Richard Young Associates, Ltd.
AUGUSTA GA · SEC CIK 0002107563
$1.32亿2026Q1 申报市值
25持仓数
96.0%前十大占比 · 第一大 26.5%
2 / 2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
BRK/B 新建仓+$33.06万
DIMENSIONAL ETF 加仓+$33.00万
DIMENSIONAL ETF 加仓+$32.89万
DFUV 加仓+$26.97万
CVX 新建仓+$21.44万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$41.61万
SHOP 清仓-$25.76万
EXPE 清仓-$22.66万
DFIV 减仓-$9.27万
SCHB 减仓-$4.74万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$25.76万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -800 | -100.0% | -$22.66万 | 清仓 |
| — | GENELUX CORPORATION | $9.91万 | 0.08% | 40,959 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.44万 | 0.16% | 1,036 | 1,036 | — | $21.44万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $22.01万 | 0.17% | 8,770 | -1,890 | -17.7% | -$4.74万 | 减仓 |
| IAU | ISHARES GOLD TR | $22.38万 | 0.17% | 2,538 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.79万 | 0.21% | 2,236 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.86万 | 0.24% | 3,301 | 9 | 0.3% | $869 | 加仓 |
| GOOGL | ALPHABET INC | $32.36万 | 0.25% | 1,125 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $32.94万 | 0.25% | 8,961 | 23 | 0.3% | $845 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.06万 | 0.25% | 690 | 690 | — | $33.06万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $39.82万 | 0.30% | 4,304 | -300 | -6.5% | -$2.78万 | 减仓 |
| — | EXXON MOBIL CORP | $40.97万 | 0.31% | 2,415 | 11 | 0.5% | $1,866 | 加仓 |
| T | AT&T INC | $41.31万 | 0.31% | 14,248 | -379 | -2.6% | -$1.10万 | 减仓 |
| META | META PLATFORMS INC | $50.60万 | 0.38% | 884 | 50 | 6.0% | $2.86万 | 加仓 |
| CARE | CARTER BANKSHARES INC | $58.80万 | 0.45% | 25,214 | -1,467 | -5.5% | -$3.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $67.43万 | 0.51% | 1,822 | 572 | 45.8% | $21.17万 | 加仓 |
| AMZN | AMAZON COM INC | $73.52万 | 0.56% | 3,530 | 183 | 5.5% | $3.81万 | 加仓 |
| TSLA | TESLA INC | $111.26万 | 0.84% | 2,993 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $113.43万 | 0.86% | 14,915 | -340 | -2.2% | -$2.59万 | 减仓 |
| AAPL | APPLE INC | $193.91万 | 1.47% | 7,641 | 137 | 1.8% | $3.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $303.79万 | 2.31% | 17,419 | -2,386 | -12.0% | -$41.61万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $769.76万 | 5.84% | 145,843 | -1,757 | -1.2% | -$9.27万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $865.22万 | 6.57% | 122,016 | -417 | -0.3% | -$2.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,275.03万 | 24.87% | 460,429 | 4,640 | 1.0% | $33.00万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,440.78万 | 26.13% | 710,025 | 5,566 | 0.8% | $26.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,490.80万 | 26.51% | 558,976 | 5,266 | 1.0% | $32.89万 | 加仓 |