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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 137 项
建仓 49
增持 64
减持 12
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFEM
Dimensional ETF Emerg. Markets Core Equity
+$2.6M
1,179,669
+8%
增持
SCHX
Schwab US Large Cap ETF
+$1.8M
420,179
+1%
增持
FNDX
Schwab Fundamental US Large Company ETF
+$1.6M
374,229
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。
+3%
增持
DFIC
Dimensional ETF Int'l Core Equity 2
+$1.2M
1,097,879
+4%
增持
BOND
Pimco Active Bond ETF
+$1.2M
86,870
+20%
增持
SCHR
Schwab Intermediate Term US Treas
+$926.8K
167,544
+15%
减持
GLD
SPDR Gold Trust
-$902.2K
69,968
-4%
增持
BSV
Vanguard Short-Term Bond ETF
+$819.0K
174,700
+8%
增持
DFAS
Dimensional US Small Cap ETF
+$779.4K
142,708
+7%
减持
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
+$325.2K
564,583
-1%
增持
FNDF
Schwab Fundamental Intl Lg Co ETF
+$311.6K
271,973
+0%
增持
FLIA
Franklin Liberty International Aggregate Bond ETF
+$202.3K
44,386
+30%
增持
AAPL
Apple Inc
+$198.1K
6,589
+1%
增持
TSLA
Tesla Motors Inc
+$193.5K
2,608
+11%
减持
SCHA
Schwab US Small Cap ETF
-$191.7K
252
-95%
建仓
DHR
Danaher Corp Del
+$183.6K
765
建仓
AME
Ametek Inc
+$89.0K
550
减持
SLB
Schlumberger Ltd
-$83.6K
6,835
-20%
建仓
APH
Amphenol Corp Cl A
+$76.5K
900
增持
SPY
S P D R S&P 500 Etf Tr
+$72.6K
2,117
+0%
建仓
IEX
Idex Corp
+$60.3K
280
建仓
ROP
Roper Technologies
+$60.1K
125
建仓
FISV
Fiserv Inc
+$56.8K
450
增持
—
Exxon Mobil Corporation
+$55.6K
12,970
+7%
建仓
TMO
Thermo Fisher Scientific
+$52.2K
100
清仓
NPKI
Newpark Resources Inc
-$50.5K
0
-100%
建仓
ATR
Aptargroup Inc
+$46.3K
400
减持
FNDA
Schwab Fundamental US Small Company ETF
-$43.5K
101,331
-4%
增持
KO
Coca Cola Company
+$38.5K
998
+187%
增持
NEE
Nextera Energy Inc
+$35.9K
900
+125%
减持
—
Ishares Gold Etf
-$35.3K
10,277
-6%
建仓
VRSK
Verisk Analytics Inc Cla
+$33.9K
150
建仓
XYL
Xylem Inc
+$33.8K
300
清仓
USL
United States 12 month Oil FD LP
-$33.7K
0
-100%
增持
FTV
Fortive Corp Disc
+$31.1K
470
+683%
建仓
MRK
Merck & Co Inc New
+$27.7K
240
清仓
BNO
US Brent Oil Fund Lp
-$26.6K
0
-100%
建仓
ECL
Ecolab Inc
+$25.2K
135
增持
A
Agilent Technologies Inc
+$24.7K
546
+84%
增持
LSTR
Landstar Sys Inc
+$24.4K
150
+500%
增持
PG
Procter & Gamble
+$24.1K
183
+632%
增持
SPEM
SPDR Portfolio Emerging Markets ETF
+$23.8K
60,570
+0%
建仓
RPM
Rpm Interntnl
+$22.4K
250
增持
SCHB
Schwab US Broad Market
+$22.1K
5,489
+0%
增持
UNH
Unitedhealth Group Inc
+$22.0K
390
+11%
增持
INTC
Intel Corp
+$22.0K
819
+396%
建仓
DCI
Donaldson Co
+$21.9K
350
增持
KEYS
Keysight Tech Inc
+$21.8K
265
+89%
增持
PSX
Phillips
-$20.8K
4,261
+1%
增持
EPD
Enterprise Prd Prtnrs Lp
+$20.5K
22,069
+2%
增持
GGG
Graco Inc
+$20.3K
425
+89%
增持
VLO
Valero Energy Corp New
+$20.1K
290
+190%
建仓
CHD
Church & Dwight Co Inc I
+$20.0K
200
增持
—
Hewlett-Packard Company
+$18.5K
3,923
+13%
建仓
TFX
Teleflex Incorporate
+$18.2K
75
增持
FIS
Fidelity Natl Info
+$17.8K
351
+1250%
建仓
—
Pinnacle Finl Partnr
+$17.0K
300
建仓
—
Perficient Inc
+$16.7K
200
增持
DEM
WisdomTree Emerging Markets High Dividend ETF
+$15.5K
26,167
+0%
减持
IWM
IShares Russell 2000
-$15.5K
64
-58%
增持
JPM
Jpmorgan Chase & Co
+$15.3K
150
+200%
建仓
CBSH
Commerce Bancshares
+$15.1K
310
增持
CMI
Cummins Inc
+$14.9K
90
+200%
建仓
USB
U S Bancorp Del New
+$14.2K
430
建仓
IHI
Ishares Medical Devices
+$13.8K
245
建仓
ROK
Rockwell Automation
+$13.2K
40
建仓
PNC
Pnc Finl Services Gp Inc
+$12.6K
100
建仓
HSIC
Schein Henry Inc
+$12.2K
150
建仓
ITW
Illinois Tool Works Inc
+$11.0K
44
减持
ASO
Academy Sports & Outdoor
-$11.0K
550
-12%
建仓
RSG
Republic Services
+$10.7K
70
建仓
SYK
Stryker Corp
+$10.7K
35
增持
—
Duke Energy Corp New
+$10.6K
144
+500%
建仓
MGK
Vanguard Mega Cap Growth
+$10.6K
45
增持
ADP
Auto Data Processing
+$10.0K
400
+14%
建仓
JNJ
Johnson & Johnson
+$9.9K
60
建仓
KBH
KB Home
+$9.8K
190
增持
—
General Electric Company
+$9.3K
230
+38%
增持
FDX
Fedex Corporation
+$8.9K
341
+3%
增持
RRX
Regal Beloit Corp
+$8.4K
100
+100%
清仓
DE
Deere & Co
-$8.3K
0
-100%
建仓
TRV
Travelers Companies
+$7.8K
45
建仓
HPE
Hewlett Packard
+$7.6K
450
增持
NDSN
Nordson Corp
+$7.5K
75
+50%
建仓
WM
Waste Management
+$6.9K
40
建仓
WAL
Western Alliance Bnc
+$6.4K
175
增持
UNP
Union Pacific Corp
+$5.3K
85
+42%
增持
SCHF
Schwab International Equity ETF
+$5.0K
4,016
+1%
清仓
KR
Kroger Company
-$4.9K
0
-100%
增持
SPYM
SPDR Portfolio Large Cap ETF
+$4.9K
751
+6%
建仓
BDX
Becton Dickinson & Co
+$4.8K
18
增持
—
Nvent Electric Plc
+$4.7K
215
+43%
建仓
PDI
Pimco Dynamic Income Cf
+$4.6K
245
建仓
AMGN
Amgen Incorporated
+$4.0K
18
增持
IEV
iShares S&P Euro
+$3.7K
163
+79%
增持
EMXF
Ishares Esg Advanced
+$3.1K
1,155
+7%
增持
GOVT
iShares Trust US Treasury Bond ETF
+$3.0K
693
+26%
增持
ACM
Aecom
+$3.0K
4,556
+0%
建仓
CI
The Cigna Group
+$2.5K
9
增持
SCHW
The Charles Schwab Corp
+$2.4K
477
+1%
建仓
ACIW
Aci Worldwide Inc
+$2.3K
100
建仓
VNT
Vontier Corp
+$2.2K
68
增持
—
JP Morgan Betabuilders
+$2.1K
1,708
+4%
减持
NIO
NIO INC ADR
-$1.8K
340
-29%
增持
GEHC
GE HealthCare Technologies Inc Common Stock
+$1.6K
75
+36%
建仓
AFL
A F L A C Inc
+$1.4K
20
建仓
DFIN
Donnelley Finl Solut
+$1.4K
30
增持
DXC
D X C Technology Com
+$1.3K
325
+13%
增持
SCHE
Schwab Emerging Markets Equity ETF
+$1.3K
6,716
+0%
减持
ESML
iShare ESG Aware MSCI
-$1.2K
888
-8%
增持
ZD
Ziff Davis Inc
+$1.2K
100
+33%
清仓
HTZ
Hertz Rental Car Holding
-$1.1K
0
-100%
清仓
—
Lucid Group Inc
-$1.1K
0
-100%
清仓
COKE
Coca Cola Consolidated I
-$1.1K
0
-100%
清仓
VDC
Vanguard Consumer Staples
-$968
0
-100%
建仓
T
A T & T Inc New
+$957
60
清仓
—
ProShares UltraShort Real Estate
-$574
0
-100%
增持
USDU
WisdomTree Bloomberg US Dllr Bullish ETF
+$548
60
+50%
建仓
PLUG
Plug Power Inc New
+$520
50
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$518
213
+2%
减持
—
ProShares Ultra VIX Short-Term Futures
-$513
10
-93%
建仓
OGN
Organon & Co
+$499
24
清仓
—
Tattooed Chef Inc
-$497
0
-100%
增持
WFC
Wells Fargo & Co New
+$405
73
+1%
建仓
ZION
Zions Bancorp
+$403
15
增持
UFOX
Defiance Next Gen
+$396
65
+18%
增持
AGG
Ishares Tr Barclays Fund
-$352
3,746
+2%
增持
LMT
Lockheed Martin Corp
-$339
37
+3%
增持
LUNR
Intuitive Machs Inc
+$194
50
+150%
建仓
WBD
Warner Brothers Discover
+$176
14
建仓
WAB
Wabtec
+$110
1
建仓
—
Yunji Inc
+$79
50
减持
—
Shapeways Holdings Inc
+$78
75
-88%
增持
—
Tuttle Capital Short Innovation ETF
+$50
90
+13%
增持
—
Sculptor Cap Mgmt
+$47
170
+1%
清仓
—
Virgin Orbit Hldgs Inc
-$40
0
-100%
增持
TOTL
Spdr Doubleline Ttl Rtrn
-$7
368
+1%
