小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Austin Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Austin Wealth Management, LLC
报告期 2026-03-31 · CIK 0002003112
持仓数
118
前50大市值合计
$406.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 109 项
建仓 5
增持 47
减持 53
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.4M
708,052
+11%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
319,628
+27%
增持
MFUS
PIMCO EQUITY SER
+$1.8M
563,788
+3%
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
AVLV
AMERICAN CENTY ETF TR
+$1.7M
171,874
+15%
增持
GLDM
WORLD GOLD TR
+$1.6M
248,688
+4%
增持
SPYC
SIMPLIFY EXCHANGE TRADED FUN
+$1.6M
645,179
+8%
增持
DBMF
LITMAN GREGORY FDS TR
+$1.5M
319,838
+29%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.5M
588,429
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.4M
333,611
+13%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.1M
335,002
+6%
增持
AVIV
AMERICAN CENTY ETF TR
+$1.0M
110,476
+17%
减持
DFAC
DIMENSIONAL ETF TRUST
+$893.9K
1,242,442
-1%
增持
IEI
ISHARES TR
+$814.2K
95,840
+5%
增持
AVES
AMERICAN CENTY ETF TR
+$811.6K
100,164
+14%
增持
BIL
SPDR SER TR
+$799.0K
140,940
+7%
增持
DFIP
DIMENSIONAL ETF TRUST
+$644.0K
210,375
+5%
增持
NFRA
FLEXSHARES TR
+$616.2K
125,776
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$529.4K
213,590
+4%
减持
DFAR
DIMENSIONAL ETF TRUST
+$474.3K
243,063
-1%
增持
AVRE
AMERICAN CENTY ETF TR
+$455.2K
52,618
+13%
增持
MFDX
PIMCO EQUITY SER
+$429.8K
249,113
+3%
减持
DFIC
DIMENSIONAL ETF TRUST
+$372.9K
759,381
-0%
增持
GUNR
FLEXSHARES TR
+$346.3K
128,091
+5%
增持
AVGE
AMERICAN CENTY ETF TR
+$324.7K
12,228
+52%
建仓
AVGV
AMERICAN CENTY ETF TR
+$277.3K
4,457
建仓
DFSU
DIMENSIONAL ETF TRUST
+$276.6K
7,515
减持
WTMF
WISDOMTREE TR
-$262.9K
60,391
-7%
增持
AVUV
AMERICAN CENTY ETF TR
+$243.7K
20,512
+12%
减持
PAVE
GLOBAL X FDS
+$243.3K
96,492
-1%
建仓
MCD
MCDONALDS CORP
+$232.4K
766
清仓
INTC
INTEL CORP
-$218.8K
0
-100%
建仓
—
LINDE PLC
+$213.7K
455
减持
DFEM
DIMENSIONAL ETF TRUST
-$207.7K
455,640
-4%
清仓
BIV
VANGUARD BD INDEX FDS
-$203.0K
0
-100%
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$200.9K
3,929
增持
MFEM
PIMCO EQUITY SER
+$198.2K
264,300
+4%
增持
GLD
SPDR GOLD TR
+$176.6K
7,581
+0%
减持
BILS
SPDR SER TR
-$162.1K
96,316
-2%
减持
VNQ
VANGUARD INDEX FDS
+$162.1K
19,104
-0%
减持
SPTS
SPDR SER TR
-$147.9K
233,301
-3%
增持
AVDV
AMERICAN CENTY ETF TR
+$146.4K
10,838
+20%
减持
TBUX
T ROWE PRICE ETF INC
-$143.3K
88,368
-4%
增持
SPYD
SPDR SER TR
+$142.1K
26,216
+4%
增持
AMZN
AMAZON COM INC
-$141.0K
11,758
+1%
减持
FNDA
SCHWAB STRATEGIC TR
+$137.3K
75,052
-0%
减持
GOOGL
ALPHABET INC
-$128.8K
6,165
-1%
增持
META
META PLATFORMS INC
+$117.7K
1,526
+1%
增持
RAAX
VANECK ETF TRUST
+$109.0K
40,064
+4%
增持
SPTM
SPDR SER TR
+$107.5K
66,651
+0%
增持
GOOG
ALPHABET INC
-$106.8K
6,715
+2%
减持
AAPL
APPLE INC
-$97.5K
24,147
-1%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TRU
+$95.0K
15,721
-0%
增持
HDEF
DBX ETF TR
+$94.5K
23,260
+14%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$89.2K
112,777
-2%
增持
PHYL
PGIM ETF TR
+$82.1K
9,617
+29%
减持
GAA
CAMBRIA ETF TR
+$78.1K
295,113
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$67.6K
1,760
+20%
增持
PFFD
GLOBAL X FDS
+$66.1K
27,564
+8%
增持
SCHX
SCHWAB STRATEGIC TR
+$65.9K
7,961
+12%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$60.0K
32,351
-1%
增持
MUNI
PIMCO ETF TR
+$59.8K
37,217
+2%
减持
KEMQ
KRANESHARES TRUST
+$59.0K
20,285
-2%
减持
—
EXXON MOBIL CORP
+$57.6K
6,673
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$53.5K
2,347
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$52.7K
1,147
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$46.6K
2,099
-3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$46.4K
2,162
+15%
清仓
—
STREAMLINE HEALTH SOLUTIONS
-$43.7K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$43.3K
690
-0%
增持
MSFT
MICROSOFT CORP
-$42.6K
2,593
+5%
减持
MINT
PIMCO ETF TR
-$42.4K
9,859
-4%
增持
WMT
WALMART INC
+$41.7K
3,919
+0%
减持
IVV
ISHARES TR
-$41.6K
944
-9%
增持
VGT
VANGUARD WORLD FD
-$37.9K
2,333
+0%
增持
KOMP
SPDR SER TR
+$35.6K
34,829
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$35.3K
24,517
-0%
减持
NEE
NEXTERA ENERGY INC
+$33.8K
3,624
-1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$31.8K
4,742
-0%
增持
VTV
VANGUARD INDEX FDS
+$26.4K
2,454
+1%
减持
CSCO
CISCO SYS INC
+$26.1K
5,059
-1%
减持
EWX
SPDR INDEX SHS FDS
+$25.0K
13,036
-2%
增持
AVGO
BROADCOM INC
-$25.0K
1,760
+817%
减持
ACWI
ISHARES TR
+$19.7K
23,303
-2%
减持
CVX
CHEVRON CORP NEW
-$17.4K
2,290
-2%
增持
DEM
WISDOMTREE TR
+$16.8K
7,301
+7%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
+$16.2K
12,956
-0%
减持
SPAB
SPDR SER TR
+$15.5K
32,315
-1%
减持
TECB
ISHARES TR
-$15.4K
20,752
-1%
减持
SLYV
SPDR SER TR
+$15.0K
6,934
-1%
减持
JNJ
JOHNSON & JOHNSON
+$15.0K
1,471
-0%
减持
ABT
ABBOTT LABS
+$14.4K
2,051
-1%
减持
SLB
SCHLUMBERGER LTD
-$13.1K
9,269
-0%
减持
VBR
VANGUARD INDEX FDS
+$12.8K
1,768
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.3K
5,025
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$11.2K
13,497
-0%
减持
GD
GENERAL DYNAMICS CORP
+$10.7K
784
-1%
减持
IWM
ISHARES TR
-$8.9K
1,491
-5%
减持
SPDW
SPDR INDEX SHS FDS
-$8.1K
14,119
-3%
减持
DIS
DISNEY WALT CO
-$7.6K
2,321
-0%
减持
GWX
SPDR INDEX SHS FDS
+$7.1K
20,982
-2%
减持
PG
PROCTER AND GAMBLE CO
+$6.7K
1,678
-0%
清仓
—
GENIUS GROUP LTD
-$5.0K
0
-100%
增持
MLPA
GLOBAL X FDS
+$4.4K
7,328
+2%
减持
TSLA
TESLA INC
-$3.8K
2,428
-0%
减持
BSV
VANGUARD BD INDEX FDS
+$3.4K
9,123
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.9K
3,403
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$1.9K
6,169
-7%
减持
TXN
TEXAS INSTRS INC
+$1.3K
1,584
-0%
增持
NVDA
NVIDIA CORPORATION
+$365
13,614
+4%
