Avondale Wealth Management
WEST LAKE HILLS TX · SEC CIK 0001738720
$2.45亿2026Q2 申报市值
66持仓数
77.4%前十大占比 · 第一大 18.6%
3 / 8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
BOXX 加仓+$1,540.98万
IVV 加仓+$300.31万
BOND 加仓+$287.39万
PYLD 加仓+$209.62万
IJH 加仓+$124.83万
2026Q2 卖出最多 按季末市值估算
SOXX 清仓-$615.37万
EXXON MOBIL CORP 清仓-$222.20万
AMD 减仓-$190.25万
BRK/A 减仓-$74.89万
NVDA 减仓-$53.12万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,566.60万 | 18.62% | 60,978 | 4,010 | 7.0% | $300.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,548.15万 | 10.39% | 34,603 | 1,572 | 4.8% | $115.76万 | 加仓 |
| IJH | ISHARES TR | $2,414.92万 | 9.85% | 313,179 | 16,188 | 5.5% | $124.83万 | 加仓 |
| BOXX | EA SERIES TRUST | $2,283.69万 | 9.31% | 195,037 | 131,606 | 207.5% | $1,540.98万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,041.66万 | 8.32% | 163,647 | 6,403 | 4.1% | $79.88万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,782.87万 | 7.27% | 443,390 | 25,507 | 6.1% | $102.56万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,317.78万 | 5.37% | 496,901 | 79,043 | 18.9% | $209.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,022.96万 | 4.17% | 146,346 | 12,861 | 9.6% | $89.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $515.35万 | 2.10% | 7,504 | 335 | 4.7% | $23.01万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $478.36万 | 1.95% | 89,414 | -2,108 | -2.3% | -$11.28万 | 减仓 |
| AAPL | APPLE INC | $430.71万 | 1.76% | 14,885 | -1,115 | -7.0% | -$32.26万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $399.38万 | 1.63% | 6,875 | -3,275 | -32.3% | -$190.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $364.24万 | 1.49% | 18,204 | -2,655 | -12.7% | -$53.12万 | 减仓 |
| BOND | PIMCO ETF TR | $352.86万 | 1.44% | 38,267 | 31,167 | 439.0% | $287.39万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 1.22% | 4 | -1 | -20.0% | -$74.89万 | 减仓 |
| AMZN | AMAZON COM INC | $245.44万 | 1.00% | 10,298 | -299 | -2.8% | -$7.13万 | 减仓 |
| TSLA | TESLA INC | $240.88万 | 0.98% | 5,727 | 79 | 1.4% | $3.32万 | 加仓 |
| GOVT | ISHARES TR | $235.71万 | 0.96% | 103,473 | 6,691 | 6.9% | $15.24万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $225.32万 | 0.92% | 42,426 | 230 | 0.5% | $1.22万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $123.77万 | 0.50% | 11,991 | 138 | 1.2% | $1.42万 | 加仓 |
| ITA | ISHARES TR | $122.42万 | 0.50% | 5,050 | -500 | -9.0% | -$12.12万 | 减仓 |
| BX | BLACKSTONE INC | $121.20万 | 0.49% | 10,300 | 1,400 | 15.7% | $16.47万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $116.01万 | 0.47% | 46,330 | -2,920 | -5.9% | -$7.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.80万 | 0.47% | 1,551 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $114.56万 | 0.47% | 11,574 | 6 | 0.1% | $594 | 加仓 |
| WMT | WALMART INC | $108.16万 | 0.44% | 9,550 | -850 | -8.2% | -$9.63万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $103.99万 | 0.42% | 8,913 | 613 | 7.4% | $7.15万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $93.83万 | 0.38% | 6,900 | -3,750 | -35.2% | -$51.00万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $86.14万 | 0.35% | 34,100 | -2,500 | -6.8% | -$6.32万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $82.12万 | 0.33% | 8,900 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $80.39万 | 0.33% | 6,155 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $78.99万 | 0.32% | 20,363 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.36万 | 0.31% | 1,526 | 241 | 18.8% | $12.06万 | 加仓 |
| GOOG | ALPHABET INC | $74.09万 | 0.30% | 2,097 | -8 | -0.4% | -$2,827 | 减仓 |
| AZO | AUTOZONE INC | $68.39万 | 0.28% | 214 | -126 | -37.1% | -$40.27万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $65.56万 | 0.27% | 8,001 | -1,935 | -19.5% | -$15.86万 | 减仓 |
| CVX | CHEVRON CORPORATION | $62.94万 | 0.26% | 3,797 | 0 | 0.0% | — | 不变 |
| BNO | UNITED STS BRENT OIL FD LP | $61.20万 | 0.25% | 15,040 | -462 | -3.0% | -$1.88万 | 减仓 |
| GEV | GE VERNOVA INC | $59.92万 | 0.24% | 510 | 85 | 20.0% | $9.99万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $58.42万 | 0.24% | 1,354 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $56.80万 | 0.23% | 3,830 | -750 | -16.4% | -$11.12万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $54.83万 | 0.22% | 1,675 | 300 | 21.8% | $9.82万 | 加仓 |
| GLD | SPDR GOLD TR | $52.16万 | 0.21% | 1,416 | -106 | -7.0% | -$3.90万 | 减仓 |
| KRE | SPDR SERIES TRUST | $46.78万 | 0.19% | 6,250 | -2,300 | -26.9% | -$17.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.77万 | 0.17% | 592 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $42.08万 | 0.17% | 15,124 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $41.76万 | 0.17% | 7,088 | 260 | 3.8% | $1.53万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $38.41万 | 0.16% | 4,450 | 650 | 17.1% | $5.61万 | 加仓 |
| XOP | SPDR SERIES TRUST | $37.99万 | 0.15% | 2,463 | 2,463 | — | $37.99万 | 新建仓 |
| GE | GE AEROSPACE | $37.37万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.62万 | 0.15% | 11,000 | -3,000 | -21.4% | -$9.99万 | 减仓 |
| HD | HOME DEPOT INC | $34.39万 | 0.14% | 975 | 175 | 21.9% | $6.17万 | 加仓 |
| CALF | PACER FDS TR | $34.31万 | 0.14% | 6,779 | 0 | 0.0% | — | 不变 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $31.82万 | 0.13% | 18,500 | 18,500 | — | $31.82万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $30.96万 | 0.13% | 65,450 | -89,250 | -57.7% | -$42.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.31万 | 0.12% | 7,263 | -6,249 | -46.2% | -$26.08万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $30.13万 | 0.12% | 3,754 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $28.86万 | 0.12% | 1,280 | -100 | -7.2% | -$2.25万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $27.59万 | 0.11% | 10,349 | 1,519 | 17.2% | $4.05万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $25.30万 | 0.10% | 1,500 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $25.13万 | 0.10% | 3,500 | -750 | -17.6% | -$5.39万 | 减仓 |
| FDX | FEDEX CORP | $25.05万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $24.87万 | 0.10% | 9,584 | 9,584 | — | $24.87万 | 新建仓 |
| IWF | ISHARES TR | $24.83万 | 0.10% | 2,000 | -140 | -6.5% | -$1.74万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.94万 | 0.09% | 5,969 | 679 | 12.8% | $2.50万 | 加仓 |
| CMRC | COMMERCE.COM INC | $2.96万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -18,723 | -100.0% | -$615.37万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -13,097 | -100.0% | -$222.20万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $0 | 0.00% | 0 | -39,000 | -100.0% | -$41.89万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -4,500 | -100.0% | -$40.74万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,810 | -100.0% | -$26.14万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -4,166 | -100.0% | -$24.59万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -685 | -100.0% | -$24.24万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -9,074 | -100.0% | -$20.41万 | 清仓 |