Painted Porch Advisors LLC
SANTA BARBARA CA · SEC CIK 0002024585
$2.10亿2026Q1 申报市值
67持仓数
80.8%前十大占比 · 第一大 19.1%
4 / 10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
BRK/B 加仓+$123.97万
SPLV 加仓+$105.25万
VEU 重新持有+$99.39万
VTV 加仓+$87.53万
DIMENSIONAL ETF 新建仓+$76.20万
2026Q1 卖出最多 按季末市值估算
EFA 减仓-$2,573.74万
VTI 减仓-$661.53万
IVV 减仓-$155.68万
IJR 减仓-$145.01万
PEP 清仓-$128.40万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $4,006.65万 | 19.12% | 322,311 | -11,665 | -3.5% | -$145.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,811.37万 | 18.19% | 79,536 | 2,587 | 3.4% | $123.97万 | 加仓 |
| EFA | ISHARES TR | $3,177.28万 | 15.16% | 327,117 | -264,979 | -44.8% | -$2,573.74万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,368.15万 | 11.30% | 323,783 | 14,390 | 4.7% | $105.25万 | 加仓 |
| AAPL | APPLE INC | $1,366.32万 | 6.52% | 53,837 | -1,859 | -3.3% | -$47.18万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $780.19万 | 3.72% | 39,765 | 4,461 | 12.6% | $87.53万 | 加仓 |
| V | VISA INC | $595.53万 | 2.84% | 19,704 | -1,467 | -6.9% | -$44.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $290.69万 | 1.39% | 14,050 | -426 | -2.9% | -$8.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $286.34万 | 1.37% | 11,714 | -753 | -6.0% | -$18.41万 | 减仓 |
| WMT | WALMART INC | $257.77万 | 1.23% | 20,741 | 10 | 0.0% | $1,243 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $221.54万 | 1.06% | 20,306 | 5,671 | 38.7% | $61.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $205.12万 | 0.98% | 14,201 | -185 | -1.3% | -$2.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $199.50万 | 0.95% | 5,389 | -218 | -3.9% | -$8.07万 | 减仓 |
| EMR | EMERSON ELEC CO | $170.31万 | 0.81% | 12,999 | -420 | -3.1% | -$5.50万 | 减仓 |
| AMGN | AMGEN INC | $166.50万 | 0.79% | 4,732 | -25 | -0.5% | -$8,796 | 减仓 |
| KO | COCA COLA CO | $155.00万 | 0.74% | 20,381 | -200 | -1.0% | -$1.52万 | 减仓 |
| IVV | ISHARES TR | $153.92万 | 0.73% | 2,356 | -2,383 | -50.3% | -$155.68万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $130.76万 | 0.62% | 6,019 | 753 | 14.3% | $16.36万 | 加仓 |
| YUM | YUM BRANDS INC | $129.70万 | 0.62% | 8,342 | -50 | -0.6% | -$7,774 | 减仓 |
| IDXX | IDEXX LABS INC | $120.81万 | 0.58% | 2,150 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $117.14万 | 0.56% | 7,450 | -70 | -0.9% | -$1.10万 | 减仓 |
| GOOG | ALPHABET INC | $109.58万 | 0.52% | 3,820 | -231 | -5.7% | -$6.63万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $100.94万 | 0.48% | 13,441 | 13,235 | 6,424.8% | $99.39万 | 重新持有 |
| UNP | UNION PAC CORP | $100.06万 | 0.48% | 4,124 | -50 | -1.2% | -$1.21万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $91.13万 | 0.43% | 1,401 | 126 | 9.9% | $8.20万 | 加仓 |
| ECL | ECOLAB INC | $85.13万 | 0.41% | 3,200 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $80.85万 | 0.39% | 3,882 | -241 | -5.8% | -$5.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $76.20万 | 0.36% | 10,572 | 10,572 | — | $76.20万 | 新建仓 |
| META | META PLATFORMS INC | $72.66万 | 0.35% | 1,270 | -112 | -8.1% | -$6.41万 | 减仓 |
| EAGG | ISHARES TR | $69.92万 | 0.33% | 14,705 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $67.23万 | 0.32% | 2,096 | -20,624 | -90.8% | -$661.53万 | 减仓 |
| COP | CONOCOPHILLIPS | $62.66万 | 0.30% | 4,747 | -492 | -9.4% | -$6.49万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $62.33万 | 0.30% | 5,838 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $60.17万 | 0.29% | 1,864 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $58.84万 | 0.28% | 2,046 | -2,116 | -50.8% | -$60.85万 | 减仓 |
| DE | DEERE & CO | $58.74万 | 0.28% | 1,043 | -84 | -7.5% | -$4.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $58.18万 | 0.28% | 974 | -666 | -40.6% | -$39.78万 | 减仓 |
| ADBE | ADOBE INC | $57.54万 | 0.27% | 2,367 | -229 | -8.8% | -$5.57万 | 减仓 |
| — | EXXON MOBIL CORP | $53.46万 | 0.26% | 3,151 | 163 | 5.5% | $2.77万 | 加仓 |
| NUSC | NUSHARES ETF TR | $52.36万 | 0.25% | 11,620 | -1,722 | -12.9% | -$7.76万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $50.30万 | 0.24% | 14,157 | 14,157 | — | $50.30万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $49.03万 | 0.23% | 10,500 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $48.62万 | 0.23% | 4,105 | 2,001 | 95.1% | $23.70万 | 加仓 |
| WELL | WELLTOWER INC | $43.28万 | 0.21% | 2,189 | -7 | -0.3% | -$1,384 | 减仓 |
| NFLX | NETFLIX INC. | $43.27万 | 0.21% | 4,500 | -310 | -6.4% | -$2.98万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $39.07万 | 0.19% | 1,345 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $37.46万 | 0.18% | 6,225 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $36.43万 | 0.17% | 5,121 | 5,121 | — | $36.43万 | 新建仓 |
| ABBV | ABBVIE INC | $36.19万 | 0.17% | 1,664 | -92 | -5.2% | -$2.00万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $36.00万 | 0.17% | 1,722 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $34.21万 | 0.16% | 11,744 | 95 | 0.8% | $2,767 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.42万 | 0.16% | 1,276 | 48 | 3.9% | $1.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $32.93万 | 0.16% | 1,888 | -304 | -13.9% | -$5.30万 | 减仓 |
| LIN | LINDE PLC | $31.98万 | 0.15% | 645 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $30.61万 | 0.15% | 1,028 | 994 | 2,923.5% | $29.60万 | 重新持有 |
| RYN | RAYONIER INC | $29.74万 | 0.14% | 14,421 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $28.93万 | 0.14% | 3,121 | -7 | -0.2% | -$649 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.23万 | 0.13% | 545 | -551 | -50.3% | -$27.53万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $27.23万 | 0.13% | 12,293 | 264 | 2.2% | $5,848 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $26.61万 | 0.13% | 2,317 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $26.45万 | 0.13% | 3,409 | -552 | -13.9% | -$4.28万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $21.06万 | 0.10% | 1,683 | 4 | 0.2% | $501 | 加仓 |
| MRK | MERCK & CO INC | $20.74万 | 0.10% | 1,724 | -293 | -14.5% | -$3.53万 | 重新持有 |
| Z | ZILLOW GROUP INC | $20.68万 | 0.10% | 4,997 | -7,453 | -59.9% | -$30.84万 | 减仓 |
| NLR | VANECK ETF TRUST | $20.63万 | 0.10% | 1,549 | 1,549 | — | $20.63万 | 新建仓 |
| HGTY | HAGERTY INC | $19.63万 | 0.09% | 18,638 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $13.09万 | 0.06% | 53,432 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -8,947 | -100.0% | -$128.40万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -10,851 | -100.0% | -$97.07万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -3,433 | -100.0% | -$68.19万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -1,665 | -100.0% | -$57.63万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,453 | -100.0% | -$30.39万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,255 | -100.0% | -$30.23万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -1,827 | -100.0% | -$24.69万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -481 | -100.0% | -$21.63万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,678 | -100.0% | -$21.02万 | 清仓 |
| ZG | ZILLOW GROUP INC | $0 | 0.00% | 0 | -2,959 | -100.0% | -$20.19万 | 清仓 |