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Vawter Financial, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Vawter Financial, Ltd.
报告期 2026-03-31 · CIK 0001974403
持仓数
122
前50大市值合计
$212.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q3 调仓
2025-03-31 → 2025-09-30 · 共 105 项
建仓 18
增持 41
减持 43
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$3.3M
5,596
+704%
增持
VBK
VANGUARD INDEX FDS
+$3.2M
52,538
+6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.4M
353,109
+5%
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。
增持
GSIE
GOLDMAN SACHS ETF TR
+$2.4M
177,443
+29%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.3M
135,047
+44%
增持
VB
VANGUARD INDEX FDS
+$2.1M
47,990
+5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.0M
349,636
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.0M
161,159
+8%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.9M
49,902
+42%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$1.2M
102,513
+31%
增持
IVV
ISHARES TR
+$1.1M
9,331
+1%
建仓
SDY
SPDR SERIES TRUST
+$1.1M
7,500
增持
BSV
VANGUARD BD INDEX FDS
+$1.0M
150,708
+9%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$985.4K
35,904
+0%
增持
IAGG
ISHARES TR
+$774.8K
34,244
+75%
建仓
SPMD
SPDR SERIES TRUST
+$729.0K
12,747
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$715.7K
88,511
+19%
增持
DFLV
DIMENSIONAL ETF TRUST
+$699.7K
136,404
+10%
增持
AAPL
APPLE INC
+$639.1K
10,801
+14%
减持
DFAT
DIMENSIONAL ETF TRUST
+$616.9K
149,952
-5%
增持
NVDA
NVIDIA CORPORATION
+$550.8K
4,035
+116%
增持
RKT
ROCKET COS INC
+$542.6K
67,625
+6%
增持
DFGR
DIMENSIONAL ETF TRUST
+$484.8K
176,849
+7%
增持
AVLV
AMERICAN CENTY ETF TR
+$423.4K
35,421
+8%
减持
IJR
ISHARES TR
+$420.5K
30,613
-0%
建仓
IOO
ISHARES TR
+$420.0K
3,500
增持
BNDX
VANGUARD CHARLOTTE FDS
+$395.6K
244,689
+2%
增持
VTI
VANGUARD INDEX FDS
+$347.8K
6,327
+1%
建仓
SHYM
BLACKROCK ETF TRUST II
+$340.7K
15,250
增持
AVGE
AMERICAN CENTY ETF TR
+$284.7K
6,650
+75%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$282.2K
4,639
-6%
建仓
GLD
SPDR GOLD TR
+$263.0K
740
减持
VBR
VANGUARD INDEX FDS
+$260.0K
13,607
-2%
建仓
VYM
VANGUARD WHITEHALL FDS
+$253.7K
1,800
建仓
SCHB
SCHWAB STRATEGIC TR
+$234.6K
9,123
建仓
HD
HOME DEPOT INC
+$234.2K
578
清仓
QQQ
INVESCO QQQ TR
-$228.3K
0
-100%
增持
IWF
ISHARES TR
+$227.3K
1,690
+8%
减持
JPM
JPMORGAN CHASE & CO.
+$227.1K
3,808
-4%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$224.1K
1,851
建仓
IJS
ISHARES TR
+$223.4K
2,020
建仓
ESGV
VANGUARD WORLD FD
+$220.3K
1,860
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$218.8K
1,014
建仓
VPU
VANGUARD WORLD FD
+$217.8K
1,150
建仓
—
ASML HOLDING N V
+$216.9K
224
建仓
META
META PLATFORMS INC
+$216.7K
295
建仓
TPC
TUTOR PERINI CORP
+$216.4K
3,300
建仓
GOOGL
ALPHABET INC
+$213.2K
877
清仓
EOG
EOG RES INC
-$209.7K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$209.3K
0
-100%
减持
IWB
ISHARES TR
+$196.7K
3,443
-1%
减持
IJH
ISHARES TR
+$180.0K
27,081
-0%
增持
VXUS
VANGUARD STAR FDS
+$161.3K
10,475
+7%
增持
AMZN
AMAZON COM INC
+$147.7K
2,872
+13%
增持
MSFT
MICROSOFT CORP
+$142.9K
960
+2%
减持
IWM
ISHARES TR
+$136.9K
3,560
-2%
减持
SCHE
SCHWAB STRATEGIC TR
+$136.3K
30,283
-4%
减持
NFLX
NETFLIX INC
+$130.3K
503
-1%
减持
SCHC
SCHWAB STRATEGIC TR
+$127.9K
17,353
-6%
增持
CVX
CHEVRON CORP NEW
+$126.6K
2,787
+52%
减持
LLY
ELI LILLY & CO
-$124.9K
1,868
-0%
增持
GE
GE AEROSPACE
+$121.4K
1,152
+2%
减持
SPYG
SPDR SERIES TRUST
+$117.1K
6,141
-6%
增持
GSEW
GOLDMAN SACHS ETF TR
+$98.0K
5,823
+11%
增持
ABBV
ABBVIE INC
+$84.5K
1,870
+12%
减持
SLYG
SPDR SERIES TRUST
+$76.2K
6,758
-0%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$71.4K
7,311
-25%
增持
PG
PROCTER AND GAMBLE CO
+$70.4K
1,939
+45%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$68.7K
8,442
-2%
增持
SPSM
SPDR SERIES TRUST
+$68.6K
9,801
+4%
减持
VOO
VANGUARD INDEX FDS
+$67.8K
725
-1%
减持
EEM
ISHARES TR
+$67.7K
8,308
-3%
减持
AVMA
AMERICAN CENTY ETF TR
+$66.0K
15,047
-4%
增持
AVGV
AMERICAN CENTY ETF TR
+$64.7K
4,879
+6%
增持
EFA
ISHARES TR
+$55.8K
4,444
+1%
减持
SPTM
SPDR SERIES TRUST
+$55.4K
5,431
-3%
减持
COST
COSTCO WHSL CORP NEW
-$54.9K
377
-12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$49.4K
9,645
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$49.4K
9,033
-31%
减持
JNJ
JOHNSON & JOHNSON
+$48.8K
3,075
-2%
减持
VTV
VANGUARD INDEX FDS
+$47.5K
6,797
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$45.9K
5,254
-29%
减持
SCHA
SCHWAB STRATEGIC TR
+$44.7K
11,708
-3%
建仓
—
TEUCRIUM COMMODITY TR
+$44.4K
10,800
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$41.2K
5,327
-36%
增持
—
EXXON MOBIL CORP
+$41.2K
2,403
+24%
减持
SCHV
SCHWAB STRATEGIC TR
+$38.7K
19,451
-2%
减持
O
REALTY INCOME CORP
+$32.7K
13,451
-1%
减持
IWD
ISHARES TR
+$31.6K
5,398
-5%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$26.7K
9,598
-6%
减持
SPYV
SPDR SERIES TRUST
+$26.1K
6,482
-0%
增持
UBCP
UNITED BANCORP INC OHIO
+$23.3K
37,429
+1%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$19.2K
2,661
-18%
减持
DFAU
DIMENSIONAL ETF TRUST
+$16.3K
6,644
-11%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$16.2K
39,458
+0%
减持
BND
VANGUARD BD INDEX FDS
-$11.9K
3,066
-6%
增持
CRM
SALESFORCE INC
-$8.9K
1,011
+9%
减持
TIP
ISHARES TR
-$8.5K
1,840
-4%
减持
DFAR
DIMENSIONAL ETF TRUST
-$7.6K
57,479
-1%
减持
KMI
KINDER MORGAN INC DEL
-$3.9K
7,802
-1%
减持
AGG
ISHARES TR
+$2.5K
18,593
-1%
减持
JPLD
J P MORGAN EXCHANGE TRADED F
+$1.7K
4,789
-0%
减持
RODM
LATTICE STRATEGIES TR
-$856
142,871
-13%
减持
VNQ
VANGUARD INDEX FDS
-$571
4,804
-1%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$180
10,469
-1%
