Oakwell Private Wealth Management, LLC
Austin TX · SEC CIK 0001844024
$6.03亿2026Q2 申报市值
83持仓数
76.4%前十大占比 · 第一大 33.8%
12 / 8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
ANET 新建仓+$149.41万
NEE 新建仓+$100.15万
CAT 加仓+$89.66万
JMUB 加仓+$67.71万
DIMENSIONAL ETF 新建仓+$53.49万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$1,236.78万
VEA 减仓-$462.81万
DFEM 减仓-$334.18万
AVUV 减仓-$224.54万
SGOV 减仓-$188.50万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.04亿 | 33.77% | 550,435 | -33,423 | -5.7% | -$1,236.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,568.83万 | 12.55% | 1,062,292 | -64,956 | -5.8% | -$462.81万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,213.91万 | 6.99% | 1,036,887 | -82,229 | -7.3% | -$334.18万 | 减仓 |
| IJR | ISHARES TR | $3,307.76万 | 5.48% | 223,030 | -12,472 | -5.3% | -$184.97万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,980.44万 | 4.94% | 238,894 | -17,998 | -7.0% | -$224.54万 | 减仓 |
| ITOT | ISHARES TR | $1,873.56万 | 3.11% | 114,053 | -1,304 | -1.1% | -$21.42万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,799.01万 | 2.98% | 174,577 | -15,331 | -8.1% | -$157.99万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,664.00万 | 2.76% | 310,477 | 5,438 | 1.8% | $29.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,204.80万 | 2.00% | 60,213 | 151 | 0.3% | $3.02万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,089.74万 | 1.81% | 441,905 | 8,699 | 2.0% | $21.45万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $966.09万 | 1.60% | 122,244 | 1,604 | 1.3% | $12.68万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $960.01万 | 1.59% | 326,201 | -1,056 | -0.3% | -$3.11万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $952.91万 | 1.58% | 394,744 | 7,860 | 2.0% | $18.97万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $951.40万 | 1.58% | 187,820 | 13,366 | 7.7% | $67.71万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $864.59万 | 1.43% | 104,608 | 1,385 | 1.3% | $11.45万 | 加仓 |
| IEFA | ISHARES TR | $806.19万 | 1.34% | 83,474 | -239 | -0.3% | -$2.31万 | 减仓 |
| QQQ | INVESCO QQQ TR | $735.57万 | 1.22% | 9,989 | 10 | 0.1% | $7,364 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $609.10万 | 1.01% | 102,044 | -1,164 | -1.1% | -$6.95万 | 减仓 |
| IVV | ISHARES TR | $497.64万 | 0.83% | 6,645 | 0 | 0.0% | — | 不变 |
| IETC | ISHARES U S ETF TR | $379.62万 | 0.63% | 35,363 | -17,171 | -32.7% | -$184.33万 | 减仓 |
| AAPL | APPLE INC | $325.39万 | 0.54% | 11,245 | 1,419 | 14.4% | $41.06万 | 加仓 |
| GOOGL | ALPHABET INC | $325.36万 | 0.54% | 9,104 | -349 | -3.7% | -$12.47万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $324.52万 | 0.54% | 127,563 | 10,679 | 9.1% | $27.17万 | 加仓 |
| IWM | ISHARES TR | $274.88万 | 0.46% | 9,149 | -22 | -0.2% | -$6,610 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $254.13万 | 0.42% | 70,086 | -65 | -0.1% | -$2,357 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $251.06万 | 0.42% | 7,670 | -876 | -10.3% | -$28.67万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $242.17万 | 0.40% | 67,029 | -550 | -0.8% | -$1.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $232.50万 | 0.39% | 4,002 | -1,056 | -20.9% | -$61.35万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $222.64万 | 0.37% | 24,523 | -94 | -0.4% | -$8,534 | 减仓 |
| MTUM | ISHARES TR | $198.94万 | 0.33% | 5,803 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $195.16万 | 0.32% | 18,787 | 39 | 0.2% | $4,051 | 加仓 |
| SGOV | ISHARES TR | $185.28万 | 0.31% | 18,405 | -18,725 | -50.4% | -$188.50万 | 减仓 |
| AMZN | AMAZON COM INC | $174.62万 | 0.29% | 7,327 | 938 | 14.7% | $22.36万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $170.06万 | 0.28% | 15,586 | -66 | -0.4% | -$7,201 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $160.43万 | 0.27% | 3,206 | -1 | -0.0% | -$500 | 减仓 |
| MSFT | MICROSOFT CORP | $159.78万 | 0.26% | 4,283 | -3,363 | -44.0% | -$125.46万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $149.41万 | 0.25% | 8,795 | 8,795 | — | $149.41万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $142.44万 | 0.24% | 2,074 | 30 | 1.5% | $2.06万 | 加仓 |
| CAT | CATERPILLAR INC | $132.69万 | 0.22% | 1,246 | 842 | 208.4% | $89.66万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $126.09万 | 0.21% | 43,541 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $125.22万 | 0.21% | 7,008 | 7 | 0.1% | $1,251 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $124.25万 | 0.21% | 25,821 | -123 | -0.5% | -$5,919 | 减仓 |
| GOOG | ALPHABET INC | $121.05万 | 0.20% | 3,426 | 46 | 1.4% | $1.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $119.14万 | 0.20% | 26,857 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $105.78万 | 0.18% | 7,218 | -823 | -10.2% | -$12.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $100.15万 | 0.17% | 11,410 | 11,410 | — | $100.15万 | 新建仓 |
| MUNI | PIMCO ETF TR | $87.99万 | 0.15% | 16,728 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $87.20万 | 0.14% | 727 | 86 | 13.4% | $10.32万 | 加仓 |
| AVGO | BROADCOM INC | $81.92万 | 0.14% | 2,169 | 490 | 29.2% | $18.51万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $80.55万 | 0.13% | 6,289 | -520 | -7.6% | -$6.66万 | 减仓 |
| WMT | WALMART INC | $79.14万 | 0.13% | 6,988 | -621 | -8.2% | -$7.03万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $72.19万 | 0.12% | 3,789 | -315 | -7.7% | -$6.00万 | 减仓 |
| IVW | ISHARES TR | $72.07万 | 0.12% | 5,240 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $59.60万 | 0.10% | 7,729 | -879 | -10.2% | -$6.78万 | 减仓 |
| SMH | VANECK ETF TRUST | $53.65万 | 0.09% | 818 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $53.62万 | 0.09% | 10,514 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $53.49万 | 0.09% | 13,789 | 13,789 | — | $53.49万 | 新建仓 |
| — | EXXON MOBIL CORP | $51.43万 | 0.09% | 3,762 | 263 | 7.5% | $3.60万 | 加仓 |
| TSLA | TESLA INC | $47.65万 | 0.08% | 1,133 | -303 | -21.1% | -$12.74万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $45.62万 | 0.08% | 7,911 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $42.97万 | 0.07% | 11,655 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $40.38万 | 0.07% | 1,184 | 1,184 | — | $40.38万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $38.25万 | 0.06% | 7,898 | 1,145 | 17.0% | $5.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $38.04万 | 0.06% | 7,550 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $37.12万 | 0.06% | 1,365 | -19 | -1.4% | -$5,167 | 减仓 |
| META | META PLATFORMS INC | $36.45万 | 0.06% | 647 | -1,912 | -74.7% | -$107.71万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $32.71万 | 0.05% | 758 | 758 | — | $32.71万 | 新建仓 |
| IESC | IES HOLDINGS INC | $32.55万 | 0.05% | 443 | -590 | -57.1% | -$43.34万 | 减仓 |
| IEMG | ISHARES INC | $30.79万 | 0.05% | 3,717 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $30.73万 | 0.05% | 1,854 | 144 | 8.4% | $2.39万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $29.40万 | 0.05% | 7,981 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $25.19万 | 0.04% | 218 | 218 | — | $25.19万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $25.02万 | 0.04% | 7,826 | -3,341 | -29.9% | -$10.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.78万 | 0.04% | 318 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $23.54万 | 0.04% | 1,896 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $22.70万 | 0.04% | 1,932 | 1,932 | — | $22.70万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $22.31万 | 0.04% | 2,539 | 2,539 | — | $22.31万 | 新建仓 |
| USMV | ISHARES TR | $21.00万 | 0.03% | 2,177 | 2,177 | — | $21.00万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $20.59万 | 0.03% | 357 | 7 | 2.0% | $4,037 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $20.43万 | 0.03% | 5,090 | 5,090 | — | $20.43万 | 新建仓 |
| TSN | TYSON FOODS INC | $20.41万 | 0.03% | 3,565 | 21 | 0.6% | $1,202 | 加仓 |
| ASML | ASML HLDG NV | $20.09万 | 0.03% | 101 | 101 | — | $20.09万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $20.01万 | 0.03% | 1,315 | 1,315 | — | $20.01万 | 新建仓 |
| V | VISA INC | $0 | 0.00% | 0 | -5,398 | -100.0% | -$163.16万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,821 | -100.0% | -$43.28万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,877 | -100.0% | -$42.08万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -6,311 | -100.0% | -$41.02万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,006 | -100.0% | -$21.88万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -622 | -100.0% | -$21.02万 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,420 | -100.0% | -$20.04万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -11,100 | -100.0% | -$20.00万 | 清仓 |