Scratch Capital LLC
- SEC CIK
- 0002055324
- 最新申報
- 2026/7/30
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/30 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 44
- 較 2026 年第 1 季 −1
- 總值
- $2.01 億
- 較 2026 年第 1 季 +$2,686 萬 (+15.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 783,242 | $3,474 萬 | 17.2% | +62,304+8.6% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 584,181 | $2,177 萬 | 10.8% | +58,311+11.1% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 483,926 | $2,019 萬 | 10.0% | +41,747+9.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 315,133 | $1,834 萬 | 9.1% | −310−0.1% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 433,153 | $1,680 萬 | 8.3% | +29,198+7.2% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 350,137 | $1,444 萬 | 7.2% | +1,116+0.3% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 123,808 | $1,246 萬 | 6.2% | −436−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 285,363 | $1,160 萬 | 5.8% | +21,774+8.3% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 131,831 | $921.5 萬 | 4.6% | +110.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,063 | $853.4 萬 | 4.2% | +89+0.4% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 61,721 | $467.1 萬 | 2.3% | +18,165+41.7% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 70,456 | $340.5 萬 | 1.7% | −3,050−4.1% | 減碼 | – |
| BROSDutch Bros Inc. | CL A | 34,926 | $250.8 萬 | 1.2% | +23,065+194.5% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,101 | $242.5 萬 | 1.2% | −611−22.5% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 21,504 | $235.3 萬 | 1.2% | −114−0.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 8,490 | $169.9 萬 | 0.8% | +123+1.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,900 | $141.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 32,535 | $134.2 萬 | 0.7% | +692+2.2% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 15,014 | $123.1 萬 | 0.6% | +777+5.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 9,561 | $112.3 萬 | 0.6% | −242−2.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 10,391 | $110.5 萬 | 0.5% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V633 | CALIF MUN BD ETF | 20,379 | $102.3 萬 | 0.5% | +786+4.0% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 25,205 | $92.9 萬 | 0.5% | +136+0.5% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 11,029 | $91.1 萬 | 0.5% | −661−5.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,481 | $84.7 萬 | 0.4% | −200−2.6% | 減碼 | 歷史 |
| GMEGameStop Corp. | Stock | 35,283 | $77.9 萬 | 0.4% | +10,801+44.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,887 | $75.4 萬 | 0.4% | −95−3.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,496 | $72.2 萬 | 0.4% | +259+11.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,519 | $56.7 萬 | 0.3% | +195+14.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,919 | $49.3 萬 | 0.2% | −11−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,591 | $37.9 萬 | 0.2% | +393+32.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,014 | $36.2 萬 | 0.2% | +104+11.4% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 8,053 | $32.4 萬 | 0.2% | +287+3.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,686 | $27.7 萬 | 0.1% | −170−9.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 476 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,748 | $25.6 萬 | 0.1% | −33−1.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 576 | $24.2 萬 | 0.1% | −5−0.9% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,118 | $22.1 萬 | 0.1% | +6,118 | 新進 | – |
| HDHome Depot, Inc. | Stock | 626 | $22.1 萬 | 0.1% | −42−6.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,000 | $21.2 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 8,571 | $20.7 萬 | 0.1% | +138+1.6% | 加碼 | – |
| NAKNorthern Dynasty Minerals Ltd | COM NEW | 32,434 | $6.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BAERBridger Aerospace Group Holdings, Inc. | COM | 13,600 | $2.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LUCDLucid Diagnostics Inc. | COM | 20,994 | $2.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。