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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 118 项
建仓 5
增持 71
减持 40
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$7.8M
858,587
+21%
增持
BIL
SPDR SER TR
+$6.8M
214,412
+52%
增持
BILS
SPDR SER TR
+$2.5M
121,689
+26%
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
+$1.9M
190,076
+11%
减持
DFIC
DIMENSIONAL ETF TRUST
-$1.9M
731,405
-4%
减持
DFEM
DIMENSIONAL ETF TRUST
-$1.8M
427,515
-6%
增持
SPYC
SIMPLIFY EXCHANGE TRADED FUN
+$1.6M
668,803
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.3M
396,372
+19%
增持
DBMF
LITMAN GREGORY FDS TR
+$1.2M
377,344
+18%
增持
AVGE
AMERICAN CENTY ETF TR
+$788.2K
22,731
+86%
增持
DFCF
DIMENSIONAL ETF TRUST
+$746.0K
241,086
+13%
增持
GLDM
WORLD GOLD TR
+$734.0K
258,313
+4%
增持
SPTS
SPDR SER TR
+$669.8K
258,472
+11%
增持
AMZN
AMAZON COM INC
+$663.3K
12,405
+6%
减持
DFAR
DIMENSIONAL ETF TRUST
-$653.3K
234,015
-4%
减持
GAA
CAMBRIA ETF TR
-$627.4K
278,511
-6%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$594.6K
1,342
+0%
增持
AAPL
APPLE INC
+$592.6K
26,271
+9%
增持
TSLA
TESLA INC
+$587.2K
2,747
+13%
增持
MFEM
PIMCO EQUITY SER
-$481.6K
266,942
+1%
减持
MFUS
PIMCO EQUITY SER
+$458.6K
562,707
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$453.8K
1,175,354
-5%
增持
NVDA
NVIDIA CORPORATION
+$448.7K
15,403
+13%
增持
DFAE
DIMENSIONAL ETF TRUST
+$425.6K
364,445
+14%
增持
RAAX
VANECK ETF TRUST
+$397.9K
53,257
+33%
增持
NFRA
FLEXSHARES TR
-$366.5K
127,597
+1%
增持
MFDX
PIMCO EQUITY SER
-$362.6K
251,446
+1%
增持
AVIV
AMERICAN CENTY ETF TR
+$314.5K
121,665
+10%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$312.9K
3,452
+60%
增持
TBUX
T ROWE PRICE ETF INC
+$306.4K
94,645
+7%
增持
VBR
VANGUARD INDEX FDS
+$292.3K
3,134
+77%
增持
GUNR
FLEXSHARES TR
-$284.6K
132,209
+3%
建仓
JPM
JPMORGAN CHASE & CO.
+$281.7K
1,087
增持
AVUV
AMERICAN CENTY ETF TR
+$270.8K
22,227
+8%
增持
KOMP
SPDR SER TR
+$262.5K
37,235
+7%
建仓
SHM
SPDR SER TR
+$260.0K
5,477
建仓
CAOS
EA SERIES TRUST
+$256.0K
2,920
增持
AVGO
BROADCOM INC
+$251.9K
2,335
+33%
增持
GOOG
ALPHABET INC
+$250.4K
6,951
+4%
增持
GOOGL
ALPHABET INC
+$249.7K
6,491
+5%
增持
TOTL
SSGA ACTIVE ETF TR
-$240.6K
343,249
+2%
建仓
V
VISA INC
+$231.1K
723
减持
WTMF
WISDOMTREE TR
-$218.7K
53,269
-12%
建仓
IWO
ISHARES TR
+$218.0K
740
减持
BSV
VANGUARD BD INDEX FDS
-$215.7K
6,460
-29%
减持
ACWI
ISHARES TR
-$215.0K
21,287
-9%
增持
VGT
VANGUARD WORLD FD
+$214.9K
2,490
+7%
减持
PAVE
GLOBAL X FDS
+$208.6K
96,360
-0%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$204.5K
0
-100%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$200.9K
0
-100%
增持
META
META PLATFORMS INC
+$195.9K
1,771
+16%
减持
SPTM
SPDR SER TR
+$194.6K
66,002
-1%
增持
MUNI
PIMCO ETF TR
+$175.9K
41,494
+11%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$174.9K
30,611
-5%
增持
DFNM
DIMENSIONAL ETF TRUST
+$173.6K
601,424
+2%
减持
PFFD
GLOBAL X FDS
-$172.8K
20,204
-27%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$171.7K
4,697
-1%
增持
MSFT
MICROSOFT CORP
+$165.0K
2,902
+12%
增持
DFIP
DIMENSIONAL ETF TRUST
+$162.4K
222,066
+6%
增持
AVES
AMERICAN CENTY ETF TR
-$138.8K
110,878
+11%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$132.0K
105,591
-6%
减持
DHI
D R HORTON INC
-$126.6K
1,639
-15%
增持
VTI
VANGUARD INDEX FDS
+$126.1K
7,574
+0%
减持
VNQ
VANGUARD INDEX FDS
-$120.5K
19,021
-0%
减持
MINT
PIMCO ETF TR
-$111.1K
8,724
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$95.6K
2,236
+7%
增持
AXP
AMERICAN EXPRESS CO
+$95.1K
1,374
+10%
减持
EMQQ
EXCHANGE TRADED CONCEPTS TRU
-$95.0K
15,549
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$90.2K
2,381
+1%
增持
SCHX
SCHWAB STRATEGIC TR
-$89.1K
18,793
+136%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$87.6K
22,668
-0%
增持
WMT
WALMART INC
+$87.2K
4,377
+12%
减持
SPAB
SPDR SER TR
-$86.8K
30,085
-7%
增持
IEI
ISHARES TR
+$85.4K
99,440
+4%
减持
EWX
SPDR INDEX SHS FDS
-$81.3K
12,894
-1%
减持
PHYL
PGIM ETF TR
-$76.8K
7,529
-22%
减持
GWX
SPDR INDEX SHS FDS
-$61.8K
20,661
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$58.6K
13,204
-2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$57.7K
25,108
+2%
增持
AVRE
AMERICAN CENTY ETF TR
+$56.8K
59,123
+12%
减持
KEMQ
KRANESHARES TRUST
-$54.3K
20,179
-1%
增持
CSCO
CISCO SYS INC
+$52.1K
5,268
+4%
减持
SLB
SCHLUMBERGER LTD
-$51.6K
8,364
-10%
增持
AVDV
AMERICAN CENTY ETF TR
+$48.4K
12,335
+14%
增持
—
EXXON MOBIL CORP
-$48.0K
6,855
+3%
减持
SPDW
SPDR INDEX SHS FDS
-$47.8K
13,673
-3%
增持
IVV
ISHARES TR
+$46.1K
974
+3%
增持
NEE
NEXTERA ENERGY INC
-$43.1K
3,747
+3%
减持
COST
COSTCO WHSL CORP NEW
+$41.7K
774
-2%
增持
FNDA
SCHWAB STRATEGIC TR
+$40.3K
144,955
+93%
增持
DIS
DISNEY WALT CO
+$38.1K
2,387
+3%
增持
HDEF
DBX ETF TR
-$38.1K
23,272
+0%
增持
CVX
CHEVRON CORP NEW
+$35.4K
2,364
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$30.1K
1,204
+5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$27.5K
4,934
-2%
增持
SPYD
SPDR SER TR
-$27.0K
26,240
+0%
减持
DEM
WISDOMTREE TR
-$26.8K
7,297
-0%
减持
GLD
SPDR GOLD TR
+$21.7K
7,553
-0%
减持
SLYV
SPDR SER TR
+$21.4K
6,824
-2%
增持
HD
HOME DEPOT INC
+$20.1K
1,137
+5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$19.1K
1,626
-8%
增持
DFSU
DIMENSIONAL ETF TRUST
+$18.6K
7,622
+1%
增持
MCD
MCDONALDS CORP
+$16.2K
885
+16%
增持
GD
GENERAL DYNAMICS CORP
-$14.6K
826
+5%
增持
PXH
INVESCO EXCH TRADED FD TR II
-$14.5K
10,269
+3%
增持
AVGV
AMERICAN CENTY ETF TR
+$13.8K
4,652
+4%
减持
VOO
VANGUARD INDEX FDS
+$13.0K
1,926
-4%
减持
VB
VANGUARD INDEX FDS
+$12.3K
1,100
-2%
增持
ABT
ABBOTT LABS
+$12.0K
2,134
+4%
减持
—
ACCENTURE PLC IRELAND
-$11.3K
675
-2%
增持
JNJ
JOHNSON & JOHNSON
-$5.4K
1,569
+7%
增持
—
LINDE PLC
-$4.9K
479
+5%
增持
TXN
TEXAS INSTRS INC
-$4.8K
1,635
+3%
增持
PG
PROCTER AND GAMBLE CO
+$3.9K
1,796
+7%
减持
MLPA
GLOBAL X FDS
-$2.5K
6,696
-9%
减持
IWM
ISHARES TR
-$969
1,425
-4%
减持
VTV
VANGUARD INDEX FDS
+$841
2,439
-1%
增持
SPEM
SPDR INDEX SHS FDS
-$800
6,735
+9%
