SCRATCH CAPITAL LLC
BOISE ID · SEC CIK 0002055324
$1.75亿2026Q1 申报市值
45持仓数
84.4%前十大占比 · 第一大 16.0%
3 / 6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
SGOV 加仓+$882.43万
DFIC 加仓+$298.08万
DIMENSIONAL ETF 加仓+$285.71万
VGSH 加仓+$213.62万
DIMENSIONAL ETF 加仓+$181.83万
2026Q1 卖出最多 按季末市值估算
IBIT 清仓-$56.06万
TIP 减仓-$40.10万
AVGO 清仓-$21.49万
DFIV 清仓-$21.00万
ISHARES ETHEREUM 清仓-$20.41万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,801.57万 | 16.04% | 720,938 | 73,522 | 11.4% | $285.71万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,868.42万 | 10.70% | 525,870 | 83,894 | 19.0% | $298.08万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,846.60万 | 10.57% | 315,443 | 36,491 | 13.1% | $213.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,625.45万 | 9.31% | 442,179 | 49,463 | 12.6% | $181.83万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,456.12万 | 8.34% | 349,021 | 30,526 | 9.6% | $127.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,415.46万 | 8.11% | 403,955 | 27,604 | 7.3% | $96.72万 | 加仓 |
| SGOV | ISHARES TR | $1,250.64万 | 7.16% | 124,244 | 87,664 | 239.7% | $882.43万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $910.70万 | 5.22% | 263,589 | 49,212 | 23.0% | $170.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $823.22万 | 4.71% | 131,820 | -238 | -0.2% | -$1.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $737.04万 | 4.22% | 22,974 | 331 | 1.5% | $10.62万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $352.31万 | 2.02% | 73,506 | 14,849 | 25.3% | $71.17万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $329.50万 | 1.89% | 43,556 | -228 | -0.5% | -$1.72万 | 减仓 |
| TIP | ISHARES TR | $238.58万 | 1.37% | 21,618 | -3,634 | -14.4% | -$40.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $145.92万 | 0.84% | 8,367 | 1,132 | 15.6% | $19.74万 | 加仓 |
| INTU | INTUIT | $128.94万 | 0.74% | 2,982 | -143 | -4.6% | -$6.18万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $124.06万 | 0.71% | 31,843 | 435 | 1.4% | $1.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $123.56万 | 0.71% | 1,900 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $102.62万 | 0.59% | 14,237 | 588 | 4.3% | $4.24万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $97.67万 | 0.56% | 19,593 | 1,088 | 5.9% | $5.42万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $97.41万 | 0.56% | 10,391 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $95.46万 | 0.55% | 7,681 | -62 | -0.8% | -$7,705 | 减仓 |
| WFC | WELLS FARGO & CO | $93.06万 | 0.53% | 11,690 | -2,206 | -15.9% | -$17.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $91.61万 | 0.52% | 2,712 | 790 | 41.1% | $26.69万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $85.16万 | 0.49% | 25,069 | 1,168 | 4.9% | $3.97万 | 加仓 |
| CSCO | CISCO SYS INC | $76.06万 | 0.44% | 9,803 | -351 | -3.5% | -$2.72万 | 减仓 |
| BROS | DUTCH BROS INC | $60.09万 | 0.34% | 11,861 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $56.78万 | 0.33% | 2,237 | 78 | 3.6% | $1.98万 | 加仓 |
| GME | GAMESTOP CORP | $56.41万 | 0.32% | 24,482 | -671 | -2.7% | -$1.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $48.99万 | 0.28% | 1,324 | 167 | 14.4% | $6.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.41万 | 0.25% | 6,930 | -594 | -7.9% | -$3.81万 | 减仓 |
| META | META PLATFORMS INC | $27.26万 | 0.16% | 476 | 476 | — | $27.26万 | 新建仓 |
| ITOT | ISHARES TR | $26.43万 | 0.15% | 1,856 | -22 | -1.2% | -$3,133 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $26.30万 | 0.15% | 7,766 | 161 | 2.1% | $5,451 | 加仓 |
| ORCL | ORACLE CORP | $26.20万 | 0.15% | 1,781 | -144 | -7.5% | -$2.12万 | 减仓 |
| GOOGL | ALPHABET INC | $26.18万 | 0.15% | 910 | -200 | -18.0% | -$5.75万 | 减仓 |
| AMZN | AMAZON COM INC | $24.95万 | 0.14% | 1,198 | 158 | 15.2% | $3.29万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $24.50万 | 0.14% | 4,000 | 4,000 | — | $24.50万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $23.03万 | 0.13% | 1,113 | 1,113 | — | $23.03万 | 新建仓 |
| HD | HOME DEPOT INC | $21.97万 | 0.13% | 668 | 47 | 7.6% | $1.55万 | 加仓 |
| TSLA | TESLA INC | $21.60万 | 0.12% | 581 | -54 | -8.5% | -$2.01万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $20.47万 | 0.12% | 8,433 | -3,788 | -31.0% | -$9.19万 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $4.54万 | 0.03% | 32,434 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS | $2.69万 | 0.02% | 13,600 | -7 | -0.1% | -$14 | 重新持有 |
| — | LUCID DIAGNOSTICS INC | $2.41万 | 0.01% | 20,994 | 0 | 0.0% | — | 不变 |
| — | CID HOLDCO INC | $3,921 | 0.00% | 22,822 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -11,292 | -100.0% | -$56.06万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -621 | -100.0% | -$21.49万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,208 | -100.0% | -$21.00万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -9,098 | -100.0% | -$20.41万 | 清仓 |
| IMTM | ISHARES TR | $0 | 0.00% | 0 | -4,247 | -100.0% | -$20.37万 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,405 | -100.0% | -$20.28万 | 清仓 |