13F 机构持仓

Rachor Investment Advisory Services, LLC

Linden MI · SEC CIK 0002008792

2026Q22026Q1 更早 9 个季度 🔒
$1.90亿2026Q1 申报市值
464持仓数
94.4%前十大占比 · 第一大 36.5%
75 / 39新建仓 / 清仓
申报市值走势$2.03亿2026Q2
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

DFSD 36.5%
DIMENSIONAL ET 19.3%
DFIC 14.9%
DUSB 10.2%
DFEM 6.6%
DIMENSIONAL ET 2.2%
BRK/B 1.6%
DFAW 1.2%
DFCF 1.2%
GOOG 0.5%

2026Q1 买入最多 按季末市值估算

DFSD 加仓+$216.86万
DUSB 加仓+$55.21万
DIMENSIONAL ETF 加仓+$53.21万
DFEV 新建仓+$9.27万
DISV 新建仓+$9.24万

2026Q1 卖出最多 按季末市值估算

DFIC 减仓-$160.27万
DFEM 减仓-$64.73万
ORLY 减仓-$5.34万
MSFT 减仓-$3.52万
EXACT SCIENCES C 清仓-$1.55万

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
O REALTY INCOME CORP $1,2050.00%20 15.3% $60 加仓
MP MP MATERIALS CORP $1,2070.00%25 00.0% — 不变
BRCB BLACK ROCK COFFEE BAR INC $1,2670.00%98 -53-35.1% -$685 减仓
DOW DOW HLDGS INC $1,2800.00%31 13.3% $41 加仓
CMG CHIPOTLE MEXICAN GRILL INC $1,2810.00%40 00.0% — 不变
ROKU ROKU INC $1,3250.00%14 -1-6.7% -$95 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $1,3330.00%6 00.0% — 不变
RNG RINGCENTRAL INC $1,3390.00%36 00.0% — 不变
VIA VIA TRANSN INC $1,3500.00%90 -49-35.3% -$735 减仓
SAP SAP SE $1,3700.00%8 00.0% — 不变
AMPL AMPLITUDE INC $1,3710.00%201 7053.4% $477 加仓
LYV LIVE NATION ENTERTAINMENT IN $1,3730.00%9 -11-55.0% -$1,678 减仓
— DUPONT DE NEMOURS INC $1,3870.00%30 00.0% — 不变
ENSG ENSIGN GROUP INC $1,4110.00%7 00.0% — 不变
APPF APPFOLIO INC $1,4210.00%9 -16-64.0% -$2,526 减仓
TTAN SERVICETITAN INC $1,4600.00%23 635.3% $381 加仓
EME EMCOR GROUP INC $1,4770.00%2 00.0% — 不变
EWY ISHARES INC $1,4770.00%12 12— $1,477 新建仓
CGNX COGNEX CORP $1,5190.00%31 00.0% — 不变
VERX VERTEX INC $1,5460.00%130 3030.0% $357 加仓
VCEL VERICEL CORP $1,5770.00%49 1025.6% $322 加仓
HTFL HEARTFLOW INC $1,5820.00%65 00.0% — 不变
SHW SHERWIN WILLIAMS CO $1,6030.00%5 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $1,6080.00%20 00.0% — 不变
POOL POOL CORP $1,6190.00%8 360.0% $607 加仓
TECH BIO-TECHNE CORP $1,6210.00%31 00.0% — 不变
IJH ISHARES TR $1,6250.00%24 24— $1,625 新建仓
VIAV VIAVI SOLUTIONS INC $1,6640.00%50 00.0% — 不变
SMR NUSCALE PWR CORP $1,6700.00%154 00.0% — 不变
ESLT ELBIT SYS LTD $1,6990.00%2 00.0% — 不变
SIBN SI BONE INC $1,7060.00%135 77132.8% $973 加仓
EFV ISHARES TR $1,7110.00%23 23— $1,711 新建仓
VRT VERTIV HOLDINGS CO $1,7550.00%7 6600.0% $1,504 加仓
JOBY JOBY AVIATION INC $1,7850.00%216 157.5% $124 加仓
CODI COMPASS DIVERSIFIED $1,8160.00%231 00.0% — 不变
LOAR LOAR HOLDINGS INC $1,8340.00%32 00.0% — 不变
YOU CLEAR SECURE INC $1,8400.00%38 00.0% — 不变
ONTO ONTO INNOVATION INC $1,8460.00%9 00.0% — 不变
OSUR ORASURE TECHNOLOGIES INC $1,8900.00%630 345.7% $102 加仓
PM PHILIP MORRIS INTL INC $1,9050.00%12 19.1% $159 加仓
AERO GRUPO AEROMEXICO SAB DE CV $1,9060.00%136 -7-4.9% -$98 减仓
— PROFOUND MED CORP $1,9250.00%297 00.0% — 不变
C CITIGROUP INC $1,9280.00%17 213.3% $227 加仓
MSGK MADISON SQUARE GRDN SPRT COR $1,9290.00%6 00.0% — 不变
TXRH TEXAS ROADHOUSE INC $1,9820.00%12 00.0% — 不变
FRPT FRESHPET INC $2,0050.00%34 -14-29.2% -$826 减仓
SPB SPECTRUM BRANDS HOLDINGS INC $2,0450.00%28 00.0% — 不变
PI IMPINJ INC $2,0540.00%20 15.3% $103 加仓
KRYS KRYSTAL BIOTECH INC $2,0670.00%8 8— $2,067 新建仓
DUOL DUOLINGO INC $2,0700.00%21 210.5% $197 加仓
SONY SONY GROUP CORP $2,0700.00%100 00.0% — 不变
BL BLACKLINE INC $2,0720.00%56 00.0% — 不变
KRMN KARMAN HLDGS INC $2,0820.00%26 26— $2,082 新建仓
TMDX TRANSMEDICS GROUP INC $2,0880.00%21 210.5% $199 加仓
DASH DOORDASH INC $2,1030.00%14 -1-6.7% -$150 减仓
RIVN RIVIAN AUTOMOTIVE INC $2,1070.00%140 -4-2.8% -$60 减仓
V VISA INC $2,1160.00%7 00.0% — 不变
ONON ON HLDG AG $2,1440.00%63 23.3% $68 加仓
LOB LIVE OAK BANCSHARES INC $2,1500.00%65 65— $2,150 新建仓
GKOS GLAUKOS CORP $2,1540.00%20 00.0% — 不变
FIVN FIVE9 INC $2,1550.00%142 00.0% — 不变
Q QNITY ELECTRONICS INC $2,1950.00%19 426.7% $462 加仓
RY ROYAL BK CDA $2,2650.00%14 00.0% — 不变
RYN RAYONIER INC $2,2890.00%111 00.0% — 不变
QDEL QUIDELORTHO CORP $2,3170.00%141 5156.7% $838 加仓
TDG TRANSDIGM GROUP INC $2,3180.00%2 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $2,3550.00%4 00.0% — 不变
CYTK CYTOKINETICS INC $2,3730.00%36 -8-18.2% -$527 减仓
ESTA ESTABLISHMENT LABS HLDGS INC $2,3850.00%42 927.3% $511 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $2,3900.00%34 00.0% — 不变
LPLA LPL FINL HLDGS INC $2,4070.00%8 -1-11.1% -$301 减仓
RDDT REDDIT INC $2,4240.00%18 15.9% $135 加仓
LLYVK LIBERTY LIVE HOLDINGS INC $2,4470.00%26 26— $2,447 新建仓
HUT HUT 8 CORP $2,4870.00%53 53— $2,487 新建仓
BOOT BOOT BARN HLDGS INC $2,4890.00%17 -1-5.6% -$146 减仓
CTVA CORTEVA INC $2,5240.00%30 00.0% — 不变
SPHR SPHERE ENTERTAINMENT CO $2,5830.00%22 210.0% $235 加仓
GNTX GENTEX CORP $2,6010.00%119 00.0% — 不变
RIO RIO TINTO PLC $2,6130.00%28 00.0% — 不变
MDGL MADRIGAL PHARMACEUTICALS INC $2,6180.00%5 4400.0% $2,094 加仓
EPD ENTERPRISE PRODS PARTNERS L $2,6490.00%70 -17-19.5% -$643 减仓
PCRX PACIRA BIOSCIENCES INC $2,7120.00%120 4050.0% $904 加仓
GAP GAP INC $2,7350.00%113 00.0% — 不变
LLY ELI LILLY & CO $2,7650.00%3 00.0% — 不变
ABNB AIRBNB INC $2,7790.00%22 00.0% — 不变
ARX ACCELERANT HOLDINGS $2,7930.00%209 7454.8% $989 加仓
ES EVERSOURCE ENERGY $2,8030.00%40 40— $2,803 新建仓
TLN TALEN ENERGY CORP $2,8740.00%9 00.0% — 不变
HNGE HINGE HEALTH INC $2,8920.00%75 -2-2.6% -$77 减仓
DTM DT MIDSTREAM INC $2,8980.00%22 11100.0% $1,449 加仓
SIRI SIRIUSXM HOLDINGS INC $2,8980.00%126 126— $2,898 新建仓
SO SOUTHERN CO $2,9180.00%30 30— $2,918 新建仓
SITE SITEONE LANDSCAPE SUPPLY INC $2,9290.00%22 00.0% — 不变
— BIOLIFE SOLUTIONS INC $2,9390.00%154 1510.8% $286 加仓
NKTR NEKTAR THERAPEUTICS $2,9500.00%41 617.1% $432 加仓
— LIBERTY BROADBAND CORP $2,9680.00%59 59— $2,968 新建仓
BBIO BRIDGEBIO PHARMA INC $2,9710.00%40 -4-9.1% -$297 减仓
TKO TKO GROUP HOLDINGS INC $3,0250.00%15 -4-21.1% -$807 减仓
FQAL FIDELITY COVINGTON TRUST $3,0500.00%42 42— $3,050 新建仓
SN SHARKNINJA INC $3,1770.00%30 -3-9.1% -$318 减仓