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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.45亿 | 19.78% | 3,744,102 | 65,731 | 1.8% | $255.43万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,566.10万 | 7.57% | 557,390 | -10,107 | -1.8% | -$100.93万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $5,386.53万 | 7.32% | 487,601 | 14,502 | 3.1% | $160.20万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,907.67万 | 6.67% | 1,021,367 | 66,953 | 7.0% | $321.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,092.91万 | 5.56% | 1,113,413 | 34,064 | 3.2% | $125.22万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4,057.61万 | 5.52% | 1,142,023 | 30,170 | 2.7% | $107.19万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,564.27万 | 4.85% | 1,031,628 | -1,609 | -0.2% | -$5.56万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,952.22万 | 4.01% | 265,535 | 14,477 | 5.8% | $160.96万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,264.91万 | 3.08% | 292,700 | 27,874 | 10.5% | $215.69万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,901.78万 | 2.59% | 224,161 | -2,321 | -1.0% | -$19.69万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,833.02万 | 2.49% | 366,971 | 21,463 | 6.2% | $107.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,668.37万 | 2.27% | 80,636 | -2,028 | -2.5% | -$41.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,651.05万 | 2.24% | 698,117 | 23,138 | 3.4% | $54.72万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,482.53万 | 2.02% | 183,982 | -7,910 | -4.1% | -$63.74万 | 减仓 |
| MCK | MCKESSON CORP | $1,043.36万 | 1.42% | 12,057 | -101 | -0.8% | -$8.74万 | 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 |
| AAPL | APPLE INC | $833.37万 | 1.13% | 32,837 | -2,240 | -6.4% | -$56.85万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $750.64万 | 1.02% | 91,064 | -2,060 | -2.2% | -$16.98万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $567.01万 | 0.77% | 22,764 | 2,000 | 9.6% | $49.82万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $500.62万 | 0.68% | 148,025 | 8,886 | 6.4% | $30.05万 | 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 |
| DFAE | DIMENSIONAL ETF TRUST | $393.89万 | 0.54% | 116,328 | 1,720 | 1.5% | $5.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $389.18万 | 0.53% | 62,318 | 53 | 0.1% | $3,310 | 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 | $357.68万 | 0.49% | 49,622 | 4,494 | 10.0% | $32.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $312.76万 | 0.43% | 89,257 | 2,605 | 3.0% | $9.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $312.00万 | 0.42% | 8,429 | 224 | 2.7% | $8.29万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $311.74万 | 0.42% | 41,208 | -5,552 | -11.9% | -$42.00万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $302.74万 | 0.41% | 76,760 | 3,843 | 5.3% | $15.16万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $295.03万 | 0.40% | 110,996 | -393 | -0.4% | -$1.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $288.94万 | 0.39% | 16,568 | -278 | -1.7% | -$4.85万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $288.77万 | 0.39% | 70,277 | 10,557 | 17.7% | $43.38万 | 加仓 |
| AVGO | BROADCOM INC | $273.30万 | 0.37% | 8,830 | -2,354 | -21.0% | -$72.86万 | 减仓 |
| AMZN | AMAZON COM INC | $264.36万 | 0.36% | 12,693 | 576 | 4.8% | $12.00万 | 加仓 |
| BAC | BANK AMERICA CORP | $262.86万 | 0.36% | 53,920 | -3,460 | -6.0% | -$16.87万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $244.95万 | 0.33% | 62,871 | 87 | 0.1% | $3,390 | 加仓 |
| GOOGL | ALPHABET INC | $240.29万 | 0.33% | 8,356 | 691 | 9.0% | $19.87万 | 加仓 |
| LLY | ELI LILLY & CO | $232.82万 | 0.32% | 2,531 | -84 | -3.2% | -$7.73万 | 减仓 |
| TSLA | TESLA INC | $230.08万 | 0.31% | 6,189 | -1,321 | -17.6% | -$49.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $222.05万 | 0.30% | 3,716 | -16 | -0.4% | -$9,561 | 减仓 |
| IEUR | ISHARES TR | $211.50万 | 0.29% | 30,097 | -767 | -2.5% | -$5.39万 | 减仓 |
| IVV | ISHARES TR | $211.33万 | 0.29% | 3,235 | -74 | -2.2% | -$4.83万 | 减仓 |
| QUAL | ISHARES TR | $211.22万 | 0.29% | 11,012 | 1,246 | 12.8% | $23.90万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $207.27万 | 0.28% | 77,425 | -2,237 | -2.8% | -$5.99万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $205.89万 | 0.28% | 20,357 | -5,632 | -21.7% | -$56.96万 | 减仓 |
| GOOG | ALPHABET INC | $197.02万 | 0.27% | 6,868 | -595 | -8.0% | -$17.07万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $196.52万 | 0.27% | 19,834 | 3,118 | 18.7% | $30.89万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $160.79万 | 0.22% | 21,396 | 2,589 | 13.8% | $19.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $153.86万 | 0.21% | 1,544 | 116 | 8.1% | $11.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $153.01万 | 0.21% | 3,193 | 31 | 1.0% | $1.49万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $148.50万 | 0.20% | 16,742 | -605 | -3.5% | -$5.37万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $143.16万 | 0.19% | 19,366 | 711 | 3.8% | $5.26万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $142.37万 | 0.19% | 18,349 | 8,848 | 93.1% | $68.65万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $130.89万 | 0.18% | 6,360 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $127.39万 | 0.17% | 1,959 | -104 | -5.0% | -$6.76万 | 减仓 |
| V | VISA INC | $125.01万 | 0.17% | 4,136 | 244 | 6.3% | $7.37万 | 加仓 |
| CAT | CATERPILLAR INC | $118.45万 | 0.16% | 1,672 | 32 | 2.0% | $2.27万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $118.34万 | 0.16% | 43,589 | 13,350 | 44.1% | $36.25万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $118.21万 | 0.16% | 15,495 | 798 | 5.4% | $6.09万 | 加仓 |
| META | META PLATFORMS INC | $117.63万 | 0.16% | 2,056 | -39 | -1.9% | -$2.23万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $113.91万 | 0.15% | 43,343 | 768 | 1.8% | $2.02万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $113.59万 | 0.15% | 26,810 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $111.91万 | 0.15% | 15,195 | 8,948 | 143.2% | $65.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.36万 | 0.14% | 16,442 | -399 | -2.4% | -$2.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $101.32万 | 0.14% | 3,444 | 413 | 13.6% | $12.15万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $91.45万 | 0.12% | 18,345 | 153 | 0.8% | $7,627 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $91.35万 | 0.12% | 3,737 | -326 | -8.0% | -$7.97万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $88.19万 | 0.12% | 35,136 | -423 | -1.2% | -$1.06万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $79.29万 | 0.11% | 10,282 | 48 | 0.5% | $3,701 | 加仓 |
| IJH | ISHARES TR | $78.07万 | 0.11% | 11,561 | 2,226 | 23.8% | $15.03万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $77.09万 | 0.10% | 11,581 | 5,681 | 96.3% | $37.82万 | 加仓 |
| IWF | ISHARES TR | $75.94万 | 0.10% | 1,781 | 43 | 2.5% | $1.83万 | 加仓 |
| HD | HOME DEPOT INC | $73.31万 | 0.10% | 2,229 | 251 | 12.7% | $8.25万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $70.75万 | 0.10% | 2,546 | 6 | 0.2% | $1,667 | 加仓 |
| — | EXXON MOBIL CORP | $70.45万 | 0.10% | 4,153 | 589 | 16.5% | $9.99万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $69.52万 | 0.09% | 3,813 | -237 | -5.9% | -$4.32万 | 减仓 |
| ORCL | ORACLE CORP | $67.07万 | 0.09% | 4,559 | -96 | -2.1% | -$1.41万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $65.92万 | 0.09% | 8,951 | 843 | 10.4% | $6.21万 | 加仓 |
| INTC | INTEL CORP | $62.33万 | 0.08% | 14,124 | -609 | -4.1% | -$2.69万 | 减仓 |
| IWD | ISHARES TR | $60.86万 | 0.08% | 2,848 | 47 | 1.7% | $1.00万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $60.27万 | 0.08% | 4,208 | -100 | -2.3% | -$1.43万 | 减仓 |
| WMT | WALMART INC | $60.10万 | 0.08% | 4,836 | 501 | 11.6% | $6.23万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $57.71万 | 0.08% | 17,431 | 17,431 | — | $57.71万 | 新建仓 |
| VGUS | VANGUARD INSTL INDEX FD | $57.21万 | 0.08% | 7,561 | 39 | 0.5% | $2,951 | 加仓 |
| SYK | STRYKER CORPORATION | $56.18万 | 0.08% | 1,710 | -16 | -0.9% | -$5,256 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $55.99万 | 0.08% | 2,756 | -39 | -1.4% | -$7,924 | 减仓 |
| WFC | WELLS FARGO & CO | $55.71万 | 0.08% | 6,997 | -186 | -2.6% | -$1.48万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $52.21万 | 0.07% | 9,660 | 20 | 0.2% | $1,081 | 加仓 |
| PEP | PEPSICO INC | $51.18万 | 0.07% | 3,295 | -254 | -7.2% | -$3.94万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $50.09万 | 0.07% | 11,814 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $49.87万 | 0.07% | 14,071 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $48.77万 | 0.07% | 10,176 | -494 | -4.6% | -$2.37万 | 减仓 |
| CSCO | CISCO SYS INC | $47.43万 | 0.06% | 6,112 | -336 | -5.2% | -$2.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $47.10万 | 0.06% | 3,261 | 192 | 6.3% | $2.77万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $46.01万 | 0.06% | 1,521 | 183 | 13.7% | $5.54万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $43.54万 | 0.06% | 8,747 | 86 | 1.0% | $4,281 | 加仓 |
| VTI | VANGUARD INDEX FDS | $43.07万 | 0.06% | 1,342 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.93万 | 0.06% | 3,104 | 47 | 1.5% | $6,501 | 加仓 |
| MCD | MCDONALDS CORP | $42.52万 | 0.06% | 1,368 | 6 | 0.4% | $1,865 | 加仓 |
| DIS | DISNEY WALT CO | $40.54万 | 0.06% | 4,206 | 34 | 0.8% | $3,277 | 加仓 |