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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 110 项
建仓 27
增持 39
减持 35
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
DFIC
Dimensional ETF Int'l Core Equity 2
+$2.0M
1,217,176
-0%
增持
SCHR
Schwab Intermediate Term US Treas
+$1.3M
871,230
+7%
减持
DCOR
Dimensional US Core
+$1.0M
998,410
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。
-1%
减持
GLD
SPDR Gold Trust
+$850.5K
44,778
-6%
增持
BSV
Vanguard Short-Term Bond ETF
+$785.3K
200,764
+5%
增持
DFAS
Dimensional US Small Cap ETF
+$638.3K
329,790
+1%
减持
DFEM
Dimensional ETF Emerg. Markets Core Equity
+$627.5K
867,529
-1%
减持
FNDF
Schwab Fundamental Intl Lg Co ETF
+$405.8K
240,610
-1%
减持
FNDX
Schwab Fundamental US Large Company ETF
+$312.9K
745,945
-2%
增持
—
Exxon Mobil Corporation
+$149.1K
18,331
+0%
增持
SPIB
SPDR Intermediate Term Corporate
+$146.3K
625,977
+1%
减持
SPY
S P D R S&P 500 Etf Tr
-$142.5K
2,188
-11%
减持
AHLT
American Beacon AHL Trend ETF
-$118.1K
21,560
-24%
减持
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF
-$85.8K
218,629
-1%
减持
BOND
Pimco Active Bond ETF
-$83.6K
11,640
-7%
增持
—
Technipfmc Plc
+$75.9K
1,721
+8095%
清仓
RBLX
Roblox Corp Com CL A
-$69.3K
0
-100%
减持
FNDA
Schwab Fundamental US Small Company ETF
+$66.9K
203,476
-0%
建仓
DFSI
Dimensnl Interntl Sus
+$62.6K
1,460
增持
AGG
Ishares Tr Barclays Fund
+$61.7K
750
+468%
减持
SUSL
iShares ESG MSCI USA Leaders ETF
-$58.3K
532
-49%
增持
KO
Coca Cola Company
+$51.7K
1,073
+205%
建仓
WFC
Wells Fargo & Co New
+$51.3K
550
建仓
PEP
Pepsico Incorporated
+$49.7K
346
增持
SCHB
Schwab US Broad Market
+$46.8K
19,499
+8%
减持
AAPL
Apple Inc
+$45.5K
5,592
-3%
减持
ADP
Auto Data Processing
-$37.0K
227
-30%
减持
MCO
Moodys Corp
-$33.2K
171
-32%
减持
SCHX
Schwab US Large Cap ETF
-$32.8K
15,351
-9%
减持
FLIA
Franklin Liberty International Aggregate Bond ETF
-$32.2K
17,605
-7%
减持
VOO
Vanguard S&P 500 ETF SHS
-$27.7K
304
-15%
建仓
MCD
Mc Donalds Corp
+$26.9K
88
减持
IVV
iShares Core S&P Mid-Cap ETF
-$25.8K
144
-75%
减持
TTD
The Trade Desk Inc
-$25.6K
100
-83%
增持
ITOT
iShares Core S&P Total US Stock Mkt ETF
+$23.9K
873
+20%
减持
ESML
iShare ESG Aware MSCI
-$21.6K
472
-51%
增持
RKLB
Rocket Laboratory Usa In
+$20.0K
912
+0%
建仓
SCHF
Schwab International Equity ETF
+$18.9K
786
建仓
TEM
Tempus AI Inc
+$17.7K
300
建仓
CAG
Conagra Brands Inc
+$17.3K
1,000
建仓
YUM
Yum Brands Inc
+$17.2K
114
增持
IEMG
Ishares Core Msci
+$17.0K
795
+44%
增持
DIA
Spdr Dow Jones Indl Avg
+$16.5K
142
+28%
增持
IWM
IShares Russell 2000
+$13.2K
254
+25%
建仓
KRE
Spdr S&P Regional
+$13.0K
200
清仓
D
Dominion Energy Inc
-$12.2K
0
-100%
建仓
VCIT
Vanguard Intermediate
+$11.8K
141
建仓
MGY
Magnolia Oil & Gas Corp
+$10.9K
500
增持
VT
Vanguard Total World Stock
+$10.7K
969
+6%
增持
VTI
Vanguard Total Stock Mkt
+$10.3K
1,075
+1%
清仓
—
Pros Holdings Inc
-$9.9K
0
-100%
减持
WMT
Wal-Mart Stores Inc
-$8.9K
168
-37%
清仓
—
Marqeta Inc
-$7.9K
0
-100%
增持
XLP
Sector Spdr Tr Con Stpls
+$7.7K
200
+100%
建仓
ARKK
Ark Innovation ETF
+$7.7K
100
建仓
VIG
Vanguard Div Apprciation
+$6.4K
29
增持
SCHP
Schwab US TIPS ETF
+$6.1K
735
+48%
建仓
YUMC
Yum China Holdings Inc
+$5.4K
114
减持
VEA
Vanguard MSCI EAFE ETF
-$5.4K
1,214
-10%
增持
SPTS
SPDR Short Term Treasury ETF
+$5.3K
510
+55%
减持
PINS
Pinterest Inc
-$5.1K
50
-75%
减持
DEM
WisdomTree Emerging Markets High Dividend ETF
-$4.7K
4,896
-4%
增持
VWO
Vanguard Msci Emerging
+$4.5K
669
+15%
增持
VHT
Vanguard Health Care
+$4.5K
152
+1%
减持
SLB
Schlumberger Ltd
-$4.1K
3,254
-13%
减持
AMZN
Amazon Com Inc
+$4.1K
463
-1%
增持
NFLX
Netflix Inc
-$4.1K
110
+817%
增持
XLE
Sector Spdr Engy Select
-$3.8K
936
+83%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$3.4K
378
+24%
增持
EWZ
Ishares Msci Brazil Indx
+$3.3K
113
+1030%
建仓
LQD
Ishares Iboxx Investop
+$3.1K
28
减持
FBTC
Fidelity Wise Origin
-$3.0K
6
-83%
减持
—
Spotify Technology
-$2.6K
10
-17%
减持
SHOP
Shopify Inc
+$2.5K
385
-4%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$2.5K
688
+2%
建仓
—
Norwegian Cruise Lin
+$2.2K
100
清仓
VFF
Village Farms Intl
-$2.2K
0
-100%
增持
ASTS
Ast Spacemobile Inc
+$1.9K
61
+20%
减持
NVDA
Nvidia Corp
-$1.9K
234
-4%
增持
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
+$1.7K
541
+15%
减持
IJR
Ishares Core S&P Small
-$1.7K
227
-7%
清仓
WU
Western Union Company
-$1.6K
0
-100%
增持
SCHE
Schwab Emerging Markets Equity ETF
+$1.6K
1,260
+6%
减持
CRWD
Crowdstrike Hldgs Inc
-$1.6K
28
-7%
增持
MSFT
Microsoft Corp
+$1.5K
514
+8%
增持
TOST
Toast Inc Class A
+$1.4K
2,508
+5%
建仓
NRG
Nrg Energy Inc
+$1.4K
9
建仓
RGR
Sturm Ruger & Co Inc
+$1.4K
42
建仓
VTIP
Vanguard Shrt Inf Prot
+$1.1K
23
清仓
AQST
Aquestive Therapeutics I
-$1.1K
0
-100%
增持
NOW
Service Now Inc
-$771
25
+400%
建仓
DGRO
Ishares Core Dividend
+$694
10
建仓
COIN
Coinbase Global Inc
+$678
3
增持
EOG
EOG Resources Inc Com
-$620
103
+1%
建仓
SCHD
Schwab US Dividend
+$549
20
增持
LMT
Lockheed Martin Corp
+$468
2
+100%
增持
BRCC
Brc Inc
+$422
453
+771%
增持
ASO
Academy Sports & Outdoor
+$409
145
+7%
增持
UFOX
Defiance Next Gen
+$292
20
+25%
清仓
ARKG
Ark Genomic Revolution
-$278
0
-100%
清仓
—
Chargepoint Hldgs Inc
-$273
0
-100%
增持
XLF
Sector Spdr Fincl Select
+$220
203
+0%
减持
—
T-Rex 2x Inverse Tesla Daily Target EFT
-$147
54
-95%
建仓
DSI
Ishares Esg Msci Kld 400
+$129
1
建仓
ESGV
Vanguard Esg US Stock
+$121
1
增持
ZION
Zions Bancorp
+$121
3
+200%
建仓
THNPY
Technip Energies Nv
+$114
3
减持
BL
Blackline Inc
-$112
22
-12%
建仓
VTEB
VANGUARD TAX EXEMPT BD ETF
+$50
1
建仓
ICLN
Ishares Global Clean
+$17
1
