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数据来源:SEC及其他第三方非公开数据库

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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 86 项建仓 5增持 33减持 43清仓 5

方向

标的

Δ市值

现股数(环比)

增持

JBND J P MORGAN EXCHANGE TRADED F

+$10.3M

326,006 +141%

增持

GSIE GOLDMAN SACHS ETF TR

+$2.1M

217,928 +23%

减持

RODM LATTICE STRATEGIES TR

-$1.5M

97,148

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。

-32%

增持

BSV VANGUARD BD INDEX FDS

+$856.0K

161,761 +7%

增持

BNDX VANGUARD CHARLOTTE FDS

+$841.0K

267,868 +9%

增持

LLY ELI LILLY & CO

+$584.4K

1,870 +0%

增持

AVUV AMERICAN CENTY ETF TR

+$539.0K

53,988 +8%

增持

AVLV AMERICAN CENTY ETF TR

+$484.0K

40,168 +13%

增持

BBHY J P MORGAN EXCHANGE TRADED F

+$403.8K

112,300 +10%

增持

VBK VANGUARD INDEX FDS

+$368.6K

52,978 +1%

增持

VB VANGUARD INDEX FDS

+$365.6K

48,725 +2%

建仓

AVDE AMERICAN CENTY ETF TR

+$357.7K

4,345

增持

IVV ISHARES TR

+$350.1K

9,629 +3%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$349.2K

81,853 -8%

增持

JPLD J P MORGAN EXCHANGE TRADED F

+$344.6K

11,385 +138%

增持

DFLV DIMENSIONAL ETF TRUST

+$275.2K

139,224 +2%

建仓

MTBA SIMPLIFY EXCHANGE TRADED FUN

+$250.8K

4,975

建仓

EWZ ISHARES INC

+$239.9K

7,550

清仓

HD HOME DEPOT INC

-$234.2K

0 -100%

建仓

DHR DANAHER CORPORATION

+$225.5K

985

清仓

SPMO INVESCO EXCH TRADED FD TR II

-$224.1K

0 -100%

清仓

META META PLATFORMS INC

-$216.7K

0 -100%

增持

IAGG ISHARES TR

+$211.1K

39,300 +15%

减持

DFAE DIMENSIONAL ETF TRUST

+$204.8K

348,121 -1%

清仓

TIP ISHARES TR

-$204.6K

0 -100%

减持

O REALTY INCOME CORP

-$204.4K

10,880 -19%

建仓

XAR SPDR SERIES TRUST

+$200.5K

831

减持

CGXU CAPITAL GROUP INTL FOCUS EQT

-$170.2K

344,706 -1%

减持

DFAR DIMENSIONAL ETF TRUST

-$165.9K

52,616 -8%

减持

DFAT DIMENSIONAL ETF TRUST

+$144.4K

149,028 -1%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$134.4K

162,189 +1%

增持

NFLX NETFLIX INC

-$131.4K

5,030 +900%

增持

VPU VANGUARD WORLD FD

+$106.0K

1,750 +52%

增持

CRM SALESFORCE INC

+$105.8K

1,304 +29%

减持

AGG ISHARES TR

-$102.8K

17,633 -5%

减持

VNQ VANGUARD INDEX FDS

-$98.1K

3,854 -20%

减持

SCHE SCHWAB STRATEGIC TR

-$67.8K

28,787 -5%

增持

JNJ JOHNSON & JOHNSON

+$66.4K

3,076 +0%

减持

AAPL APPLE INC

+$63.0K

10,348 -4%

减持

MSFT MICROSOFT CORP

-$61.0K

902 -6%

减持

NSC NORFOLK SOUTHN CORP

-$61.0K

873 -16%

增持

VTI VANGUARD INDEX FDS

+$59.3K

6,370 +1%

减持

SPYG SPDR SERIES TRUST

-$58.3K

5,469 -11%

减持

ABBV ABBVIE INC

-$56.7K

1,647 -12%

减持

NVDA NVIDIA CORPORATION

-$52.5K

3,755 -7%

减持

IWF ISHARES TR

-$51.4K

1,564 -7%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$50.4K

4,740 +2%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$48.9K

38,575 -2%

清仓

— TEUCRIUM COMMODITY TR

-$44.4K

0 -100%

增持

AVGE AMERICAN CENTY ETF TR

+$37.8K

6,896 +4%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$37.0K

1,164 +15%

增持

IWD ISHARES TR

+$36.5K

5,399 +0%

减持

PHYS SPROTT ASSET MANAGEMENT LP

+$34.5K

14,500 -3%

增持

VTV VANGUARD INDEX FDS

+$32.7K

6,808 +0%

减持

IJH ISHARES TR

-$32.5K

26,284 -3%

减持

GOOGL ALPHABET INC

+$32.1K

784 -11%

增持

DFGR DIMENSIONAL ETF TRUST

+$30.2K

183,950 +4%

减持

COST COSTCO WHSL CORP NEW

-$29.0K

371 -2%

减持

PG PROCTER AND GAMBLE CO

-$28.1K

1,883 -3%

增持

JPM JPMORGAN CHASE & CO.

+$26.5K

3,810 +0%

减持

SCHV SCHWAB STRATEGIC TR

-$26.1K

18,240 -6%

增持

VXUS VANGUARD STAR FDS

+$24.2K

10,522 +0%

减持

AMZN AMAZON COM INC

+$23.3K

2,833 -1%

减持

SLYG SPDR SERIES TRUST

-$20.6K

6,548 -3%

减持

IWM ISHARES TR

-$19.0K

3,422 -4%

增持

— EXXON MOBIL CORP

+$18.6K

2,406 +0%

减持

IJR ISHARES TR

-$17.3K

30,125 -2%

增持

DFAI DIMENSIONAL ETF TRUST

+$17.0K

9,646 +0%

增持

AVGV AMERICAN CENTY ETF TR

+$15.7K

4,904 +1%

减持

IWB ISHARES TR

+$14.3K

3,408 -1%

减持

VSS VANGUARD INTL EQUITY INDEX F

+$13.7K

35,804 -0%

减持

UBCP UNITED BANCORP INC OHIO

-$11.2K

35,658 -5%

减持

CVX CHEVRON CORP NEW

-$10.6K

2,770 -1%

减持

GE GE AEROSPACE

-$8.9K

1,096 -5%

减持

JSCP J P MORGAN EXCHANGE TRADED F

-$8.5K

9,430 -2%

减持

VUG VANGUARD INDEX FDS

+$6.2K

989 -0%

增持

SPSM SPDR SERIES TRUST

+$5.4K

9,803 +0%

减持

IWN ISHARES TR

-$4.5K

11,033 -3%

减持

IWO ISHARES TR

-$4.1K

4,561 -1%

减持

GDX VANECK ETF TRUST

+$3.1K

4,000 -10%

减持

EEM ISHARES TR

-$2.6K

8,062 -3%

减持

SPYV SPDR SERIES TRUST

+$2.3K

6,354 -2%

减持

EFA ISHARES TR

+$1.6K

4,338 -2%

减持

SCHB SCHWAB STRATEGIC TR

+$1.5K

9,000 -1%

增持

VWO VANGUARD INTL EQUITY INDEX F

-$1.2K

8,486 +1%

减持

AVMA AMERICAN CENTY ETF TR

-$546

14,757 -2%