Shotwell Rutter Baer Inc
LANSING MI · SEC CIK 0002008310
$1.82亿2026Q2 申报市值
38持仓数
75.9%前十大占比 · 第一大 15.2%
0 / 0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
JMUB 加仓+$46.35万
VCIT 加仓+$39.28万
VCSH 加仓+$26.96万
VGIT 加仓+$26.12万
DFGX 加仓+$10.43万
2026Q2 卖出最多 按季末市值估算
AVLV 减仓-$55.41万
AVEM 减仓-$49.72万
DFIV 减仓-$35.84万
AVUV 减仓-$34.47万
VTI 减仓-$32.12万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,770.02万 | 15.21% | 74,857 | -868 | -1.1% | -$32.12万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,920.04万 | 10.54% | 210,507 | -6,075 | -2.8% | -$55.41万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,419.75万 | 7.79% | 264,904 | 1,946 | 0.7% | $10.43万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,413.04万 | 7.76% | 170,966 | 4,752 | 2.9% | $39.28万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,291.97万 | 7.09% | 103,556 | -2,763 | -2.6% | -$34.47万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,238.10万 | 6.80% | 173,769 | -3,916 | -2.2% | -$27.90万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,206.53万 | 6.62% | 125,042 | -5,153 | -4.0% | -$49.72万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $982.75万 | 5.40% | 166,625 | 4,428 | 2.7% | $26.12万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $869.43万 | 4.77% | 216,654 | -7,785 | -3.5% | -$31.24万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $710.25万 | 3.90% | 131,479 | -6,634 | -4.8% | -$35.84万 | 减仓 |
| MUNI | PIMCO ETF TR | $709.21万 | 3.89% | 134,830 | -3,986 | -2.9% | -$20.97万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $562.78万 | 3.09% | 194,264 | -907 | -0.5% | -$2.63万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $560.79万 | 3.08% | 111,644 | 1,855 | 1.7% | $9.32万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $512.38万 | 2.81% | 101,151 | 9,151 | 9.9% | $46.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $486.56万 | 2.67% | 61,567 | 3,412 | 5.9% | $26.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $166.91万 | 0.92% | 37,626 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $166.15万 | 0.91% | 19,640 | -23 | -0.1% | -$1,946 | 减仓 |
| USXF | ISHARES TR | $138.50万 | 0.76% | 19,943 | -826 | -4.0% | -$5.74万 | 减仓 |
| NULV | NUSHARES ETF TR | $132.35万 | 0.73% | 26,476 | 358 | 1.4% | $1.79万 | 加仓 |
| ESGU | ISHARES TR | $86.88万 | 0.48% | 5,308 | -79 | -1.5% | -$1.29万 | 减仓 |
| BGRN | ISHARES TR | $82.42万 | 0.45% | 17,361 | 816 | 4.9% | $3.87万 | 加仓 |
| NUSC | NUSHARES ETF TR | $75.10万 | 0.41% | 14,409 | -2 | -0.0% | -$104 | 减仓 |
| ESGE | ISHARES INC | $64.93万 | 0.36% | 11,873 | -549 | -4.4% | -$3.00万 | 减仓 |
| WMT | WALMART INC | $61.71万 | 0.34% | 5,449 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $60.46万 | 0.33% | 5,618 | -9 | -0.2% | -$969 | 减仓 |
| ESGD | ISHARES TR | $59.65万 | 0.33% | 5,802 | -103 | -1.7% | -$1.06万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.28万 | 0.31% | 2,002 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $55.04万 | 0.30% | 8,770 | 192 | 2.2% | $1.20万 | 加仓 |
| SUSB | ISHARES TR | $53.93万 | 0.30% | 21,579 | 406 | 1.9% | $1.01万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $47.90万 | 0.26% | 231 | -11 | -4.5% | -$2.28万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $43.35万 | 0.24% | 17,040 | -181 | -1.1% | -$4,605 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $40.02万 | 0.22% | 10,864 | -86 | -0.8% | -$3,168 | 减仓 |
| EFV | ISHARES TR | $36.78万 | 0.20% | 4,805 | -195 | -3.9% | -$1.49万 | 减仓 |
| IVV | ISHARES TR | $34.90万 | 0.19% | 466 | -8 | -1.7% | -$5,991 | 减仓 |
| SPYM | SPDR SERIES TRUST | $28.56万 | 0.16% | 3,250 | 119 | 3.8% | $1.05万 | 加仓 |
| IEFA | ISHARES TR | $23.17万 | 0.13% | 2,399 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $23.11万 | 0.13% | 854 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $22.64万 | 0.12% | 2,197 | -50 | -2.2% | -$5,153 | 减仓 |