Disciplined Investments, LLC
TULSA OK · SEC CIK 0001812492
$3.10亿2026Q2 申报市值
144持仓数
39.9%前十大占比 · 第一大 6.0%
5 / 3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
REX ETF TR 新建仓+$200.35万
DFSD 加仓+$188.38万
VGSH 加仓+$121.53万
DFLV 加仓+$114.67万
DFIV 加仓+$104.03万
2026Q2 卖出最多 按季末市值估算
JBHT 减仓-$271.77万
ARLP 清仓-$187.24万
PFE 清仓-$27.46万
IWD 减仓-$24.56万
OKE 减仓-$24.06万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $173.26万 | 0.56% | 12,672 | 125 | 1.0% | $1.71万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $173.60万 | 0.56% | 2,468 | 4 | 0.2% | $2,814 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $177.22万 | 0.57% | 35,282 | -511 | -1.4% | -$2.57万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $182.57万 | 0.59% | 36,095 | 4,072 | 12.7% | $20.60万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $189.97万 | 0.61% | 28,252 | 986 | 3.6% | $6.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $191.65万 | 0.62% | 2,603 | -13 | -0.5% | -$9,572 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $192.30万 | 0.62% | 23,267 | -714 | -3.0% | -$5.90万 | 减仓 |
| — | REX ETF TR | $200.35万 | 0.65% | 80,708 | 80,708 | — | $200.35万 | 新建仓 |
| IWM | ISHARES TR | $201.87万 | 0.65% | 6,719 | 54 | 0.8% | $1.62万 | 加仓 |
| OKE | ONEOK INC NEW | $218.75万 | 0.71% | 25,161 | -2,767 | -9.9% | -$24.06万 | 减仓 |
| PFF | ISHARES TR | $223.28万 | 0.72% | 73,230 | 338 | 0.5% | $1.03万 | 加仓 |
| IEFA | ISHARES TR | $226.30万 | 0.73% | 23,432 | 565 | 2.5% | $5.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $238.07万 | 0.77% | 3,188 | -45 | -1.4% | -$3.36万 | 减仓 |
| CWB | SPDR SERIES TRUST | $252.80万 | 0.82% | 23,446 | -545 | -2.3% | -$5.88万 | 减仓 |
| IVV | ISHARES TR | $261.81万 | 0.85% | 3,496 | 5 | 0.1% | $3,744 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $269.09万 | 0.87% | 59,999 | -2,414 | -3.9% | -$10.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $282.10万 | 0.91% | 14,099 | 15 | 0.1% | $3,001 | 加仓 |
| AAPL | APPLE INC | $284.98万 | 0.92% | 9,848 | -140 | -1.4% | -$4.05万 | 减仓 |
| SCZ | ISHARES TR | $307.81万 | 0.99% | 37,414 | -1,079 | -2.8% | -$8.88万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $333.39万 | 1.08% | 9,116 | -200 | -2.1% | -$7.31万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $341.92万 | 1.10% | 62,156 | -3,396 | -5.2% | -$18.68万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $348.84万 | 1.13% | 58,442 | 690 | 1.2% | $4.12万 | 加仓 |
| WMT | WALMART INC | $350.13万 | 1.13% | 30,914 | -700 | -2.2% | -$7.93万 | 减仓 |
| EFG | ISHARES TR | $355.87万 | 1.15% | 28,603 | 156 | 0.5% | $1.94万 | 加仓 |
| IEMG | ISHARES INC | $401.33万 | 1.30% | 48,447 | -601 | -1.2% | -$4.98万 | 减仓 |
| TFLO | ISHARES TR | $407.09万 | 1.31% | 80,405 | -4,277 | -5.1% | -$21.65万 | 减仓 |
| COP | CONOCOPHILLIPS | $407.74万 | 1.32% | 39,221 | 7,535 | 23.8% | $78.33万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $427.00万 | 1.38% | 44,281 | -110 | -0.2% | -$1.06万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $453.37万 | 1.46% | 20,804 | 74 | 0.4% | $1.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $467.38万 | 1.51% | 178,662 | 11,023 | 6.6% | $28.84万 | 加仓 |
| EFV | ISHARES TR | $477.62万 | 1.54% | 62,393 | -69 | -0.1% | -$5,282 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $542.81万 | 1.75% | 159,064 | 14,555 | 10.1% | $49.67万 | 加仓 |
| IWF | ISHARES TR | $562.97万 | 1.82% | 45,338 | 62 | 0.1% | $7,699 | 加仓 |
| IWD | ISHARES TR | $693.93万 | 2.24% | 28,624 | -1,013 | -3.4% | -$24.56万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $796.41万 | 2.57% | 92,456 | -1,834 | -1.9% | -$15.80万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $809.82万 | 2.62% | 27,980 | -9,390 | -25.1% | -$271.77万 | 减仓 |
| PSX | PHILLIPS 66 | $810.36万 | 2.62% | 47,936 | 5,155 | 12.0% | $87.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $867.11万 | 2.80% | 207,790 | 16,161 | 8.4% | $67.44万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $958.69万 | 3.10% | 383,015 | 29,181 | 8.2% | $73.04万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $960.32万 | 3.10% | 274,142 | 12,124 | 4.6% | $42.47万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,051.41万 | 3.40% | 133,040 | 5,360 | 4.2% | $42.36万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,132.64万 | 3.66% | 194,611 | 20,881 | 12.0% | $121.53万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,205.10万 | 3.89% | 299,702 | 7,330 | 2.5% | $29.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,259.85万 | 4.07% | 180,235 | 10,112 | 5.9% | $70.68万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,391.74万 | 4.49% | 291,464 | 39,451 | 15.7% | $188.38万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,686.88万 | 5.45% | 426,625 | 29,002 | 7.3% | $114.67万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,845.70万 | 5.96% | 341,670 | 19,258 | 6.0% | $104.03万 | 加仓 |