Burton Enright Welch
WALNUT CREEK CA · SEC CIK 0002105919
$8.52亿2026Q2 申报市值
136持仓数
67.8%前十大占比 · 第一大 20.7%
6 / 5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+$1,031.50万
BNDX 加仓+$742.27万
VCRB 加仓+$601.20万
DFIC 加仓+$359.40万
DIMENSIONAL ETF 加仓+$340.32万
2026Q2 卖出最多 按季末市值估算
AVEM 减仓-$121.93万
LLY 减仓-$66.46万
AVDE 减仓-$35.10万
DFAU 减仓-$34.44万
VGK 减仓-$31.02万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 | $1.76亿 | 20.72% | 3,976,632 | 232,530 | 6.2% | $1,031.50万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,337.70万 | 7.44% | 507,991 | 20,390 | 4.2% | $254.39万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,713.59万 | 6.71% | 554,449 | -2,941 | -0.5% | -$30.31万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,688.75万 | 6.68% | 1,174,634 | 153,267 | 15.0% | $742.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,986.59万 | 5.86% | 1,194,965 | 81,552 | 7.3% | $340.32万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,614.58万 | 5.42% | 1,238,480 | 96,457 | 8.4% | $359.40万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,361.44万 | 5.12% | 1,073,188 | 41,560 | 4.0% | $168.90万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,401.42万 | 3.99% | 265,570 | 35 | 0.0% | $4,483 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,861.80万 | 3.36% | 370,543 | 77,843 | 26.6% | $601.20万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,123.13万 | 2.49% | 422,683 | 55,712 | 15.2% | $279.84万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,964.42万 | 2.31% | 220,226 | -3,935 | -1.8% | -$35.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,963.08万 | 2.31% | 750,411 | 52,294 | 7.5% | $136.80万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,653.30万 | 1.94% | 171,345 | -12,637 | -6.9% | -$121.93万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,543.08万 | 1.81% | 445,713 | 97,268 | 27.9% | $336.75万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,313.11万 | 1.54% | 79,217 | -1,419 | -1.8% | -$23.52万 | 减仓 |
| AAPL | APPLE INC | $975.78万 | 1.15% | 33,722 | 885 | 2.7% | $25.61万 | 加仓 |
| MCK | MCKESSON CORP | $887.45万 | 1.04% | 11,745 | -312 | -2.6% | -$23.57万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $775.26万 | 0.91% | 87,560 | -3,504 | -3.8% | -$31.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $609.26万 | 0.72% | 30,449 | 13,881 | 83.8% | $277.75万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $604.41万 | 0.71% | 22,764 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $579.38万 | 0.68% | 80,157 | -741 | -0.9% | -$5.36万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $523.81万 | 0.62% | 142,416 | -5,609 | -3.8% | -$20.63万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $477.75万 | 0.56% | 63,128 | 21,920 | 53.2% | $165.89万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $462.12万 | 0.54% | 114,926 | -1,402 | -1.2% | -$5.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $424.06万 | 0.50% | 60,666 | -1,652 | -2.7% | -$11.55万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $410.96万 | 0.48% | 79,505 | -6,663 | -7.7% | -$34.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $387.59万 | 0.46% | 47,278 | -2,344 | -4.7% | -$19.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $346.38万 | 0.41% | 89,295 | 38 | 0.0% | $1,474 | 加仓 |
| AVGO | BROADCOM INC | $337.07万 | 0.40% | 8,923 | 93 | 1.1% | $3.51万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $314.73万 | 0.37% | 67,495 | -2,782 | -4.0% | -$12.97万 | 减仓 |
| AMZN | AMAZON COM INC | $313.18万 | 0.37% | 13,140 | 447 | 3.5% | $10.65万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $311.68万 | 0.37% | 107,587 | -3,409 | -3.1% | -$9.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $310.31万 | 0.36% | 8,319 | -110 | -1.3% | -$4.10万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $309.43万 | 0.36% | 30,543 | 10,186 | 50.0% | $103.19万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $306.58万 | 0.36% | 76,398 | -362 | -0.5% | -$1.45万 | 减仓 |
| BAC | BANK OF AMER CORP | $305.26万 | 0.36% | 53,573 | -347 | -0.6% | -$1.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $272.46万 | 0.32% | 3,967 | 251 | 6.8% | $17.24万 | 加仓 |
| GOOGL | ALPHABET INC | $271.27万 | 0.32% | 7,591 | -765 | -9.2% | -$27.34万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $266.29万 | 0.31% | 26,470 | 6,636 | 33.5% | $66.76万 | 加仓 |
| TSLA | TESLA INC | $264.43万 | 0.31% | 6,287 | 98 | 1.6% | $4.12万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $259.17万 | 0.30% | 77,504 | 79 | 0.1% | $2,642 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $258.16万 | 0.30% | 62,583 | -288 | -0.5% | -$1.19万 | 减仓 |
| GOOG | ALPHABET INC | $247.16万 | 0.29% | 6,995 | 127 | 1.8% | $4.49万 | 加仓 |
| QUAL | ISHARES TR | $241.99万 | 0.28% | 11,028 | 16 | 0.1% | $3,511 | 加仓 |
| IVV | ISHARES TR | $241.39万 | 0.28% | 3,223 | -12 | -0.4% | -$8,987 | 减仓 |
| LLY | ELI LILLY & CO | $237.17万 | 0.28% | 1,977 | -554 | -21.9% | -$66.46万 | 减仓 |
| IEUR | ISHARES TR | $217.32万 | 0.26% | 28,911 | -1,186 | -3.9% | -$8.92万 | 减仓 |
| INTC | INTEL CORP | $200.35万 | 0.24% | 14,349 | 225 | 1.6% | $3.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $186.54万 | 0.22% | 2,498 | 539 | 27.5% | $40.25万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $178.37万 | 0.21% | 23,346 | 1,950 | 9.1% | $14.90万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $175.79万 | 0.21% | 22,661 | 4,312 | 23.5% | $33.45万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $169.38万 | 0.20% | 19,135 | -231 | -1.2% | -$2.04万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $163.89万 | 0.19% | 21,387 | 5,892 | 38.0% | $45.15万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $161.88万 | 0.19% | 3,235 | 42 | 1.3% | $2.10万 | 加仓 |
| CAT | CATERPILLAR INC | $159.31万 | 0.19% | 1,496 | -176 | -10.5% | -$18.74万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $159.23万 | 0.19% | 57,966 | 14,377 | 33.0% | $39.49万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $156.59万 | 0.18% | 6,360 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $146.16万 | 0.17% | 15,157 | -1,585 | -9.5% | -$15.28万 | 减仓 |
| META | META PLATFORMS INC | $138.35万 | 0.16% | 2,456 | 400 | 19.5% | $22.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.09万 | 0.16% | 1,444 | -100 | -6.5% | -$9.36万 | 减仓 |
| V | VISA INC | $130.27万 | 0.15% | 3,797 | -339 | -8.2% | -$11.63万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $123.60万 | 0.15% | 25,287 | -1,523 | -5.7% | -$7.44万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $121.34万 | 0.14% | 15,190 | -5 | -0.0% | -$399 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $116.42万 | 0.14% | 44,124 | 781 | 1.8% | $2.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.27万 | 0.14% | 16,179 | -263 | -1.6% | -$1.87万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $101.67万 | 0.12% | 35,105 | -31 | -0.1% | -$898 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $99.56万 | 0.12% | 19,841 | 1,496 | 8.2% | $7.51万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $92.76万 | 0.11% | 11,335 | -246 | -2.1% | -$2.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.35万 | 0.10% | 3,518 | -219 | -5.9% | -$5.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $88.82万 | 0.10% | 2,713 | -731 | -21.2% | -$23.93万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $87.54万 | 0.10% | 10,239 | -43 | -0.4% | -$3,676 | 减仓 |
| IWF | ISHARES TR | $87.37万 | 0.10% | 7,036 | -88 | -1.2% | -$1.09万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $84.20万 | 0.10% | 3,612 | -201 | -5.3% | -$4.69万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $83.51万 | 0.10% | 2,225 | -321 | -12.6% | -$12.05万 | 减仓 |
| IJH | ISHARES TR | $72.06万 | 0.08% | 9,345 | -2,216 | -19.2% | -$17.09万 | 减仓 |
| CSCO | CISCO SYS INC | $71.93万 | 0.08% | 6,123 | 11 | 0.2% | $1,292 | 加仓 |
| HD | HOME DEPOT INC | $70.67万 | 0.08% | 2,004 | -225 | -10.1% | -$7.93万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $68.63万 | 0.08% | 4,211 | 3 | 0.1% | $489 | 加仓 |
| IWD | ISHARES TR | $67.91万 | 0.08% | 2,801 | -47 | -1.7% | -$1.14万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $67.68万 | 0.08% | 8,945 | 1,384 | 18.3% | $10.47万 | 加仓 |
| ORCL | ORACLE CORP | $67.36万 | 0.08% | 4,596 | 37 | 0.8% | $5,423 | 加仓 |
| FTNT | FORTINET INC | $65.50万 | 0.08% | 4,264 | 1,127 | 35.9% | $17.31万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $63.43万 | 0.07% | 17,431 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $62.82万 | 0.07% | 7,601 | 604 | 8.6% | $4.99万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.69万 | 0.07% | 2,755 | -1 | -0.0% | -$224 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.28万 | 0.07% | 986 | 31 | 3.2% | $1.80万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $56.64万 | 0.07% | 1,531 | 189 | 14.1% | $6.99万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $55.28万 | 0.06% | 7,530 | -1,421 | -15.9% | -$10.43万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.11万 | 0.06% | 9,232 | -428 | -4.4% | -$2.55万 | 减仓 |
| GE | GE AEROSPACE | $54.96万 | 0.06% | 1,471 | 89 | 6.4% | $3.33万 | 加仓 |
| AMAT | APPLIED MATLS INC | $54.88万 | 0.06% | 759 | -329 | -30.2% | -$23.79万 | 减仓 |
| SYK | STRYKER CORPORATION | $54.58万 | 0.06% | 1,734 | 24 | 1.4% | $7,555 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $53.29万 | 0.06% | 11,816 | 2 | 0.0% | $90 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $50.87万 | 0.06% | 10,525 | 349 | 3.4% | $1.69万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $50.06万 | 0.06% | 3,189 | 85 | 2.7% | $1.33万 | 加仓 |
| — | EXXON MOBIL CORP | $49.71万 | 0.06% | 3,636 | -517 | -12.4% | -$7.07万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $48.67万 | 0.06% | 5,891 | 95 | 1.6% | $7,849 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $46.16万 | 0.05% | 15,684 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $46.08万 | 0.05% | 392 | 46 | 13.3% | $5.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $44.50万 | 0.05% | 3,035 | -226 | -6.9% | -$3.31万 | 减仓 |