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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 149 项
建仓 26
增持 59
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.9M
1,550,561
+3%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$5.4M
75,440
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.1M
851,849
+11%
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
GLDM
WORLD GOLD TR
+$4.9M
276,759
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.2M
749,851
+10%
增持
DFNM
DIMENSIONAL ETF TRUST
+$3.9M
450,340
+19%
增持
DBMF
LITMAN GREGORY FDS TR
+$3.0M
610,122
+9%
增持
SPYC
SIMPLIFY EXCHANGE TRADED FUN
+$2.9M
854,718
+4%
建仓
GEW
EA SERIES TRUST
+$2.5M
49,309
增持
AVLV
AMERICAN CENTY ETF TR
+$2.2M
331,165
+6%
增持
MFUS
PIMCO EQUITY SER
+$1.8M
586,790
+1%
增持
AVIV
AMERICAN CENTY ETF TR
+$1.8M
200,246
+6%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$1.8M
4,028
增持
HYMB
SPDR SERIES TRUST
+$1.7M
171,209
+61%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
37,373
+258%
建仓
VV
VANGUARD INDEX FDS
+$1.7M
5,416
减持
BIL
SPDR SERIES TRUST
-$1.4M
209,863
-7%
增持
GLD
SPDR GOLD TR
+$1.4M
9,351
+30%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.3M
297,371
+9%
增持
AVES
AMERICAN CENTY ETF TR
+$1.3M
189,214
+6%
减持
AAPL
APPLE INC
+$1.1M
27,434
-4%
建仓
VUG
VANGUARD INDEX FDS
+$1.0M
2,131
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$969.5K
17,786
增持
TOTL
SSGA ACTIVE ETF TR
+$957.1K
351,248
+5%
增持
MUNI
PIMCO ETF TR
+$727.0K
303,076
+2%
建仓
PLTG
THEMES ETF TR
+$713.4K
21,918
增持
GUNR
FLEXSHARES TR
+$686.6K
155,461
+3%
建仓
BWIN
THE BALDWIN INSURANCE GRP IN
+$678.2K
28,786
增持
V
VISA INC
+$668.2K
2,752
+237%
建仓
LLYX
TIDAL TRUST II
+$661.7K
42,745
增持
MFDX
PIMCO EQUITY SER
+$646.4K
272,838
+1%
建仓
LLY
ELI LILLY & CO
+$623.2K
767
增持
TSLA
TESLA INC
+$591.1K
3,588
+12%
增持
NFRA
FLEXSHARES TR
+$589.8K
140,238
+2%
增持
AVRE
AMERICAN CENTY ETF TR
+$586.7K
130,155
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$578.4K
1,860
+77%
增持
MFEM
PIMCO EQUITY SER
+$550.2K
300,562
+2%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$523.6K
100,729
+19%
减持
FNDA
SCHWAB STRATEGIC TR
-$514.8K
41,117
-33%
增持
IEI
ISHARES TR
+$507.5K
123,293
+2%
减持
AMZN
AMAZON COM INC
-$505.6K
13,860
-8%
建仓
VO
VANGUARD INDEX FDS
+$504.2K
1,730
增持
AVGE
AMERICAN CENTY ETF TR
+$482.8K
42,648
+9%
减持
DFAR
DIMENSIONAL ETF TRUST
-$461.3K
80,148
-23%
增持
—
EXXON MOBIL CORP
+$457.6K
10,395
+58%
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$453.9K
3,834
减持
GOOGL
ALPHABET INC
+$419.7K
7,494
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
+$418.5K
374,059
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$373.4K
34,692
+6%
减持
GOOG
ALPHABET INC
+$367.3K
7,717
-6%
减持
DFIC
DIMENSIONAL ETF TRUST
+$365.6K
279,812
-2%
增持
AVDV
AMERICAN CENTY ETF TR
+$321.8K
20,797
+9%
建仓
RVNL
GRANITESHARES ETF TR
+$321.2K
11,271
增持
DFIP
DIMENSIONAL ETF TRUST
+$303.2K
263,533
+1%
增持
RAAX
VANECK ETF TRUST
+$263.3K
66,979
+3%
建仓
SCHB
SCHWAB STRATEGIC TR
+$261.9K
10,174
建仓
TSLL
DIREXION SHS ETF TR
+$257.7K
12,820
清仓
GII
SPDR INDEX SHS FDS
-$256.9K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$251.7K
416
增持
VB
VANGUARD INDEX FDS
+$241.9K
1,846
+96%
建仓
SHOP
SHOPIFY INC
+$239.0K
1,475
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$236.4K
1,944
建仓
PFF
ISHARES TR
+$235.1K
7,474
清仓
BMVP
INVESCO EXCHANGE TRADED FD T
-$233.5K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$230.9K
1,003
建仓
BND
VANGUARD BD INDEX FDS
+$230.7K
3,073
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$220.8K
11,587
+1%
增持
AVGO
BROADCOM INC
+$218.4K
3,788
+4%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$218.3K
4,750
建仓
RDDT
REDDIT INC
+$217.5K
1,104
清仓
KO
COCA COLA CO
-$211.7K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$210.7K
7,673
+3%
建仓
IWV
ISHARES TR
+$208.0K
548
减持
KOMP
SPDR SERIES TRUST
+$206.5K
36,768
-3%
建仓
COP
CONOCOPHILLIPS
+$204.5K
2,340
减持
BILS
SPDR SERIES TRUST
-$203.5K
114,964
-2%
建仓
—
GRANITESHARES ETF TR
+$200.2K
12,841
增持
COST
COSTCO WHSL CORP NEW
+$187.7K
1,072
+22%
增持
PAVE
GLOBAL X FDS
+$175.8K
95,277
+1%
减持
SPTS
SPDR SERIES TRUST
-$173.2K
254,021
-3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$171.7K
6,990
+65%
增持
VGT
VANGUARD WORLD FD
+$165.8K
2,675
+0%
减持
TBUX
T ROWE PRICE ETF INC
-$153.5K
92,319
-4%
减持
MUB
ISHARES TR
+$150.1K
41,509
-0%
减持
DFEM
DIMENSIONAL ETF TRUST
+$149.9K
151,620
-5%
增持
AVGV
AMERICAN CENTY ETF TR
+$123.9K
10,735
+13%
增持
HAP
VANECK ETF TRUST
+$116.4K
15,050
+6%
减持
ACWI
ISHARES TR
+$107.2K
14,774
-1%
增持
CAOS
EA SERIES TRUST
+$106.4K
15,861
+6%
增持
SPYD
SPDR SERIES TRUST
+$103.4K
25,759
+7%
减持
MSFT
MICROSOFT CORP
-$95.5K
3,771
-2%
减持
PG
PROCTER AND GAMBLE CO
-$92.9K
1,348
-32%
增持
DFSU
DIMENSIONAL ETF TRUST
+$87.5K
9,074
+23%
增持
PHYL
PGIM ETF TR
+$85.4K
15,398
+18%
增持
AXP
AMERICAN EXPRESS CO
+$79.5K
1,491
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$76.5K
16,624
+1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$68.2K
25,762
-0%
增持
PFFD
GLOBAL X FDS
+$62.9K
16,152
+23%
减持
KEMQ
KRANESHARES TRUST
+$62.7K
18,542
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$58.6K
1,081
-15%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$58.3K
54,006
-1%
增持
VBR
VANGUARD INDEX FDS
+$54.2K
1,630
+14%
减持
DBND
DOUBLELINE ETF TRUST
+$53.3K
84,774
-1%
增持
META
META PLATFORMS INC
-$52.7K
2,051
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$52.0K
9,760
-2%
减持
VOO
VANGUARD INDEX FDS
+$51.8K
1,730
-1%
减持
VNQ
VANGUARD INDEX FDS
+$51.7K
17,781
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$46.3K
17,116
+3%
减持
WMT
WALMART INC
-$44.4K
3,951
-17%
增持
HDEF
DBX ETF TR
+$43.0K
22,131
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$41.8K
1,187
-3%
减持
AVUS
AMERICAN CENTY ETF TR
+$37.3K
10,620
-2%
减持
MCD
MCDONALDS CORP
-$35.4K
773
-16%
减持
DIS
DISNEY WALT CO
-$35.2K
2,269
-7%
减持
MLPA
GLOBAL X FDS
-$32.7K
4,895
-6%
减持
WTMF
WISDOMTREE TR
+$32.3K
14,652
-1%
减持
IVV
ISHARES TR
+$28.7K
982
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$28.5K
46,135
+0%
减持
SPTM
SPDR SERIES TRUST
+$25.5K
57,815
-5%
减持
NVDA
NVIDIA CORPORATION
+$24.6K
18,332
-1%
减持
DHI
D R HORTON INC
+$23.6K
1,665
-1%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
+$23.3K
11,626
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$23.0K
801
-2%
减持
JNJ
JOHNSON & JOHNSON
+$22.2K
1,704
-8%
减持
VTV
VANGUARD INDEX FDS
+$22.1K
2,341
-0%
减持
TXN
TEXAS INSTRS INC
-$22.0K
1,633
-2%
减持
MINT
PIMCO ETF TR
-$21.8K
7,313
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$21.6K
7,247
-1%
减持
ABT
ABBOTT LABS
-$21.1K
2,121
-8%
减持
TECB
ISHARES TR
+$18.8K
18,879
-5%
减持
HD
HOME DEPOT INC
+$18.7K
1,163
-1%
减持
GWX
SPDR INDEX SHS FDS
+$18.4K
6,837
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$17.2K
12,015
+0%
减持
U
UNITY SOFTWARE INC
+$15.5K
8,571
-0%
减持
RTX
RTX CORPORATION
+$13.9K
1,213
-5%
减持
—
LINDE PLC
-$11.9K
523
-3%
减持
GILD
GILEAD SCIENCES INC
+$11.8K
1,972
-3%
增持
CVX
CHEVRON CORP NEW
+$11.1K
1,892
+1%
减持
SLYV
SPDR SERIES TRUST
-$11.1K
4,710
-11%
减持
GAA
CAMBRIA ETF TR
+$10.7K
227,474
-4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$9.9K
7,710
+4%
增持
DEM
WISDOMTREE TR
+$8.1K
6,542
+1%
减持
TJX
TJX COS INC NEW
-$6.5K
1,546
-15%
减持
DFLV
DIMENSIONAL ETF TRUST
+$5.9K
23,261
-4%
减持
CSCO
CISCO SYS INC
+$4.3K
5,396
-3%
减持
GD
GENERAL DYNAMICS CORP
+$4.1K
796
-6%
减持
EWX
SPDR INDEX SHS FDS
+$3.1K
5,547
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5K
2,256
-4%
减持
NEE
NEXTERA ENERGY INC
+$529
3,423
-14%
