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 |
|---|---|---|---|---|---|---|---|---|
| ARLP | ALLIANCE RESOURCE PARTNERS L | $0 | 0.00% | 0 | -67,716 | -100.0% | -$187.24万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -9,778 | -100.0% | -$27.46万 | 清仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $0 | 0.00% | 0 | -10,208 | -100.0% | -$14.63万 | 清仓 |
| — | PENNANTPARK INVT CORP | $5.90万 | 0.02% | 17,000 | 0 | 0.0% | — | 不变 |
| — | UBS AG LONDON BRANCH | $9.56万 | 0.03% | 12,628 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP RLTY TR INC | $9.77万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $18.05万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.34万 | 0.07% | 7,827 | 7,827 | — | $20.34万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.73万 | 0.07% | 2,768 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $20.94万 | 0.07% | 2,188 | 2 | 0.1% | $191 | 加仓 |
| PEP | PEPSICO INC | $21.09万 | 0.07% | 1,558 | 75 | 5.1% | $1.02万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $21.44万 | 0.07% | 4,835 | 0 | 0.0% | — | 重新持有 |
| — | INNOVATOR ETFS TRUST | $21.98万 | 0.07% | 6,981 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $22.81万 | 0.07% | 436 | -25 | -5.4% | -$1.31万 | 减仓 |
| MUSA | MURPHY USA INC | $23.01万 | 0.07% | 427 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $23.12万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.67万 | 0.08% | 253 | -1 | -0.4% | -$936 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $23.77万 | 0.08% | 9,794 | -1,300 | -11.7% | -$3.16万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $23.89万 | 0.08% | 3,086 | 34 | 1.1% | $2,632 | 加仓 |
| CSCO | CISCO SYS INC | $23.98万 | 0.08% | 2,042 | 2,042 | — | $23.98万 | 新建仓 |
| ITOT | ISHARES TR | $24.66万 | 0.08% | 1,501 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $25.03万 | 0.08% | 1,948 | 13 | 0.7% | $1,670 | 加仓 |
| T | AT&T INC | $25.39万 | 0.08% | 12,266 | -150 | -1.2% | -$3,105 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.66万 | 0.08% | 1,010 | -12 | -1.2% | -$3,049 | 减仓 |
| BAC | BANK OF AMER CORP | $25.79万 | 0.08% | 4,525 | 2 | 0.0% | $114 | 加仓 |
| HOMB | HOME BANCSHARES INC | $26.46万 | 0.09% | 9,269 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $26.66万 | 0.09% | 5,086 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.67万 | 0.09% | 553 | -28 | -4.8% | -$1.40万 | 减仓 |
| OMC | OMNICOM GROUP INC | $27.90万 | 0.09% | 3,831 | 3 | 0.1% | $218 | 加仓 |
| OGE | OGE ENERGY CORP | $27.96万 | 0.09% | 5,747 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $29.49万 | 0.10% | 251 | 3 | 1.2% | $3,525 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.54万 | 0.10% | 6,977 | 1 | 0.0% | $42 | 加仓 |
| KO | COCA COLA CO | $30.50万 | 0.10% | 3,752 | 185 | 5.2% | $1.50万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $30.53万 | 0.10% | 27,956 | 393 | 1.4% | $4,291 | 加仓 |
| SLQD | ISHARES TR | $32.37万 | 0.10% | 6,426 | 22 | 0.3% | $1,108 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.53万 | 0.11% | 8,848 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $33.69万 | 0.11% | 7,595 | 1,319 | 21.0% | $5.85万 | 加仓 |
| REZ | ISHARES TR | $33.93万 | 0.11% | 3,583 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $34.07万 | 0.11% | 8,832 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.56万 | 0.11% | 4,850 | -633 | -11.5% | -$4.51万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $35.13万 | 0.11% | 21,037 | 413 | 2.0% | $6,897 | 加仓 |
| VV | VANGUARD INDEX FDS | $35.52万 | 0.11% | 1,033 | 1 | 0.1% | $344 | 加仓 |
| LOW | LOWES COS INC | $36.05万 | 0.12% | 1,635 | 20 | 1.2% | $4,410 | 加仓 |
| FLOT | ISHARES TR | $39.29万 | 0.13% | 7,696 | -377 | -4.7% | -$1.92万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.32万 | 0.13% | 2,488 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $40.26万 | 0.13% | 4,890 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $40.95万 | 0.13% | 13,976 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $41.51万 | 0.13% | 14,334 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.24万 | 0.14% | 352 | 3 | 0.9% | $3,600 | 加仓 |
| IWB | ISHARES TR | $42.79万 | 0.14% | 1,045 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $43.60万 | 0.14% | 1,220 | 479 | 64.6% | $17.12万 | 加仓 |
| AVGO | BROADCOM INC | $44.20万 | 0.14% | 1,170 | -45 | -3.7% | -$1.70万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.15万 | 0.15% | 1,908 | 1 | 0.1% | $237 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $47.40万 | 0.15% | 1,448 | 65 | 4.7% | $2.13万 | 加仓 |
| AAON | AAON INC | $48.37万 | 0.16% | 3,812 | 3,812 | — | $48.37万 | 新建仓 |
| CATH | GLOBAL X FDS | $48.67万 | 0.16% | 5,499 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $49.52万 | 0.16% | 1,325 | 13 | 1.0% | $4,859 | 加仓 |
| SHYG | ISHARES TR | $49.95万 | 0.16% | 11,777 | -55 | -0.5% | -$2,333 | 减仓 |
| VDE | VANGUARD WORLD FD | $52.90万 | 0.17% | 3,524 | 23 | 0.7% | $3,453 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $53.60万 | 0.17% | 13,357 | -28 | -0.2% | -$1,124 | 减仓 |
| QUAL | ISHARES TR | $54.92万 | 0.18% | 2,503 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $55.83万 | 0.18% | 7,510 | -31 | -0.4% | -$2,305 | 减仓 |
| ET | ENERGY TRANSFER L P | $55.86万 | 0.18% | 29,216 | 384 | 1.3% | $7,342 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $56.52万 | 0.18% | 12,074 | -317 | -2.6% | -$1.48万 | 减仓 |
| TRP | TC ENERGY CORP | $57.08万 | 0.18% | 8,611 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $57.14万 | 0.18% | 61,977 | -3,503 | -5.3% | -$3.23万 | 减仓 |
| ABBV | ABBVIE INC | $57.15万 | 0.18% | 2,271 | 1 | 0.0% | $252 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $58.88万 | 0.19% | 11,086 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $60.95万 | 0.20% | 17,784 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $60.97万 | 0.20% | 25,082 | 7,518 | 42.8% | $18.28万 | 加仓 |
| IVE | ISHARES TR | $62.23万 | 0.20% | 2,741 | -214 | -7.2% | -$4.86万 | 减仓 |
| SDY | SPDR SERIES TRUST | $63.22万 | 0.20% | 4,154 | -500 | -10.7% | -$7.61万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $64.48万 | 0.21% | 8,276 | 68 | 0.8% | $5,298 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.71万 | 0.22% | 578 | 578 | — | $66.71万 | 新建仓 |
| AMZN | AMAZON COM INC | $68.64万 | 0.22% | 2,880 | 102 | 3.7% | $2.43万 | 加仓 |
| STIP | ISHARES TR | $70.62万 | 0.23% | 6,913 | 891 | 14.8% | $9.10万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $72.63万 | 0.23% | 7,963 | 441 | 5.9% | $4.02万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $73.84万 | 0.24% | 15,276 | 1,561 | 11.4% | $7.55万 | 加仓 |
| IVW | ISHARES TR | $75.89万 | 0.25% | 5,518 | -60 | -1.1% | -$8,252 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $77.08万 | 0.25% | 2,741 | 74 | 2.8% | $2.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $78.36万 | 0.25% | 20,201 | -1,401 | -6.5% | -$5.43万 | 减仓 |
| EFA | ISHARES TR | $82.58万 | 0.27% | 7,949 | -703 | -8.1% | -$7.30万 | 减仓 |
| CAT | CATERPILLAR INC | $83.88万 | 0.27% | 788 | 1 | 0.1% | $1,064 | 加仓 |
| VO | VANGUARD INDEX FDS | $84.27万 | 0.27% | 10,459 | 3 | 0.0% | $242 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $88.12万 | 0.28% | 21,682 | 2,341 | 12.1% | $9.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $92.98万 | 0.30% | 2,493 | 3 | 0.1% | $1,119 | 加仓 |
| VBR | VANGUARD INDEX FDS | $98.99万 | 0.32% | 4,074 | -5 | -0.1% | -$1,215 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $101.44万 | 0.33% | 4,419 | -847 | -16.1% | -$19.44万 | 减仓 |
| TXN | TEXAS INSTRS INC | $112.27万 | 0.36% | 3,767 | 2 | 0.1% | $596 | 加仓 |
| IWO | ISHARES TR | $113.94万 | 0.37% | 2,892 | -8 | -0.3% | -$3,152 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $118.00万 | 0.38% | 20,006 | -333 | -1.6% | -$1.96万 | 减仓 |
| VB | VANGUARD INDEX FDS | $119.17万 | 0.38% | 3,931 | -19 | -0.5% | -$5,760 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $121.41万 | 0.39% | 2,090 | 25 | 1.2% | $1.45万 | 加仓 |
| IWN | ISHARES TR | $129.92万 | 0.42% | 5,873 | 16 | 0.3% | $3,539 | 加仓 |
| GARP | ISHARES TR | $138.40万 | 0.45% | 16,766 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $138.80万 | 0.45% | 12,780 | -69 | -0.5% | -$7,494 | 减仓 |
| LQD | ISHARES TR | $142.29万 | 0.46% | 13,045 | 480 | 3.8% | $5.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $142.41万 | 0.46% | 7,475 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $143.32万 | 0.46% | 18,587 | -1,433 | -7.2% | -$11.05万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $172.16万 | 0.56% | 19,445 | 164 | 0.9% | $1.45万 | 加仓 |