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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 117 项
建仓 28
增持 31
减持 35
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
DFIC
Dimensional ETF Int'l Core Equity 2
+$9.7M
1,157,365
+49%
增持
DFAS
Dimensional US Small Cap ETF
+$7.1M
264,070
+88%
减持
BOND
Pimco Active Bond ETF
-$6.9M
200,429
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。
-27%
减持
SCHR
Schwab Intermediate Term US Treas
-$4.8M
375,018
-20%
减持
DFEM
Dimensional ETF Emerg. Markets Core Equity
-$4.6M
825,255
-21%
减持
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
-$4.4M
229,980
-43%
增持
DCOR
Dimensional US Core
+$2.4M
954,004
+3%
增持
FNDF
Schwab Fundamental Intl Lg Co ETF
+$2.0M
227,228
+35%
增持
BSV
Vanguard Short-Term Bond ETF
+$1.4M
172,104
+12%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
-$973.8K
611
-98%
建仓
HAL
Halliburton Co Hldg Co
+$352.0K
10,419
增持
FNDX
Schwab Fundamental US Large Company ETF
+$315.1K
248,627
+3%
增持
FNDA
Schwab Fundamental US Small Company ETF
+$311.5K
92,866
+11%
减持
FLIA
Franklin Liberty International Aggregate Bond ETF
-$296.8K
31,188
-32%
减持
DEM
WisdomTree Emerging Markets High Dividend ETF
-$253.4K
5,990
-51%
减持
AAPL
Apple Inc
+$223.2K
6,112
-1%
减持
SCHX
Schwab US Large Cap ETF
-$129.8K
9,083
-21%
减持
AGG
Ishares Tr Barclays Fund
-$105.2K
3,842
-21%
建仓
—
FTSE RAFI US 1500 Small Cap
+$89.0K
2,333
建仓
FBRT
Franklin BSP Capital Corp
+$87.9K
5,996
清仓
CNP
Centerpoint Energy Inc
-$61.7K
0
-100%
建仓
—
FTSE RAFI 1000 US Lg Cap
+$60.6K
1,597
增持
MGK
Vanguard Mega Cap Growth
+$57.8K
225
+400%
减持
TSLA
Tesla Motors Inc
+$51.4K
2,352
-0%
增持
NVDA
Nvidia Corp
+$50.4K
920
+1214%
减持
GLD
SPDR Gold Trust
-$47.0K
57,964
-5%
减持
GOVT
iShares Trust US Treasury Bond ETF
-$46.5K
873
-70%
增持
SPY
S P D R S&P 500 Etf Tr
+$43.2K
1,962
+0%
增持
ASO
Academy Sports & Outdoor
+$37.9K
1,706
+117%
减持
—
Exxon Mobil Corporation
-$37.8K
18,584
-1%
减持
MSFT
Microsoft Corp
-$37.0K
451
-20%
建仓
—
FTSE RAFI Internat'l Dev Mkts
+$33.4K
686
减持
COST
Costco Whsl Corp New
-$33.4K
59
-48%
减持
—
Ishares Gold Etf
-$29.8K
3,275
-21%
减持
TMFG
RBB Fund Inc Motley Fool Global Opportunity
-$28.6K
3,693
-18%
清仓
WELL
Welltower Inc
-$23.4K
0
-100%
建仓
CRWD
Crowdstrike Hldgs Inc
+$23.0K
60
增持
AHLT
American Beacon AHL Trend ETF
+$22.0K
2,171
+63%
减持
PWR
Quanta Services Inc
-$21.7K
393
-16%
建仓
HUM
Humana Inc
+$20.6K
55
减持
F
Ford Motor Company New
-$20.1K
228
-87%
减持
JPM
Jpmorgan Chase & Co
-$19.9K
50
-67%
清仓
CPT
Camden Property TRUST
-$19.7K
0
-100%
增持
XLE
Sector Spdr Engy Select
+$19.0K
313
+210%
增持
AMZN
Amazon Com Inc
+$18.8K
438
+20%
增持
—
Hewlett-Packard Company
+$18.6K
3,528
+2%
清仓
VTI
Vanguard Total Stock Mkt
-$18.5K
0
-100%
清仓
GIS
General Mills Inc
-$17.5K
0
-100%
建仓
GEV
Ge Vernova Inc
+$14.9K
87
增持
TTD
The Trade Desk Inc
+$14.9K
600
+20%
清仓
PFE
Pfizer Incorporated
-$14.1K
0
-100%
建仓
TEM
Tempus AI Inc
+$14.0K
400
减持
KO
Coca Cola Company
-$13.8K
598
-29%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$13.6K
635
+39%
建仓
TSCO
Tractor Supply Comp
+$10.8K
40
减持
SPTI
SPDR Series Trust Portfolio Intermediate Term ETF
-$10.7K
4,783
-7%
增持
—
JP Morgan Betabuilders
+$10.0K
2,147
+12%
清仓
BXMT
Blackstone Mtg Tr
-$10.0K
0
-100%
清仓
GM
General Motors Co
-$9.1K
0
-100%
清仓
T
A T & T Inc New
-$8.8K
0
-100%
清仓
BND
Vanguard Bond Index ETF
-$7.8K
0
-100%
建仓
—
Google Inc Class A
+$7.3K
40
建仓
SNPS
Synopsys Inc
+$7.1K
12
建仓
OXY
Occidental Pete Corp
+$6.3K
100
建仓
TTWO
Take Two Interactv
+$6.2K
40
减持
—
Chimera Investment Corp
-$5.7K
5,496
-67%
清仓
VXUS
VANGUARD STAR FD TL INTL STK F ETF
-$5.7K
0
-100%
增持
NKE
Nike Inc Class B
+$5.5K
212
+89%
建仓
CPNG
Coupang Inc
+$5.2K
250
清仓
AVUV
AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA
-$5.2K
0
-100%
建仓
—
Altair Engineering Inc
+$4.9K
50
清仓
HON
Honeywell International
-$4.7K
0
-100%
增持
PINS
Pinterest Inc
+$4.7K
225
+50%
建仓
ABNB
Airbnb Inc
+$4.7K
31
建仓
—
Spotify Technology
+$3.8K
12
清仓
ACRE
Ares Coml Real Estat
-$3.7K
0
-100%
建仓
—
Equitable Resources Inc
+$3.7K
100
建仓
—
Arista Networks Inc
+$3.5K
10
清仓
IWC
ISHARES TRUST MICRO-CAP ETF
-$3.4K
0
-100%
清仓
BNDX
Vanguard Total Int Bond ETF
-$3.1K
0
-100%
建仓
XLRE
Real Estate Select Sector
+$3.1K
80
建仓
MRNA
Moderna Inc
+$3.0K
25
清仓
DOC
Healthpeak Pptys Inc
-$2.8K
0
-100%
清仓
PK
Park Hotels & Resorts In
-$2.7K
0
-100%
减持
VEA
Vanguard MSCI EAFE ETF
-$2.6K
778
-5%
增持
SHOP
Shopify Inc
+$2.2K
500
+25%
建仓
AMAT
Applied Materials Inc
+$1.9K
8
清仓
—
Global X Superdividend
-$1.8K
0
-100%
增持
ESML
iShare ESG Aware MSCI
-$1.6K
889
+0%
增持
APH
Amphenol Corp Cl A
+$1.5K
150
+100%
减持
PBW
Invesco ETF D TR WILDERHIL CLAN ETF
-$1.4K
292
-7%
建仓
JD
Jd Com Inc
+$1.3K
50
清仓
IEMG
Ishares Core Msci
-$1.3K
0
-100%
建仓
PLTR
PALANTIR TECH INC COM CL A
+$1.3K
50
建仓
HPE
Hewlett Packard
+$1.2K
55
增持
SNOW
Snowflake Inc
+$1.1K
21
+91%
清仓
WBD
Warner Brothers Discover
-$1.0K
0
-100%
增持
IJR
Ishares Core S&P Small
+$963
124
+12%
减持
—
Atrion Corp
-$927
0
-100%
减持
SCHW
The Charles Schwab Corp
-$720
434
-2%
增持
XLF
Sector Spdr Fincl Select
+$718
144
+17%
减持
UFOX
Defiance Next Gen
-$688
3
-86%
增持
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
+$617
471
+6%
增持
DXC
D X C Technology Com
-$532
291
+1%
增持
—
Linde Plc
+$440
1
增持
MED
Medifast Inc
+$318
27
+286%
建仓
IBN
Icici Bank Ltd
+$288
10
减持
—
Virgin Galactic Hldgs In
-$190
9
-95%
减持
ZION
Zions Bancorp
-$173
0
-100%
增持
LUNR
Intuitive Machs Inc
-$127
75
+25%
减持
—
Bakkt Hldgs Inc
+$125
20
-96%
减持
SO
The Southern Company
-$88
600
-8%
建仓
SGML
Sigma Lithium Corp
+$84
7
减持
BE
Bloom Energy Corp
-$67
45
-18%
减持
SCHF
Schwab International Equity ETF
-$34
1
-50%
清仓
SCHA
Schwab US Small Cap ETF
-$33
0
-100%
清仓
HELO
Jpmorgn Hedgd Eqty Lad
-$8
0
