Avondale Wealth Management
WEST LAKE HILLS TX · SEC CIK 0001738720
$2.03亿2026Q1 申报市值
71持仓数
71.6%前十大占比 · 第一大 18.3%
12 / 0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
JBND 新建仓+$492.11万
EXXON MOBIL CORP 加仓+$135.73万
QQQ 加仓+$115.95万
DFAE 加仓+$109.76万
IJH 加仓+$91.32万
2026Q1 卖出最多 按季末市值估算
SOXX 减仓-$565.31万
DKNG 减仓-$87.24万
BOXX 减仓-$72.31万
HD 减仓-$32.07万
IVV 减仓-$19.01万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,721.22万 | 18.29% | 56,968 | -291 | -0.5% | -$19.01万 | 减仓 |
| IJH | ISHARES TR | $2,005.58万 | 9.86% | 296,991 | 13,523 | 4.8% | $91.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,906.47万 | 9.37% | 33,031 | 2,009 | 6.5% | $115.95万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,737.08万 | 8.54% | 157,244 | 2,003 | 1.3% | $22.13万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,414.95万 | 6.95% | 417,883 | 32,415 | 8.4% | $109.76万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,094.79万 | 5.38% | 417,858 | 28,907 | 7.4% | $75.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $833.62万 | 4.10% | 133,485 | 5,320 | 4.2% | $33.22万 | 加仓 |
| BOXX | EA SERIES TRUST | $737.63万 | 3.63% | 63,431 | -6,218 | -8.9% | -$72.31万 | 减仓 |
| SOXX | ISHARES TR | $615.37万 | 3.02% | 18,723 | -17,200 | -47.9% | -$565.31万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $492.11万 | 2.42% | 91,522 | 91,522 | — | $492.11万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $428.35万 | 2.11% | 7,169 | 249 | 3.6% | $14.88万 | 加仓 |
| AAPL | APPLE INC | $406.06万 | 2.00% | 16,000 | 2,389 | 17.6% | $60.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $363.78万 | 1.79% | 20,859 | -756 | -3.5% | -$13.18万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 1.76% | 5 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $258.49万 | 1.27% | 42,196 | 2,260 | 5.7% | $13.84万 | 加仓 |
| — | EXXON MOBIL CORP | $222.20万 | 1.09% | 13,097 | 8,000 | 157.0% | $135.73万 | 加仓 |
| GOVT | ISHARES TR | $221.73万 | 1.09% | 96,782 | 20,595 | 27.0% | $47.18万 | 加仓 |
| AMZN | AMAZON COM INC | $220.70万 | 1.08% | 10,597 | 522 | 5.2% | $10.87万 | 加仓 |
| TSLA | TESLA INC | $209.96万 | 1.03% | 5,648 | 450 | 8.7% | $16.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $206.48万 | 1.01% | 10,150 | -500 | -4.7% | -$10.17万 | 减仓 |
| WMT | WALMART INC | $129.25万 | 0.64% | 10,400 | -750 | -6.7% | -$9.32万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $121.41万 | 0.60% | 8,300 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $121.41万 | 0.60% | 5,550 | -350 | -5.9% | -$7.66万 | 减仓 |
| AZO | AUTOZONE INC | $114.84万 | 0.56% | 340 | 193 | 131.3% | $65.19万 | 加仓 |
| AGG | ISHARES TR | $114.83万 | 0.56% | 11,568 | 4 | 0.0% | $397 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $105.99万 | 0.52% | 49,250 | 3,500 | 7.7% | $7.53万 | 加仓 |
| BX | BLACKSTONE INC | $102.34万 | 0.50% | 8,900 | 6,550 | 278.7% | $75.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $100.85万 | 0.50% | 1,551 | 919 | 145.4% | $59.75万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $100.64万 | 0.49% | 11,853 | -503 | -4.1% | -$4.27万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $98.05万 | 0.48% | 10,650 | 1,200 | 12.7% | $11.05万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $83.64万 | 0.41% | 8,900 | 0 | 0.0% | — | 不变 |
| BNO | UNITED STS BRENT OIL FD LP | $80.62万 | 0.40% | 15,502 | 3,300 | 27.0% | $17.16万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $79.98万 | 0.39% | 154,700 | 16,500 | 11.9% | $8.53万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $79.13万 | 0.39% | 36,600 | -40,350 | -52.4% | -$87.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $78.56万 | 0.39% | 3,797 | 3,797 | — | $78.56万 | 新建仓 |
| TGT | TARGET CORP | $74.60万 | 0.37% | 6,155 | -600 | -8.9% | -$7.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $71.35万 | 0.35% | 20,363 | 36 | 0.2% | $1,261 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $70.46万 | 0.35% | 9,936 | 135 | 1.4% | $9,573 | 加仓 |
| BOND | PIMCO ETF TR | $65.52万 | 0.32% | 7,100 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $65.49万 | 0.32% | 1,522 | -74 | -4.6% | -$3.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.58万 | 0.30% | 1,285 | 430 | 50.3% | $20.61万 | 加仓 |
| GOOG | ALPHABET INC | $60.38万 | 0.30% | 2,105 | 5 | 0.2% | $1,434 | 加仓 |
| IJR | ISHARES TR | $56.93万 | 0.28% | 4,580 | 200 | 4.6% | $2.49万 | 加仓 |
| KRE | SPDR SERIES TRUST | $55.70万 | 0.27% | 8,550 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $53.79万 | 0.26% | 14,000 | 600 | 4.5% | $2.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.67万 | 0.24% | 13,512 | 3,593 | 36.2% | $13.21万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $41.89万 | 0.21% | 39,000 | 39,000 | — | $41.89万 | 新建仓 |
| IEFA | ISHARES TR | $40.74万 | 0.20% | 4,500 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $40.45万 | 0.20% | 1,375 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $40.09万 | 0.20% | 15,124 | 15,124 | — | $40.09万 | 新建仓 |
| GEV | GE VERNOVA INC | $37.10万 | 0.18% | 425 | 50 | 13.3% | $4.36万 | 加仓 |
| PAVE | GLOBAL X FDS | $34.69万 | 0.17% | 6,828 | 260 | 4.0% | $1.32万 | 加仓 |
| VDC | VANGUARD WORLD FD | $30.99万 | 0.15% | 1,380 | -845 | -38.0% | -$18.98万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $30.55万 | 0.15% | 3,800 | 3,800 | — | $30.55万 | 新建仓 |
| CALF | PACER FDS TR | $30.42万 | 0.15% | 6,779 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $28.49万 | 0.14% | 800 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.38万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| AVMC | AMERICAN CENTY ETF TR | $27.12万 | 0.13% | 3,754 | 3,754 | — | $27.12万 | 新建仓 |
| HD | HOME DEPOT INC | $26.31万 | 0.13% | 800 | -975 | -54.9% | -$32.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.14万 | 0.13% | 1,810 | 300 | 19.9% | $4.33万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $25.71万 | 0.13% | 1,500 | -500 | -25.0% | -$8.57万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $25.56万 | 0.13% | 8,830 | 8,830 | — | $25.56万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $24.59万 | 0.12% | 4,166 | 4,166 | — | $24.59万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $24.24万 | 0.12% | 685 | 685 | — | $24.24万 | 新建仓 |
| IWF | ISHARES TR | $22.81万 | 0.11% | 535 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $22.22万 | 0.11% | 1,354 | 1,354 | — | $22.22万 | 新建仓 |
| BROS | DUTCH BROS INC | $21.53万 | 0.11% | 4,250 | 0 | 0.0% | — | 重新持有 |
| ARKB | ARK 21SHARES BITCOIN ETF | $20.41万 | 0.10% | 9,074 | -45 | -0.5% | -$1,012 | 减仓 |
| AMAT | APPLIED MATLS INC | $20.22万 | 0.10% | 592 | 592 | — | $20.22万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.02万 | 0.10% | 5,290 | 5,290 | — | $20.02万 | 新建仓 |
| CMRC | COMMERCE.COM INC | $2.67万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |