Shotwell Rutter Baer Inc
LANSING MI · SEC CIK 0002008310
$1.70亿2026Q1 申报市值
38持仓数
75.6%前十大占比 · 第一大 14.3%
0 / 1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
JMUB 加仓+$182.57万
VTI 加仓+$143.24万
VCIT 加仓+$52.43万
DFGX 加仓+$50.02万
VGIT 加仓+$44.45万
2026Q1 卖出最多 按季末市值估算
MUNI 减仓-$124.65万
SUB 清仓-$20.01万
DISV 减仓-$15.03万
DFAX 减仓-$5.17万
NULV 减仓-$5.15万
2026Q1 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 | $2,429.32万 | 14.27% | 75,725 | 4,465 | 6.3% | $143.24万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,745.87万 | 10.26% | 216,582 | 2,807 | 1.3% | $22.63万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,379.23万 | 8.10% | 262,958 | 9,536 | 3.8% | $50.02万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,375.42万 | 8.08% | 166,214 | 6,336 | 4.0% | $52.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,174.51万 | 6.90% | 106,319 | 1,583 | 1.5% | $17.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,138.60万 | 6.69% | 177,685 | 3,267 | 1.9% | $20.93万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,049.11万 | 6.16% | 130,195 | 1,200 | 0.9% | $9.67万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $965.88万 | 5.68% | 162,197 | 7,464 | 4.8% | $44.45万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $885.19万 | 5.20% | 224,439 | -3,811 | -1.7% | -$15.03万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $728.96万 | 4.28% | 138,113 | -29 | -0.0% | -$1,531 | 减仓 |
| MUNI | PIMCO ETF TR | $724.48万 | 4.26% | 138,816 | -23,884 | -14.7% | -$124.65万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $548.40万 | 3.22% | 109,789 | 5,309 | 5.1% | $26.52万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $518.76万 | 3.05% | 195,171 | 9,673 | 5.2% | $25.71万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $460.99万 | 2.71% | 58,155 | 2,916 | 5.3% | $23.12万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $459.91万 | 2.70% | 92,000 | 36,521 | 65.8% | $182.57万 | 加仓 |
| DMXF | ISHARES TR | $148.36万 | 0.87% | 19,663 | 45 | 0.2% | $3,395 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $146.21万 | 0.86% | 37,626 | -1,150 | -3.0% | -$4.47万 | 减仓 |
| NULV | NUSHARES ETF TR | $118.84万 | 0.70% | 26,118 | -1,131 | -4.2% | -$5.15万 | 减仓 |
| USXF | ISHARES TR | $114.64万 | 0.67% | 20,769 | 299 | 1.5% | $1.65万 | 加仓 |
| BGRN | ISHARES TR | $78.54万 | 0.46% | 16,545 | -70 | -0.4% | -$3,323 | 减仓 |
| ESGU | ISHARES TR | $76.18万 | 0.45% | 5,387 | -10 | -0.2% | -$1,414 | 减仓 |
| WMT | WALMART INC | $67.72万 | 0.40% | 5,449 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $64.94万 | 0.38% | 14,411 | -23 | -0.2% | -$1,036 | 减仓 |
| MUB | ISHARES TR | $59.73万 | 0.35% | 5,627 | -317 | -5.3% | -$3.36万 | 减仓 |
| ESGE | ISHARES INC | $56.48万 | 0.33% | 12,422 | -224 | -1.8% | -$1.02万 | 减仓 |
| ESGD | ISHARES TR | $56.46万 | 0.33% | 5,905 | -29 | -0.5% | -$2,773 | 减仓 |
| VCEB | VANGUARD WORLD FD | $53.90万 | 0.32% | 8,578 | 87 | 1.0% | $5,466 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $53.17万 | 0.31% | 242 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $53.07万 | 0.31% | 21,173 | 573 | 2.8% | $1.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.51万 | 0.29% | 2,002 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $42.71万 | 0.25% | 17,221 | -1,752 | -9.2% | -$4.34万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $37.20万 | 0.22% | 10,950 | -1,521 | -12.2% | -$5.17万 | 减仓 |
| EFV | ISHARES TR | $37.17万 | 0.22% | 5,000 | -220 | -4.2% | -$1.64万 | 减仓 |
| IVV | ISHARES TR | $30.96万 | 0.18% | 474 | 18 | 3.9% | $1.18万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $23.96万 | 0.14% | 3,131 | -23 | -0.7% | -$1,760 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $22.44万 | 0.13% | 2,247 | -75 | -3.2% | -$7,489 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.24万 | 0.13% | 854 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $21.72万 | 0.13% | 2,399 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -1,873 | -100.0% | -$20.01万 | 清仓 |