COWA, LLC
Tulsa OK · SEC CIK 0001844480
$3.99亿2026Q2 申报市值
181持仓数
48.4%前十大占比 · 第一大 6.7%
26 / 3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
IBDR 加仓+$180.56万
IBHF 加仓+$175.43万
IBDX 加仓+$113.62万
FIX 加仓+$84.23万
DASH 新建仓+$65.10万
2026Q2 卖出最多 按季末市值估算
AVUV 减仓-$156.00万
USMV 减仓-$120.99万
AAPL 减仓-$88.69万
XLV 减仓-$81.44万
HPE 减仓-$74.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IBHF | ISHARES TR | $2,688.19万 | 6.74% | 1,186,840 | 77,451 | 7.0% | $175.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,670.69万 | 6.70% | 214,066 | -12,504 | -5.5% | -$156.00万 | 减仓 |
| IBDR | ISHARES TR | $2,640.16万 | 6.62% | 1,089,624 | 74,518 | 7.3% | $180.56万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2,465.35万 | 6.18% | 12,439 | 425 | 3.5% | $84.23万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,333.79万 | 5.85% | 432,023 | -11,656 | -2.6% | -$62.97万 | 减仓 |
| IBDX | ISHARES TR | $1,949.98万 | 4.89% | 774,107 | 45,105 | 6.2% | $113.62万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,340.44万 | 3.36% | 337,812 | 14,902 | 4.6% | $59.13万 | 加仓 |
| AAPL | APPLE INC | $1,161.14万 | 2.91% | 40,128 | -3,065 | -7.1% | -$88.69万 | 减仓 |
| IDV | ISHARES TR | $1,141.27万 | 2.86% | 275,470 | -2,258 | -0.8% | -$9.35万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $906.15万 | 2.27% | 189,929 | 2,055 | 1.1% | $9.80万 | 加仓 |
| IBDW | ISHARES TR | $902.72万 | 2.26% | 433,167 | 24,523 | 6.0% | $51.11万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $839.11万 | 2.10% | 323,481 | 22,200 | 7.4% | $57.59万 | 加仓 |
| HDV | ISHARES TR | $788.64万 | 1.98% | 287,720 | 790 | 0.3% | $2.17万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $758.21万 | 1.90% | 73,577 | -547 | -0.7% | -$5.64万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $743.51万 | 1.87% | 239,072 | 624 | 0.3% | $1.94万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $634.86万 | 1.59% | 12,153 | -318 | -2.5% | -$16.61万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $600.09万 | 1.51% | 145,476 | 888 | 0.6% | $3.66万 | 加仓 |
| SGOV | ISHARES TR | $514.77万 | 1.29% | 51,135 | 4,842 | 10.5% | $48.74万 | 加仓 |
| OKE | ONEOK INC NEW | $508.51万 | 1.28% | 58,490 | -743 | -1.3% | -$6.46万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $454.16万 | 1.14% | 46,248 | 948 | 2.1% | $9.31万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $447.43万 | 1.12% | 86,560 | 436 | 0.5% | $2.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $443.41万 | 1.11% | 20,840 | 489 | 2.4% | $10.40万 | 加仓 |
| AMLP | ALPS ETF TR | $387.39万 | 0.97% | 74,714 | -433 | -0.6% | -$2.25万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $380.12万 | 0.95% | 119,874 | -813 | -0.7% | -$2.58万 | 减仓 |
| IEFA | ISHARES TR | $316.35万 | 0.79% | 32,755 | 1,041 | 3.3% | $10.05万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $298.97万 | 0.75% | 81,330 | 5,000 | 6.6% | $18.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $294.64万 | 0.74% | 14,725 | -340 | -2.3% | -$6.80万 | 减仓 |
| IBDS | ISHARES TR | $283.39万 | 0.71% | 117,008 | 21,699 | 22.8% | $52.55万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $278.62万 | 0.70% | 33,268 | 8 | 0.0% | $670 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $254.20万 | 0.64% | 23,646 | 1,914 | 8.8% | $20.58万 | 加仓 |
| IBDT | ISHARES TR | $238.07万 | 0.60% | 94,287 | 14,163 | 17.7% | $35.76万 | 加仓 |
| GLD | SPDR GOLD TR | $232.37万 | 0.58% | 6,308 | -98 | -1.5% | -$3.61万 | 减仓 |
| IAU | ISHARES GOLD TR | $219.58万 | 0.55% | 29,079 | -1,185 | -3.9% | -$8.95万 | 减仓 |
| COP | CONOCOPHILLIPS | $211.23万 | 0.53% | 20,318 | 2 | 0.0% | $208 | 加仓 |
| USDU | WISDOMTREE TR | $207.96万 | 0.52% | 77,741 | 23,163 | 42.4% | $61.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $203.35万 | 0.51% | 2,723 | -25 | -0.9% | -$1.87万 | 减仓 |
| IBDY | ISHARES TR | $197.58万 | 0.50% | 76,745 | 9,955 | 14.9% | $25.63万 | 加仓 |
| PWR | QUANTA SVCS INC | $196.64万 | 0.49% | 2,731 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $188.64万 | 0.47% | 5,057 | -74 | -1.4% | -$2.76万 | 减仓 |
| KRE | SPDR SERIES TRUST | $184.37万 | 0.46% | 24,632 | 5,239 | 27.0% | $39.21万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $181.78万 | 0.46% | 16,560 | 4,396 | 36.1% | $48.26万 | 加仓 |
| WMT | WALMART INC | $160.48万 | 0.40% | 14,169 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $150.42万 | 0.38% | 64,949 | -1,370 | -2.1% | -$3.17万 | 减仓 |
| IVV | ISHARES TR | $148.50万 | 0.37% | 1,983 | 169 | 9.3% | $12.66万 | 加仓 |
| CSCO | CISCO SYS INC | $140.37万 | 0.35% | 11,951 | -99 | -0.8% | -$1.16万 | 减仓 |
| ABBV | ABBVIE INC | $137.62万 | 0.35% | 5,469 | -361 | -6.2% | -$9.08万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $134.88万 | 0.34% | 34,113 | 525 | 1.6% | $2.08万 | 加仓 |
| PSX | PHILLIPS 66 | $133.00万 | 0.33% | 7,868 | 2 | 0.0% | $338 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.48万 | 0.33% | 4,676 | -40 | -0.8% | -$1.12万 | 减仓 |
| IJH | ISHARES TR | $128.90万 | 0.32% | 16,716 | 105 | 0.6% | $8,097 | 加仓 |
| SMLV | SPDR SERIES TRUST | $124.47万 | 0.31% | 7,910 | -15 | -0.2% | -$2,360 | 减仓 |
| DES | WISDOMTREE TR | $119.48万 | 0.30% | 29,371 | 2,151 | 7.9% | $8.75万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $117.10万 | 0.29% | 20,323 | -825 | -3.9% | -$4.75万 | 减仓 |
| BAC | BANK OF AMER CORP | $112.81万 | 0.28% | 19,798 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $112.68万 | 0.28% | 3,112 | 1 | 0.0% | $362 | 加仓 |
| IBDV | ISHARES TR | $112.36万 | 0.28% | 51,540 | -1,522 | -2.9% | -$3.32万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $109.18万 | 0.27% | 13,805 | -907 | -6.2% | -$7.17万 | 减仓 |
| — | EXXON MOBIL CORP | $108.91万 | 0.27% | 7,966 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $104.67万 | 0.26% | 44,314 | -126 | -0.3% | -$2,976 | 减仓 |
| CVX | CHEVRON CORPORATION | $98.52万 | 0.25% | 5,944 | 476 | 8.7% | $7.89万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $97.21万 | 0.24% | 68,848 | -4,800 | -6.5% | -$6.78万 | 减仓 |
| PEP | PEPSICO INC | $95.92万 | 0.24% | 7,084 | 207 | 3.0% | $2.80万 | 加仓 |
| HD | HOME DEPOT INC | $94.84万 | 0.24% | 2,689 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $94.39万 | 0.24% | 7,226 | 88 | 1.2% | $1.15万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $94.28万 | 0.24% | 20,900 | -16,468 | -44.1% | -$74.29万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $91.59万 | 0.23% | 8,486 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES TR | $90.96万 | 0.23% | 41,195 | 2,000 | 5.1% | $4.42万 | 加仓 |
| SHEL | SHELL PLC | $88.88万 | 0.22% | 11,463 | -183 | -1.6% | -$1.42万 | 减仓 |
| IMTM | ISHARES TR | $87.43万 | 0.22% | 16,394 | -433 | -2.6% | -$2.31万 | 减仓 |
| QQQ | INVESCO QQQ TR | $87.19万 | 0.22% | 1,184 | 83 | 7.5% | $6.11万 | 加仓 |
| BOKF | BOK FINL CORP | $85.04万 | 0.21% | 6,123 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $84.63万 | 0.21% | 10,413 | 1 | 0.0% | $81 | 加仓 |
| MRK | MERCK & CO INC | $83.92万 | 0.21% | 6,531 | -554 | -7.8% | -$7.12万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $83.59万 | 0.21% | 62,103 | 12,603 | 25.5% | $16.96万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $82.20万 | 0.21% | 33,870 | -107 | -0.3% | -$2,597 | 减仓 |
| MTUM | ISHARES TR | $81.77万 | 0.21% | 2,385 | -64 | -2.6% | -$2.19万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $80.47万 | 0.20% | 33,558 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $79.21万 | 0.20% | 25,979 | 770 | 3.1% | $2.35万 | 加仓 |
| AES | AES CORP | $78.70万 | 0.20% | 53,682 | -380 | -0.7% | -$5,571 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $76.80万 | 0.19% | 18,586 | 14 | 0.1% | $578 | 加仓 |
| IJR | ISHARES TR | $74.97万 | 0.19% | 5,055 | -50 | -1.0% | -$7,415 | 减仓 |
| GOOGL | ALPHABET INC | $74.90万 | 0.19% | 2,096 | -503 | -19.4% | -$17.98万 | 减仓 |
| T | AT&T INC | $71.73万 | 0.18% | 34,654 | 1,211 | 3.6% | $2.51万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $71.64万 | 0.18% | 7,464 | 3,573 | 91.8% | $34.29万 | 加仓 |
| RTX | RTX CORPORATION | $71.40万 | 0.18% | 3,763 | -206 | -5.2% | -$3.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $67.89万 | 0.17% | 2,074 | 15 | 0.7% | $4,910 | 加仓 |
| GE | GE AEROSPACE | $67.87万 | 0.17% | 1,816 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $65.75万 | 0.16% | 7,497 | -75 | -1.0% | -$6,578 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $65.43万 | 0.16% | 12,320 | -200 | -1.6% | -$1.06万 | 减仓 |
| C | CITIGROUP INC | $65.43万 | 0.16% | 4,675 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $65.10万 | 0.16% | 3,528 | 3,528 | — | $65.10万 | 新建仓 |
| QUAL | ISHARES TR | $64.49万 | 0.16% | 2,909 | -3,196 | -52.4% | -$70.85万 | 减仓 |
| IQLT | ISHARES TR | $63.70万 | 0.16% | 12,856 | 3,549 | 38.1% | $17.59万 | 加仓 |
| USMV | ISHARES TR | $63.01万 | 0.16% | 6,532 | -12,543 | -65.8% | -$120.99万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $61.44万 | 0.15% | 11,854 | -70 | -0.6% | -$3,628 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $60.19万 | 0.15% | 14,217 | 1,209 | 9.3% | $5.12万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $59.82万 | 0.15% | 18,852 | 29 | 0.2% | $920 | 加仓 |
| APA | APA CORPORATION | $59.02万 | 0.15% | 18,121 | -3,911 | -17.8% | -$12.74万 | 减仓 |
| WFC | WELLS FARGO & CO | $58.69万 | 0.15% | 7,102 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $57.75万 | 0.14% | 5,817 | 5,817 | — | $57.75万 | 新建仓 |