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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $1,701.69万 | 6.11% | 322,412 | 8,136 | 2.6% | $42.94万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,419.91万 | 5.10% | 397,623 | 46,759 | 13.3% | $166.98万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,206.64万 | 4.33% | 252,013 | 37,094 | 17.3% | $177.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,062.42万 | 3.81% | 170,123 | 5,973 | 3.6% | $37.30万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,017.01万 | 3.65% | 173,730 | 13,581 | 8.5% | $79.50万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,012.12万 | 3.63% | 127,680 | 4,584 | 3.7% | $36.34万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $989.97万 | 3.55% | 292,372 | 11,330 | 4.0% | $38.36万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $883.88万 | 3.17% | 353,834 | -2,135 | -0.6% | -$5.33万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $882.22万 | 3.17% | 262,018 | 14,292 | 5.8% | $48.12万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $791.86万 | 2.84% | 37,370 | 469 | 1.3% | $9.94万 | 加仓 |
| PSX | PHILLIPS 66 | $779.38万 | 2.80% | 42,781 | -2,710 | -6.0% | -$49.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $704.43万 | 2.53% | 191,629 | 26,244 | 15.9% | $96.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $686.39万 | 2.46% | 15,715 | -76 | -0.5% | -$3.32万 | 减仓 |
| IWD | ISHARES TR | $633.24万 | 2.27% | 29,637 | 9 | 0.0% | $1,923 | 加仓 |
| IWF | ISHARES TR | $482.63万 | 1.73% | 11,319 | -3 | -0.0% | -$1,279 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $465.61万 | 1.67% | 144,509 | 9,623 | 7.1% | $31.01万 | 加仓 |
| EFV | ISHARES TR | $464.41万 | 1.67% | 62,462 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $428.75万 | 1.54% | 84,682 | -1,377 | -1.6% | -$6.97万 | 减仓 |
| COP | CONOCOPHILLIPS | $418.25万 | 1.50% | 31,686 | -3,764 | -10.6% | -$49.68万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $406.72万 | 1.46% | 20,730 | -168 | -0.8% | -$3.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $396.47万 | 1.42% | 167,639 | 15,742 | 10.4% | $37.23万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $393.75万 | 1.41% | 44,391 | 65 | 0.1% | $5,766 | 加仓 |
| WMT | WALMART INC | $392.90万 | 1.41% | 31,614 | 465 | 1.5% | $5.78万 | 加仓 |
| IEMG | ISHARES INC | $342.11万 | 1.23% | 49,048 | 342 | 0.7% | $2.39万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $317.67万 | 1.14% | 65,552 | -120 | -0.2% | -$5,815 | 减仓 |
| EFG | ISHARES TR | $316.82万 | 1.14% | 28,447 | 519 | 1.9% | $5.78万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $312.15万 | 1.12% | 57,752 | -415 | -0.7% | -$2.24万 | 减仓 |
| SCZ | ISHARES TR | $301.83万 | 1.08% | 38,493 | -443 | -1.1% | -$3.47万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $281.58万 | 1.01% | 9,316 | 111 | 1.2% | $3.35万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $277.43万 | 1.00% | 62,413 | 63 | 0.1% | $2,800 | 加仓 |
| AAPL | APPLE INC | $253.49万 | 0.91% | 9,988 | 86 | 0.9% | $2.18万 | 加仓 |
| OKE | ONEOK INC NEW | $252.44万 | 0.91% | 27,928 | 6,351 | 29.4% | $57.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $245.63万 | 0.88% | 14,084 | 4 | 0.0% | $698 | 加仓 |
| IVV | ISHARES TR | $228.01万 | 0.82% | 3,491 | -49 | -1.4% | -$3.20万 | 减仓 |
| PFF | ISHARES TR | $221.01万 | 0.79% | 72,892 | -1,074 | -1.5% | -$3.26万 | 减仓 |
| CWB | SPDR SERIES TRUST | $219.57万 | 0.79% | 23,991 | -42 | -0.2% | -$3,844 | 减仓 |
| — | EXXON MOBIL CORP | $212.88万 | 0.76% | 12,547 | 2,392 | 23.6% | $40.58万 | 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 |
| IEFA | ISHARES TR | $206.97万 | 0.74% | 22,867 | 207 | 0.9% | $1.87万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $198.44万 | 0.71% | 23,981 | 1,219 | 5.4% | $10.09万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $187.24万 | 0.67% | 67,716 | 1,535 | 2.3% | $4.24万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $179.11万 | 0.64% | 27,266 | -54 | -0.2% | -$3,547 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $178.79万 | 0.64% | 35,793 | -496 | -1.4% | -$2.48万 | 减仓 |
| IWM | ISHARES TR | $165.30万 | 0.59% | 6,665 | 50 | 0.8% | $1.24万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $159.76万 | 0.57% | 32,023 | 5,218 | 19.5% | $26.03万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $158.93万 | 0.57% | 19,281 | -130 | -0.7% | -$1.07万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $151.97万 | 0.55% | 2,464 | -9 | -0.4% | -$5,551 | 减仓 |
| QQQ | INVESCO QQQ TR | $150.96万 | 0.54% | 2,616 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $136.95万 | 0.49% | 12,565 | -21 | -0.2% | -$2,289 | 减仓 |
| IJH | ISHARES TR | $135.20万 | 0.49% | 20,020 | 36 | 0.2% | $2,431 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $121.12万 | 0.43% | 20,339 | 3,143 | 18.3% | $18.72万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $114.05万 | 0.41% | 5,266 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $111.05万 | 0.40% | 5,857 | 550 | 10.4% | $10.43万 | 加仓 |
| GARP | ISHARES TR | $107.25万 | 0.39% | 16,766 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $103.45万 | 0.37% | 3,950 | -48 | -1.2% | -$1.26万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $99.34万 | 0.36% | 7,475 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $92.17万 | 0.33% | 2,490 | 129 | 5.5% | $4.78万 | 加仓 |
| EWT | ISHARES INC | $91.12万 | 0.33% | 12,849 | -704 | -5.2% | -$4.99万 | 减仓 |
| IWO | ISHARES TR | $91.00万 | 0.33% | 2,900 | -108 | -3.6% | -$3.39万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $88.61万 | 0.32% | 4,079 | 5 | 0.1% | $1,086 | 加仓 |
| EFA | ISHARES TR | $84.04万 | 0.30% | 8,652 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $75.69万 | 0.27% | 21,602 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $75.07万 | 0.27% | 2,614 | -63 | -2.4% | -$1.81万 | 减仓 |
| TXN | TEXAS INSTRS INC | $73.09万 | 0.26% | 3,765 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $67.92万 | 0.24% | 4,654 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $67.91万 | 0.24% | 11,086 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $66.82万 | 0.24% | 19,341 | -700 | -3.5% | -$2.42万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $65.74万 | 0.24% | 13,715 | -510 | -3.6% | -$2.44万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.63万 | 0.23% | 2,667 | 1,059 | 65.9% | $25.66万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $64.36万 | 0.23% | 8,208 | -582 | -6.6% | -$4.56万 | 减仓 |
| IVW | ISHARES TR | $63.09万 | 0.23% | 5,578 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $62.39万 | 0.22% | 2,955 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $62.29万 | 0.22% | 6,022 | -100 | -1.6% | -$1.03万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $60.60万 | 0.22% | 7,522 | 20 | 0.3% | $1,611 | 加仓 |
| VDE | VANGUARD WORLD FD | $60.58万 | 0.22% | 3,501 | 1 | 0.0% | $173 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $59.51万 | 0.21% | 17,784 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $58.87万 | 0.21% | 65,480 | 2,529 | 4.0% | $2.27万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $58.18万 | 0.21% | 12,391 | -691 | -5.3% | -$3.24万 | 减仓 |
| AMZN | AMAZON COM INC | $57.86万 | 0.21% | 2,778 | -1 | -0.0% | -$208 | 减仓 |
| CAT | CATERPILLAR INC | $55.78万 | 0.20% | 787 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $55.65万 | 0.20% | 28,832 | -14,903 | -34.1% | -$28.76万 | 减仓 |
| WMB | WILLIAMS COS INC | $54.89万 | 0.20% | 7,541 | 3,747 | 98.8% | $27.27万 | 加仓 |
| TRP | TC ENERGY CORP | $53.90万 | 0.19% | 8,611 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $52.79万 | 0.19% | 13,385 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $50.06万 | 0.18% | 11,832 | -814 | -6.4% | -$3.44万 | 减仓 |
| ABBV | ABBVIE INC | $49.38万 | 0.18% | 2,270 | 1,251 | 122.8% | $27.21万 | 加仓 |
| QUAL | ISHARES TR | $48.01万 | 0.17% | 2,503 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $42.97万 | 0.15% | 5,499 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $42.12万 | 0.15% | 17,564 | 855 | 5.1% | $2.05万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.01万 | 0.15% | 2,065 | -7 | -0.3% | -$1,424 | 减仓 |
| FLOT | ISHARES TR | $41.13万 | 0.15% | 8,073 | -567 | -6.6% | -$2.89万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.01万 | 0.15% | 1,907 | -28 | -1.4% | -$6,021 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $40.68万 | 0.15% | 1,383 | 274 | 24.7% | $8.06万 | 加仓 |
| LOW | LOWES COS INC | $38.16万 | 0.14% | 1,615 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $37.61万 | 0.14% | 13,976 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $37.61万 | 0.14% | 1,215 | 1,215 | — | $37.61万 | 新建仓 |
| IWB | ISHARES TR | $37.26万 | 0.13% | 1,045 | 400 | 62.0% | $14.26万 | 加仓 |
| GE | GE AEROSPACE | $37.23万 | 0.13% | 1,312 | 6 | 0.5% | $1,703 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.85万 | 0.13% | 2,488 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $35.99万 | 0.13% | 12,416 | 12,416 | — | $35.99万 | 新建仓 |