RI

RAM Investment Partners, LLC

分散型投资策略行业集中型趋势追踪型

申报总市值

US$5.7亿

申报季度: 2026-03-31 · 持股只数: 121

RAM Investment Partners, LLC在最新一期 13F 报告中披露了 121 项持股，申报期为 2026-03-31，总持股市值约为 US$5.7亿，季度换手率为 10.1%。

浏览其他1 亿至 10 亿美元机构浏览其他以“R”开头的机构

机构性格雪花图

集中度
34.42
持仓稳定性
10.07
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
69.19

近期动向

  • 减仓 MSFT

    +7.4%　-US$920.1万

  • 减仓 DFAC

    +0.3%　-US$168.0万

  • 加仓 CORP

    +12.7%　US$530.9万

  • 加仓 IVV

    +323.7%　US$257.0万

  • 加仓 DFAR

    +5.3%　US$272.7万

  • 加仓 DFAE

    +2.9%　US$290.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DFACDimensional US Core Equity 2ETF-其他18.70%-0.86%+0.30%
2DFAIDimensional International CoETF-其他13.07%+0.27%+2.81%
3CORPPimco Inv Grade CORP Bd ETFETF-其他9.02%+0.70%+12.74%
4DFSDDimensional Short DurationETF-其他8.40%+0.15%+4.88%
5DFAEDimensional Emerging Core EqETF-新兴市场7.88%+0.29%+2.85%
6MSFTMicrosoft CORP股票-科技7.45%-1.89%+7.36%
7DFARDimensional US Real Est ETFETF-其他5.93%+0.32%+5.34%
8DFNMDimensional National Muni BdETF-其他4.35%-0.09%+1.41%
9AMZNAmazon.com INC股票-周期性消费1.80%-0.22%+1.30%
10NVDANvidia CORP股票-科技1.46%+0.21%+28.06%
11COSTCostco Wholesale CORP股票-非周期性消费1.34%+0.09%-4.67%
12GOOGAlphabet Inc-cl C股票-通信服务1.12%—+7.27%
13DFSIDimensional Int Sus Cor1 ETFETF-其他0.93%—+2.62%
14DFSUDimensional US Sus Core1 ETFETF-其他0.93%—+6.20%
15DFAXDimensional World Ex US CoreETF-其他0.91%—-3.37%
16AAPLApple INC股票-科技0.78%-0.13%-5.20%
17VTIPVanguard Short-term TipsETF-其他0.68%—+2.86%
18IVVIshares Core S&p 500 ETFETF-大型股与成长0.60%+0.45%+323.66%
19ORCLOracle CORP股票-科技0.59%-0.20%+2.58%
20DFSBDim Glb Sustain Fix INC ETFETF-其他0.57%+0.02%+6.28%
21DFSEDimensional Em Sus Core1 ETFETF-其他0.53%+0.02%+4.72%
22AVUSAvantis U.s. Equity ETFETF-其他0.52%——
23DFSVDimensional US Small Cap ValETF-中小型股0.50%+0.23%+76.62%
24RBLXRoblox CORP -class A股票-通信服务0.47%-0.28%-7.22%
25DISVDimensional International SmETF-其他0.46%+0.12%+34.08%
26DFUSDimensional US Eq Mkt ETFETF-其他0.45%+0.16%+65.42%
27AVGOBroadcom INC股票-科技0.45%-0.11%-8.15%
28LRCXLam Research CORP股票-科技0.41%+0.09%+6.73%
29AVDEAvantis International EquityETF-其他0.39%—-0.09%
30DUHPDimensional US High Profi EtETF-其他0.37%+0.19%+116.03%
31METAMeta Platforms Inc-class A股票-通信服务0.36%—+7.87%
32PCARPaccar INC股票-工业0.32%—+2.24%
33GOOGLAlphabet Inc-cl A股票-通信服务0.32%-0.11%-17.02%
34DIHPDimensional International HiETF-其他0.32%+0.12%+56.36%
35TSLATesla INC股票-周期性消费0.31%-0.06%+4.53%
36VTIVanguard Total Stock Mkt ETFETF-其他0.24%—-0.37%
37DFUVDimensional US Marketwide VaETF-其他0.24%—-4.48%
38ABBVAbbvie INC股票-医疗保健0.23%—+6.75%
39SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.21%—+18.79%
40AVEMAvantis Emerging Markets EqETF-新兴市场0.20%—-0.52%
41VOOVanguard S&p 500 ETFETF-大型股与成长0.20%—-0.74%
42DHRDanaher CORP股票-医疗保健0.18%+0.18%NEW
43VEAVanguard Ftse Developed ETFETF-其他0.17%—-0.28%
44BRK-BBerkshire Hathaway Inc-cl B股票-其他0.16%—-0.10%
45QQQInvesco Qqq Trust Series 1ETF-科技型0.16%—+8.27%
46DFCADimensional Calfornia Mb ETFETF-其他0.15%—+9.30%
47VGTVanguard Info Tech ETFETF-科技型0.15%-0.04%-14.06%
48AMATApplied Materials INC股票-科技0.14%+0.04%+15.99%
49VVisa Inc-class A Shares股票-金融0.13%—+25.06%
50DFIVDimensional International VaETF-其他0.13%—+2.18%
1–50 of 121

本季持股变动

RAM Investment Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Danaher CORP (DHR); 新建仓: Unitedhealth Group INC (UNH); 新建仓: Wells Fargo & Co (WFC); 新建仓: Ishares 0-5 Year Tips Bond E (STIP); 新建仓: Ishares 0-3 Month Treasury B (SGOV).

RAM Investment Partners, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1CORPPimco Inv Grade CORP Bd ETF+0.7%+12.74%加仓
2IVVIshares Core S&p 500 ETF+0.5%+323.66%加仓
3DFARDimensional US Real Est ETF+0.3%+5.34%加仓
4DFAEDimensional Emerging Core Eq+0.3%+2.85%加仓
5DFAIDimensional International Co+0.3%+2.81%加仓
6DFSVDimensional US Small Cap Val+0.2%+76.62%加仓
7NVDANvidia CORP+0.2%+28.06%加仓
8DUHPDimensional US High Profi Et+0.2%+116.03%加仓
9DFUSDimensional US Eq Mkt ETF+0.2%+65.42%加仓
10DFSDDimensional Short Duration+0.2%+4.88%加仓
11DISVDimensional International Sm+0.1%+34.08%加仓
12DIHPDimensional International Hi+0.1%+56.36%加仓
13COSTCostco Wholesale CORP+0.1%-4.67%减仓
14LRCXLam Research CORP+0.1%+6.73%加仓
15AMDAdvanced Micro Devices+0.1%+222.33%加仓
16AMATApplied Materials INC0%+15.99%加仓
17JNJJohnson & Johnson0%+30.10%加仓
18MUMicron Technology INC0%+138.89%加仓
19CATCaterpillar INC0%+117.54%加仓
20DFSEDimensional Em Sus Core1 ETF0%+4.72%加仓
21DFSBDim Glb Sustain Fix INC ETF0%+6.28%加仓
22VGTVanguard Info Tech ETF0%-14.06%减仓
23PRCHPorch Group INC-0.1%-10.00%减仓
24NKENike INC -cl B-0.1%-14.28%减仓
25TSLATesla INC-0.1%+4.53%加仓
26DFNMDimensional National Muni Bd-0.1%+1.41%加仓
27GOOGLAlphabet Inc-cl A-0.1%-17.02%减仓
28AVGOBroadcom INC-0.1%-8.15%减仓
29AAPLApple INC-0.1%-5.20%减仓
30ORCLOracle CORP-0.2%+2.58%加仓
31AMZNAmazon.com INC-0.2%+1.30%加仓
32RBLXRoblox CORP -class A-0.3%-7.22%减仓
33DFACDimensional US Core Equity 2-0.9%+0.30%加仓
34MSFTMicrosoft CORP-1.9%+7.36%加仓
35DHRDanaher CORP—NEW新建仓
36UNHUnitedhealth Group INC—NEW新建仓
37WFCWells Fargo & Co—NEW新建仓
38STIPIshares 0-5 Year Tips Bond E—NEW新建仓
39SGOVIshares 0-3 Month Treasury B—NEW新建仓
40GLDSpdr Gold Shares—EXIT清仓
41TLTIshares 20+ Year Treasury Bd—EXIT清仓
42GSGoldman Sachs Group INC—NEW新建仓
43REGLPrshrs S&p Mid 400 Dvd Arist—NEW新建仓
44FDVVFidelity High Dividend ETF—EXIT清仓
45HEFAIsha Curr Hedged Msci Eafe—NEW新建仓
46CVXChevron CORP—NEW新建仓
47DELLDell Technologies -c—NEW新建仓
48DFISDimensional International Sm—EXIT清仓
49IYMIshares U.s. Basic Materials—NEW新建仓
50DONWisdomtree US Midcap Dividen—NEW新建仓

FAQ

RAM Investment Partners, LLC 是什么机构？属于哪种投资人类型？
RAM Investment Partners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.7亿，分布在 121 个已申报仓位之中。
RAM Investment Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，RAM Investment Partners, LLC 按市值排列的前几大持股为： 1. Dimensional US Core Equity 2 (DFAC) — US$1.1亿 (18.7%) 2. Dimensional International Co (DFAI) — US$7440.3万 (13.1%) 3. Pimco Inv Grade CORP Bd ETF (CORP) — US$5133.8万 (9.0%) 4. Dimensional Short Duration (DFSD) — US$4780.6万 (8.4%) 5. Dimensional Emerging Core Eq (DFAE) — US$4488.0万 (7.9%)
RAM Investment Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，RAM Investment Partners, LLC 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 26 个既有持股、减仓 8 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Danaher CORP (DHR); 新建仓: Unitedhealth Group INC (UNH); 新建仓: Wells Fargo & Co (WFC); 新建仓: Ishares 0-5 Year Tips Bond E (STIP); 新建仓: Ishares 0-3 Month Treasury B (SGOV)
RAM Investment Partners, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，RAM Investment Partners, LLC 的主要板块分布如下： • Information Technology: 57.8% • Communication Services: 12.3% • Consumer Discretionary: 11.6% • Consumer Staples: 7.2% • Health Care: 4.1% • Financials: 3.8%

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