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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $35.98万 | 0.13% | 14,334 | -9,410 | -39.6% | -$23.62万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $35.29万 | 0.13% | 20,624 | 380 | 1.9% | $6,502 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.14万 | 0.13% | 5,483 | 189 | 3.6% | $1.21万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.02万 | 0.13% | 6,976 | 6,976 | — | $35.02万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $34.78万 | 0.12% | 4,890 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.48万 | 0.12% | 8,848 | 8,848 | — | $33.48万 | 新建仓 |
| SLQD | ISHARES TR | $32.33万 | 0.12% | 6,404 | -236 | -3.6% | -$1.19万 | 减仓 |
| LLY | ELI LILLY & CO | $32.12万 | 0.12% | 349 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $31.27万 | 0.11% | 8,832 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $30.85万 | 0.11% | 1,032 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $30.37万 | 0.11% | 27,563 | 352 | 1.3% | $3,879 | 加仓 |
| REZ | ISHARES TR | $29.81万 | 0.11% | 3,583 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $28.83万 | 0.10% | 3,828 | 3,828 | — | $28.83万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.84万 | 0.10% | 581 | -1 | -0.2% | -$479 | 减仓 |
| OGE | OGE ENERGY CORP | $27.56万 | 0.10% | 5,747 | 5,747 | — | $27.56万 | 新建仓 |
| PFE | PFIZER INC | $27.46万 | 0.10% | 9,778 | 9,778 | — | $27.46万 | 新建仓 |
| KO | COCA COLA CO | $27.13万 | 0.10% | 3,567 | 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 |
| IGSB | ISHARES TR | $26.73万 | 0.10% | 5,086 | 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 |
| JNJ | JOHNSON & JOHNSON | $24.99万 | 0.09% | 1,022 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $24.96万 | 0.09% | 9,269 | -7,878 | -45.9% | -$21.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.39万 | 0.09% | 6,276 | 6,276 | — | $24.39万 | 新建仓 |
| MRK | MERCK & CO INC | $23.28万 | 0.08% | 1,935 | 1,935 | — | $23.28万 | 新建仓 |
| PEP | PEPSICO INC | $23.02万 | 0.08% | 1,483 | -1 | -0.1% | -$155 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $22.84万 | 0.08% | 3,052 | 3 | 0.1% | $225 | 加仓 |
| HUBB | HUBBELL INC | $22.62万 | 0.08% | 461 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $22.38万 | 0.08% | 5,000 | -5,000 | -50.0% | -$22.38万 | 重新持有 |
| BAC | BANK AMERICA CORP | $22.05万 | 0.08% | 4,523 | -73 | -1.6% | -$3,559 | 减仓 |
| GEV | GE VERNOVA INC | $21.65万 | 0.08% | 248 | 248 | — | $21.65万 | 新建仓 |
| ITOT | ISHARES TR | $21.38万 | 0.08% | 1,501 | -50 | -3.2% | -$7,121 | 减仓 |
| GOOGL | ALPHABET INC | $21.31万 | 0.08% | 741 | -2 | -0.3% | -$575 | 减仓 |
| SO | SOUTHERN CO | $21.10万 | 0.08% | 2,186 | 2,186 | — | $21.10万 | 新建仓 |
| MUSA | MURPHY USA INC | $21.09万 | 0.08% | 427 | 427 | — | $21.09万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.61万 | 0.07% | 6,981 | 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 |
| PTY | PIMCO CORPORATE & INCOME OPP | $18.09万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $14.63万 | 0.05% | 10,208 | 25 | 0.2% | $358 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $10.19万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| — | UBS AG LONDON BRANCH | $9.70万 | 0.03% | 12,628 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $7.63万 | 0.03% | 17,000 | 0 | 0.0% | — | 不变 |
| 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 |