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
VZ VERIZON COMMUNICATIONS INC $1.51万0.01%301 155106.2% $7,784 加仓
GOOGL ALPHABET INC $1.38万0.01%48 00.0% — 不变
ALV AUTOLIV INC $1.36万0.01%129 10.8% $105 加仓
— SERES THERAPEUTICS INC $1.31万0.01%1,477 00.0% — 不变
— RBB FD INC $1.28万0.01%400 00.0% — 不变
IPAR INTERPARFUMS INC $1.27万0.01%140 140— $1.27万 新建仓
IXC ISHARES TR $1.25万0.01%217 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1.23万0.01%160 00.0% — 不变
VEEV VEEVA SYS INC $1.23万0.01%70 00.0% — 不变
— QORVO INC $1.16万0.01%150 00.0% — 不变
DUK DUKE ENERGY CORP NEW $1.14万0.01%87 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $1.13万0.01%156 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $1.12万0.01%40 33471.4% $9,226 加仓
— WARNER BROS DISCOVERY INC $1.07万0.01%389 256192.5% $7,030 加仓
NMAX NEWSMAX INC $1.06万0.01%2,030 00.0% — 不变
NOW SERVICENOW INC $1.01万0.01%97 22.1% $209 加仓
TOST TOAST INC $1.01万0.01%380 -18-4.5% -$477 减仓
HSBC HSBC HLDGS PLC $9,8990.01%120 00.0% — 不变
KO COCA COLA CO $9,8870.01%130 130— $9,887 新建仓
PWR QUANTA SVCS INC $9,8830.01%18 00.0% — 不变
EUFN ISHARES TR $9,8630.01%283 00.0% — 不变
HUBS HUBSPOT INC $9,5200.01%39 00.0% — 不变
TFI SPDR SERIES TRUST $9,3680.00%207 00.0% — 不变
ARM ARM HOLDINGS PLC $9,2290.00%61 58.9% $756 加仓
AGI ALAMOS GOLD INC $8,8940.00%200 200— $8,894 新建仓
CDNA CAREDX INC $8,8890.00%512 00.0% — 不变
B BARRICK MNG CORP $8,8420.00%217 217— $8,842 新建仓
IXJ ISHARES TR $8,7930.00%94 00.0% — 不变
EXI ISHARES TR $8,6890.00%48 00.0% — 不变
CARG CARGURUS INC $8,4790.00%249 41.6% $136 加仓
PL PLANET LABS PBC $8,4410.00%302 211231.9% $5,898 加仓
MS MORGAN STANLEY $8,4230.00%51 30142.9% $4,955 加仓
GNRC GENERAC HLDGS INC $8,4000.00%43 00.0% — 不变
KXI ISHARES TR $7,7070.00%115 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $7,5060.00%93 51121.4% $4,116 加仓
SYF SYNCHRONY FINANCIAL $7,4110.00%109 10.9% $68 加仓
QCOM QUALCOMM INC $7,0520.00%55 11.9% $128 加仓
TTD THE TRADE DESK INC $6,8070.00%300 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $6,7890.00%14 17.7% $485 加仓
MITK MITEK SYS INC $6,7500.00%500 00.0% — 不变
FIGR FIGURE TECHNOLOGY SOLUTIO $6,7230.00%198 84.2% $272 加仓
DTE DTE ENERGY CO $6,5830.00%45 2080.0% $2,926 加仓
VTRS VIATRIS INC $6,5530.00%485 40.8% $54 加仓
KMX CARMAX INC $6,4870.00%156 00.0% — 不变
EMBJ EMBRAER S.A. $6,4090.00%108 -15-12.2% -$890 减仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $6,3380.00%269 -6-2.2% -$141 减仓
IUSB ISHARES TR $6,3260.00%137 137— $6,326 新建仓
QXO QXO INC $6,1370.00%316 -44-12.2% -$855 减仓
ZS ZSCALER INC $6,0330.00%43 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $5,9930.00%13 -2-13.3% -$922 减仓
CAKE CHEESECAKE FACTORY INC $5,9130.00%108 00.0% — 不变
RBLX ROBLOX CORP $5,7130.00%101 1314.8% $735 加仓
MBB ISHARES TR $5,5310.00%58 1020.8% $954 加仓
BWXT BWX TECHNOLOGIES INC $5,5280.00%27 251,250.0% $5,119 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $5,5000.00%78 -8-9.3% -$564 减仓
FELC FIDELITY COVINGTON TRUST $5,4920.00%151 151— $5,492 新建仓
TBBB BBB FOODS INC $5,2350.00%148 3126.5% $1,097 加仓
FTAI FTAI AVIATION LTD $5,1450.00%21 15.0% $245 加仓
NVO NOVO-NORDISK A S $5,0990.00%139 00.0% — 不变
NBIS NEBIUS GROUP N.V. $5,0850.00%49 -2-3.9% -$208 减仓
GS GOLDMAN SACHS GROUP INC $5,0760.00%6 00.0% — 不变
WGS GENEDX HOLDINGS CORP $4,9450.00%77 2342.6% $1,477 加仓
EXC EXELON CORP $4,9440.00%101 101— $4,944 新建仓
LYB LYONDELLBASELL INDUSTRIES NV $4,9050.00%61 11.7% $80 加仓
SHAK SHAKE SHACK INC $4,8660.00%55 -47-46.1% -$4,158 减仓
SPTL SPDR SERIES TRUST $4,8040.00%183 00.0% — 不变
AMRC AMERESCO INC $4,7690.00%187 00.0% — 不变
COF CAPITAL ONE FINL CORP $4,7630.00%26 26— $4,763 新建仓
EQT EQT CORP $4,6470.00%73 11.4% $64 加仓
NYT NEW YORK TIMES CO MTN BE $4,5220.00%54 00.0% — 不变
BE BLOOM ENERGY CORP $4,4720.00%33 29725.0% $3,930 加仓
PINS PINTEREST INC $4,4020.00%240 00.0% — 不变
MU MICRON TECHNOLOGY INC $4,3920.00%13 -2-13.3% -$676 减仓
PRLB PROTO LABS INC $4,2200.00%74 57.2% $285 加仓
TSEM TOWER SEMICONDUCTOR LTD $4,2120.00%24 314.3% $526 加仓
KBWB INVESCO EXCH TRADED FD TR II $4,1940.00%53 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $4,1660.00%49 25104.2% $2,126 加仓
ENPH ENPHASE ENERGY INC $4,1600.00%110 1073,566.7% $4,047 加仓
SITM SITIME CORP $4,1450.00%12 220.0% $691 加仓
SPNT SIRIUSPOINT LTD $4,0720.00%189 -96-33.7% -$2,068 减仓
AFRM AFFIRM HLDGS INC $4,0330.00%88 1418.9% $642 加仓
ASPN ASPEN AEROGELS INC $4,0260.00%1,177 48770.6% $1,666 加仓
NVGS NAVIGATOR HLDGS LTD $4,0020.00%207 105.1% $193 加仓
EQIX EQUINIX INC $3,9210.00%4 00.0% — 不变
WRBY WARBY PARKER INC $3,8980.00%185 -42-18.5% -$885 减仓
PPL PPL CORP $3,8500.00%101 11.0% $38 加仓
AAOI APPLIED OPTOELECTRONICS INC $3,7220.00%44 512.8% $423 加仓
MCHP MICROCHIP TECHNOLOGY INC. $3,6830.00%57 00.0% — 不变
CVX CHEVRON CORPORATION $3,6750.00%18 00.0% — 不变
LASR NLIGHT INC $3,5930.00%63 63— $3,593 新建仓
APP APPLOVIN CORP $3,5820.00%9 112.5% $398 加仓
SAM BOSTON BEER INC $3,4560.00%15 00.0% — 不变
FRSH FRESHWORKS INC $3,4130.00%425 15155.1% $1,213 加仓
XLI SELECT SECTOR SPDR TR $3,3970.00%21 00.0% — 不变
CRM SALESFORCE INC $3,3880.00%18 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $3,3460.00%56 23.7% $120 加仓
AEHR AEHR TEST SYS $3,3010.00%89 71394.4% $2,633 加仓
AEP AMERICAN ELEC PWR CO INC $3,3010.00%25 25— $3,301 新建仓
TBN TAMBORAN RES CORP $3,3000.00%66 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $3,2980.00%40 00.0% — 不变