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 |
|---|---|---|---|---|---|---|---|---|
| CNOB | CONNECTONE BANCORP INC | $259.17万 | 0.30% | 77,504 | 79 | 0.1% | $2,642 | 加仓 |
| TSLA | TESLA INC | $264.43万 | 0.31% | 6,287 | 98 | 1.6% | $4.12万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $266.29万 | 0.31% | 26,470 | 6,636 | 33.5% | $66.76万 | 加仓 |
| GOOGL | ALPHABET INC | $271.27万 | 0.32% | 7,591 | -765 | -9.2% | -$27.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $272.46万 | 0.32% | 3,967 | 251 | 6.8% | $17.24万 | 加仓 |
| BAC | BANK OF AMER CORP | $305.26万 | 0.36% | 53,573 | -347 | -0.6% | -$1.98万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $306.58万 | 0.36% | 76,398 | -362 | -0.5% | -$1.45万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $309.43万 | 0.36% | 30,543 | 10,186 | 50.0% | $103.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $310.31万 | 0.36% | 8,319 | -110 | -1.3% | -$4.10万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $311.68万 | 0.37% | 107,587 | -3,409 | -3.1% | -$9.88万 | 减仓 |
| AMZN | AMAZON COM INC | $313.18万 | 0.37% | 13,140 | 447 | 3.5% | $10.65万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $314.73万 | 0.37% | 67,495 | -2,782 | -4.0% | -$12.97万 | 减仓 |
| AVGO | BROADCOM INC | $337.07万 | 0.40% | 8,923 | 93 | 1.1% | $3.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $346.38万 | 0.41% | 89,295 | 38 | 0.0% | $1,474 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $387.59万 | 0.46% | 47,278 | -2,344 | -4.7% | -$19.22万 | 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 | $424.06万 | 0.50% | 60,666 | -1,652 | -2.7% | -$11.55万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $462.12万 | 0.54% | 114,926 | -1,402 | -1.2% | -$5.64万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $477.75万 | 0.56% | 63,128 | 21,920 | 53.2% | $165.89万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $523.81万 | 0.62% | 142,416 | -5,609 | -3.8% | -$20.63万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $579.38万 | 0.68% | 80,157 | -741 | -0.9% | -$5.36万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $604.41万 | 0.71% | 22,764 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $609.26万 | 0.72% | 30,449 | 13,881 | 83.8% | $277.75万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $775.26万 | 0.91% | 87,560 | -3,504 | -3.8% | -$31.02万 | 减仓 |
| MCK | MCKESSON CORP | $887.45万 | 1.04% | 11,745 | -312 | -2.6% | -$23.57万 | 减仓 |
| AAPL | APPLE INC | $975.78万 | 1.15% | 33,722 | 885 | 2.7% | $25.61万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,313.11万 | 1.54% | 79,217 | -1,419 | -1.8% | -$23.52万 | 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 |
| AVEM | AMERICAN CENTY ETF TR | $1,653.30万 | 1.94% | 171,345 | -12,637 | -6.9% | -$121.93万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,963.08万 | 2.31% | 750,411 | 52,294 | 7.5% | $136.80万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,964.42万 | 2.31% | 220,226 | -3,935 | -1.8% | -$35.10万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2,123.13万 | 2.49% | 422,683 | 55,712 | 15.2% | $279.84万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,861.80万 | 3.36% | 370,543 | 77,843 | 26.6% | $601.20万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,401.42万 | 3.99% | 265,570 | 35 | 0.0% | $4,483 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,361.44万 | 5.12% | 1,073,188 | 41,560 | 4.0% | $168.90万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,614.58万 | 5.42% | 1,238,480 | 96,457 | 8.4% | $359.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,986.59万 | 5.86% | 1,194,965 | 81,552 | 7.3% | $340.32万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,688.75万 | 6.68% | 1,174,634 | 153,267 | 15.0% | $742.27万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,713.59万 | 6.71% | 554,449 | -2,941 | -0.5% | -$30.31万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,337.70万 | 7.44% | 507,991 | 20,390 | 4.2% | $254.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.76亿 | 20.72% | 3,976,632 | 232,530 | 6.2% | $1,031.50万 | 加仓 |