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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 31
增持 27
减持 48
清仓 44
方向
标的
Δ市值
现股数(环比)
减持
SCHX
Schwab US Large Cap ETF
-$21.1M
17,435
-96%
减持
DFIC
Dimensional ETF Int'l Core Equity 2
-$1.5M
1,078,960
-2%
减持
FNDF
Schwab Fundamental Intl Lg Co ETF
-$1.2M
238,492
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。
-12%
减持
FNDX
Schwab Fundamental US Large Company ETF
-$1.1M
364,894
-2%
减持
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
-$1.0M
536,533
-5%
减持
DFAC
Dimensional U S Core
-$924.1K
22,327
-60%
增持
SCHR
Schwab Intermediate Term US Treas
+$636.3K
185,501
+11%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
-$618.9K
43,594
-28%
增持
BOND
Pimco Active Bond ETF
+$568.4K
97,012
+12%
建仓
MPC
MARATHON PETE CORP
+$521.4K
3,445
增持
GLD
SPDR Gold Trust
-$388.5K
70,485
+1%
减持
FNDA
Schwab Fundamental US Small Company ETF
-$352.0K
98,167
-3%
减持
DHR
Danaher Corp Del
-$177.4K
25
-97%
增持
AGG
Ishares Tr Barclays Fund
+$165.3K
5,660
+51%
建仓
TBIL
RBB FUND INC US TREASURY 3 MON TH BILL ETF
+$161.8K
3,231
建仓
HNDL
STRATEGY SHARES NS 7HANDL IDX ETF
+$142.4K
7,453
减持
SCHF
Schwab International Equity ETF
-$139.0K
124
-97%
增持
AAPL
Apple Inc
-$132.5K
6,691
+2%
减持
DEM
WisdomTree Emerging Markets High Dividend ETF
-$123.4K
23,426
-10%
减持
SPY
S P D R S&P 500 Etf Tr
-$116.3K
1,923
-9%
增持
PSX
Phillips
+$110.1K
4,299
+1%
建仓
VXUS
VANGUARD STAR FD TL INTL STK F ETF
+$110.0K
2,056
增持
—
Marathon Oil Corp
+$107.1K
4,043
+8502%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$104.6K
2,540
-62%
减持
—
Exxon Mobil Corporation
+$100.4K
12,684
-2%
增持
DFAS
Dimensional US Small Cap ETF
-$94.8K
147,182
+3%
减持
FLIA
Franklin Liberty International Aggregate Bond ETF
-$88.1K
40,466
-9%
增持
DFEM
Dimensional ETF Emerg. Markets Core Equity
-$84.4K
1,213,497
+3%
清仓
USXF
iShares ESG Advanced MSCI USA ETF
-$83.0K
0
-100%
减持
AME
Ametek Inc
-$81.6K
50
-91%
增持
VTI
Vanguard Total Stock Mkt
+$80.3K
409
+1263%
减持
APH
Amphenol Corp Cl A
-$70.2K
75
-92%
建仓
IAGG
ISHARES TRUST CORE INTL AGGR E TF
+$67.6K
1,385
减持
NEE
Nextera Energy Inc
-$66.2K
10
-99%
增持
COP
Conocophillips
+$63.7K
3,340
+3%
清仓
DMXF
iShares ESG Advanced MSCI EAFE ETF
-$62.3K
0
-100%
清仓
IEX
Idex Corp
-$60.3K
0
-100%
清仓
ROP
Roper Technologies
-$60.1K
0
-100%
增持
—
JP Morgan Betabuilders
+$59.5K
2,994
+75%
减持
ITOT
iShares Core S&P Total US Stock Mkt ETF
-$55.2K
909
-37%
建仓
CAT
Caterpillar Inc
+$54.6K
200
清仓
KMI
Kinder Morgan Inc
-$51.7K
0
-100%
减持
FISV
Fiserv Inc
-$51.1K
50
-89%
增持
GOVT
iShares Trust US Treasury Bond ETF
+$48.2K
2,908
+320%
减持
TMO
Thermo Fisher Scientific
-$47.1K
10
-90%
增持
IVV
iShares Core S&P Mid-Cap ETF
+$42.6K
156
+280%
建仓
SO
The Southern Company
+$42.1K
650
清仓
EMXF
Ishares Esg Advanced
-$41.0K
0
-100%
减持
ATR
Aptargroup Inc
-$40.1K
50
-88%
建仓
TOST
Toast Inc Class A
+$37.5K
2,000
减持
UPST
Upstart Hldgs Inc
-$36.7K
5
-100%
清仓
GGG
Graco Inc
-$36.7K
0
-100%
增持
VEA
Vanguard MSCI EAFE ETF
+$35.9K
928
+810%
增持
BSV
Vanguard Short-Term Bond ETF
+$35.2K
176,099
+1%
清仓
FTV
Fortive Corp Disc
-$35.1K
0
-100%
减持
SPTI
SPDR Series Trust Portfolio Intermediate Term ETF
-$34.7K
2,253
-34%
建仓
BND
Vanguard Bond Index ETF
+$34.2K
490
增持
EPD
Enterprise Prd Prtnrs Lp
+$33.8K
22,481
+2%
减持
A
Agilent Technologies Inc
-$32.6K
296
-46%
减持
—
Hewlett-Packard Company
-$31.2K
3,473
-11%
建仓
AVUV
AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA
+$30.5K
391
建仓
NVDA
Nvidia Corp
+$30.4K
70
减持
—
Ishares Gold Etf
-$29.9K
9,833
-4%
减持
XYL
Xylem Inc
-$29.2K
50
-83%
增持
BP
Bp Plc Adr
+$29.1K
887
+491%
清仓
LSTR
Landstar Sys Inc
-$28.9K
0
-100%
减持
SPYM
SPDR Portfolio Large Cap ETF
-$28.3K
216
-71%
减持
VRSK
Verisk Analytics Inc Cla
-$28.0K
25
-83%
清仓
MRK
Merck & Co Inc New
-$27.7K
0
-100%
减持
INTC
Intel Corp
-$26.7K
19
-98%
减持
KEYS
Keysight Tech Inc
-$25.9K
140
-47%
清仓
ECL
Ecolab Inc
-$25.2K
0
-100%
增持
COST
Costco Whsl Corp New
+$24.6K
114
+54%
减持
PG
Procter & Gamble
-$24.1K
25
-86%
建仓
JMST
JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF
+$23.9K
474
建仓
VTV
Vanguard Value
+$23.2K
168
清仓
RPM
Rpm Interntnl
-$22.4K
0
-100%
增持
T
A T & T Inc New
+$22.1K
1,532
+2453%
清仓
DCI
Donaldson Co
-$21.9K
0
-100%
清仓
CHD
Church & Dwight Co Inc I
-$20.0K
0
-100%
减持
VLO
Valero Energy Corp New
-$19.8K
100
-66%
建仓
—
Hut Eight Mining Corp
+$19.5K
10,000
建仓
VOO
Vanguard S&P 500 ETF SHS
+$18.9K
48
清仓
NDSN
Nordson Corp
-$18.6K
0
-100%
清仓
TFX
Teleflex Incorporate
-$18.2K
0
-100%
清仓
TXN
Texas Instruments Inc
-$18.0K
0
-100%
建仓
IWC
ISHARES TRUST MICRO-CAP ETF
+$17.9K
179
建仓
CIFR
Cipher Mining Inc
+$17.5K
7,500
清仓
—
Pinnacle Finl Partnr
-$17.0K
0
-100%
清仓
—
Perficient Inc
-$16.7K
0
-100%
建仓
BNDX
VANGUARD TOTAL INT BD ETF
+$16.5K
345
清仓
AJG
Arthur J Gallagher&C
-$16.5K
0
-100%
清仓
RRX
Regal Beloit Corp
-$15.4K
0
-100%
减持
CMI
Cummins Inc
-$15.2K
30
-67%
清仓
CBSH
Commerce Bancshares
-$15.1K
0
-100%
清仓
TOTL
Spdr Doubleline Ttl Rtrn
-$14.9K
0
-100%
建仓
—
Vmware Inc Xxx
+$14.7K
88
减持
JPM
Jpmorgan Chase & Co
-$14.6K
50
-67%
建仓
DGRO
Ishares Core Dividend
+$14.0K
283
清仓
IHI
Ishares Medical Devices
-$13.8K
0
-100%
减持
IWB
iShares Russell 1000 ETF
-$13.8K
13
-81%
清仓
ROK
Rockwell Automation
-$13.2K
0
-100%
建仓
MARA
Marathon Digital Holdings Inc
+$12.8K
1,500
清仓
—
Vmware Inc
-$12.6K
0
-100%
清仓
PNC
Pnc Finl Services Gp Inc
-$12.6K
0
-100%
清仓
HSIC
Schein Henry Inc
-$12.2K
0
-100%
减持
—
General Electric Company
-$11.4K
125
-46%
清仓
—
Nvent Electric Plc
-$11.1K
0
-100%
减持
UNH
Unitedhealth Group Inc
-$11.0K
350
-10%
减持
FIS
Fidelity Natl Info
-$10.9K
151
-57%
减持
—
Duke Energy Corp New
-$10.8K
24
-83%
建仓
IGF
iShares Global Infrastructure ETF
+$10.7K
247
建仓
IJR
Ishares Core S&P Small
+$10.5K
111
清仓
JNJ
Johnson & Johnson
-$9.9K
0
-100%
清仓
KBH
KB Home
-$9.8K
0
-100%
建仓
FRDM
EA SERIES TRUST FREEDOM 100 EM ETF
+$9.7K
344
减持
ADP
Auto Data Processing
-$9.7K
325
-19%
建仓
SHY
Ishares Tr Barclays Bond
+$9.5K
117
建仓
VO
Vanguard Mid Cap ETF
+$9.4K
45
清仓
PANW
Palo Alto Networks
-$9.2K
0
-100%
增持
SCHB
Schwab US Broad Market
-$9.1K
5,510
+0%
减持
USB
U S Bancorp Del New
-$8.8K
165
-62%
清仓
—
Catalent Inc
-$8.7K
0
-100%
建仓
VOE
Vanguard Mid Cap Value
+$8.5K
65
建仓
VWO
Vanguard Msci Emerging
+$8.0K
205
清仓
HPE
Hewlett Packard
-$7.6K
0
-100%
减持
IEMG
Ishares Core Msci
-$7.5K
25
-86%
清仓
GNRC
Generac Holdings Inc
-$7.5K
0
-100%
清仓
ZBRA
Zebra Technologies
-$7.4K
0
-100%
清仓
ZD
Ziff Davis Inc
-$7.0K
0
-100%
清仓
D
Dominion Energy Inc
-$6.9K
0
-100%
清仓
WM
Waste Management
-$6.9K
0
-100%
清仓
WAL
Western Alliance Bnc
-$6.4K
0
-100%
建仓
PBW
INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN ETF
+$6.0K
191
清仓
DTE
D T E Energy Company
-$5.8K
0
-100%
减持
VNQI
Vanguard Intl Eqty Etf
-$5.8K
7
-95%
清仓
SPGI
S&P Global Inc
-$5.6K
0
-100%
建仓
—
Psychemedics Corp
+$5.6K
1,400
减持
ITW
Illinois Tool Works Inc
-$5.2K
25
-43%
减持
SYK
Stryker Corp
-$5.2K
20
-43%
增持
TSLA
Tesla Motors Inc
-$5.1K
2,708
+4%
增持
—
Chimera Investment Corp
-$5.0K
16,510
+0%
清仓
BDX
Becton Dickinson & Co
-$4.8K
0
-100%
清仓
PDI
Pimco Dynamic Income Cf
-$4.6K
0
-100%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$4.5K
290
+36%
增持
HD
Home Depot Inc
+$4.5K
165
+13%
减持
RSG
Republic Services
-$4.3K
45
-36%
建仓
—
SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF
+$4.1K
129
增持
—
Market Vectors Etf TRUST
+$3.9K
654
+66%
增持
WBD
Warner Brothers Discover
+$3.8K
370
+2543%
