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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 116 项
建仓 13
增持 42
减持 25
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
DFEM
Dimensional ETF Emerg. Markets Core Equity
-$1.3M
868,548
+2%
增持
DFIC
Dimensional ETF Int'l Core Equity 2
-$1.2M
1,251,082
+5%
减持
DCOR
Dimensional US Core
+$784.5K
961,121
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。
-0%
增持
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
-$694.3K
231,103
+1%
增持
DFAS
Dimensional US Small Cap ETF
+$673.4K
281,175
+3%
减持
TSLA
Tesla Motors Inc
-$599.0K
10
-100%
增持
FNDF
Schwab Fundamental Intl Lg Co ETF
-$516.5K
247,331
+6%
增持
BOND
Pimco Active Bond ETF
+$378.2K
213,897
+7%
建仓
VTI
Vanguard Total Stock Mkt
+$253.6K
875
增持
OXY
Occidental Pete Corp
+$239.9K
4,960
+4860%
增持
FNDX
Schwab Fundamental US Large Company ETF
-$210.4K
728,599
+199%
减持
—
Exxon Mobil Corporation
-$191.5K
18,008
-1%
增持
AHLT
American Beacon AHL Trend ETF
+$168.1K
9,547
+296%
减持
GLD
SPDR Gold Trust
-$151.1K
55,892
-1%
清仓
TMFG
RBB Fund Inc Motley Fool Global Opportunity
-$117.1K
0
-100%
减持
FLIA
Franklin Liberty International Aggregate Bond ETF
-$115.6K
22,727
-18%
增持
BSV
Vanguard Short-Term Bond ETF
+$112.2K
178,309
+3%
清仓
—
JP Morgan Betabuilders
-$108.1K
0
-100%
增持
AAPL
Apple Inc
+$102.6K
5,767
+0%
减持
UNH
Unitedhealth Group Inc
-$98.4K
150
-50%
减持
—
Ishares Gold Etf
-$92.9K
1,120
-62%
增持
SPY
S P D R S&P 500 Etf Tr
+$85.1K
2,012
+6%
减持
SPTI
SPDR Series Trust Portfolio Intermediate Term ETF
-$68.5K
2,530
-47%
减持
CAT
Caterpillar Inc
-$65.5K
35
-83%
建仓
AVDE
Avantis International
+$63.1K
1,028
增持
COP
Conocophillips
+$61.8K
8,309
+15%
增持
FNDA
Schwab Fundamental US Small Company ETF
+$54.2K
188,389
+103%
减持
—
FTSE RAFI US 1500 Small Cap
-$51.3K
981
-56%
增持
SCHX
Schwab US Large Cap ETF
-$46.4K
24,615
+171%
减持
VB
Vanguard Small Cap Etf
-$39.3K
12
-93%
增持
SCHB
Schwab US Broad Market
+$35.4K
17,924
+221%
清仓
—
Carnival Corp New
-$35.1K
0
-100%
清仓
HUM
Humana Inc
-$31.7K
0
-100%
减持
DEM
WisdomTree Emerging Markets High Dividend ETF
-$31.6K
5,311
-5%
清仓
CIFR
Cipher Mining Inc
-$29.0K
0
-100%
清仓
—
Marathon Oil Corp
-$28.7K
0
-100%
建仓
VOO
Vanguard S&P 500 ETF SHS
+$28.6K
53
减持
—
FTSE RAFI 1000 US Lg Cap
-$28.1K
912
-43%
增持
SCHR
Schwab Intermediate Term US Treas
-$27.6K
771,612
+108%
清仓
GILD
Gilead Sciences Inc
-$25.2K
0
-100%
清仓
—
Hut Eight Mining Corp
-$24.5K
0
-100%
清仓
MARA
Marathon Digital Holdings Inc
-$24.3K
0
-100%
减持
MCO
Moodys Corp
-$22.6K
253
-16%
减持
SO
The Southern Company
-$18.3K
325
-35%
增持
AGG
Ishares Tr Barclays Fund
+$18.3K
3,990
+10%
增持
TEM
Tempus AI Inc
+$18.0K
700
+600%
增持
AMZN
Amazon Com Inc
+$16.2K
438
+2%
增持
ASO
Academy Sports & Outdoor
+$15.4K
405
+200%
减持
—
Dow Chemical Company
-$14.8K
750
-9%
增持
RKLB
Rocket Laboratory Usa In
+$14.7K
900
+6%
减持
ACM
Aecom
-$14.3K
4,112
-6%
清仓
VLO
Valero Energy Corp New
-$13.5K
0
-100%
增持
HD
Home Depot Inc
+$13.2K
186
+27%
建仓
EOG
EOG Resources Inc Com
+$12.3K
100
清仓
JPM
Jpmorgan Chase & Co
-$10.5K
0
-100%
建仓
WMT
Wal-Mart Stores Inc
+$9.9K
110
清仓
NKE
Nike Inc Class B
-$9.9K
0
-100%
清仓
CMI
Cummins Inc
-$9.7K
0
-100%
增持
—
Google Inc Class A
+$9.5K
120
+50%
增持
MGY
Magnolia Oil & Gas Corp
+$9.0K
700
+133%
增持
GEV
Ge Vernova Inc
+$8.4K
93
+7%
减持
—
FTSE RAFI Internat'l Dev Mkts
-$8.1K
577
-16%
清仓
MCD
Mc Donalds Corp
-$7.6K
0
-100%
增持
IWM
IShares Russell 2000
+$7.3K
79
+72%
清仓
ENB
Enbridge Inc
-$7.2K
0
-100%
增持
IVV
iShares Core S&P 500 ETF
+$6.8K
91
+12%
减持
DIS
Disney Walt Co
-$5.8K
18
-78%
建仓
BMY
Bristol-Myers Squibb Co
+$5.7K
100
增持
KO
Coca Cola Company
-$5.5K
602
+1%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
-$5.2K
673
+0%
增持
VT
Vanguard Total World Stock
+$4.8K
327
+16%
清仓
BP
Bp Plc Adr
-$4.7K
0
-100%
清仓
PG
Procter & Gamble
-$4.3K
0
-100%
清仓
USDU
WisdomTree Bloomberg US Dllr Bullish ETF
-$4.2K
0
-100%
增持
—
General Electric Company
-$3.6K
374
+7%
清仓
BKR
Baker Hughes Company Com CL A
-$3.6K
0
-100%
清仓
XLRE
Real Estate Select Sector
-$3.6K
0
-100%
增持
MSFT
Microsoft Corp
-$3.6K
454
+0%
减持
PBW
Invesco ETF D TR WILDERHIL CLAN ETF
-$3.2K
131
-55%
清仓
—
Retail Opportunity Investment Corp
-$3.1K
0
-100%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$3.1K
1,189
-0%
建仓
T
A T & T Inc New
+$3.0K
133
清仓
PFE
Pfizer Incorporated
-$2.9K
0
-100%
清仓
—
Duke Energy Corp New
-$2.8K
0
-100%
建仓
COIN
Coinbase Global Inc
+$2.7K
11
建仓
SPTS
SPDR Short Term Treasury ETF
+$2.6K
88
清仓
USO
United States Oil Fund,
-$2.1K
0
-100%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
-$1.8K
610
-0%
增持
SUSL
iShares ESG MSCI USA Leaders ETF
+$1.7K
1,048
+0%
减持
—
Fubotv Inc
-$1.6K
1,350
-43%
清仓
VO
Vanguard Mid Cap ETF
-$1.3K
0
-100%
清仓
VZ
Verizon Communications
-$1.2K
0
-100%
清仓
ALB
Albemarle Corp
-$1.1K
0
-100%
增持
TSCO
Tractor Supply Comp
-$1.0K
200
+400%
清仓
JD
Jd Com Inc
-$1.0K
0
-100%
建仓
IBN
Icici Bank Ltd
+$687
23
减持
LUNR
Intuitive Machs Inc
+$678
75
-12%
清仓
—
Annaly Capital Mgmt
-$602
0
-100%
增持
—
Arista Networks Inc
+$583
40
+300%
增持
XLE
Sector Spdr Engy Select
-$510
359
+1%
清仓
BE
Bloom Energy Corp
-$475
0
-100%
增持
XLF
Sector Spdr Fincl Select
+$464
145
+1%
减持
F
Ford Motor Company New
-$398
203
-11%
增持
ASTS
Ast Spacemobile Inc
-$388
108
+6%
建仓
WBD
Warner Brothers Discover
+$338
32
建仓
—
MakeMyTrip Limited
+$337
3
清仓
SONO
Sonos Inc
-$246
0
-100%
清仓
STM
Stmicroelectronics Nv
-$149
0
-100%
增持
UFOX
Defiance Next Gen
+$109
5
+67%
清仓
SPYM
SPDR Portfolio Large Cap ETF
-$68
0
-100%
清仓
SPSM
SPDR Series Trust Portfolio Small Cap ETF
-$46
0
-100%
清仓
SCHF
Schwab International Equity ETF
-$41
0
-100%
清仓
SPDW
SPDR Portfolio Developed World ex-US ETF
-$38
0
-100%
增持
AMAT
Applied Materials Inc
-$33
6
+20%
增持
GEHC
GE HealthCare Technologies Inc Common Stock
-$17
49
+20%
建仓
ZION
Zions Bancorp
+$3
0
