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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $40.21万 | 0.05% | 15,684 | -158 | -1.0% | -$4,051 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $39.38万 | 0.05% | 966 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $39.21万 | 0.05% | 1,382 | -246 | -15.1% | -$6.98万 | 减仓 |
| IEFA | ISHARES TR | $39.14万 | 0.05% | 4,323 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $38.03万 | 0.05% | 825 | 57 | 7.4% | $2.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $37.72万 | 0.05% | 654 | 51 | 8.5% | $2.94万 | 加仓 |
| AMAT | APPLIED MATLS INC | $37.19万 | 0.05% | 1,088 | -215 | -16.5% | -$7.35万 | 减仓 |
| BA | BOEING CO | $35.57万 | 0.05% | 1,787 | -64 | -3.5% | -$1.27万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $34.79万 | 0.05% | 10,332 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $33.84万 | 0.05% | 11,674 | -11 | -0.1% | -$319 | 减仓 |
| ABBV | ABBVIE INC | $33.80万 | 0.05% | 1,554 | -209 | -11.9% | -$4.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.08万 | 0.04% | 391 | 101 | 34.8% | $8.54万 | 加仓 |
| GEV | GE VERNOVA INC | $30.20万 | 0.04% | 346 | -67 | -16.2% | -$5.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $29.55万 | 0.04% | 677 | 677 | — | $29.55万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $28.80万 | 0.04% | 9,903 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $28.49万 | 0.04% | 11,512 | -631 | -5.2% | -$1.56万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.31万 | 0.04% | 1,681 | 1,681 | — | $27.31万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $26.90万 | 0.04% | 445 | 1 | 0.2% | $604 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $26.41万 | 0.04% | 3,724 | 3,724 | — | $26.41万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.39万 | 0.04% | 2,745 | 269 | 10.9% | $2.59万 | 加仓 |
| MRK | MERCK & CO INC | $26.27万 | 0.04% | 2,184 | 2,184 | — | $26.27万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $25.92万 | 0.04% | 6,140 | 6,140 | — | $25.92万 | 新建仓 |
| FTNT | FORTINET INC | $25.64万 | 0.03% | 3,137 | 3,137 | — | $25.64万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.83万 | 0.03% | 1,024 | -299 | -22.6% | -$7.25万 | 减仓 |
| EVRG | EVERGY INC | $23.86万 | 0.03% | 2,912 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $23.08万 | 0.03% | 656 | -119 | -15.4% | -$4.19万 | 减仓 |
| VGT | VANGUARD WORLD FD | $23.07万 | 0.03% | 331 | -32 | -8.8% | -$2.23万 | 减仓 |
| FDX | FEDEX CORP | $23.01万 | 0.03% | 646 | 646 | — | $23.01万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.44万 | 0.03% | 1,156 | 64 | 5.9% | $1.24万 | 重新持有 |
| GLD | SPDR GOLD TR | $22.07万 | 0.03% | 513 | -97 | -15.9% | -$4.17万 | 减仓 |
| C | CITIGROUP INC | $21.18万 | 0.03% | 1,868 | 1,868 | — | $21.18万 | 新建仓 |
| BLK | BLACKROCK INC | $20.87万 | 0.03% | 217 | 14 | 6.9% | $1.35万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $20.50万 | 0.03% | 492 | 492 | — | $20.50万 | 新建仓 |
| CERS | CERUS CORP | $2.01万 | 0.00% | 11,056 | 0 | 0.0% | — | 不变 |
| 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 |