SCRATCH CAPITAL LLC
BOISE ID · SEC CIK 0002055324
$2.01亿2026Q2 申报市值
44持仓数
83.4%前十大占比 · 第一大 17.2%
1 / 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+$276.38万
DFIC 加仓+$217.27万
DIMENSIONAL ETF 加仓+$174.21万
BROS 加仓+$165.63万
VBIL 加仓+$137.47万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$70.52万
CVX 清仓-$23.03万
DFNM 减仓-$14.74万
WFC 减仓-$5.46万
SGOV 减仓-$4.39万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,474.46万 | 17.24% | 783,242 | 62,304 | 8.6% | $276.38万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,176.66万 | 10.80% | 584,181 | 58,311 | 11.1% | $217.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,019.42万 | 10.02% | 483,926 | 41,747 | 9.4% | $174.21万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,834.08万 | 9.10% | 315,133 | -310 | -0.1% | -$1.80万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,680.20万 | 8.34% | 433,153 | 29,198 | 7.2% | $113.26万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,444.49万 | 7.17% | 350,137 | 1,116 | 0.3% | $4.60万 | 加仓 |
| SGOV | ISHARES TR | $1,246.38万 | 6.19% | 123,808 | -436 | -0.4% | -$4.39万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,159.72万 | 5.76% | 285,363 | 21,774 | 8.3% | $88.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $921.50万 | 4.57% | 131,831 | 11 | 0.0% | $769 | 加仓 |
| VTI | VANGUARD INDEX FDS | $853.41万 | 4.24% | 23,063 | 89 | 0.4% | $3.29万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $467.11万 | 2.32% | 61,721 | 18,165 | 41.7% | $137.47万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $340.55万 | 1.69% | 70,456 | -3,050 | -4.1% | -$14.74万 | 减仓 |
| BROS | DUTCH BROS INC | $250.80万 | 1.24% | 34,926 | 23,065 | 194.5% | $165.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $242.48万 | 1.20% | 2,101 | -611 | -22.5% | -$70.52万 | 减仓 |
| TIP | ISHARES TR | $235.32万 | 1.17% | 21,504 | -114 | -0.5% | -$1.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $169.89万 | 0.84% | 8,490 | 123 | 1.5% | $2.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $141.89万 | 0.70% | 1,900 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $134.21万 | 0.67% | 32,535 | 692 | 2.2% | $2.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $123.08万 | 0.61% | 15,014 | 777 | 5.5% | $6.37万 | 加仓 |
| CSCO | CISCO SYS INC | $112.30万 | 0.56% | 9,561 | -242 | -2.5% | -$2.84万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $110.47万 | 0.55% | 10,391 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $102.26万 | 0.51% | 20,379 | 786 | 4.0% | $3.94万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $92.86万 | 0.46% | 25,205 | 136 | 0.5% | $5,010 | 加仓 |
| WFC | WELLS FARGO & CO | $91.14万 | 0.45% | 11,029 | -661 | -5.7% | -$5.46万 | 减仓 |
| WMT | WALMART INC | $84.73万 | 0.42% | 7,481 | -200 | -2.6% | -$2.27万 | 减仓 |
| GME | GAMESTOP CORP | $77.90万 | 0.39% | 35,283 | 10,801 | 44.1% | $23.85万 | 加仓 |
| INTU | INTUIT | $75.35万 | 0.37% | 2,887 | -95 | -3.2% | -$2.48万 | 减仓 |
| AAPL | APPLE INC | $72.24万 | 0.36% | 2,496 | 259 | 11.6% | $7.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $56.66万 | 0.28% | 1,519 | 195 | 14.7% | $7.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.30万 | 0.24% | 6,919 | -11 | -0.2% | -$784 | 减仓 |
| AMZN | AMAZON COM INC | $37.92万 | 0.19% | 1,591 | 393 | 32.8% | $9.37万 | 加仓 |
| GOOGL | ALPHABET INC | $36.25万 | 0.18% | 1,014 | 104 | 11.4% | $3.72万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $32.38万 | 0.16% | 8,053 | 287 | 3.7% | $1.15万 | 加仓 |
| ITOT | ISHARES TR | $27.70万 | 0.14% | 1,686 | -170 | -9.2% | -$2.79万 | 减仓 |
| META | META PLATFORMS INC | $26.84万 | 0.13% | 476 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.62万 | 0.13% | 1,748 | -33 | -1.9% | -$4,836 | 减仓 |
| TSLA | TESLA INC | $24.23万 | 0.12% | 576 | -5 | -0.9% | -$2,103 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.10万 | 0.11% | 6,118 | 6,118 | — | $22.10万 | 新建仓 |
| HD | HOME DEPOT INC | $22.09万 | 0.11% | 626 | -42 | -6.3% | -$1.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.24万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $20.69万 | 0.10% | 8,571 | 138 | 1.6% | $3,331 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $6.23万 | 0.03% | 32,434 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS | $2.61万 | 0.01% | 13,600 | 0 | 0.0% | — | 不变 |
| — | LUCID DIAGNOSTICS INC | $2.25万 | 0.01% | 20,994 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,113 | -100.0% | -$23.03万 | 清仓 |
| — | CID HOLDCO INC | $0 | 0.00% | 0 | -22,822 | -100.0% | -$3,921 | 清仓 |