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Your Advocates Ltd., LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Your Advocates Ltd., LLP
报告期 2026-03-31 · CIK 0001774437
持仓数
232
前50大市值合计
$324.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 97 项
建仓 33
增持 31
减持 23
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SCHR
Schwab Intermediate Term US Treas
-$28.3M
145,347
-80%
减持
BOND
Pimco Active Bond ETF
-$28.0M
72,676
-81%
建仓
DFEM
Dimensional ETF Emerg. Markets Core Equity
+$25.8M
1,091,777
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
DFIC
Dimensional ETF Int'l Core Equity 2
+$25.4M
1,055,495
增持
SCHX
Schwab US Large Cap ETF
+$16.3M
417,826
+378%
增持
FNDX
Schwab Fundamental US Large Company ETF
+$15.7M
362,521
+362%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$12.7M
6,694
-99%
减持
SCHF
Schwab International Equity ETF
-$7.4M
3,971
-98%
增持
DFAS
Dimensional US Small Cap ETF
+$7.0M
133,606
+117098%
减持
SCHA
Schwab US Small Cap ETF
-$4.4M
4,837
-96%
减持
AGG
Ishares Tr Barclays Fund
-$1.9M
3,686
-84%
增持
GLD
SPDR Gold Trust
+$1.2M
73,002
+1%
减持
SPTI
SPDR Series Trust Portfolio Intermediate Term ETF
-$938.5K
3,418
-91%
增持
FNDF
Schwab Fundamental Intl Lg Co ETF
+$934.6K
270,879
+4%
增持
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
+$882.6K
567,704
+1%
减持
GOVT
iShares Trust US Treasury Bond ETF
-$666.8K
551
-98%
减持
TOTL
Spdr Doubleline Ttl Rtrn
-$500.4K
364
-97%
增持
TSLA
Tesla Motors Inc
+$482.0K
2,358
+3966%
减持
FLIA
Franklin Liberty International Aggregate Bond ETF
-$467.7K
34,130
-42%
增持
AAPL
Apple Inc
+$268.0K
6,549
+5%
增持
FNDA
Schwab Fundamental US Small Company ETF
+$245.5K
105,930
+1%
增持
COP
Conocophillips
+$237.3K
3,247
+352%
减持
SPDW
SPDR Portfolio Developed World ex-US ETF
-$155.8K
1
-100%
减持
SPSM
SPDR Series Trust Portfolio Small Cap ETF
-$130.5K
1
-100%
清仓
DFAX
Dimensional Wld Ex US Cr
-$106.2K
0
-100%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$96.9K
1,439
+265%
减持
BSV
Vanguard Short-Term Bond ETF
-$69.9K
161,891
-2%
增持
DEM
WisdomTree Emerging Markets High Dividend ETF
+$58.8K
26,041
+0%
增持
SPY
S P D R S&P 500 Etf Tr
+$58.4K
2,115
+0%
增持
EPD
Enterprise Prd Prtnrs Lp
+$44.4K
21,660
+1%
减持
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$34.4K
1
-100%
增持
USXF
iShares ESG Advanced MSCI USA ETF
+$31.8K
2,310
+59%
清仓
DFUV
Dimensional US
-$31.4K
0
-100%
建仓
NEE
Nextera Energy Inc
+$30.8K
400
建仓
SCHW
The Charles Schwab Corp
+$24.6K
470
增持
IWM
IShares Russell 2000
+$22.6K
154
+450%
减持
KO
Coca Cola Company
-$20.3K
348
-47%
建仓
TXN
Texas Instruments Inc
+$18.6K
100
增持
SCHB
Schwab US Broad Market
+$17.6K
5,469
+0%
建仓
GGG
Graco Inc
+$16.4K
225
清仓
—
Aptiv Plc
-$16.3K
0
-100%
减持
ESGD
iShares ESG Aware MSCI EAFE ETF
-$15.0K
209
-54%
建仓
AJG
Arthur J Gallagher&C
+$14.3K
75
建仓
—
Catalent Inc
+$13.1K
200
清仓
DFAT
Dimensional U S Targeted
-$12.4K
0
-100%
建仓
IWF
iShares Russell 1000 Growth ETF
+$12.2K
50
建仓
NDSN
Nordson Corp
+$11.1K
50
减持
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
-$8.7K
1
-100%
建仓
IEMG
Ishares Core Msci
+$8.6K
176
增持
ASO
Academy Sports & Outdoor
+$8.0K
624
+0%
建仓
ZBRA
Zebra Technologies
+$8.0K
25
建仓
D
Dominion Energy Inc
+$7.5K
134
增持
PSX
Phillips
-$7.1K
4,214
+1%
建仓
RRX
Regal Beloit Corp
+$7.0K
50
减持
—
Ishares Gold Etf
+$6.6K
10,953
-6%
建仓
—
Nvent Electric Plc
+$6.4K
150
增持
ADP
Auto Data Processing
+$6.3K
350
+17%
减持
AMZN
Amazon Com Inc
+$6.0K
485
-8%
建仓
ZD
Ziff Davis Inc
+$5.9K
75
建仓
DTE
D T E Energy Company
+$5.8K
53
建仓
GNRC
Generac Holdings Inc
+$5.4K
50
建仓
IWP
iShares Russell Mid Cap
+$4.9K
54
建仓
SPGI
S&P Global Inc
+$4.8K
14
建仓
GEHC
GE HealthCare Technologies Inc Common Stock
+$4.5K
55
建仓
LSTR
Landstar Sys Inc
+$4.5K
25
建仓
FTV
Fortive Corp Disc
+$4.1K
60
建仓
AIZ
Assurant Inc
+$3.0K
25
建仓
WMB
Williams Companies
+$3.0K
100
减持
XOP
Spdr S&P Oil & Gas Expl & Prod
-$2.9K
222
-3%
清仓
VWO
Vanguard Msci Emerging
-$2.9K
0
-100%
增持
—
JP Morgan Betabuilders
+$2.6K
1,639
+2%
清仓
DFIV
Dimensional International Value ETF
-$2.4K
0
-100%
清仓
—
Vaneck Vectors Jr Gold Miners ETF
-$1.9K
0
-100%
增持
DE
Deere & Co
+$1.8K
20
+33%
增持
—
Exxon Mobil Corporation
+$1.6K
12,178
+1%
清仓
EMB
iShares JPM USD Emerging Market Bond ETF
-$1.4K
0
-100%
减持
IJK
Ishares S&P Mid Cap
-$1.3K
8
-71%
建仓
DTM
Dt Midstream Inc
+$1.3K
26
建仓
—
Marathon Oil Corp
+$1.1K
47
减持
IVV
iShares Core S&P 500 ETF
-$1.1K
41
-18%
建仓
COKE
Coca Cola Consolidated I
+$1.1K
2
增持
SUSL
iShares ESG MSCI USA Leaders ETF
+$980
189
+1%
建仓
DAL
Delta Air Lines Inc New
+$908
26
增持
—
Tuttle Capital Short Innovation ETF
-$881
80
+7%
建仓
DVN
Devon Energy Cp New
+$860
17
减持
—
Emagin Corp
+$740
650
-10%
增持
ACM
Aecom
-$647
4,541
+1%
增持
RKLB
Rocket Laboratory Usa In
+$552
650
+18%
建仓
CNMD
Conmed Corp
+$519
5
建仓
GM
General Motors Co
+$514
14
清仓
AMAT
Applied Materials Inc
-$487
0
-100%
增持
BE
Bloom Energy Corp
+$411
35
+133%
增持
HTZ
Hertz Rental Car Holding
+$370
70
+40%
清仓
GETY
Getty Images Hldgs Inc
-$278
0
-100%
建仓
LUNR
Intuitive Machs Inc
+$216
20
增持
HON
Honeywell International
-$67
23
+15%
增持
—
Sculptor Cap Mgmt
+$24
169
+2%
