LBJ Family Wealth Advisors, Ltd.
AUSTIN TX · SEC CIK 0001601622
$1.71亿2026Q1 申报市值
28持仓数
88.0%前十大占比 · 第一大 22.7%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTWG 加仓+$23.98万
VONV 加仓+$12.25万
VONG 加仓+$3.23万
WIP 加仓+$1.29万
IWB 加仓+$3,121
2026Q1 卖出最多 按季末市值估算
IWF 减仓-$145.22万
IWD 减仓-$75.14万
IWN 减仓-$29.18万
IWO 减仓-$26.04万
BX 清仓-$25.60万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR RUS 1000 GRW ETF | $3,877.10万 | 22.72% | 94,354 | -3,534 | -3.6% | -$145.22万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3,287.10万 | 19.27% | 156,964 | -3,588 | -2.2% | -$75.14万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $1,787.00万 | 10.47% | 125,594 | -89 | -0.1% | -$1.27万 | 减仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $1,625.90万 | 9.53% | 131,521 | -1,445 | -1.1% | -$17.86万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1,119.10万 | 6.56% | 60,548 | -1,579 | -2.5% | -$29.18万 | 减仓 |
| WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $972.10万 | 5.70% | 249,380 | 330 | 0.1% | $1.29万 | 加仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $740.10万 | 4.34% | 24,588 | -865 | -3.4% | -$26.04万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $632.40万 | 3.71% | 67,226 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $600.70万 | 3.52% | 114,586 | -708 | -0.6% | -$3.71万 | 减仓 |
| — | EXXON MOBIL CORP COM | $374.40万 | 2.19% | 21,833 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $272.30万 | 1.60% | 29,656 | 1,334 | 4.7% | $12.25万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $260.80万 | 1.53% | 29,867 | 5 | 0.0% | $437 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | $235.40万 | 1.38% | 14,450 | 11 | 0.1% | $1,792 | 加仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $165.90万 | 0.97% | 30,303 | -1,589 | -5.0% | -$8.70万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $162.10万 | 0.95% | 17,481 | -1,024 | -5.5% | -$9.50万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 INDEX FUND | $161.40万 | 0.95% | 4,655 | 9 | 0.2% | $3,121 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | $158.40万 | 0.93% | 7,214 | 1,092 | 17.8% | $23.98万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $148.50万 | 0.87% | 14,044 | 305 | 2.2% | $3.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $123.50万 | 0.72% | 3,962 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR US MIDCAP FUND | $68.40万 | 0.40% | 10,446 | 21 | 0.2% | $1,375 | 加仓 |
| STTK | SHATTUCK LABS INC COM | $49.00万 | 0.29% | 82,177 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $48.50万 | 0.28% | 6,502 | 0 | 0.0% | — | 不变 |
| CPB | CAMPBELL SOUP CO CAP USD0.0375 | $41.30万 | 0.24% | 18,606 | 2 | 0.0% | $44 | 加仓 |
| MSFT | MICROSOFT CORP | $40.60万 | 0.24% | 1,132 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $30.30万 | 0.18% | 720 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $30.00万 | 0.18% | 1,218 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $26.30万 | 0.15% | 1,592 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $23.10万 | 0.14% | 345 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,660 | -100.0% | -$25.60万 | 清仓 |