Oak Root LLC
Santa Barbara CA · SEC CIK 0002027377
$9.06亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 41.1%
0 / 0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
VTV 加仓+$256.53万
VUG 加仓+$241.83万
VOO 加仓+$39.08万
2026Q2 卖出最多 按季末市值估算
AVLC 减仓-$3,083.22万
IDEV 减仓-$446.81万
IEMG 减仓-$23.15万
VXF 减仓-$1,970
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $3.72亿 | 41.07% | 2,905,949 | 0 | 0.0% | — | 不变 |
| AVLC | AMERICAN CENTY ETF TR | $1.81亿 | 19.94% | 2,008,725 | -342,732 | -14.6% | -$3,083.22万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.27亿 | 14.05% | 1,427,068 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $1.04亿 | 11.45% | 1,075,466 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $3,744.42万 | 4.13% | 54,519 | 569 | 1.1% | $39.08万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,846.86万 | 3.14% | 330,492 | 28,074 | 9.3% | $241.83万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,733.63万 | 3.02% | 125,436 | 11,771 | 10.4% | $256.53万 | 加仓 |
| IDEV | ISHARES TR | $1,524.90万 | 1.68% | 171,318 | -50,198 | -22.7% | -$446.81万 | 减仓 |
| IEMG | ISHARES INC | $1,218.24万 | 1.34% | 147,059 | -2,794 | -1.9% | -$23.15万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $162.08万 | 0.18% | 6,583 | -8 | -0.1% | -$1,970 | 减仓 |