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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,062 | -100.0% | -$29.55万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,745 | -100.0% | -$26.39万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -1,868 | -100.0% | -$21.18万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -492 | -100.0% | -$20.50万 | 清仓 |
| CERS | CERUS CORP | $0 | 0.00% | 0 | -11,056 | -100.0% | -$2.01万 | 清仓 |
| VO | VANGUARD INDEX FDS | $20.27万 | 0.02% | 2,516 | 2,516 | — | $20.27万 | 新建仓 |
| FDX | FEDEX CORP | $20.45万 | 0.02% | 653 | 7 | 1.1% | $2,192 | 加仓 |
| T | AT&T INC | $22.46万 | 0.03% | 10,849 | -825 | -7.1% | -$1.71万 | 减仓 |
| MRK | MERCK & CO INC | $22.90万 | 0.03% | 1,782 | -402 | -18.4% | -$5.17万 | 减仓 |
| MS | MORGAN STANLEY | $22.99万 | 0.03% | 1,100 | 1,100 | — | $22.99万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23.21万 | 0.03% | 1,695 | 14 | 0.8% | $1,917 | 加仓 |
| GLD | SPDR GOLD TR | $23.32万 | 0.03% | 633 | 120 | 23.4% | $4.42万 | 加仓 |
| BLK | BLACKROCK INC | $23.56万 | 0.03% | 245 | 28 | 12.9% | $2.69万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.85万 | 0.03% | 468 | 23 | 5.2% | $1.17万 | 加仓 |
| AMGN | AMGEN INC | $24.01万 | 0.03% | 663 | 7 | 1.1% | $2,535 | 加仓 |
| EVRG | EVERGY INC | $25.34万 | 0.03% | 2,932 | 20 | 0.7% | $1,729 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $26.24万 | 0.03% | 6,217 | 77 | 1.3% | $3,250 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $27.45万 | 0.03% | 3,596 | 3,596 | — | $27.45万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.63万 | 0.03% | 293 | -98 | -25.1% | -$9.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.91万 | 0.04% | 752 | -73 | -8.8% | -$2.90万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $30.32万 | 0.04% | 3,700 | -24 | -0.6% | -$1,967 | 减仓 |
| VGT | VANGUARD WORLD FD | $31.62万 | 0.04% | 2,646 | -2 | -0.1% | -$239 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $31.87万 | 0.04% | 11,504 | -8 | -0.1% | -$222 | 减仓 |
| IVZ | INVESCO LTD | $32.37万 | 0.04% | 12,265 | 12,265 | — | $32.37万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.48万 | 0.04% | 1,190 | 166 | 16.2% | $4.67万 | 加仓 |
| MCD | MCDONALDS CORP | $35.55万 | 0.04% | 1,315 | -53 | -3.9% | -$1.43万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $35.78万 | 0.04% | 9,903 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $36.19万 | 0.04% | 10,332 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $36.54万 | 0.04% | 1,452 | -102 | -6.6% | -$2.57万 | 减仓 |
| TXN | TEXAS INSTRS INC | $36.57万 | 0.04% | 1,227 | 71 | 6.1% | $2.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $38.44万 | 0.05% | 333 | 333 | — | $38.44万 | 新建仓 |
| DIS | DISNEY WALT CO | $39.35万 | 0.05% | 4,089 | -117 | -2.8% | -$1.13万 | 减仓 |
| BA | BOEING CO | $41.05万 | 0.05% | 1,896 | 109 | 6.1% | $2.36万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $41.54万 | 0.05% | 7,138 | 7,138 | — | $41.54万 | 新建仓 |
| IEFA | ISHARES TR | $41.75万 | 0.05% | 4,323 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $42.18万 | 0.05% | 3,115 | -180 | -5.5% | -$2.44万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $42.19万 | 0.05% | 8,475 | -272 | -3.1% | -$1.35万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $42.45万 | 0.05% | 14,071 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $42.65万 | 0.05% | 1,261 | -260 | -17.1% | -$8.79万 | 减仓 |
| WMT | WALMART INC | $44.05万 | 0.05% | 3,889 | -947 | -19.6% | -$10.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $44.44万 | 0.05% | 604 | -50 | -7.6% | -$3.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $44.50万 | 0.05% | 3,035 | -226 | -6.9% | -$3.31万 | 减仓 |
| GEV | GE VERNOVA INC | $46.08万 | 0.05% | 392 | 46 | 13.3% | $5.41万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $46.16万 | 0.05% | 15,684 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $48.67万 | 0.06% | 5,891 | 95 | 1.6% | $7,849 | 加仓 |
| — | EXXON MOBIL CORP | $49.71万 | 0.06% | 3,636 | -517 | -12.4% | -$7.07万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $50.06万 | 0.06% | 3,189 | 85 | 2.7% | $1.33万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $50.87万 | 0.06% | 10,525 | 349 | 3.4% | $1.69万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $53.29万 | 0.06% | 11,816 | 2 | 0.0% | $90 | 加仓 |
| SYK | STRYKER CORPORATION | $54.58万 | 0.06% | 1,734 | 24 | 1.4% | $7,555 | 加仓 |
| AMAT | APPLIED MATLS INC | $54.88万 | 0.06% | 759 | -329 | -30.2% | -$23.79万 | 减仓 |
| GE | GE AEROSPACE | $54.96万 | 0.06% | 1,471 | 89 | 6.4% | $3.33万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.11万 | 0.06% | 9,232 | -428 | -4.4% | -$2.55万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $55.28万 | 0.06% | 7,530 | -1,421 | -15.9% | -$10.43万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $56.64万 | 0.07% | 1,531 | 189 | 14.1% | $6.99万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.28万 | 0.07% | 986 | 31 | 3.2% | $1.80万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.69万 | 0.07% | 2,755 | -1 | -0.0% | -$224 | 减仓 |
| WFC | WELLS FARGO & CO | $62.82万 | 0.07% | 7,601 | 604 | 8.6% | $4.99万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $63.43万 | 0.07% | 17,431 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $65.50万 | 0.08% | 4,264 | 1,127 | 35.9% | $17.31万 | 加仓 |
| ORCL | ORACLE CORP | $67.36万 | 0.08% | 4,596 | 37 | 0.8% | $5,423 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $67.68万 | 0.08% | 8,945 | 1,384 | 18.3% | $10.47万 | 加仓 |
| IWD | ISHARES TR | $67.91万 | 0.08% | 2,801 | -47 | -1.7% | -$1.14万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $68.63万 | 0.08% | 4,211 | 3 | 0.1% | $489 | 加仓 |
| HD | HOME DEPOT INC | $70.67万 | 0.08% | 2,004 | -225 | -10.1% | -$7.93万 | 减仓 |
| CSCO | CISCO SYS INC | $71.93万 | 0.08% | 6,123 | 11 | 0.2% | $1,292 | 加仓 |
| IJH | ISHARES TR | $72.06万 | 0.08% | 9,345 | -2,216 | -19.2% | -$17.09万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $83.51万 | 0.10% | 2,225 | -321 | -12.6% | -$12.05万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $84.20万 | 0.10% | 3,612 | -201 | -5.3% | -$4.69万 | 减仓 |
| IWF | ISHARES TR | $87.37万 | 0.10% | 7,036 | -88 | -1.2% | -$1.09万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $87.54万 | 0.10% | 10,239 | -43 | -0.4% | -$3,676 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $88.82万 | 0.10% | 2,713 | -731 | -21.2% | -$23.93万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.35万 | 0.10% | 3,518 | -219 | -5.9% | -$5.56万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $92.76万 | 0.11% | 11,335 | -246 | -2.1% | -$2.01万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $99.56万 | 0.12% | 19,841 | 1,496 | 8.2% | $7.51万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $101.67万 | 0.12% | 35,105 | -31 | -0.1% | -$898 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $115.27万 | 0.14% | 16,179 | -263 | -1.6% | -$1.87万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $116.42万 | 0.14% | 44,124 | 781 | 1.8% | $2.06万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $121.34万 | 0.14% | 15,190 | -5 | -0.0% | -$399 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $123.60万 | 0.15% | 25,287 | -1,523 | -5.7% | -$7.44万 | 减仓 |
| V | VISA INC | $130.27万 | 0.15% | 3,797 | -339 | -8.2% | -$11.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.09万 | 0.16% | 1,444 | -100 | -6.5% | -$9.36万 | 减仓 |
| META | META PLATFORMS INC | $138.35万 | 0.16% | 2,456 | 400 | 19.5% | $22.53万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $146.16万 | 0.17% | 15,157 | -1,585 | -9.5% | -$15.28万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $156.59万 | 0.18% | 6,360 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $159.23万 | 0.19% | 57,966 | 14,377 | 33.0% | $39.49万 | 加仓 |
| CAT | CATERPILLAR INC | $159.31万 | 0.19% | 1,496 | -176 | -10.5% | -$18.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $161.88万 | 0.19% | 3,235 | 42 | 1.3% | $2.10万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $163.89万 | 0.19% | 21,387 | 5,892 | 38.0% | $45.15万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $169.38万 | 0.20% | 19,135 | -231 | -1.2% | -$2.04万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $175.79万 | 0.21% | 22,661 | 4,312 | 23.5% | $33.45万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $178.37万 | 0.21% | 23,346 | 1,950 | 9.1% | $14.90万 | 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 |
| INTC | INTEL CORP | $200.35万 | 0.24% | 14,349 | 225 | 1.6% | $3.14万 | 加仓 |
| IEUR | ISHARES TR | $217.32万 | 0.26% | 28,911 | -1,186 | -3.9% | -$8.92万 | 减仓 |
| LLY | ELI LILLY & CO | $237.17万 | 0.28% | 1,977 | -554 | -21.9% | -$66.46万 | 减仓 |
| IVV | ISHARES TR | $241.39万 | 0.28% | 3,223 | -12 | -0.4% | -$8,987 | 减仓 |
| QUAL | ISHARES TR | $241.99万 | 0.28% | 11,028 | 16 | 0.1% | $3,511 | 加仓 |
| GOOG | ALPHABET INC | $247.16万 | 0.29% | 6,995 | 127 | 1.8% | $4.49万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $258.16万 | 0.30% | 62,583 | -288 | -0.5% | -$1.19万 | 减仓 |