Burton Enright Welch
WALNUT CREEK CA · SEC CIK 0002105919
$7.36亿2026Q1 申报市值
134持仓数
66.9%前十大占比 · 第一大 19.8%
10 / 4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
BNDX 加仓+$321.71万
DIMENSIONAL ETF 加仓+$255.43万
VCRB 加仓+$215.69万
AVUS 加仓+$160.96万
AVUV 加仓+$160.20万
2026Q1 卖出最多 按季末市值估算
AVDV 减仓-$100.93万
AVGO 减仓-$72.86万
AVEM 减仓-$63.74万
VTES 减仓-$56.96万
AAPL 减仓-$56.85万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,519 | -100.0% | -$24.07万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,140 | -100.0% | -$21.38万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -322 | -100.0% | -$21.33万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -833 | -100.0% | -$20.09万 | 清仓 |
| CERS | CERUS CORP | $2.01万 | 0.00% | 11,056 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $20.50万 | 0.03% | 492 | 492 | — | $20.50万 | 新建仓 |
| BLK | BLACKROCK INC | $20.87万 | 0.03% | 217 | 14 | 6.9% | $1.35万 | 加仓 |
| C | CITIGROUP INC | $21.18万 | 0.03% | 1,868 | 1,868 | — | $21.18万 | 新建仓 |
| GLD | SPDR GOLD TR | $22.07万 | 0.03% | 513 | -97 | -15.9% | -$4.17万 | 减仓 |
| TXN | TEXAS INSTRS INC | $22.44万 | 0.03% | 1,156 | 64 | 5.9% | $1.24万 | 重新持有 |
| FDX | FEDEX CORP | $23.01万 | 0.03% | 646 | 646 | — | $23.01万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $23.07万 | 0.03% | 331 | -32 | -8.8% | -$2.23万 | 减仓 |
| AMGN | AMGEN INC | $23.08万 | 0.03% | 656 | -119 | -15.4% | -$4.19万 | 减仓 |
| EVRG | EVERGY INC | $23.86万 | 0.03% | 2,912 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.83万 | 0.03% | 1,024 | -299 | -22.6% | -$7.25万 | 减仓 |
| FTNT | FORTINET INC | $25.64万 | 0.03% | 3,137 | 3,137 | — | $25.64万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $25.92万 | 0.04% | 6,140 | 6,140 | — | $25.92万 | 新建仓 |
| MRK | MERCK & CO INC | $26.27万 | 0.04% | 2,184 | 2,184 | — | $26.27万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.39万 | 0.04% | 2,745 | 269 | 10.9% | $2.59万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $26.41万 | 0.04% | 3,724 | 3,724 | — | $26.41万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $26.90万 | 0.04% | 445 | 1 | 0.2% | $604 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.31万 | 0.04% | 1,681 | 1,681 | — | $27.31万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.49万 | 0.04% | 11,512 | -631 | -5.2% | -$1.56万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $28.80万 | 0.04% | 9,903 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $29.55万 | 0.04% | 677 | 677 | — | $29.55万 | 新建仓 |
| GEV | GE VERNOVA INC | $30.20万 | 0.04% | 346 | -67 | -16.2% | -$5.85万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.08万 | 0.04% | 391 | 101 | 34.8% | $8.54万 | 加仓 |
| ABBV | ABBVIE INC | $33.80万 | 0.05% | 1,554 | -209 | -11.9% | -$4.55万 | 减仓 |
| T | AT&T INC | $33.84万 | 0.05% | 11,674 | -11 | -0.1% | -$319 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $34.79万 | 0.05% | 10,332 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $35.57万 | 0.05% | 1,787 | -64 | -3.5% | -$1.27万 | 减仓 |
| AMAT | APPLIED MATLS INC | $37.19万 | 0.05% | 1,088 | -215 | -16.5% | -$7.35万 | 减仓 |
| QQQ | INVESCO QQQ TR | $37.72万 | 0.05% | 654 | 51 | 8.5% | $2.94万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.03万 | 0.05% | 825 | 57 | 7.4% | $2.63万 | 加仓 |
| IEFA | ISHARES TR | $39.14万 | 0.05% | 4,323 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $39.21万 | 0.05% | 1,382 | -246 | -15.1% | -$6.98万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $39.38万 | 0.05% | 966 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $40.21万 | 0.05% | 15,684 | -158 | -1.0% | -$4,051 | 减仓 |
| DIS | DISNEY WALT CO | $40.54万 | 0.06% | 4,206 | 34 | 0.8% | $3,277 | 加仓 |
| MCD | MCDONALDS CORP | $42.52万 | 0.06% | 1,368 | 6 | 0.4% | $1,865 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.93万 | 0.06% | 3,104 | 47 | 1.5% | $6,501 | 加仓 |
| VTI | VANGUARD INDEX FDS | $43.07万 | 0.06% | 1,342 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $43.54万 | 0.06% | 8,747 | 86 | 1.0% | $4,281 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $46.01万 | 0.06% | 1,521 | 183 | 13.7% | $5.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $47.10万 | 0.06% | 3,261 | 192 | 6.3% | $2.77万 | 加仓 |
| CSCO | CISCO SYS INC | $47.43万 | 0.06% | 6,112 | -336 | -5.2% | -$2.61万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $48.77万 | 0.07% | 10,176 | -494 | -4.6% | -$2.37万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $49.87万 | 0.07% | 14,071 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $50.09万 | 0.07% | 11,814 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $51.18万 | 0.07% | 3,295 | -254 | -7.2% | -$3.94万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $52.21万 | 0.07% | 9,660 | 20 | 0.2% | $1,081 | 加仓 |
| WFC | WELLS FARGO & CO | $55.71万 | 0.08% | 6,997 | -186 | -2.6% | -$1.48万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $55.99万 | 0.08% | 2,756 | -39 | -1.4% | -$7,924 | 减仓 |
| SYK | STRYKER CORPORATION | $56.18万 | 0.08% | 1,710 | -16 | -0.9% | -$5,256 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $57.21万 | 0.08% | 7,561 | 39 | 0.5% | $2,951 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $57.71万 | 0.08% | 17,431 | 17,431 | — | $57.71万 | 新建仓 |
| WMT | WALMART INC | $60.10万 | 0.08% | 4,836 | 501 | 11.6% | $6.23万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $60.27万 | 0.08% | 4,208 | -100 | -2.3% | -$1.43万 | 减仓 |
| IWD | ISHARES TR | $60.86万 | 0.08% | 2,848 | 47 | 1.7% | $1.00万 | 加仓 |
| INTC | INTEL CORP | $62.33万 | 0.08% | 14,124 | -609 | -4.1% | -$2.69万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $65.92万 | 0.09% | 8,951 | 843 | 10.4% | $6.21万 | 加仓 |
| ORCL | ORACLE CORP | $67.07万 | 0.09% | 4,559 | -96 | -2.1% | -$1.41万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $69.52万 | 0.09% | 3,813 | -237 | -5.9% | -$4.32万 | 减仓 |
| — | EXXON MOBIL CORP | $70.45万 | 0.10% | 4,153 | 589 | 16.5% | $9.99万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $70.75万 | 0.10% | 2,546 | 6 | 0.2% | $1,667 | 加仓 |
| HD | HOME DEPOT INC | $73.31万 | 0.10% | 2,229 | 251 | 12.7% | $8.25万 | 加仓 |
| IWF | ISHARES TR | $75.94万 | 0.10% | 1,781 | 43 | 2.5% | $1.83万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $77.09万 | 0.10% | 11,581 | 5,681 | 96.3% | $37.82万 | 加仓 |
| IJH | ISHARES TR | $78.07万 | 0.11% | 11,561 | 2,226 | 23.8% | $15.03万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $79.29万 | 0.11% | 10,282 | 48 | 0.5% | $3,701 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $88.19万 | 0.12% | 35,136 | -423 | -1.2% | -$1.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $91.35万 | 0.12% | 3,737 | -326 | -8.0% | -$7.97万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $91.45万 | 0.12% | 18,345 | 153 | 0.8% | $7,627 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $101.32万 | 0.14% | 3,444 | 413 | 13.6% | $12.15万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.36万 | 0.14% | 16,442 | -399 | -2.4% | -$2.56万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $111.91万 | 0.15% | 15,195 | 8,948 | 143.2% | $65.90万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $113.59万 | 0.15% | 26,810 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $113.91万 | 0.15% | 43,343 | 768 | 1.8% | $2.02万 | 加仓 |
| META | META PLATFORMS INC | $117.63万 | 0.16% | 2,056 | -39 | -1.9% | -$2.23万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $118.21万 | 0.16% | 15,495 | 798 | 5.4% | $6.09万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $118.34万 | 0.16% | 43,589 | 13,350 | 44.1% | $36.25万 | 加仓 |
| CAT | CATERPILLAR INC | $118.45万 | 0.16% | 1,672 | 32 | 2.0% | $2.27万 | 加仓 |
| V | VISA INC | $125.01万 | 0.17% | 4,136 | 244 | 6.3% | $7.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $127.39万 | 0.17% | 1,959 | -104 | -5.0% | -$6.76万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $130.89万 | 0.18% | 6,360 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $142.37万 | 0.19% | 18,349 | 8,848 | 93.1% | $68.65万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $143.16万 | 0.19% | 19,366 | 711 | 3.8% | $5.26万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $148.50万 | 0.20% | 16,742 | -605 | -3.5% | -$5.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $153.01万 | 0.21% | 3,193 | 31 | 1.0% | $1.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $153.86万 | 0.21% | 1,544 | 116 | 8.1% | $11.56万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $160.79万 | 0.22% | 21,396 | 2,589 | 13.8% | $19.46万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $196.52万 | 0.27% | 19,834 | 3,118 | 18.7% | $30.89万 | 加仓 |
| GOOG | ALPHABET INC | $197.02万 | 0.27% | 6,868 | -595 | -8.0% | -$17.07万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $205.89万 | 0.28% | 20,357 | -5,632 | -21.7% | -$56.96万 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $207.27万 | 0.28% | 77,425 | -2,237 | -2.8% | -$5.99万 | 减仓 |
| QUAL | ISHARES TR | $211.22万 | 0.29% | 11,012 | 1,246 | 12.8% | $23.90万 | 加仓 |
| IVV | ISHARES TR | $211.33万 | 0.29% | 3,235 | -74 | -2.2% | -$4.83万 | 减仓 |
| IEUR | ISHARES TR | $211.50万 | 0.29% | 30,097 | -767 | -2.5% | -$5.39万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $222.05万 | 0.30% | 3,716 | -16 | -0.4% | -$9,561 | 减仓 |