Painted Porch Advisors LLC
SANTA BARBARA CA · SEC CIK 0002024585
$2.29亿2026Q2 申报市值
75持仓数
79.3%前十大占比 · 第一大 20.3%
13 / 6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
NTRS 新建仓+$180.13万
DFUV 新建仓+$92.02万
DIMENSIONAL ETF 加仓+$63.39万
DIMENSIONAL ETF 新建仓+$60.25万
GLD 新建仓+$59.82万
2026Q2 卖出最多 按季末市值估算
EFA 减仓-$154.37万
IJR 减仓-$133.95万
EXXON MOBIL CORP 清仓-$53.46万
ZBRA 清仓-$36.00万
SCHG 清仓-$34.21万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $4,646.24万 | 20.30% | 313,279 | -9,032 | -2.8% | -$133.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,965.89万 | 17.33% | 79,927 | 391 | 0.5% | $19.40万 | 加仓 |
| EFA | ISHARES TR | $3,243.72万 | 14.18% | 312,257 | -14,860 | -4.5% | -$154.37万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,425.45万 | 10.60% | 323,825 | 42 | 0.0% | $3,146 | 加仓 |
| AAPL | APPLE INC | $1,555.07万 | 6.80% | 53,742 | -95 | -0.2% | -$2.75万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $871.86万 | 3.81% | 40,007 | 242 | 0.6% | $5.27万 | 加仓 |
| V | VISA INC | $660.96万 | 2.89% | 19,265 | -439 | -2.2% | -$15.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $317.16万 | 1.39% | 12,488 | 774 | 6.6% | $19.66万 | 加仓 |
| CVX | CHEVRON CORPORATION | $232.89万 | 1.02% | 14,050 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $226.03万 | 0.99% | 20,307 | 1 | 0.0% | $111 | 加仓 |
| WMT | WALMART INC | $214.79万 | 0.94% | 18,965 | -1,776 | -8.6% | -$20.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $208.22万 | 0.91% | 14,199 | -2 | -0.0% | -$293 | 减仓 |
| EMR | EMERSON ELEC CO | $186.08万 | 0.81% | 12,999 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $185.22万 | 0.81% | 2,473 | 117 | 5.0% | $8.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $184.84万 | 0.81% | 4,955 | -434 | -8.1% | -$16.19万 | 减仓 |
| NTRS | NORTHERN TR CORP | $180.13万 | 0.79% | 10,362 | 10,362 | — | $180.13万 | 新建仓 |
| AMGN | AMGEN INC | $171.36万 | 0.75% | 4,732 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $165.70万 | 0.72% | 20,389 | 8 | 0.0% | $650 | 加仓 |
| VBR | VANGUARD INDEX FDS | $148.67万 | 0.65% | 6,118 | 99 | 1.6% | $2.41万 | 加仓 |
| GOOG | ALPHABET INC | $137.35万 | 0.60% | 3,887 | 67 | 1.8% | $2.37万 | 加仓 |
| YUM | YUM BRANDS INC | $133.36万 | 0.58% | 8,342 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $113.18万 | 0.49% | 2,150 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $112.74万 | 0.49% | 7,450 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $112.71万 | 0.49% | 13,459 | 18 | 0.1% | $1,507 | 加仓 |
| UNP | UNION PAC CORP | $109.83万 | 0.48% | 4,038 | -86 | -2.1% | -$2.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $105.56万 | 0.46% | 12,820 | 7,699 | 150.3% | $63.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $105.01万 | 0.46% | 1,406 | 5 | 0.4% | $3,734 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $92.02万 | 0.40% | 16,728 | 16,728 | — | $92.02万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $86.67万 | 0.38% | 10,572 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $81.80万 | 0.36% | 3,432 | -450 | -11.6% | -$10.73万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $75.36万 | 0.33% | 5,838 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $70.92万 | 0.31% | 1,916 | -180 | -8.6% | -$6.66万 | 减仓 |
| EAGG | ISHARES TR | $69.72万 | 0.30% | 14,705 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $68.64万 | 0.30% | 999 | 25 | 2.6% | $1.72万 | 加仓 |
| ECL | ECOLAB INC | $66.87万 | 0.29% | 2,400 | -800 | -25.0% | -$22.29万 | 减仓 |
| DE | DEERE & CO | $65.15万 | 0.28% | 1,027 | -16 | -1.5% | -$1.01万 | 减仓 |
| GOOGL | ALPHABET INC | $65.07万 | 0.28% | 1,821 | -225 | -11.0% | -$8.04万 | 减仓 |
| AON | AON PLC | $61.83万 | 0.27% | 1,864 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $60.71万 | 0.27% | 11,649 | 29 | 0.2% | $1,511 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $60.25万 | 0.26% | 8,620 | 8,620 | — | $60.25万 | 新建仓 |
| GLD | SPDR GOLD TR | $59.82万 | 0.26% | 1,624 | 1,624 | — | $59.82万 | 新建仓 |
| IJS | ISHARES TR | $56.25万 | 0.25% | 4,115 | 10 | 0.2% | $1,367 | 加仓 |
| META | META PLATFORMS INC | $54.64万 | 0.24% | 970 | -300 | -23.6% | -$16.90万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $53.50万 | 0.23% | 14,357 | 200 | 1.4% | $7,452 | 加仓 |
| WELL | WELLTOWER INC | $49.68万 | 0.22% | 2,189 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $49.35万 | 0.22% | 4,747 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $48.32万 | 0.21% | 2,357 | -10 | -0.4% | -$2,050 | 减仓 |
| XYZ | BLOCK INC | $47.31万 | 0.21% | 6,225 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $46.54万 | 0.20% | 3,962 | 553 | 16.2% | $6.50万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $43.80万 | 0.19% | 8,108 | 8,108 | — | $43.80万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $42.01万 | 0.18% | 10,500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.87万 | 0.18% | 1,664 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $39.52万 | 0.17% | 1,304 | 28 | 2.2% | $8,487 | 加仓 |
| HYGV | FLEXSHARES TR | $38.25万 | 0.17% | 9,500 | 9,500 | — | $38.25万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $37.55万 | 0.16% | 12,504 | 211 | 1.7% | $6,336 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $36.95万 | 0.16% | 320 | 320 | — | $36.95万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $36.42万 | 0.16% | 1,820 | -68 | -3.6% | -$1.36万 | 减仓 |
| LIN | LINDE PLC | $33.47万 | 0.15% | 645 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.16万 | 0.14% | 1,097 | -248 | -18.4% | -$7.27万 | 减仓 |
| RYN | RAYONIER INC | $30.69万 | 0.13% | 14,421 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $30.40万 | 0.13% | 2,210 | -107 | -4.6% | -$1.47万 | 减仓 |
| NFLX | NETFLIX INC. | $28.64万 | 0.13% | 4,011 | -489 | -10.9% | -$3.49万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.99万 | 0.12% | 545 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $27.47万 | 0.12% | 229 | 229 | — | $27.47万 | 新建仓 |
| GLDM | WORLD GOLD TR | $27.12万 | 0.12% | 3,415 | 294 | 9.4% | $2.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $25.34万 | 0.11% | 774 | 774 | — | $25.34万 | 新建仓 |
| MRK | MERCK & CO INC | $24.85万 | 0.11% | 1,934 | 210 | 12.2% | $2.70万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.88万 | 0.10% | 1,683 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $22.91万 | 0.10% | 2,375 | 2,375 | — | $22.91万 | 新建仓 |
| MNKD | MANNKIND CORP | $22.76万 | 0.10% | 53,432 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.72万 | 0.10% | 608 | 608 | — | $22.72万 | 新建仓 |
| HGTY | HAGERTY INC | $22.22万 | 0.10% | 18,638 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $20.67万 | 0.09% | 4,312 | 0 | 0.0% | — | 重新持有 |
| IQDF | FLEXSHARES TR | $20.01万 | 0.09% | 5,790 | 5,790 | — | $20.01万 | 新建仓 |
| — | PUTNAM ETF TRUST | $13.18万 | 0.06% | 16,541 | 16,541 | — | $13.18万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,151 | -100.0% | -$53.46万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -1,722 | -100.0% | -$36.00万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,744 | -100.0% | -$34.21万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -1,028 | -100.0% | -$30.61万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -4,997 | -100.0% | -$20.68万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,549 | -100.0% | -$20.63万 | 清仓 |