Oakwell Private Wealth Management, LLC
Austin TX · SEC CIK 0001844024
$5.60亿2026Q1 申报市值
79持仓数
76.5%前十大占比 · 第一大 33.4%
1 / 2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
VTI 加仓+$1,385.77万
VEA 加仓+$495.72万
IETC 加仓+$233.62万
AVUV 加仓+$203.56万
DFEM 加仓+$197.32万
2026Q1 卖出最多 按季末市值估算
JMST 减仓-$97.12万
TSLA 减仓-$39.11万
AVGO 减仓-$36.92万
HD 清仓-$27.01万
MELI 清仓-$20.34万
2026Q1 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 | $1.87亿 | 33.44% | 583,858 | 43,196 | 8.0% | $1,385.77万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,223.40万 | 12.89% | 1,127,248 | 77,360 | 7.4% | $495.72万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,866.55万 | 6.90% | 1,119,116 | 57,110 | 5.4% | $197.32万 | 加仓 |
| IJR | ISHARES TR | $2,927.53万 | 5.23% | 235,502 | 14,481 | 6.6% | $180.01万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,837.89万 | 5.07% | 256,892 | 18,427 | 7.7% | $203.56万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,896.42万 | 3.39% | 189,908 | 12,961 | 7.3% | $129.43万 | 加仓 |
| ITOT | ISHARES TR | $1,643.04万 | 2.93% | 115,357 | 69 | 0.1% | $9,828 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,599.94万 | 2.86% | 305,039 | 12,045 | 4.1% | $63.18万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,079.12万 | 1.93% | 433,206 | 17,218 | 4.1% | $42.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,047.48万 | 1.87% | 60,062 | 576 | 1.0% | $10.05万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $956.32万 | 1.71% | 120,640 | 4,471 | 3.8% | $35.44万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $938.97万 | 1.68% | 386,884 | 15,361 | 4.1% | $37.28万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $872.10万 | 1.56% | 174,454 | 5,931 | 3.5% | $29.65万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $854.17万 | 1.52% | 103,223 | 4,375 | 4.4% | $36.20万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $839.09万 | 1.50% | 327,257 | -589 | -0.2% | -$1.51万 | 减仓 |
| IEFA | ISHARES TR | $757.85万 | 1.35% | 83,713 | 127 | 0.2% | $1.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $575.96万 | 1.03% | 9,979 | -59 | -0.6% | -$3.41万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $557.84万 | 1.00% | 103,208 | -1,290 | -1.2% | -$6.97万 | 减仓 |
| IETC | ISHARES U S ETF TR | $464.30万 | 0.83% | 52,534 | 26,434 | 101.3% | $233.62万 | 加仓 |
| IVV | ISHARES TR | $434.06万 | 0.77% | 6,645 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $373.75万 | 0.67% | 37,130 | 16,172 | 77.2% | $162.79万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $289.87万 | 0.52% | 116,884 | 3,497 | 3.1% | $8.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $283.03万 | 0.51% | 7,646 | -74 | -1.0% | -$2.74万 | 减仓 |
| GOOGL | ALPHABET INC | $271.82万 | 0.49% | 9,453 | 395 | 4.4% | $11.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $251.38万 | 0.45% | 8,546 | 547 | 6.8% | $16.09万 | 加仓 |
| AAPL | APPLE INC | $249.36万 | 0.45% | 9,826 | -55 | -0.6% | -$1.40万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $231.15万 | 0.41% | 70,151 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $227.44万 | 0.41% | 9,171 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $196.52万 | 0.35% | 67,579 | 702 | 1.0% | $2.04万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $194.62万 | 0.35% | 24,617 | -89 | -0.4% | -$7,036 | 减仓 |
| EFA | ISHARES TR | $182.10万 | 0.33% | 18,748 | 250 | 1.4% | $2.43万 | 加仓 |
| V | VISA INC | $163.16万 | 0.29% | 5,398 | 379 | 7.6% | $11.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $153.68万 | 0.27% | 3,207 | 133 | 4.3% | $6.37万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $148.04万 | 0.26% | 15,652 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $146.42万 | 0.26% | 2,559 | 236 | 10.2% | $13.50万 | 加仓 |
| MTUM | ISHARES TR | $139.27万 | 0.25% | 5,803 | -192 | -3.2% | -$4.61万 | 减仓 |
| AMZN | AMAZON COM INC | $133.06万 | 0.24% | 6,389 | -290 | -4.3% | -$6.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $122.13万 | 0.22% | 2,044 | -16 | -0.8% | -$9,560 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $121.26万 | 0.22% | 25,944 | -380 | -1.4% | -$1.78万 | 减仓 |
| ORCL | ORACLE CORP | $118.29万 | 0.21% | 8,041 | 824 | 11.4% | $12.12万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $109.29万 | 0.20% | 43,541 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $104.37万 | 0.19% | 26,857 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $102.90万 | 0.18% | 5,058 | 103 | 2.1% | $2.10万 | 加仓 |
| GL | GLOBE LIFE INC | $97.43万 | 0.17% | 7,001 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $96.96万 | 0.17% | 3,380 | 208 | 6.6% | $5.97万 | 加仓 |
| WMT | WALMART INC | $94.56万 | 0.17% | 7,609 | 8 | 0.1% | $994 | 加仓 |
| MUNI | PIMCO ETF TR | $87.30万 | 0.16% | 16,728 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $75.70万 | 0.14% | 6,809 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $59.36万 | 0.11% | 3,499 | -407 | -10.4% | -$6.91万 | 减仓 |
| IVW | ISHARES TR | $59.27万 | 0.11% | 5,240 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $58.98万 | 0.11% | 641 | -3 | -0.5% | -$2,760 | 减仓 |
| IJH | ISHARES TR | $58.13万 | 0.10% | 8,608 | -2,176 | -20.2% | -$14.69万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $54.54万 | 0.10% | 4,104 | 62 | 1.5% | $8,240 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $53.60万 | 0.10% | 10,514 | -19,051 | -64.4% | -$97.12万 | 减仓 |
| TSLA | TESLA INC | $53.38万 | 0.10% | 1,436 | -1,052 | -42.3% | -$39.11万 | 减仓 |
| AVGO | BROADCOM INC | $51.96万 | 0.09% | 1,679 | -1,193 | -41.5% | -$36.92万 | 减仓 |
| IESC | IES HOLDINGS INC | $49.22万 | 0.09% | 1,033 | 441 | 74.5% | $21.01万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $43.28万 | 0.08% | 1,821 | 1 | 0.1% | $238 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.08万 | 0.08% | 2,877 | -144 | -4.8% | -$2.11万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $41.02万 | 0.07% | 6,311 | -1,619 | -20.4% | -$10.52万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $38.23万 | 0.07% | 7,911 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $37.44万 | 0.07% | 11,167 | -452 | -3.9% | -$1.52万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $36.08万 | 0.06% | 11,655 | -6,408 | -35.5% | -$19.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.38万 | 0.06% | 1,710 | 17 | 1.0% | $3,517 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $34.47万 | 0.06% | 7,550 | 1,426 | 23.3% | $6.51万 | 加仓 |
| UNP | UNION PAC CORP | $33.57万 | 0.06% | 1,384 | 37 | 2.7% | $8,975 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $32.45万 | 0.06% | 6,753 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $31.36万 | 0.06% | 818 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.62万 | 0.05% | 404 | 1 | 0.2% | $708 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $27.11万 | 0.05% | 7,981 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $25.93万 | 0.05% | 3,717 | 56 | 1.5% | $3,906 | 加仓 |
| TSN | TYSON FOODS INC | $22.71万 | 0.04% | 3,544 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.88万 | 0.04% | 1,006 | 10 | 1.0% | $2,175 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.02万 | 0.04% | 622 | 622 | — | $21.02万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.71万 | 0.04% | 318 | -7 | -2.2% | -$4,558 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $20.60万 | 0.04% | 350 | -1 | -0.3% | -$589 | 减仓 |
| IWF | ISHARES TR | $20.21万 | 0.04% | 474 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $20.04万 | 0.04% | 4,420 | -30 | -0.7% | -$1,360 | 减仓 |
| ARCC | ARES CAPITAL CORP | $20.00万 | 0.04% | 11,100 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -785 | -100.0% | -$27.01万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -101 | -100.0% | -$20.34万 | 清仓 |