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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | $158.93万 | 0.57% | 19,281 | -130 | -0.7% | -$1.07万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $159.76万 | 0.57% | 32,023 | 5,218 | 19.5% | $26.03万 | 加仓 |
| IWM | ISHARES TR | $165.30万 | 0.59% | 6,665 | 50 | 0.8% | $1.24万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $178.79万 | 0.64% | 35,793 | -496 | -1.4% | -$2.48万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $179.11万 | 0.64% | 27,266 | -54 | -0.2% | -$3,547 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $187.24万 | 0.67% | 67,716 | 1,535 | 2.3% | $4.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $198.44万 | 0.71% | 23,981 | 1,219 | 5.4% | $10.09万 | 加仓 |
| IEFA | ISHARES TR | $206.97万 | 0.74% | 22,867 | 207 | 0.9% | $1.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $210.27万 | 0.75% | 3,233 | -470 | -12.7% | -$30.57万 | 减仓 |
| — | EXXON MOBIL CORP | $212.88万 | 0.76% | 12,547 | 2,392 | 23.6% | $40.58万 | 加仓 |
| CWB | SPDR SERIES TRUST | $219.57万 | 0.79% | 23,991 | -42 | -0.2% | -$3,844 | 减仓 |
| PFF | ISHARES TR | $221.01万 | 0.79% | 72,892 | -1,074 | -1.5% | -$3.26万 | 减仓 |
| IVV | ISHARES TR | $228.01万 | 0.82% | 3,491 | -49 | -1.4% | -$3.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $245.63万 | 0.88% | 14,084 | 4 | 0.0% | $698 | 加仓 |
| OKE | ONEOK INC NEW | $252.44万 | 0.91% | 27,928 | 6,351 | 29.4% | $57.41万 | 加仓 |
| AAPL | APPLE INC | $253.49万 | 0.91% | 9,988 | 86 | 0.9% | $2.18万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $277.43万 | 1.00% | 62,413 | 63 | 0.1% | $2,800 | 加仓 |
| VBK | VANGUARD INDEX FDS | $281.58万 | 1.01% | 9,316 | 111 | 1.2% | $3.35万 | 加仓 |
| SCZ | ISHARES TR | $301.83万 | 1.08% | 38,493 | -443 | -1.1% | -$3.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $312.15万 | 1.12% | 57,752 | -415 | -0.7% | -$2.24万 | 减仓 |
| EFG | ISHARES TR | $316.82万 | 1.14% | 28,447 | 519 | 1.9% | $5.78万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $317.67万 | 1.14% | 65,552 | -120 | -0.2% | -$5,815 | 减仓 |
| IEMG | ISHARES INC | $342.11万 | 1.23% | 49,048 | 342 | 0.7% | $2.39万 | 加仓 |
| WMT | WALMART INC | $392.90万 | 1.41% | 31,614 | 465 | 1.5% | $5.78万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $393.75万 | 1.41% | 44,391 | 65 | 0.1% | $5,766 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $396.47万 | 1.42% | 167,639 | 15,742 | 10.4% | $37.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $406.72万 | 1.46% | 20,730 | -168 | -0.8% | -$3.30万 | 减仓 |
| COP | CONOCOPHILLIPS | $418.25万 | 1.50% | 31,686 | -3,764 | -10.6% | -$49.68万 | 减仓 |
| TFLO | ISHARES TR | $428.75万 | 1.54% | 84,682 | -1,377 | -1.6% | -$6.97万 | 减仓 |
| EFV | ISHARES TR | $464.41万 | 1.67% | 62,462 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $465.61万 | 1.67% | 144,509 | 9,623 | 7.1% | $31.01万 | 加仓 |
| IWF | ISHARES TR | $482.63万 | 1.73% | 11,319 | -3 | -0.0% | -$1,279 | 减仓 |
| IWD | ISHARES TR | $633.24万 | 2.27% | 29,637 | 9 | 0.0% | $1,923 | 加仓 |
| VUG | VANGUARD INDEX FDS | $686.39万 | 2.46% | 15,715 | -76 | -0.5% | -$3.32万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $704.43万 | 2.53% | 191,629 | 26,244 | 15.9% | $96.47万 | 加仓 |
| PSX | PHILLIPS 66 | $779.38万 | 2.80% | 42,781 | -2,710 | -6.0% | -$49.37万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $791.86万 | 2.84% | 37,370 | 469 | 1.3% | $9.94万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $882.22万 | 3.17% | 262,018 | 14,292 | 5.8% | $48.12万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $883.88万 | 3.17% | 353,834 | -2,135 | -0.6% | -$5.33万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $989.97万 | 3.55% | 292,372 | 11,330 | 4.0% | $38.36万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,012.12万 | 3.63% | 127,680 | 4,584 | 3.7% | $36.34万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,017.01万 | 3.65% | 173,730 | 13,581 | 8.5% | $79.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,062.42万 | 3.81% | 170,123 | 5,973 | 3.6% | $37.30万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,206.64万 | 4.33% | 252,013 | 37,094 | 17.3% | $177.61万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,419.91万 | 5.10% | 397,623 | 46,759 | 13.3% | $166.98万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,701.69万 | 6.11% | 322,412 | 8,136 | 2.6% | $42.94万 | 加仓 |