Strathmore Capital Advisors, Inc.
CHARLOTTE NC · SEC CIK 0002021703
$3.71亿2026Q2 申报市值
142持仓数
65.8%前十大占比 · 第一大 18.2%
6 / 2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
DIMENSIONAL ETF 加仓+$369.31万
DFAX 加仓+$330.54万
DFGX 加仓+$251.04万
DFCF 加仓+$210.10万
DIMENSIONAL ETF 加仓+$107.52万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$1,822.26万
VUG 减仓-$422.99万
IAU 减仓-$80.05万
DFNM 减仓-$73.30万
HON 减仓-$51.72万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $6,776.73万 | 18.25% | 1,524,918 | 83,103 | 5.8% | $369.31万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,441.86万 | 14.65% | 1,492,148 | 90,634 | 6.5% | $330.54万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $5,223.05万 | 14.06% | 1,254,034 | 50,443 | 4.2% | $210.10万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,379.57万 | 3.71% | 263,676 | 47,981 | 22.2% | $251.04万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,224.33万 | 3.30% | 255,575 | -15,301 | -5.6% | -$73.30万 | 减仓 |
| IVV | ISHARES TR | $1,064.21万 | 2.87% | 14,153 | -664 | -4.5% | -$49.93万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $937.13万 | 2.52% | 113,097 | 4,854 | 4.5% | $40.22万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $902.66万 | 2.43% | 163,674 | -4,456 | -2.7% | -$24.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $834.33万 | 2.25% | 210,956 | 27,185 | 14.8% | $107.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $647.10万 | 1.74% | 156,153 | 6,000 | 4.0% | $24.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $466.63万 | 1.26% | 172,699 | 20,279 | 13.3% | $54.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $464.40万 | 1.25% | 12,570 | 18 | 0.1% | $6,650 | 加仓 |
| AAPL | APPLE INC | $441.62万 | 1.19% | 13,475 | -673 | -4.8% | -$22.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $401.95万 | 1.08% | 48,762 | 2,799 | 6.1% | $23.07万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $377.47万 | 1.02% | 74,482 | 2,145 | 3.0% | $10.87万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $316.52万 | 0.85% | 63,367 | 40 | 0.1% | $1,998 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $309.99万 | 0.83% | 38,129 | -957 | -2.4% | -$7.78万 | 减仓 |
| IAU | ISHARES GOLD TR | $309.11万 | 0.83% | 40,238 | -10,421 | -20.6% | -$80.05万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $286.64万 | 0.77% | 51,222 | -1,418 | -2.7% | -$7.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $269.93万 | 0.73% | 38,276 | -703 | -1.8% | -$4.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $257.62万 | 0.69% | 6,477 | 53 | 0.8% | $2.11万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $254.48万 | 0.69% | 7,903 | -897 | -10.2% | -$28.88万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $248.05万 | 0.67% | 3,606 | 74 | 2.1% | $5.09万 | 加仓 |
| LOW | LOWES COS INC | $238.74万 | 0.64% | 11,731 | 103 | 0.9% | $2.10万 | 加仓 |
| GOOG | ALPHABET INC | $238.70万 | 0.64% | 6,895 | -594 | -7.9% | -$20.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $223.55万 | 0.60% | 10,785 | -241 | -2.2% | -$5.00万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $223.53万 | 0.60% | 16,850 | -12 | -0.1% | -$1,592 | 减仓 |
| VXUS | VANGUARD STAR FDS | $221.68万 | 0.60% | 26,249 | 206 | 0.8% | $1.74万 | 加仓 |
| AGG | ISHARES TR | $198.02万 | 0.53% | 20,260 | 5,441 | 36.7% | $53.18万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $189.49万 | 0.51% | 50,397 | 7,873 | 18.5% | $29.60万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $170.97万 | 0.46% | 44,213 | 3,633 | 9.0% | $14.05万 | 加仓 |
| IJR | ISHARES TR | $170.91万 | 0.46% | 11,660 | -994 | -7.9% | -$14.57万 | 减仓 |
| EMXC | ISHARES INC | $170.79万 | 0.46% | 17,978 | -5,112 | -22.1% | -$48.56万 | 减仓 |
| IJH | ISHARES TR | $163.85万 | 0.44% | 21,639 | -1,384 | -6.0% | -$10.48万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $155.66万 | 0.42% | 7,120 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $143.05万 | 0.39% | 6,723 | -1,285 | -16.0% | -$27.34万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $135.07万 | 0.36% | 16,498 | -120 | -0.7% | -$9,824 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $123.61万 | 0.33% | 26,138 | 14,427 | 123.2% | $68.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $116.41万 | 0.31% | 3,372 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $112.24万 | 0.30% | 1,500 | -273 | -15.4% | -$20.43万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $104.11万 | 0.28% | 8,128 | 81 | 1.0% | $1.04万 | 加仓 |
| CMI | CUMMINS INC | $102.77万 | 0.28% | 1,556 | -118 | -7.0% | -$7.79万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $101.69万 | 0.27% | 26,524 | 1,540 | 6.2% | $5.90万 | 加仓 |
| ABBV | ABBVIE INC | $101.53万 | 0.27% | 3,965 | 19 | 0.5% | $4,865 | 加仓 |
| STIP | ISHARES TR | $101.22万 | 0.27% | 9,987 | -455 | -4.4% | -$4.61万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $99.74万 | 0.27% | 23,993 | 2,977 | 14.2% | $12.38万 | 加仓 |
| MO | ALTRIA GROUP INC | $97.61万 | 0.26% | 13,374 | 319 | 2.4% | $2.33万 | 加仓 |
| META | META PLATFORMS INC | $95.41万 | 0.26% | 1,482 | -77 | -4.9% | -$4.96万 | 减仓 |
| IWF | ISHARES TR | $94.64万 | 0.25% | 7,800 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $94.15万 | 0.25% | 8,078 | -225 | -2.7% | -$2.62万 | 减仓 |
| VV | VANGUARD INDEX FDS | $93.75万 | 0.25% | 2,721 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $92.85万 | 0.25% | 23,850 | -400 | -1.6% | -$1.56万 | 减仓 |
| GOOGL | ALPHABET INC | $92.38万 | 0.25% | 2,661 | -174 | -6.1% | -$6.04万 | 减仓 |
| AMZN | AMAZON COM INC | $92.01万 | 0.25% | 3,717 | -413 | -10.0% | -$10.22万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $89.76万 | 0.24% | 17,625 | 157 | 0.9% | $7,996 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $87.88万 | 0.24% | 43,290 | -1,230 | -2.8% | -$2.50万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $86.36万 | 0.23% | 3,808 | -190 | -4.8% | -$4.31万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $84.60万 | 0.23% | 9,822 | -49,110 | -83.3% | -$422.99万 | 减仓 |
| IDEV | ISHARES TR | $84.48万 | 0.23% | 9,446 | -2,713 | -22.3% | -$24.26万 | 减仓 |
| ORCL | ORACLE CORP | $82.79万 | 0.22% | 6,516 | -118 | -1.8% | -$1.50万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $80.98万 | 0.22% | 41,335 | -1,250 | -2.9% | -$2.45万 | 减仓 |
| IAGG | ISHARES TR | $80.66万 | 0.22% | 16,204 | -260 | -1.6% | -$1.29万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $78.95万 | 0.21% | 40,479 | -1,375 | -3.3% | -$2.68万 | 减仓 |
| HD | HOME DEPOT INC | $77.93万 | 0.21% | 2,350 | -5 | -0.2% | -$1,658 | 减仓 |
| BLK | BLACKROCK INC | $77.35万 | 0.21% | 745 | -35 | -4.5% | -$3.63万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $76.11万 | 0.20% | 11,226 | -39 | -0.3% | -$2,644 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $75.35万 | 0.20% | 4,200 | -101,575 | -96.0% | -$1,822.26万 | 减仓 |
| QUAL | ISHARES TR | $71.32万 | 0.19% | 3,270 | -1,369 | -29.5% | -$29.86万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $70.59万 | 0.19% | 1,336 | -10 | -0.7% | -$5,284 | 减仓 |
| GLD | SPDR GOLD TR | $70.20万 | 0.19% | 1,873 | -295 | -13.6% | -$11.06万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $68.20万 | 0.18% | 2,441 | -125 | -4.9% | -$3.49万 | 减仓 |
| MRK | MERCK & CO INC | $68.18万 | 0.18% | 5,400 | -113 | -2.0% | -$1.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $67.70万 | 0.18% | 3,543 | -67 | -1.9% | -$1.28万 | 减仓 |
| CB | CHUBB LIMITED | $66.63万 | 0.18% | 1,878 | -130 | -6.5% | -$4.61万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $65.09万 | 0.18% | 2,674 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $63.26万 | 0.17% | 15,732 | 640 | 4.2% | $2.57万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $61.03万 | 0.16% | 11,782 | -734 | -5.9% | -$3.80万 | 减仓 |
| TGT | TARGET CORP | $61.00万 | 0.16% | 4,405 | 47 | 1.1% | $6,509 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $58.06万 | 0.16% | 1,145 | 87 | 8.2% | $4.41万 | 加仓 |
| RTX | RTX CORPORATION | $57.80万 | 0.16% | 2,984 | 219 | 7.9% | $4.24万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $57.17万 | 0.15% | 1,062 | -129 | -10.8% | -$6.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $54.59万 | 0.15% | 770 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $54.42万 | 0.15% | 2,814 | -166 | -5.6% | -$3.21万 | 减仓 |
| IYW | ISHARES TR | $54.32万 | 0.15% | 2,222 | -440 | -16.5% | -$10.76万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $53.27万 | 0.14% | 2,225 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $52.65万 | 0.14% | 5,574 | -158 | -2.8% | -$1.49万 | 减仓 |
| CSCO | CISCO SYS INC | $50.02万 | 0.13% | 4,459 | 489 | 12.3% | $5.49万 | 加仓 |
| ANGL | VANECK ETF TRUST | $48.62万 | 0.13% | 16,770 | -1,100 | -6.2% | -$3.19万 | 减仓 |
| KO | COCA COLA CO | $46.77万 | 0.13% | 5,705 | -19 | -0.3% | -$1,557 | 减仓 |
| — | EXXON MOBIL CORP | $45.31万 | 0.12% | 2,987 | 872 | 41.2% | $13.23万 | 加仓 |
| IEMG | ISHARES INC | $45.17万 | 0.12% | 5,696 | -1,290 | -18.5% | -$10.23万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $44.65万 | 0.12% | 2,470 | 120 | 5.1% | $2.17万 | 加仓 |
| HON | HONEYWELL INTL INC | $44.20万 | 0.12% | 1,923 | -2,250 | -53.9% | -$51.72万 | 减仓 |
| EFV | ISHARES TR | $43.36万 | 0.12% | 5,492 | 1,633 | 42.3% | $12.89万 | 加仓 |
| WMT | WALMART INC | $43.32万 | 0.12% | 3,924 | -22 | -0.6% | -$2,429 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.99万 | 0.12% | 878 | 14 | 1.6% | $6,855 | 加仓 |
| SYK | STRYKER CORPORATION | $39.67万 | 0.11% | 1,261 | -72 | -5.4% | -$2.26万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $38.85万 | 0.10% | 1,941 | 1,941 | — | $38.85万 | 新建仓 |
| IVW | ISHARES TR | $37.73万 | 0.10% | 2,767 | -1,818 | -39.7% | -$24.79万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $35.92万 | 0.10% | 4,741 | 56 | 1.2% | $4,243 | 加仓 |