LBJ Family Wealth Advisors, Ltd.
AUSTIN TX · SEC CIK 0001601622
$1.96亿2026Q2 申报市值
28持仓数
87.9%前十大占比 · 第一大 23.4%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WIP 加仓+$3.26万
VONG 加仓+$1.00万
VTWG 加仓+$8,544
IWB 加仓+$2,844
EZM 加仓+$1,886
2026Q2 卖出最多 按季末市值估算
IWD 减仓-$44.35万
IWP 减仓-$17.85万
VWO 减仓-$16.99万
IWF 减仓-$12.56万
IWS 减仓-$12.07万
2026Q2 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 | $4,591.20万 | 23.41% | 376,386 | -1,030 | -0.3% | -$12.56万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $3,765.90万 | 19.20% | 155,137 | -1,827 | -1.2% | -$44.35万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $2,059.30万 | 10.50% | 124,862 | -732 | -0.6% | -$12.07万 | 减仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $1,885.00万 | 9.61% | 130,287 | -1,234 | -0.9% | -$17.85万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1,330.10万 | 6.78% | 60,110 | -438 | -0.7% | -$9.69万 | 减仓 |
| WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $983.60万 | 5.02% | 250,209 | 829 | 0.3% | $3.26万 | 加仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $950.70万 | 4.85% | 24,361 | -227 | -0.9% | -$8.86万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $691.90万 | 3.53% | 66,885 | -341 | -0.5% | -$3.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $661.10万 | 3.37% | 111,715 | -2,871 | -2.5% | -$16.99万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $315.70万 | 1.61% | 29,639 | -17 | -0.1% | -$1,811 | 减仓 |
| — | EXXON MOBIL CORP COM | $297.10万 | 1.51% | 21,833 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $293.20万 | 1.49% | 29,870 | 3 | 0.0% | $294 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | $280.30万 | 1.43% | 14,363 | -87 | -0.6% | -$1.70万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | $206.30万 | 1.05% | 7,244 | 30 | 0.4% | $8,544 | 加仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $202.80万 | 1.03% | 30,071 | -232 | -0.8% | -$1.56万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 INDEX FUND | $189.40万 | 0.97% | 4,662 | 7 | 0.2% | $2,844 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $177.40万 | 0.90% | 17,275 | -206 | -1.2% | -$2.12万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $177.30万 | 0.90% | 14,124 | 80 | 0.6% | $1.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $145.50万 | 0.74% | 3,962 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR US MIDCAP FUND | $79.00万 | 0.40% | 10,471 | 25 | 0.2% | $1,886 | 加仓 |
| STTK | SHATTUCK LABS INC COM | $56.30万 | 0.29% | 82,177 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $55.20万 | 0.28% | 6,502 | 0 | 0.0% | — | 不变 |
| CPB | CAMPBELL SOUP CO CAP USD0.0375 | $42.80万 | 0.22% | 18,609 | 3 | 0.0% | $69 | 加仓 |
| MSFT | MICROSOFT CORP | $41.70万 | 0.21% | 1,132 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $36.70万 | 0.19% | 4,323 | 3 | 0.1% | $255 | 加仓 |
| AAPL | APPLE INC | $34.30万 | 0.17% | 1,219 | 1 | 0.1% | $281 | 加仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $32.20万 | 0.16% | 2,761 | 1 | 0.0% | $117 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $31.10万 | 0.16% | 1,594 | 2 | 0.1% | $390 | 加仓 |