Disciplined Investments, LLC
TULSA OK · SEC CIK 0001812492
$2.79亿2026Q1 申报市值
141持仓数
39.4%前十大占比 · 第一大 6.1%
13 / 4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
DFSD 加仓+$177.61万
DFLV 加仓+$166.98万
DIMENSIONAL ETF 加仓+$96.47万
VGSH 加仓+$79.50万
OKE 加仓+$57.41万
2026Q1 卖出最多 按季末市值估算
COP 减仓-$49.68万
PSX 减仓-$49.37万
SPY 减仓-$30.57万
ET 减仓-$28.76万
SCHB 减仓-$23.62万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -334 | -100.0% | -$20.92万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -315 | -100.0% | -$20.79万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -450 | -100.0% | -$20.24万 | 清仓 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -55,886 | -100.0% | -$3.11万 | 清仓 |
| — | PENNANTPARK INVT CORP | $7.63万 | 0.03% | 17,000 | 0 | 0.0% | — | 不变 |
| — | UBS AG LONDON BRANCH | $9.70万 | 0.03% | 12,628 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP RLTY TR INC | $10.19万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $14.63万 | 0.05% | 10,208 | 25 | 0.2% | $358 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $18.09万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.25万 | 0.07% | 2,768 | 0 | 0.0% | — | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.61万 | 0.07% | 6,981 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $21.09万 | 0.08% | 427 | 427 | — | $21.09万 | 新建仓 |
| SO | SOUTHERN CO | $21.10万 | 0.08% | 2,186 | 2,186 | — | $21.10万 | 新建仓 |
| GOOGL | ALPHABET INC | $21.31万 | 0.08% | 741 | -2 | -0.3% | -$575 | 减仓 |
| ITOT | ISHARES TR | $21.38万 | 0.08% | 1,501 | -50 | -3.2% | -$7,121 | 减仓 |
| GEV | GE VERNOVA INC | $21.65万 | 0.08% | 248 | 248 | — | $21.65万 | 新建仓 |
| BAC | BANK AMERICA CORP | $22.05万 | 0.08% | 4,523 | -73 | -1.6% | -$3,559 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $22.38万 | 0.08% | 5,000 | -5,000 | -50.0% | -$22.38万 | 重新持有 |
| HUBB | HUBBELL INC | $22.62万 | 0.08% | 461 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $22.84万 | 0.08% | 3,052 | 3 | 0.1% | $225 | 加仓 |
| PEP | PEPSICO INC | $23.02万 | 0.08% | 1,483 | -1 | -0.1% | -$155 | 减仓 |
| MRK | MERCK & CO INC | $23.28万 | 0.08% | 1,935 | 1,935 | — | $23.28万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $24.39万 | 0.09% | 6,276 | 6,276 | — | $24.39万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $24.96万 | 0.09% | 9,269 | -7,878 | -45.9% | -$21.21万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $24.99万 | 0.09% | 1,022 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $25.31万 | 0.09% | 254 | -45 | -15.1% | -$4.48万 | 重新持有 |
| IGSB | ISHARES TR | $26.73万 | 0.10% | 5,086 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $26.94万 | 0.10% | 11,094 | 11,094 | — | $26.94万 | 新建仓 |
| KO | COCA COLA CO | $27.13万 | 0.10% | 3,567 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $27.46万 | 0.10% | 9,778 | 9,778 | — | $27.46万 | 新建仓 |
| OGE | OGE ENERGY CORP | $27.56万 | 0.10% | 5,747 | 5,747 | — | $27.56万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.84万 | 0.10% | 581 | -1 | -0.2% | -$479 | 减仓 |
| OMC | OMNICOM GROUP INC | $28.83万 | 0.10% | 3,828 | 3,828 | — | $28.83万 | 新建仓 |
| REZ | ISHARES TR | $29.81万 | 0.11% | 3,583 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $30.37万 | 0.11% | 27,563 | 352 | 1.3% | $3,879 | 加仓 |
| VV | VANGUARD INDEX FDS | $30.85万 | 0.11% | 1,032 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $31.27万 | 0.11% | 8,832 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $32.12万 | 0.12% | 349 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $32.33万 | 0.12% | 6,404 | -236 | -3.6% | -$1.19万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.48万 | 0.12% | 8,848 | 8,848 | — | $33.48万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $34.78万 | 0.12% | 4,890 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $35.02万 | 0.13% | 6,976 | 6,976 | — | $35.02万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.14万 | 0.13% | 5,483 | 189 | 3.6% | $1.21万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $35.29万 | 0.13% | 20,624 | 380 | 1.9% | $6,502 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.98万 | 0.13% | 14,334 | -9,410 | -39.6% | -$23.62万 | 减仓 |
| T | AT&T INC | $35.99万 | 0.13% | 12,416 | 12,416 | — | $35.99万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.85万 | 0.13% | 2,488 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $37.23万 | 0.13% | 1,312 | 6 | 0.5% | $1,703 | 加仓 |
| IWB | ISHARES TR | $37.26万 | 0.13% | 1,045 | 400 | 62.0% | $14.26万 | 加仓 |
| AVGO | BROADCOM INC | $37.61万 | 0.14% | 1,215 | 1,215 | — | $37.61万 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $37.61万 | 0.14% | 13,976 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $38.16万 | 0.14% | 1,615 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $40.68万 | 0.15% | 1,383 | 274 | 24.7% | $8.06万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.01万 | 0.15% | 1,907 | -28 | -1.4% | -$6,021 | 减仓 |
| FLOT | ISHARES TR | $41.13万 | 0.15% | 8,073 | -567 | -6.6% | -$2.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.01万 | 0.15% | 2,065 | -7 | -0.3% | -$1,424 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $42.12万 | 0.15% | 17,564 | 855 | 5.1% | $2.05万 | 加仓 |
| CATH | GLOBAL X FDS | $42.97万 | 0.15% | 5,499 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $48.01万 | 0.17% | 2,503 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $49.38万 | 0.18% | 2,270 | 1,251 | 122.8% | $27.21万 | 加仓 |
| SHYG | ISHARES TR | $50.06万 | 0.18% | 11,832 | -814 | -6.4% | -$3.44万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $52.79万 | 0.19% | 13,385 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $53.90万 | 0.19% | 8,611 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $54.89万 | 0.20% | 7,541 | 3,747 | 98.8% | $27.27万 | 加仓 |
| ET | ENERGY TRANSFER L P | $55.65万 | 0.20% | 28,832 | -14,903 | -34.1% | -$28.76万 | 减仓 |
| CAT | CATERPILLAR INC | $55.78万 | 0.20% | 787 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $57.86万 | 0.21% | 2,778 | -1 | -0.0% | -$208 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $58.18万 | 0.21% | 12,391 | -691 | -5.3% | -$3.24万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $58.87万 | 0.21% | 65,480 | 2,529 | 4.0% | $2.27万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $59.51万 | 0.21% | 17,784 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $60.58万 | 0.22% | 3,501 | 1 | 0.0% | $173 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $60.60万 | 0.22% | 7,522 | 20 | 0.3% | $1,611 | 加仓 |
| STIP | ISHARES TR | $62.29万 | 0.22% | 6,022 | -100 | -1.6% | -$1.03万 | 减仓 |
| IVE | ISHARES TR | $62.39万 | 0.22% | 2,955 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $63.09万 | 0.23% | 5,578 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $64.36万 | 0.23% | 8,208 | -582 | -6.6% | -$4.56万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.63万 | 0.23% | 2,667 | 1,059 | 65.9% | $25.66万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $65.74万 | 0.24% | 13,715 | -510 | -3.6% | -$2.44万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $66.82万 | 0.24% | 19,341 | -700 | -3.5% | -$2.42万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $67.91万 | 0.24% | 11,086 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $67.92万 | 0.24% | 4,654 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $73.09万 | 0.26% | 3,765 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $75.07万 | 0.27% | 2,614 | -63 | -2.4% | -$1.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $75.69万 | 0.27% | 21,602 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $84.04万 | 0.30% | 8,652 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $88.61万 | 0.32% | 4,079 | 5 | 0.1% | $1,086 | 加仓 |
| IWO | ISHARES TR | $91.00万 | 0.33% | 2,900 | -108 | -3.6% | -$3.39万 | 减仓 |
| EWT | ISHARES INC | $91.12万 | 0.33% | 12,849 | -704 | -5.2% | -$4.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $92.17万 | 0.33% | 2,490 | 129 | 5.5% | $4.78万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $99.34万 | 0.36% | 7,475 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $103.45万 | 0.37% | 3,950 | -48 | -1.2% | -$1.26万 | 减仓 |
| GARP | ISHARES TR | $107.25万 | 0.39% | 16,766 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $111.05万 | 0.40% | 5,857 | 550 | 10.4% | $10.43万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $114.05万 | 0.41% | 5,266 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $121.12万 | 0.43% | 20,339 | 3,143 | 18.3% | $18.72万 | 加仓 |
| IJH | ISHARES TR | $135.20万 | 0.49% | 20,020 | 36 | 0.2% | $2,431 | 加仓 |
| LQD | ISHARES TR | $136.95万 | 0.49% | 12,565 | -21 | -0.2% | -$2,289 | 减仓 |
| QQQ | INVESCO QQQ TR | $150.96万 | 0.54% | 2,616 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $151.97万 | 0.55% | 2,464 | -9 | -0.4% | -$5,551 | 减仓 |