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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $44.44万 | 0.05% | 604 | -50 | -7.6% | -$3.68万 | 减仓 |
| WMT | WALMART INC | $44.05万 | 0.05% | 3,889 | -947 | -19.6% | -$10.73万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.65万 | 0.05% | 1,261 | -260 | -17.1% | -$8.79万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $42.45万 | 0.05% | 14,071 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $42.19万 | 0.05% | 8,475 | -272 | -3.1% | -$1.35万 | 减仓 |
| PEP | PEPSICO INC | $42.18万 | 0.05% | 3,115 | -180 | -5.5% | -$2.44万 | 减仓 |
| IEFA | ISHARES TR | $41.75万 | 0.05% | 4,323 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $41.54万 | 0.05% | 7,138 | 7,138 | — | $41.54万 | 新建仓 |
| BA | BOEING CO | $41.05万 | 0.05% | 1,896 | 109 | 6.1% | $2.36万 | 加仓 |
| DIS | DISNEY WALT CO | $39.35万 | 0.05% | 4,089 | -117 | -2.8% | -$1.13万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $38.44万 | 0.05% | 333 | 333 | — | $38.44万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $36.57万 | 0.04% | 1,227 | 71 | 6.1% | $2.12万 | 加仓 |
| ABBV | ABBVIE INC | $36.54万 | 0.04% | 1,452 | -102 | -6.6% | -$2.57万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $36.19万 | 0.04% | 10,332 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $35.78万 | 0.04% | 9,903 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.55万 | 0.04% | 1,315 | -53 | -3.9% | -$1.43万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.48万 | 0.04% | 1,190 | 166 | 16.2% | $4.67万 | 加仓 |
| IVZ | INVESCO LTD | $32.37万 | 0.04% | 12,265 | 12,265 | — | $32.37万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $31.87万 | 0.04% | 11,504 | -8 | -0.1% | -$222 | 减仓 |
| VGT | VANGUARD WORLD FD | $31.62万 | 0.04% | 2,646 | -2 | -0.1% | -$239 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $30.32万 | 0.04% | 3,700 | -24 | -0.6% | -$1,967 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.91万 | 0.04% | 752 | -73 | -8.8% | -$2.90万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.63万 | 0.03% | 293 | -98 | -25.1% | -$9.91万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $27.45万 | 0.03% | 3,596 | 3,596 | — | $27.45万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $26.24万 | 0.03% | 6,217 | 77 | 1.3% | $3,250 | 加仓 |
| EVRG | EVERGY INC | $25.34万 | 0.03% | 2,932 | 20 | 0.7% | $1,729 | 加仓 |
| AMGN | AMGEN INC | $24.01万 | 0.03% | 663 | 7 | 1.1% | $2,535 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.85万 | 0.03% | 468 | 23 | 5.2% | $1.17万 | 加仓 |
| BLK | BLACKROCK INC | $23.56万 | 0.03% | 245 | 28 | 12.9% | $2.69万 | 加仓 |
| GLD | SPDR GOLD TR | $23.32万 | 0.03% | 633 | 120 | 23.4% | $4.42万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23.21万 | 0.03% | 1,695 | 14 | 0.8% | $1,917 | 加仓 |
| MS | MORGAN STANLEY | $22.99万 | 0.03% | 1,100 | 1,100 | — | $22.99万 | 新建仓 |
| MRK | MERCK & CO INC | $22.90万 | 0.03% | 1,782 | -402 | -18.4% | -$5.17万 | 减仓 |
| T | AT&T INC | $22.46万 | 0.03% | 10,849 | -825 | -7.1% | -$1.71万 | 减仓 |
| FDX | FEDEX CORP | $20.45万 | 0.02% | 653 | 7 | 1.1% | $2,192 | 加仓 |
| VO | VANGUARD INDEX FDS | $20.27万 | 0.02% | 2,516 | 2,516 | — | $20.27万 | 新建仓 |
| 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 |