13F 机构持仓

AWM CAPITAL, LLC

Phoenix AZ · SEC CIK 0001806820

2026Q22026Q1 更早 9 个季度 🔒
$11.05亿2026Q1 申报市值
113持仓数
71.9%前十大占比 · 第一大 17.1%
14 / 0新建仓 / 清仓
申报市值走势$12.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 17.1%
DFSU 12.2%
DFIC 11.3%
SGOV 6.0%
TBLL 5.8%
DFEM 5.7%
AVUS 4.3%
DFSI 3.6%
DFNM 3.1%
DFSE 2.9%

2026Q1 买入最多 按季末市值估算

VBIL 加仓+$2,799.40万
DFSU 加仓+$971.57万
DIMENSIONAL ETF 加仓+$380.21万
VIG 新建仓+$306.94万
DFSI 加仓+$279.44万

2026Q1 卖出最多 按季末市值估算

SGOV 减仓-$3,098.12万
TBLL 减仓-$2,485.22万
VCRM 减仓-$84.57万
VNQ 减仓-$74.37万
JNJ 减仓-$48.73万

2026Q1 持仓明细 点表头排序 · 每页 100 行

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
SGOL ETFS GOLD TR $00.00%0 —— — 申报中断
MDB MONGODB INC $00.00%0 —— — 申报中断
IAU ISHARES GOLD TR $00.00%0 —— — 申报中断
AXP AMERICAN EXPRESS CO $00.00%0 —— — 申报中断
PDX PIMCO DYNAMIC INCOME STRATEG $20.97万0.02%9,507 9,507— $20.97万 新建仓
HD HOME DEPOT INC $21.01万0.02%638 -73-10.3% -$2.40万 减仓
TDTT FLEXSHARES TR $21.41万0.02%8,831 -743-7.8% -$1.80万 减仓
CVX CHEVRON CORPORATION $22.12万0.02%1,069 -290-21.3% -$6.00万 减仓
IUSG ISHARES TR $22.98万0.02%1,481 20.1% $310 加仓
JMOM J P MORGAN EXCHANGE TRADED F $23.55万0.02%3,468 70.2% $475 加仓
DDOG DATADOG INC $23.68万0.02%2,006 00.0% — 不变
— ISHARES TR $23.88万0.02%10,680 -3,388-24.1% -$7.58万 减仓
DIHP DIMENSIONAL ETF TRUST $24.00万0.02%7,449 300.4% $967 加仓
CSCO CISCO SYS INC $24.25万0.02%3,124 -17-0.5% -$1,319 减仓
AVGO BROADCOM INC $24.29万0.02%784 10615.6% $3.28万 加仓
COST COSTCO WHOLESALE CORPORATION $24.60万0.02%246 -15-5.7% -$1.50万 减仓
V VISA INC $25.79万0.02%853 -159-15.7% -$4.81万 减仓
SCHM SCHWAB STRATEGIC TR $28.70万0.03%9,270 40.0% $124 加仓
CRUS CIRRUS LOGIC INC $29.00万0.03%2,005 -4-0.2% -$578 减仓
JNJ JOHNSON & JOHNSON $29.07万0.03%1,189 -1,993-62.6% -$48.73万 减仓
BND VANGUARD BD INDEX FDS $30.32万0.03%4,117 -1,007-19.7% -$7.42万 减仓
META META PLATFORMS INC $30.57万0.03%534 7015.1% $4.01万 加仓
— EXXON MOBIL CORP $30.68万0.03%1,808 291.6% $4,921 加仓
GUNR FLEXSHARES TR $31.16万0.03%5,649 210.4% $1,158 加仓
CAT CATERPILLAR INC $32.98万0.03%465 81.8% $5,673 加仓
PTEN PATTERSON-UTI ENERGY INC $33.23万0.03%30,684 -2,769-8.3% -$3.00万 减仓
VTI VANGUARD INDEX FDS $33.44万0.03%1,042 -31-2.9% -$9,948 减仓
VEA VANGUARD TAX-MANAGED FDS $33.54万0.03%5,234 110.2% $705 加仓
VCRM VANGUARD MUN BD FDS $33.88万0.03%4,508 -11,253-71.4% -$84.57万 减仓
WMT WALMART INC $35.54万0.03%2,859 1314.8% $1.63万 加仓
RSP INVESCO EXCHANGE TRADED FD T $35.96万0.03%1,873 1,873— $35.96万 新建仓
CGUS CAPITAL GROUP CORE EQUITY ET $38.50万0.03%10,020 10,020— $38.50万 新建仓
KYN KAYNE ANDERSON ENERGY INFRST $38.95万0.04%27,276 27,276— $38.95万 新建仓
DFIS DIMENSIONAL ETF TRUST $39.48万0.04%11,724 110.1% $370 加仓
IEMG ISHARES INC $44.97万0.04%6,447 -44-0.7% -$3,069 减仓
TILT FLEXSHARES TR $47.40万0.04%1,963 40.2% $966 加仓
— DIMENSIONAL ETF TRUST $49.48万0.04%13,460 350.3% $1,287 加仓
EZU ISHARES INC $51.22万0.05%8,177 00.0% — 不变
GOOG ALPHABET INC $51.31万0.05%1,788 -4-0.2% -$1,148 减仓
IUSV ISHARES TR $52.15万0.05%5,100 -163-3.1% -$1.67万 减仓
PYLD PIMCO ETF TR $52.40万0.05%20,000 20,000— $52.40万 新建仓
RWR SPDR SERIES TRUST $54.39万0.05%5,386 130.2% $1,313 加仓
IBIT ISHARES BITCOIN TRUST ETF $55.46万0.05%14,435 -39-0.3% -$1,498 减仓
JPM JPMORGAN CHASE & CO $59.32万0.05%2,016 -1-0.0% -$294 减仓
AMD ADVANCED MICRO DEVICES INC $61.92万0.06%3,044 3,044— $61.92万 新建仓
IJS ISHARES TR $62.38万0.06%5,266 00.0% — 不变
TIP ISHARES TR $62.62万0.06%5,674 -50-0.9% -$5,518 减仓
IJJ ISHARES TR $63.89万0.06%4,822 00.0% — 不变
ITOT ISHARES TR $66.23万0.06%4,650 90.2% $1,282 加仓
USRT ISHARES TR $67.57万0.06%11,415 -4,347-27.6% -$25.73万 减仓
EFA ISHARES TR $67.99万0.06%7,000 -255-3.5% -$2.48万 减仓
IJT ISHARES TR $68.27万0.06%4,718 00.0% — 不变
VV VANGUARD INDEX FDS $68.62万0.06%2,296 00.0% — 不变
BX BLACKSTONE INC $68.93万0.06%5,994 5,994— $68.93万 新建仓
IJK ISHARES TR $72.69万0.07%7,224 00.0% — 不变
VLUE ISHARES TR $75.27万0.07%5,293 00.0% — 不变
DFCF DIMENSIONAL ETF TRUST $77.29万0.07%18,305 -1,552-7.8% -$6.55万 减仓
SPYV SPDR SERIES TRUST $83.04万0.08%14,675 530.4% $2,999 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $92.39万0.08%1,928 1,286200.3% $61.63万 加仓
SRVR PACER FDS TR $93.66万0.08%30,000 30,000— $93.66万 新建仓
DFUV DIMENSIONAL ETF TRUST $95.42万0.09%19,691 460.2% $2,229 加仓
TRGP TARGA RES CORP $101.13万0.09%4,033 250.6% $6,269 加仓
IGF ISHARES TR $117.28万0.11%17,505 17,505— $117.28万 新建仓
EMXC ISHARES INC $119.96万0.11%15,250 15,250— $119.96万 新建仓
BP BP PLC $120.72万0.11%25,685 50.0% $235 加仓
NVDA NVIDIA CORPORATION $144.10万0.13%8,262 3,75283.2% $65.44万 加仓
MSFT MICROSOFT CORP $144.43万0.13%3,901 88129.2% $32.62万 加仓
GOOGL ALPHABET INC $145.58万0.13%5,062 1,79254.8% $51.54万 加仓
AAPL APPLE INC $146.91万0.13%5,788 881.5% $2.23万 加仓
— DIMENSIONAL ETF TRUST $150.08万0.14%21,098 -121-0.6% -$8,607 减仓
VWO VANGUARD INTL EQUITY INDEX F $150.82万0.14%27,903 27,903— $150.82万 新建仓
AMZN AMAZON COM INC $151.03万0.14%7,251 4,334148.6% $90.27万 加仓
SPY STATE STR SPDR S&P 500 ETF T $153.56万0.14%2,361 -239-9.2% -$15.54万 减仓
IVE ISHARES TR $155.45万0.14%7,361 -104-1.4% -$2.20万 减仓
VOO VANGUARD INDEX FDS $164.64万0.15%2,755 -11-0.4% -$6,574 减仓
IJR ISHARES TR $171.66万0.16%13,809 10.0% $124 加仓
GSIE GOLDMAN SACHS ETF TR $172.52万0.16%40,000 40,000— $172.52万 新建仓
TTD THE TRADE DESK INC $181.86万0.16%80,149 -500-0.6% -$1.13万 减仓
IVW ISHARES TR $191.05万0.17%16,890 -235-1.4% -$2.66万 减仓
SCHH SCHWAB STRATEGIC TR $207.97万0.19%96,777 3450.4% $7,414 加仓
SCHF SCHWAB STRATEGIC TR $212.49万0.19%85,852 00.0% — 不变
QUAL ISHARES TR $216.28万0.20%11,276 11,276— $216.28万 新建仓
QQQ INVESCO QQQ TR $240.49万0.22%4,166 -29-0.7% -$1.67万 减仓
AVSU AMERICAN CENTY ETF TR $244.54万0.22%33,080 100.0% $739 加仓
FFIN FIRST FINL BANKSHARES INC $287.67万0.26%97,680 6200.6% $1.83万 加仓
TRIN TRINITY CAP INC $296.60万0.27%201,633 24,54313.9% $36.10万 加仓
VIG VANGUARD SPECIALIZED FUNDS $306.94万0.28%14,272 14,272— $306.94万 新建仓
RWX SPDR INDEX SHS FDS $339.11万0.31%127,389 -6,458-4.8% -$17.19万 减仓
VNQI VANGUARD INTL EQUITY INDEX F $344.32万0.31%77,462 -3,757-4.6% -$16.70万 减仓
DFIP DIMENSIONAL ETF TRUST $349.78万0.32%83,841 -1,051-1.2% -$4.38万 减仓
IJH ISHARES TR $371.48万0.34%55,009 25,00583.3% $168.86万 加仓
DFIV DIMENSIONAL ETF TRUST $448.90万0.41%85,050 2,4002.9% $12.67万 加仓
DFAX DIMENSIONAL ETF TRUST $579.14万0.52%170,485 -2,016-1.2% -$6.85万 减仓
AVEM AMERICAN CENTY ETF TR $626.25万0.57%77,717 -714-0.9% -$5.75万 减仓
— DIMENSIONAL ETF TRUST $627.28万0.57%265,232 10,2424.0% $24.22万 加仓
ICF ISHARES TR $875.68万0.79%141,490 -5,136-3.5% -$31.79万 减仓
IVV ISHARES TR $880.05万0.80%13,472 -74-0.5% -$4.83万 减仓
DFGR DIMENSIONAL ETF TRUST $885.21万0.80%333,037 13,4344.2% $35.71万 加仓
DFUS DIMENSIONAL ETF TRUST $1,180.35万1.07%166,457 -5,132-3.0% -$36.39万 减仓
VNQ VANGUARD INDEX FDS $1,316.71万1.19%148,445 -8,384-5.3% -$74.37万 减仓