GREAT OAK CAPITAL PARTNERS, LLC
SOUTH EASTON MA · SEC CIK 0002012868
$4.63亿2026Q2 申报市值
45持仓数
89.5%前十大占比 · 第一大 21.7%
1 / 3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
DFCF 加仓+$337.52万
DFSD 加仓+$324.16万
DISV 加仓+$134.84万
DIMENSIONAL ETF 加仓+$92.29万
DIMENSIONAL ETF 加仓+$68.55万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$56.31万
IJH 清仓-$33.05万
TFLO 清仓-$29.07万
ADBE 清仓-$24.07万
ES 减仓-$20.11万
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $0 | 0.00% | 0 | -4,686 | -100.0% | -$33.05万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -5,754 | -100.0% | -$29.07万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,006 | -100.0% | -$24.07万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.69万 | 0.04% | 966 | -542 | -35.9% | -$11.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.72万 | 0.04% | 417 | -207 | -33.2% | -$10.28万 | 减仓 |
| TNA | DIREXION SHARES ETF TRUST | $21.91万 | 0.05% | 3,143 | 3,143 | — | $21.91万 | 新建仓 |
| NBBK | NB BANCORP INC | $22.36万 | 0.05% | 10,636 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $22.60万 | 0.05% | 318 | -39 | -10.9% | -$2.77万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $22.62万 | 0.05% | 623 | -3 | -0.5% | -$1,089 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $23.69万 | 0.05% | 6,534 | 68 | 1.1% | $2,466 | 加仓 |
| NVDA | NVIDIA CORPORATION | $24.14万 | 0.05% | 1,184 | -192 | -14.0% | -$3.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.98万 | 0.06% | 313 | -13 | -4.0% | -$1.20万 | 减仓 |
| IWR | ISHARES TR | $34.11万 | 0.07% | 3,107 | 9 | 0.3% | $988 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $37.09万 | 0.08% | 9,947 | -1,186 | -10.7% | -$4.42万 | 减仓 |
| TSLA | TESLA INC | $40.38万 | 0.09% | 1,022 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $42.77万 | 0.09% | 1,213 | -202 | -14.3% | -$7.12万 | 减仓 |
| IJR | ISHARES TR | $44.65万 | 0.10% | 3,080 | -1,293 | -29.6% | -$18.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $45.35万 | 0.10% | 1,226 | -36 | -2.9% | -$1.33万 | 减仓 |
| AMZN | AMAZON COM INC | $46.83万 | 0.10% | 1,897 | -128 | -6.3% | -$3.16万 | 减仓 |
| MDT | MEDTRONIC PLC | $52.96万 | 0.11% | 6,337 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $62.90万 | 0.14% | 8,571 | 858 | 11.1% | $6.30万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $68.14万 | 0.15% | 8,321 | -4 | -0.0% | -$328 | 减仓 |
| AVBC | AVIDIA BANCORP INC | $69.44万 | 0.15% | 34,157 | 2 | 0.0% | $41 | 加仓 |
| IMTM | ISHARES TR | $75.11万 | 0.16% | 14,461 | 29 | 0.2% | $1,506 | 加仓 |
| MSFT | MICROSOFT CORP | $91.33万 | 0.20% | 2,336 | -24 | -1.0% | -$9,383 | 减仓 |
| GOOG | ALPHABET INC | $93.98万 | 0.20% | 2,680 | -55 | -2.0% | -$1.93万 | 减仓 |
| ES | EVERSOURCE ENERGY | $97.32万 | 0.21% | 13,001 | -2,687 | -17.1% | -$20.11万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $102.80万 | 0.22% | 1,372 | 3 | 0.2% | $2,248 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $150.95万 | 0.33% | 38,824 | 397 | 1.0% | $1.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $158.49万 | 0.34% | 4,738 | 32 | 0.7% | $1.07万 | 加仓 |
| AAPL | APPLE INC | $170.68万 | 0.37% | 5,381 | -101 | -1.8% | -$3.20万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $181.86万 | 0.39% | 37,722 | 1,128 | 3.1% | $5.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $188.45万 | 0.41% | 7,311 | -5 | -0.1% | -$1,289 | 减仓 |
| MTUM | ISHARES TR | $200.24万 | 0.43% | 6,364 | -440 | -6.5% | -$13.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $217.64万 | 0.47% | 49,051 | -2,353 | -4.6% | -$10.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $266.26万 | 0.58% | 3,867 | -1 | -0.0% | -$689 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $442.59万 | 0.96% | 87,106 | 13,121 | 17.7% | $66.67万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,647.95万 | 3.56% | 297,894 | 10,768 | 3.8% | $59.57万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $2,441.01万 | 5.28% | 722,192 | 18,312 | 2.6% | $61.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,869.26万 | 6.20% | 1,081,514 | 25,839 | 2.4% | $68.55万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $3,157.40万 | 6.82% | 663,877 | 68,158 | 11.4% | $324.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,298.68万 | 7.13% | 400,422 | 5,422 | 1.4% | $44.67万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $3,549.41万 | 7.67% | 871,449 | 33,105 | 3.9% | $134.84万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,698.35万 | 7.99% | 922,973 | 9,267 | 1.0% | $37.13万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,734.65万 | 8.07% | 893,243 | 80,728 | 9.9% | $337.52万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,204.02万 | 9.09% | 1,087,715 | -14,570 | -1.3% | -$56.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,452.58万 | 9.62% | 1,070,846 | 22,195 | 2.1% | $92.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.00亿 | 21.67% | 1,438,350 | 6,049 | 0.4% | $42.16万 | 加仓 |