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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 32
减持 46
清仓 66
方向
标的
Δ市值
现股数(环比)
建仓
DCOR
Dimensional US Core
+$56.8M
1,062,348
增持
BOND
Pimco Active Bond ETF
+$19.4M
302,127
+211%
增持
SCHR
Schwab Intermediate Term US Treas
+$15.4M
489,198
+164%
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。
减持
FNDX
Schwab Fundamental US Large Company ETF
-$3.5M
272,558
-25%
减持
DFIC
Dimensional ETF Int'l Core Equity 2
-$3.1M
866,823
-20%
减持
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
-$2.2M
437,907
-18%
增持
DFAS
Dimensional US Small Cap ETF
+$1.4M
152,308
+3%
减持
FNDF
Schwab Fundamental Intl Lg Co ETF
-$1.2M
187,481
-21%
减持
GLD
SPDR Gold Trust
+$759.1K
67,185
-5%
减持
BSV
Vanguard Short-Term Bond ETF
-$622.4K
163,788
-7%
清仓
DFAC
Dimensional U S Core
-$585.0K
0
-100%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
-$477.3K
27,850
-36%
减持
MPC
MARATHON PETE CORP
-$356.4K
1,112
-68%
减持
FNDA
Schwab Fundamental US Small Company ETF
+$352.5K
92,369
-6%
减持
—
Exxon Mobil Corporation
-$309.8K
11,819
-7%
减持
DEM
WisdomTree Emerging Markets High Dividend ETF
-$294.2K
14,352
-39%
减持
—
Ishares Gold Etf
-$169.4K
4,476
-54%
清仓
TBIL
RBB FUND INC US TREASURY 3 MON TH BILL ETF
-$161.8K
0
-100%
减持
HNDL
STRATEGY SHARES NS 7HANDL IDX ETF
-$142.4K
0
-100%
减持
SLB
Schlumberger Ltd
-$140.5K
4,957
-27%
减持
SCHX
Schwab US Large Cap ETF
-$112.3K
13,651
-22%
增持
FLIA
Franklin Liberty International Aggregate Bond ETF
+$100.6K
43,475
+7%
增持
SPY
S P D R S&P 500 Etf Tr
+$94.0K
1,927
+0%
减持
TSLA
Tesla Motors Inc
-$91.7K
2,358
-13%
减持
—
Marathon Oil Corp
-$82.2K
1,076
-73%
减持
VXUS
VANGUARD STAR FD TL INTL STK F ETF
-$80.1K
517
-75%
增持
SPTI
SPDR Series Trust Portfolio Intermediate Term ETF
+$74.6K
4,783
+112%
增持
SUSL
iShares ESG MSCI USA Leaders ETF
+$74.0K
1,046
+453%
清仓
IAGG
ISHARES TRUST CORE INTL AGGR E TF
-$67.6K
0
-100%
减持
VTI
Vanguard Total Stock Mkt
-$62.9K
101
-75%
增持
PSX
Phillips
+$60.5K
4,334
+1%
减持
AGG
Ishares Tr Barclays Fund
-$57.9K
4,780
-16%
增持
—
Du Pont E I De Nemour&Co
+$51.9K
811
+479%
减持
DFEM
Dimensional ETF Emerg. Markets Core Equity
-$43.3K
1,131,542
-7%
增持
—
Dow Chemical Company
+$37.3K
822
+444%
减持
TMFG
RBB Fund Inc Motley Fool Global Opportunity
-$34.1K
4,528
-26%
增持
SCHB
Schwab US Broad Market
+$33.3K
5,533
+0%
增持
CTVA
Corteva Inc
+$31.7K
810
+483%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$31.3K
1,190
-53%
增持
—
General Electric Company
+$30.9K
350
+180%
增持
SHOP
Shopify Inc
+$30.7K
400
+4344%
减持
BP
Bp Plc Adr
-$29.0K
150
-83%
清仓
JMST
JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF
-$23.9K
0
-100%
清仓
T
A T & T Inc New
-$23.0K
0
-100%
建仓
RBLX
Roblox Corp Com CL A
+$22.9K
500
增持
AHLT
American Beacon AHL Trend ETF
+$20.7K
1,056
+906%
减持
UNH
Unitedhealth Group Inc
-$19.6K
298
-15%
清仓
VOO
Vanguard S&P 500 ETF SHS
-$18.9K
0
-100%
清仓
LMT
Lockheed Martin Corp
-$15.1K
0
-100%
清仓
—
Vmware Inc Xxx
-$14.7K
0
-100%
清仓
DGRO
Ishares Core Dividend
-$14.0K
0
-100%
增持
BND
Vanguard Bond Index ETF
+$13.8K
653
+33%
增持
AMZN
Amazon Com Inc
+$13.8K
505
+2%
清仓
LUV
Southwest Airlines
-$13.5K
0
-100%
清仓
IWF
iShares Russell 1000 Growth ETF
-$13.3K
0
-100%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$13.2K
441
+52%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$13.1K
276
+27500%
增持
EPD
Enterprise Prd Prtnrs Lp
-$11.7K
22,906
+2%
减持
SPYM
SPDR Portfolio Large Cap ETF
-$10.8K
1
-100%
清仓
IGF
iShares Global Infrastructure ETF
-$10.7K
0
-100%
减持
AAPL
Apple Inc
+$10.6K
6,005
-10%
增持
ASO
Academy Sports & Outdoor
+$10.4K
552
+0%
清仓
BA
Boeing Co
-$10.0K
0
-100%
增持
PBW
INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN ETF
+$9.9K
535
+180%
增持
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
+$9.8K
401
+40000%
清仓
FRDM
EA SERIES TRUST FREEDOM 100 EM ETF
-$9.7K
0
-100%
减持
SHY
Ishares Tr Barclays Bond
-$8.5K
12
-90%
减持
—
JP Morgan Betabuilders
-$8.5K
2,746
-8%
减持
VO
Vanguard Mid Cap ETF
-$8.2K
5
-89%
清仓
VWO
Vanguard Msci Emerging
-$8.0K
0
-100%
减持
—
Chimera Investment Corp
-$7.9K
16,490
-0%
减持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$7.5K
885
-3%
清仓
—
Arista Networks Inc
-$7.4K
0
-100%
减持
SCHA
Schwab US Small Cap ETF
-$7.2K
1
-99%
减持
—
Hut Eight Mining Corp
+$7.2K
2,000
-80%
增持
IWC
ISHARES TRUST MICRO-CAP ETF
+$6.9K
214
+20%
增持
AVGO
Broadcom Inc
+$6.5K
11
+57%
增持
SCHW
The Charles Schwab Corp
+$6.4K
455
+0%
减持
—
Market Vectors Etf TRUST
-$6.2K
393
-40%
建仓
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+$5.1K
49
减持
TTD
The Trade Desk Inc
-$4.7K
500
-4%
建仓
TIP
Ishares Tr Barclays Tips
+$4.2K
39
清仓
—
SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF
-$4.1K
0
-100%
减持
SCHF
Schwab International Equity ETF
-$4.1K
2
-98%
清仓
WBD
Warner Brothers Discover
-$4.0K
0
-100%
减持
IWP
iShares Russell Mid Cap
-$4.0K
9
-83%
清仓
—
Tuttle Capital Short Innovation ETF
-$3.6K
0
-100%
清仓
ESGE
Ishares Esg Aware Msci
-$3.4K
0
-100%
清仓
SUSA
iShares MSCI USA ESG Select ETF
-$3.1K
0
-100%
清仓
WFC
Wells Fargo & Co New
-$3.0K
0
-100%
清仓
SCHC
Schwab Internatnal Small
-$2.8K
0
-100%
减持
IVV
iShares Core S&P 500 ETF
-$2.6K
122
-22%
清仓
BLV
Vanguard Long Term Bond
-$2.5K
0
-100%
清仓
VGT
Vanguard Information
-$2.5K
0
-100%
清仓
—
Southwestern Energy Co
-$2.4K
0
-100%
减持
TLT
Ishares Tr Barclays Bond
-$2.3K
9
-75%
清仓
VDE
Vanguard Energy Etf
-$2.0K
0
-100%
清仓
—
Sculptor Cap Mgmt
-$2.0K
0
-100%
清仓
VIS
Vanguard Industrials
-$1.9K
0
-100%
增持
—
Linde Plc
+$1.9K
11
+57%
清仓
MUB
Ishares National Muni
-$1.8K
0
-100%
清仓
VDC
Vanguard Consumer Staples
-$1.8K
0
-100%
清仓
SCHH
SCHWAB STRATEGIC TR US REIT ET F
-$1.8K
0
-100%
清仓
VPU
VANGUARD UTILITIES ETF
-$1.7K
0
-100%
清仓
VTEB
VANGUARD TAX EXEMPT BD ETF
-$1.6K
0
-100%
减持
BNDX
VANGUARD TOTAL INT BD ETF
-$1.5K
304
-12%
清仓
—
Emagin Corp
-$1.3K
0
-100%
减持
PINS
Pinterest Inc
+$1.2K
150
-6%
清仓
HAUZ
DBX ETF TRUST XTRACK INTL REAL ETF
-$975
0
-100%
增持
—
Bakkt Hldgs Inc
+$880
610
+49%
清仓
VBR
Vanguard Small Cap Value
-$797
0
-100%
建仓
VLTO
Veralto Corp
+$658
8
清仓
EA
Electronic Arts Inc
-$602
0
-100%
清仓
NEE
Nextera Energy Inc
-$573
0
-100%
清仓
IEFA
Ishares Core Msci Eafe
-$515
0
-100%
减持
IWM
IShares Russell 2000
-$473
54
-16%
清仓
—
Weatherford Intl 23 Wt
-$461
0
-100%
清仓
MFIC
Midcap Financiall Investment C
-$454
0
-100%
减持
CRM
Sales Force.com INC
+$434
24
-17%
清仓
TFI
Spdr Nuveen Bloomberg
-$393
0
-100%
增持
LUNR
Intuitive Machs Inc
+$381
320
+167%
清仓
AX
Axos Finl Inc
-$379
0
-100%
清仓
ROKU
Roku Inc Com CL A
-$353
0
-100%
增持
—
Atrion Corp
+$349
2
+100%
增持
ZION
Zions Bancorp
+$346
19
+46%
增持
PLUG
Plug Power Inc New
+$342
135
+286%
清仓
ETSY
Etsy Inc
-$323
0
-100%
清仓
TWLO
Twilio Inc
-$293
0
-100%
清仓
VNQI
Vanguard Intl Eqty Etf
-$273
0
-100%
清仓
APPN
Appian Corp 00500
-$228
0
-100%
减持
AVUV
AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA
-$215
337
-14%
清仓
DOCU
Docusign Inc
-$210
0
-100%
清仓
CWH
Camping World Holdings I
-$204
0
-100%
清仓
STAA
Staar Surgical Co
-$201
0
-100%
清仓
VWOB
Vanguard Emerging Mkt
-$177
0
-100%
清仓
ORC
Orchid Island Cap
-$170
0
-100%
清仓
RC
Ready Cap Corp
-$162
0
-100%
清仓
—
ProShares Ultra VIX Short-Term Futures
-$162
0
-100%
清仓
UPST
Upstart Hldgs Inc
-$143
0
-100%
清仓
UPWK
Upwork Inc
-$114
0
-100%
减持
VOE
Vanguard Mid Cap Value
-$101
58
-11%
清仓
FSLY
Fastly Inc
-$96
0
-100%
清仓
TDOC
Teladoc Inc
-$93
0
-100%
清仓
EMB
iShares JPM USD Emerging Market Bond ETF
-$83
0
-100%
清仓
ACR
Acres Coml Rlty Corp
-$66
0
-100%
清仓
LMND
Lemonade Inc
-$58
0
-100%
清仓
SPHQ
Invesco S&P 500 Quality
-$50
0
-100%
清仓
VTIP
Vanguard Shrt Inf Prot
-$47
0
-100%
清仓
—
Redfin Corp
-$35
0
-100%
建仓
KDP
Keurig Dr Pepper Inc
+$33
1
