GREAT OAK CAPITAL PARTNERS, LLC
SOUTH EASTON MA · SEC CIK 0002012868
$4.30亿2026Q1 申报市值
47持仓数
89.2%前十大占比 · 第一大 21.6%
5 / 2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
DIMENSIONAL ETF 加仓+$224.13万
DFCF 加仓+$205.51万
DIMENSIONAL ETF 加仓+$146.98万
DIMENSIONAL ETF 加仓+$123.19万
DFSD 加仓+$77.66万
2026Q1 卖出最多 按季末市值估算
MGC 清仓-$21.22万
UPRO 清仓-$20.53万
MTUM 减仓-$4.80万
IMTM 减仓-$3.05万
GOOGL 减仓-$2.48万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $9,265.56万 | 21.56% | 1,432,301 | 34,647 | 2.5% | $224.13万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,038.77万 | 9.40% | 1,102,285 | 12,396 | 1.1% | $45.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,975.43万 | 9.25% | 1,048,651 | 38,770 | 3.8% | $146.98万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $3,463.20万 | 8.06% | 838,344 | 11,161 | 1.3% | $46.11万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,452.38万 | 8.03% | 812,515 | 48,366 | 6.3% | $205.51万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,361.53万 | 7.82% | 913,706 | 20,223 | 2.3% | $74.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,955.79万 | 6.88% | 395,000 | 8,896 | 2.3% | $66.57万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,860.05万 | 6.65% | 595,719 | 16,176 | 2.8% | $77.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,594.85万 | 6.04% | 1,055,675 | 50,120 | 5.0% | $123.19万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $2,374.89万 | 5.53% | 703,880 | 15,172 | 2.2% | $51.19万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,580.92万 | 3.68% | 287,126 | 1,917 | 0.7% | $10.56万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $375.55万 | 0.87% | 73,985 | 7,785 | 11.8% | $39.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $240.32万 | 0.56% | 3,868 | -34 | -0.9% | -$2.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $207.62万 | 0.48% | 51,404 | -243 | -0.5% | -$9,815 | 减仓 |
| MTUM | ISHARES TR | $176.67万 | 0.41% | 6,804 | -185 | -2.6% | -$4.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $176.53万 | 0.41% | 7,316 | -6 | -0.1% | -$1,448 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $176.31万 | 0.41% | 36,594 | 330 | 0.9% | $1.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $144.93万 | 0.34% | 4,706 | 22 | 0.5% | $6,775 | 加仓 |
| AAPL | APPLE INC | $141.76万 | 0.33% | 5,482 | -18 | -0.3% | -$4,655 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $138.97万 | 0.32% | 38,427 | 2,555 | 7.1% | $9.24万 | 加仓 |
| ES | EVERSOURCE ENERGY | $109.74万 | 0.26% | 15,688 | -21 | -0.1% | -$1,469 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.56万 | 0.22% | 1,369 | 3 | 0.2% | $2,028 | 加仓 |
| MSFT | MICROSOFT CORP | $88.34万 | 0.21% | 2,360 | -61 | -2.5% | -$2.28万 | 减仓 |
| GOOG | ALPHABET INC | $86.09万 | 0.20% | 2,735 | 23 | 0.8% | $7,240 | 加仓 |
| IMTM | ISHARES TR | $74.21万 | 0.17% | 14,432 | -594 | -4.0% | -$3.05万 | 减仓 |
| AVBC | AVIDIA BANCORP INC | $69.16万 | 0.16% | 34,155 | -953 | -2.7% | -$1.93万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $61.37万 | 0.14% | 8,325 | 27 | 0.3% | $1,990 | 加仓 |
| IJR | ISHARES TR | $56.77万 | 0.13% | 4,373 | 2,274 | 108.3% | $29.52万 | 加仓 |
| MDT | MEDTRONIC PLC | $56.18万 | 0.13% | 6,337 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $51.40万 | 0.12% | 7,713 | 3,649 | 89.8% | $24.32万 | 加仓 |
| GOOGL | ALPHABET INC | $44.91万 | 0.10% | 1,415 | -78 | -5.2% | -$2.48万 | 减仓 |
| AMZN | AMAZON COM INC | $44.46万 | 0.10% | 2,025 | -12 | -0.6% | -$2,635 | 减仓 |
| VTI | VANGUARD INDEX FDS | $42.10万 | 0.10% | 1,262 | 219 | 21.0% | $7.31万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $41.55万 | 0.10% | 11,133 | -302 | -2.6% | -$1.13万 | 减仓 |
| TSLA | TESLA INC | $35.09万 | 0.08% | 1,022 | 4 | 0.4% | $1,373 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.57万 | 0.08% | 326 | 326 | — | $33.57万 | 新建仓 |
| IJH | ISHARES TR | $33.05万 | 0.08% | 4,686 | 4,686 | — | $33.05万 | 新建仓 |
| IWR | ISHARES TR | $31.37万 | 0.07% | 3,098 | 8 | 0.3% | $810 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.94万 | 0.07% | 624 | -2 | -0.3% | -$960 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.85万 | 0.07% | 1,508 | 1,508 | — | $29.85万 | 新建仓 |
| TFLO | ISHARES TR | $29.07万 | 0.07% | 5,754 | 1,468 | 34.3% | $7.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $25.04万 | 0.06% | 1,376 | -132 | -8.8% | -$2.40万 | 减仓 |
| ADBE | ADOBE INC | $24.07万 | 0.06% | 1,006 | 400 | 66.0% | $9.57万 | 加仓 |
| NBBK | NB BANCORP INC | $23.60万 | 0.05% | 10,636 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $23.20万 | 0.05% | 6,466 | 11 | 0.2% | $395 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $21.81万 | 0.05% | 626 | 626 | — | $21.81万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.64万 | 0.05% | 357 | 357 | — | $21.64万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -845 | -100.0% | -$21.22万 | 清仓 |
| UPRO | PROSHARES TR | $0 | 0.00% | 0 | -1,765 | -100.0% | -$20.53万 | 清仓 |