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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $230.08万 | 0.31% | 6,189 | -1,321 | -17.6% | -$49.11万 | 减仓 |
| LLY | ELI LILLY & CO | $232.82万 | 0.32% | 2,531 | -84 | -3.2% | -$7.73万 | 减仓 |
| GOOGL | ALPHABET INC | $240.29万 | 0.33% | 8,356 | 691 | 9.0% | $19.87万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $244.95万 | 0.33% | 62,871 | 87 | 0.1% | $3,390 | 加仓 |
| BAC | BANK AMERICA CORP | $262.86万 | 0.36% | 53,920 | -3,460 | -6.0% | -$16.87万 | 减仓 |
| AMZN | AMAZON COM INC | $264.36万 | 0.36% | 12,693 | 576 | 4.8% | $12.00万 | 加仓 |
| AVGO | BROADCOM INC | $273.30万 | 0.37% | 8,830 | -2,354 | -21.0% | -$72.86万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $288.77万 | 0.39% | 70,277 | 10,557 | 17.7% | $43.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $288.94万 | 0.39% | 16,568 | -278 | -1.7% | -$4.85万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $295.03万 | 0.40% | 110,996 | -393 | -0.4% | -$1.04万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $302.74万 | 0.41% | 76,760 | 3,843 | 5.3% | $15.16万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $311.74万 | 0.42% | 41,208 | -5,552 | -11.9% | -$42.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $312.00万 | 0.42% | 8,429 | 224 | 2.7% | $8.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $312.76万 | 0.43% | 89,257 | 2,605 | 3.0% | $9.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $357.68万 | 0.49% | 49,622 | 4,494 | 10.0% | $32.39万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $388.79万 | 0.53% | 86,168 | 1,161 | 1.4% | $5.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $389.18万 | 0.53% | 62,318 | 53 | 0.1% | $3,310 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $393.89万 | 0.54% | 116,328 | 1,720 | 1.5% | $5.82万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $496.07万 | 0.67% | 80,898 | 10,655 | 15.2% | $65.34万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $500.62万 | 0.68% | 148,025 | 8,886 | 6.4% | $30.05万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $567.01万 | 0.77% | 22,764 | 2,000 | 9.6% | $49.82万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $750.64万 | 1.02% | 91,064 | -2,060 | -2.2% | -$16.98万 | 减仓 |
| AAPL | APPLE INC | $833.37万 | 1.13% | 32,837 | -2,240 | -6.4% | -$56.85万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,027.56万 | 1.40% | 348,445 | 10,533 | 3.1% | $31.06万 | 加仓 |
| MCK | MCKESSON CORP | $1,043.36万 | 1.42% | 12,057 | -101 | -0.8% | -$8.74万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,482.53万 | 2.02% | 183,982 | -7,910 | -4.1% | -$63.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,651.05万 | 2.24% | 698,117 | 23,138 | 3.4% | $54.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,668.37万 | 2.27% | 80,636 | -2,028 | -2.5% | -$41.96万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,833.02万 | 2.49% | 366,971 | 21,463 | 6.2% | $107.21万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,901.78万 | 2.59% | 224,161 | -2,321 | -1.0% | -$19.69万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,264.91万 | 3.08% | 292,700 | 27,874 | 10.5% | $215.69万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,952.22万 | 4.01% | 265,535 | 14,477 | 5.8% | $160.96万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,564.27万 | 4.85% | 1,031,628 | -1,609 | -0.2% | -$5.56万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,057.61万 | 5.52% | 1,142,023 | 30,170 | 2.7% | $107.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,092.91万 | 5.56% | 1,113,413 | 34,064 | 3.2% | $125.22万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,907.67万 | 6.67% | 1,021,367 | 66,953 | 7.0% | $321.71万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $5,386.53万 | 7.32% | 487,601 | 14,502 | 3.1% | $160.20万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,566.10万 | 7.57% | 557,390 | -10,107 | -1.8% | -$100.93万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.45亿 | 19.78% | 3,744,102 | 65,731 | 1.8% | $255.43万 | 加仓 |