -11,011-100.0% -$58.16万 清仓
STIP ISHARES TR $00.00%0 -4,857-100.0% -$50.24万 清仓
SGOV ISHARES TR $00.00%0 -4,700-100.0% -$47.31万 清仓
REGL PROSHARES TR $00.00%0 -4,100-100.0% -$35.43万 清仓
T AT&T INC $00.00%0 -10,393-100.0% -$30.13万 清仓
HEFA ISHARES TR $00.00%0 -6,270-100.0% -$26.64万 清仓
CVX CHEVRON CORPORATION $00.00%0 -1,198-100.0% -$24.78万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,136-100.0% -$23.86万 清仓
IYM ISHARES TR $00.00%0 -1,298-100.0% -$22.84万 清仓