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
DOW DOW HLDGS INC $1,2800.00%31 13.3% $41 加仓
BRCB BLACK ROCK COFFEE BAR INC $1,2670.00%98 -53-35.1% -$685 减仓
MP MP MATERIALS CORP $1,2070.00%25 00.0% — 不变
STOK STOKE THERAPEUTICS INC $1,2050.00%37 -3-7.5% -$98 减仓
O REALTY INCOME CORP $1,2050.00%20 15.3% $60 加仓
CVLT COMMVAULT SYS INC $1,1690.00%15 9150.0% $701 加仓
KYMR KYMERA THERAPEUTICS INC $1,1670.00%14 00.0% — 不变
— TREACE MED CONCEPTS INC $1,1640.00%868 00.0% — 不变
EXPE EXPEDIA GROUP INC $1,1570.00%5 5— $1,157 新建仓
— LIBERTY BROADBAND CORP $1,1560.00%23 23— $1,156 新建仓
UPS UNITED PARCEL SVCS INC $1,1380.00%12 19.1% $95 加仓
MLCO MELCO RESORTS AND ENTMNT LTD $1,1360.00%200 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $1,1250.00%4 00.0% — 不变
LLYVA LIBERTY LIVE HOLDINGS INC $1,1000.00%12 12— $1,100 新建仓
SFM SPROUTS FMRS MKT INC $1,0800.00%14 00.0% — 不变
SANA SANA BIOTECHNOLOGY INC $1,0630.00%369 00.0% — 不变
FSMD FIDELITY COVINGTON TRUST $1,0330.00%23 23— $1,033 新建仓
OPCH OPTION CARE HEALTH INC $9970.00%37 00.0% — 不变
DV DOUBLEVERIFY HLDGS INC $9690.00%102 00.0% — 不变
KHC KRAFT HEINZ CO $9460.00%42 12.4% $23 加仓
ALNT ALLIENT INC $9460.00%16 16— $946 新建仓
FWRG FIRST WATCH RESTAURANT GROUP $9120.00%87 -77-47.0% -$807 减仓
ARCC ARES CAPITAL CORP $9120.00%51 24.1% $36 加仓
MDA MDA SPACE LTD $9120.00%36 36— $912 新建仓
TEM TEMPUS AI INC $9050.00%20 -15-42.9% -$679 减仓
NAMS NEWAMSTERDAM PHARMA COMPANY $8970.00%28 00.0% — 不变
EZPW EZCORP INC $8890.00%35 00.0% — 不变
— GUARDIAN METAL RES PLC $8740.00%50 50— $874 新建仓
BETA BETA TECHNOLOGIES INC $8680.00%59 -119-66.9% -$1,751 减仓
WRB BERKLEY W R CORP $8620.00%13 00.0% — 不变
HEI/A HEICO CORP NEW $8450.00%4 00.0% — 不变
FDLO FIDELITY COVINGTON TRUST $8440.00%13 13— $844 新建仓
VCYT VERACYTE INC $8380.00%26 26— $838 新建仓
CTMX CYTOMX THERAPEUTICS INC. $8230.00%175 175— $823 新建仓
SCHH SCHWAB STRATEGIC TR $8220.00%38 38— $822 新建仓
TDUP THREDUP INC $8200.00%250 9258.2% $302 加仓
MRVL MARVELL TECHNOLOGY INC $7930.00%8 00.0% — 不变
JHX JAMES HARDIE INDS PLC $7770.00%41 41— $777 新建仓
RMBS RAMBUS INC DEL $7750.00%9 00.0% — 不变
COCO VITA COCO CO INC $7670.00%16 00.0% — 不变
IOT SAMSARA INC $7610.00%24 850.0% $254 加仓
HZO MARINEMAX INC $7580.00%28 -28-50.0% -$758 减仓
DFAE DIMENSIONAL ETF TRUST $7490.00%22 -1-4.3% -$34 减仓
FNV FRANCO NEV CORP $7420.00%3 3— $742 新建仓
ADBE ADOBE INC $7300.00%3 00.0% — 不变
ELVA ELECTROVAYA INC $7280.00%93 93— $728 新建仓
ALHC ALIGNMENT HEALTHCARE INC $7230.00%41 12.5% $18 加仓
MAMA MAMAS CREATIONS INC $7210.00%47 00.0% — 不变
TPR TAPESTRY INC $7060.00%5 -34-87.2% -$4,801 减仓
CCOI COGENT COMM HOLDINGS INC $6980.00%37 723.3% $132 加仓
CRWV COREWEAVE INC $6980.00%9 9— $698 新建仓
HWM HOWMET AEROSPACE INC $6920.00%3 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $6860.00%33 -14-29.8% -$291 减仓
WTTR SELECT WATER SOLUTIONS INC $6740.00%44 44— $674 新建仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $6690.00%72 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $6680.00%7 5250.0% $477 加仓
FIG FIGMA INC $6560.00%31 00.0% — 不变
VSXY VICTORIAS SECRET AND CO $6500.00%14 216.7% $93 加仓
LSCC LATTICE SEMICONDUCTOR CORP $6500.00%7 00.0% — 不变
WCN WASTE CONNECTIONS INC $6500.00%4 2100.0% $325 加仓
IMNM IMMUNOME INC $6350.00%29 00.0% — 不变
CVNA CARVANA CO $6290.00%2 00.0% — 不变
LMND LEMONADE INC $6270.00%10 111.1% $63 加仓
RDNT RADNET INC $6150.00%11 00.0% — 不变
— GAMBLING COM GROUP LIMITED $6140.00%158 00.0% — 不变
UTI UNIVERSAL TECHNICAL INST INC $6140.00%17 -15-46.9% -$542 减仓
LUNR INTUITIVE MACHINES INC $6130.00%33 00.0% — 不变
CBLL CERIBELL INC $6050.00%33 1043.5% $183 加仓
VAC MARRIOTT VACATIONS WORLDWIDE $5870.00%9 00.0% — 不变
CLH CLEAN HARBORS INC $5740.00%2 00.0% — 不变
SEI SOLARIS ENERGY INFRAS INC $5660.00%10 10— $566 新建仓
AOSL ALPHA & OMEGA SEMICONDUCTOR $5540.00%25 -22-46.8% -$488 减仓
JEF JEFFERIES FINANCIAL GROUP IN $5540.00%13 00.0% — 不变
— WEAVE COMMUNICATIONS INC $5500.00%119 00.0% — 不变
EYE NATIONAL VISION HLDGS INC $5440.00%21 00.0% — 不变
POWL POWELL INDS INC $5420.00%1 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $5280.00%14 14— $528 新建仓
NCNO NCINO INC $5100.00%34 00.0% — 不变
AMT AMERICAN TOWER CORP $5080.00%3 00.0% — 不变
NPKI NPK INTERNATIONAL INC $5080.00%35 00.0% — 不变
CSGP COSTAR GROUP INC $4850.00%12 -17-58.6% -$687 减仓
EMGF ISHARES INC $4840.00%8 8— $484 新建仓
MTUM ISHARES TR $4810.00%2 2— $481 新建仓
CTGO CONTANGO SILVER & GOLD INC $4780.00%25 25— $478 新建仓
— KALTURA INC $4740.00%388 00.0% — 不变
DFTX DEFINIUM THERAPEUTICS INC $4730.00%25 25— $473 新建仓
RIG TRANSOCEAN LTD $4510.00%68 68— $451 新建仓
MCO MOODYS CORP $4370.00%1 1— $437 新建仓
ACMR ACM RESH INC $4330.00%11 7175.0% $276 加仓
OSCR OSCAR HEALTH INC $4250.00%37 00.0% — 不变
AXON AXON ENTERPRISE INC $4250.00%1 1— $425 新建仓
STRL STERLING INFRASTRUCTURE INC $4080.00%1 00.0% — 不变
BFLY BUTTERFLY NETWORK INC $3960.00%98 98— $396 新建仓
CIEN CIENA CORP $3890.00%1 -2-66.7% -$778 减仓
QUAL ISHARES TR $3850.00%2 2— $385 新建仓
SMTC SEMTECH CORP $3850.00%5 5— $385 新建仓
FNDE SCHWAB STRATEGIC TR $3830.00%10 10— $383 新建仓
NUAI NEW ERA ENERGY & DIGITAL INC $3700.00%91 3356.9% $134 加仓
RYAM RAYONIER ADVANCED MATLS INC $3660.00%33 00.0% — 不变
ELF E L F BEAUTY INC $3640.00%6 5500.0% $303 加仓