THREADGILL FINANCIAL, LLC
SPRING TX · SEC CIK 0001814104
$2.43亿2026Q2 申报市值
36持仓数
88.8%前十大占比 · 第一大 19.1%
2 / 12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
SCHG 加仓+$2,042.20万
LECO 加仓+$548.68万
VTV 加仓+$410.23万
SCHX 新建仓+$404.23万
VT 加仓+$368.43万
2026Q2 卖出最多 按季末市值估算
IBDS 清仓-$3,443.62万
IBDT 清仓-$2,198.44万
IBDU 清仓-$2,147.90万
IBHG 清仓-$2,130.30万
IBHH 清仓-$2,038.81万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $4,623.04万 | 19.05% | 294,150 | 23,442 | 8.7% | $368.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,348.94万 | 17.92% | 519,246 | 14,682 | 2.9% | $122.97万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,233.11万 | 13.33% | 959,491 | 606,064 | 171.5% | $2,042.20万 | 加仓 |
| V | VISA INC | $1,765.52万 | 7.28% | 51,460 | -838 | -1.6% | -$28.75万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,705.23万 | 7.03% | 78,198 | 18,812 | 31.7% | $410.23万 | 加仓 |
| AZO | AUTOZONE INC | $1,678.51万 | 6.92% | 5,252 | -158 | -2.9% | -$50.50万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,604.94万 | 6.61% | 31,249 | -489 | -1.5% | -$25.11万 | 减仓 |
| AMZN | AMAZON COM INC | $1,497.11万 | 6.17% | 62,834 | -399 | -0.6% | -$9.51万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $654.38万 | 2.70% | 24,646 | 20,665 | 519.1% | $548.68万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $433.38万 | 1.79% | 26,828 | -32,021 | -54.4% | -$517.26万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $404.23万 | 1.67% | 137,965 | 137,965 | — | $404.23万 | 新建仓 |
| — | EXXON MOBIL CORP | $386.05万 | 1.59% | 28,237 | 135 | 0.5% | $1.85万 | 加仓 |
| AAPL | APPLE INC | $327.24万 | 1.35% | 11,309 | 1 | 0.0% | $289 | 加仓 |
| CVX | CHEVRON CORPORATION | $280.43万 | 1.16% | 16,918 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $278.28万 | 1.15% | 10,685 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $189.96万 | 0.78% | 2,580 | 318 | 14.1% | $23.41万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $84.35万 | 0.35% | 19,153 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $69.67万 | 0.29% | 15,705 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $68.28万 | 0.28% | 1,041 | 394 | 60.9% | $25.84万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $67.62万 | 0.28% | 7,694 | 617 | 8.7% | $5.42万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $57.80万 | 0.24% | 2,418 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $54.82万 | 0.23% | 798 | 5 | 0.6% | $3,435 | 加仓 |
| MSFT | MICROSOFT CORP | $54.11万 | 0.22% | 1,451 | -8,546 | -85.5% | -$318.69万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $43.17万 | 0.18% | 11,718 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $41.98万 | 0.17% | 350 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $37.32万 | 0.15% | 3,319 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $30.38万 | 0.13% | 621 | 621 | — | $30.38万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $30.38万 | 0.13% | 6,254 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $28.67万 | 0.12% | 759 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.66万 | 0.12% | 811 | -11,566 | -93.4% | -$408.66万 | 重新持有 |
| PSX | PHILLIPS 66 | $28.62万 | 0.12% | 1,693 | 58 | 3.5% | $9,804 | 加仓 |
| KO | COCA COLA CO | $27.77万 | 0.11% | 3,417 | 62 | 1.8% | $5,038 | 加仓 |
| COP | CONOCOPHILLIPS | $25.32万 | 0.10% | 2,435 | 117 | 5.0% | $1.22万 | 加仓 |
| PSN | PARSONS CORP DEL | $24.68万 | 0.10% | 4,711 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $24.66万 | 0.10% | 690 | -150 | -17.9% | -$5.36万 | 重新持有 |
| DFUV | DIMENSIONAL ETF TRUST | $24.00万 | 0.10% | 4,362 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -1,420,636 | -100.0% | -$3,443.62万 | 清仓 |
| IBDT | ISHARES TR | $0 | 0.00% | 0 | -867,919 | -100.0% | -$2,198.44万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -923,433 | -100.0% | -$2,147.90万 | 清仓 |
| IBHG | ISHARES TR | $0 | 0.00% | 0 | -962,629 | -100.0% | -$2,130.30万 | 清仓 |
| IBHH | ISHARES TR | $0 | 0.00% | 0 | -868,688 | -100.0% | -$2,038.81万 | 清仓 |
| IBHI | ISHARES TR | $0 | 0.00% | 0 | -486,139 | -100.0% | -$1,131.88万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -16,734 | -100.0% | -$711.76万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -27,844 | -100.0% | -$501.39万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -61,261 | -100.0% | -$423.87万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -6,864 | -100.0% | -$299.43万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,892 | -100.0% | -$42.89万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -9,621 | -100.0% | -$25.23万 | 清仓 |