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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 103 项
建仓 20
增持 22
减持 41
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
BOND
Pimco Active Bond ETF
-$2.8M
273,734
-9%
减持
DCOR
Dimensional US Core
-$2.4M
927,805
-13%
减持
DFEM
Dimensional ETF Emerg. Markets Core Equity
-$1.6M
1,045,377
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。
-8%
减持
DFIC
Dimensional ETF Int'l Core Equity 2
-$1.4M
775,189
-11%
减持
SCHR
Schwab Intermediate Term US Treas
-$1.2M
471,308
-4%
增持
—
Exxon Mobil Corporation
+$995.5K
18,730
+58%
减持
BSV
Vanguard Short-Term Bond ETF
-$807.5K
154,004
-6%
减持
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
-$678.1K
403,698
-8%
清仓
EPD
Enterprise Prd Prtnrs Lp
-$603.6K
0
-100%
清仓
PSX
Phillips
-$577.0K
0
-100%
增持
COP
Conocophillips
+$546.6K
7,340
+120%
减持
FNDX
Schwab Fundamental US Large Company ETF
-$544.3K
242,440
-11%
建仓
UAPR
Innovator US Equity
+$499.6K
17,743
减持
DFAS
Dimensional US Small Cap ETF
-$339.9K
140,211
-8%
减持
GLD
SPDR Gold Trust
-$333.9K
60,810
-9%
减持
FNDA
Schwab Fundamental US Small Company ETF
-$323.9K
83,968
-9%
减持
FNDF
Schwab Fundamental Intl Lg Co ETF
-$314.4K
168,755
-10%
减持
TSLA
Tesla Motors Inc
-$171.9K
2,355
-0%
增持
SPY
S P D R S&P 500 Etf Tr
+$108.9K
1,959
+2%
建仓
—
Sap SE Ordf
+$95.8K
492
增持
AAPL
Apple Inc
-$92.1K
6,205
+3%
增持
PWR
Quanta Services Inc
+$77.1K
468
+127%
减持
DEM
WisdomTree Emerging Markets High Dividend ETF
-$71.0K
12,256
-15%
建仓
CNP
Centerpoint Energy Inc
+$61.7K
2,164
减持
SCHX
Schwab US Large Cap ETF
-$56.5K
11,496
-16%
减持
BND
Vanguard Bond Index ETF
-$40.3K
107
-84%
减持
—
JP Morgan Betabuilders
-$39.9K
1,923
-30%
增持
FLIA
Franklin Liberty International Aggregate Bond ETF
+$39.1K
45,753
+5%
增持
VB
Vanguard Small Cap Etf
+$38.1K
178
+1383%
增持
SCHB
Schwab US Broad Market
+$30.8K
5,550
+0%
减持
AVUV
AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA
-$25.1K
55
-84%
减持
VXUS
VANGUARD STAR FD TL INTL STK F ETF
-$24.3K
94
-82%
建仓
WELL
Welltower Inc
+$23.4K
250
增持
JPM
Jpmorgan Chase & Co
+$21.5K
150
+200%
减持
IWC
ISHARES TRUST MICRO-CAP ETF
-$21.4K
28
-87%
增持
F
Ford Motor Company New
+$20.2K
1,728
+658%
建仓
CPT
Camden Property TRUST
+$19.7K
200
建仓
GIS
General Mills Inc
+$17.5K
250
清仓
DOCS
Doximity Inc
-$17.1K
0
-100%
增持
ASO
Academy Sports & Outdoor
+$16.6K
785
+42%
减持
MSFT
Microsoft Corp
+$15.9K
567
-4%
建仓
PFE
Pfizer Incorporated
+$14.1K
506
减持
BNDX
Vanguard Total Int Bond ETF
-$11.9K
63
-79%
减持
AMZN
Amazon Com Inc
-$10.9K
365
-28%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
+$10.6K
27,544
-1%
建仓
BXMT
Blackstone Mtg Tr
+$10.0K
500
减持
ACM
Aecom
+$9.7K
4,392
-4%
建仓
XLE
Sector Spdr Engy Select
+$9.5K
101
建仓
GM
General Motors Co
+$9.1K
200
增持
AHLT
American Beacon AHL Trend ETF
+$9.0K
1,335
+26%
建仓
T
A T & T Inc New
+$8.8K
500
减持
PBW
Invesco ETF D TR WILDERHIL CLAN ETF
-$8.6K
315
-41%
清仓
IWD
Ishares Russell
-$8.4K
0
-100%
增持
SPTI
SPDR Series Trust Portfolio Intermediate Term ETF
+$8.1K
5,136
+7%
清仓
V
Visa Inc Cl A
-$7.0K
0
-100%
减持
KO
Coca Cola Company
-$6.9K
848
-15%
清仓
TM
Toyota Motor Corp Ord
-$6.9K
0
-100%
减持
—
Carnival Corp New
-$6.8K
2,305
-4%
清仓
CRM
Sales Force.com INC
-$6.3K
0
-100%
减持
VTI
Vanguard Total Stock Mkt
-$5.5K
71
-30%
建仓
XLF
Sector Spdr Fincl Select
+$5.2K
123
清仓
CMG
Chipotle Mexican Grl
-$4.6K
0
-100%
减持
—
Linde Plc
-$4.5K
0
-100%
清仓
TIP
Ishares Tr Barclays Tips
-$4.2K
0
-100%
增持
AGG
Ishares Tr Barclays Fund
+$3.7K
4,882
+2%
建仓
ACRE
Ares Coml Real Estat
+$3.7K
500
减持
VEA
Vanguard MSCI EAFE ETF
-$3.4K
818
-12%
清仓
IWB
iShares Russell 1000 ETF
-$3.4K
0
-100%
增持
PLUG
Plug Power Inc New
+$3.3K
1,135
+741%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$3.1K
456
+3%
增持
—
Psychemedics Corp
+$3.0K
2,450
+75%
增持
DIS
Disney Walt Co
+$2.9K
85
+2%
建仓
DOC
Healthpeak Pptys Inc
+$2.8K
150
建仓
PK
Park Hotels & Resorts In
+$2.7K
157
增持
USDU
WisdomTree Bloomberg US Dllr Bullish ETF
+$2.7K
160
+167%
清仓
XPO
Xpo Logistics Inc
-$2.0K
0
-100%
清仓
—
Norwegian Cruise Lin
-$2.0K
0
-100%
清仓
TTWO
Take Two Interactv
-$1.9K
0
-100%
建仓
—
Global X Superdividend
+$1.8K
83
清仓
KB
Kb Finl Group Inc
-$1.7K
0
-100%
减持
UFOX
Defiance Next Gen
-$1.5K
21
-68%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$1.2K
306
+11%
减持
IWM
IShares Russell 2000
-$1.2K
46
-15%
减持
—
Bakkt Hldgs Inc
-$1.1K
550
-10%
增持
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
+$1.1K
446
+11%
建仓
WBD
Warner Brothers Discover
+$1.0K
120
减持
—
Ishares Gold Etf
-$1.0K
4,134
-8%
清仓
SHY
Ishares Tr Barclays Bond
-$984
0
-100%
清仓
XBI
Spdr S&P Biotech ETF
-$893
0
-100%
清仓
TLT
Ishares Tr Barclays Bond
-$890
0
-100%
增持
RKLB
Rocket Laboratory Usa In
-$888
820
+6%
减持
SCHW
The Charles Schwab Corp
+$746
443
-3%
清仓
WLK
Westlake Chemical Corp
-$700
0
-100%
减持
ZION
Zions Bancorp
-$637
4
-79%
清仓
IJK
Ishares S&P Mid Cap
-$634
0
-100%
减持
LUNR
Intuitive Machs Inc
-$444
60
-81%
建仓
STM
Stmicroelectronics Nv
+$216
5
建仓
—
Seadrill Ltd
+$101
2
清仓
—
Yunji Inc
-$36
0
-100%
减持
—
Nuvve Hldg Corp
-$9
3
-97%
建仓
HELO
Jpmorgn Hedgd Eqty Lad
+$8
0
减持
—
Calamp Corp
-$1
2
-93%
减持
—
Aeva Technologies Inc
+$1
10
-80%
