Strathmore Capital Advisors, Inc.
CHARLOTTE NC · SEC CIK 0002021703
$3.74亿2026Q1 申报市值
138持仓数
64.1%前十大占比 · 第一大 16.3%
28 / 4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
BKNG 加仓+$1,710.23万
VUG 新建仓+$429.02万
IVV 加仓+$413.58万
DFCF 加仓+$332.41万
DFAW 加仓+$176.34万
2026Q1 卖出最多 按季末市值估算
DFNM 减仓-$87.91万
IAU 减仓-$65.50万
BND 清仓-$36.42万
ADBE 清仓-$29.47万
VNQ 清仓-$29.06万
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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $110.61万 | 0.30% | 1,674 | 23 | 1.4% | $1.52万 | 加仓 |
| ORCL | ORACLE CORP | $114.95万 | 0.31% | 6,634 | -84 | -1.3% | -$1.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $126.58万 | 0.34% | 1,773 | 914 | 106.4% | $65.25万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $134.75万 | 0.36% | 16,618 | 4,182 | 33.6% | $33.91万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $144.91万 | 0.39% | 7,120 | 1,701 | 31.4% | $34.62万 | 加仓 |
| AGG | ISHARES TR | $147.59万 | 0.39% | 14,819 | 7,484 | 102.0% | $74.54万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $156.68万 | 0.42% | 40,580 | 15,818 | 63.9% | $61.07万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $157.68万 | 0.42% | 42,524 | 7,209 | 20.4% | $26.73万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $161.79万 | 0.43% | 8,008 | 838 | 11.7% | $16.93万 | 加仓 |
| IJH | ISHARES TR | $167.59万 | 0.45% | 23,023 | 14,474 | 169.3% | $105.36万 | 加仓 |
| IJR | ISHARES TR | $172.47万 | 0.46% | 12,654 | 7,520 | 146.5% | $102.50万 | 加仓 |
| EMXC | ISHARES INC | $208.85万 | 0.56% | 23,090 | 1,677 | 7.8% | $15.17万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $214.83万 | 0.57% | 26,043 | 3,066 | 13.3% | $25.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $229.64万 | 0.61% | 11,026 | 3,236 | 41.5% | $67.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $231.85万 | 0.62% | 3,532 | 377 | 11.9% | $24.75万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $235.65万 | 0.63% | 8,800 | -368 | -4.0% | -$9.85万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $241.28万 | 0.64% | 16,862 | -43 | -0.3% | -$6,153 | 减仓 |
| GOOG | ALPHABET INC | $256.36万 | 0.68% | 7,489 | -17 | -0.2% | -$5,819 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $259.17万 | 0.69% | 38,979 | 1,654 | 4.4% | $11.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $272.78万 | 0.73% | 6,424 | 252 | 4.1% | $10.70万 | 加仓 |
| LOW | LOWES COS INC | $284.25万 | 0.76% | 11,628 | -413 | -3.4% | -$10.10万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $285.10万 | 0.76% | 52,640 | -2,636 | -4.8% | -$14.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $300.96万 | 0.80% | 39,086 | -666 | -1.7% | -$5.13万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $319.61万 | 0.85% | 63,327 | 7,664 | 13.8% | $38.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $359.99万 | 0.96% | 45,963 | 9,344 | 25.5% | $73.18万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $366.90万 | 0.98% | 72,337 | 629 | 0.9% | $3.19万 | 加仓 |
| AAPL | APPLE INC | $383.49万 | 1.02% | 14,148 | 1,607 | 12.8% | $43.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $387.60万 | 1.04% | 152,420 | 25,777 | 20.4% | $65.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $429.02万 | 1.15% | 9,822 | 9,822 | — | $429.02万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $441.89万 | 1.18% | 12,552 | 1,314 | 11.7% | $46.26万 | 加仓 |
| IAU | ISHARES GOLD TR | $449.60万 | 1.20% | 50,659 | -7,380 | -12.7% | -$65.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $588.45万 | 1.57% | 150,153 | 20,971 | 16.2% | $82.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $683.81万 | 1.83% | 183,771 | 19,410 | 11.8% | $72.22万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $859.82万 | 2.30% | 168,130 | -146 | -0.1% | -$7,466 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $861.72万 | 2.30% | 108,243 | 22,151 | 25.7% | $176.34万 | 加仓 |
| IVV | ISHARES TR | $1,062.77万 | 2.84% | 14,817 | 5,766 | 63.7% | $413.58万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,140.87万 | 3.05% | 215,695 | -775 | -0.4% | -$4.10万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,308.41万 | 3.50% | 270,876 | -18,199 | -6.3% | -$87.91万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,781.39万 | 4.76% | 4,231 | 4,062 | 2,403.6% | $1,710.23万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,091.70万 | 13.60% | 1,401,514 | 34,373 | 2.5% | $124.88万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5,106.84万 | 13.64% | 1,203,591 | 78,343 | 7.0% | $332.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,085.90万 | 16.26% | 1,441,815 | 32,533 | 2.3% | $137.32万 | 加仓 |