COWA, LLC
Tulsa OK · SEC CIK 0001844480
$3.71亿2026Q1 申报市值
158持仓数
48.7%前十大占比 · 第一大 6.9%
11 / 6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
IBDR 加仓+$477.79万
DFIV 加仓+$418.05万
IBDX 加仓+$399.97万
IBHF 加仓+$315.65万
NVDA 加仓+$209.30万
2026Q1 卖出最多 按季末市值估算
DFAU 减仓-$396.28万
FIX 减仓-$233.74万
IVV 减仓-$194.14万
IAU 减仓-$103.53万
IEFA 减仓-$95.27万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $96.64万 | 0.26% | 73,648 | 20,268 | 38.0% | $26.60万 | 加仓 |
| T | AT&T INC | $96.95万 | 0.26% | 33,443 | -11,713 | -25.9% | -$33.96万 | 减仓 |
| DES | WISDOMTREE TR | $97.83万 | 0.26% | 27,220 | -878 | -3.1% | -$3.16万 | 减仓 |
| KHC | KRAFT HEINZ CO | $99.95万 | 0.27% | 44,440 | 3,564 | 8.7% | $8.02万 | 加仓 |
| PEP | PEPSICO INC | $106.80万 | 0.29% | 6,877 | 12 | 0.2% | $1,864 | 加仓 |
| SHEL | SHELL PLC | $108.31万 | 0.29% | 11,646 | -541 | -4.4% | -$5.03万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $108.64万 | 0.29% | 7,925 | 144 | 1.9% | $1.97万 | 加仓 |
| AMGN | AMGEN INC | $109.48万 | 0.30% | 3,111 | -37 | -1.2% | -$1.30万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $110.94万 | 0.30% | 14,712 | -183 | -1.2% | -$1.38万 | 减仓 |
| IJH | ISHARES TR | $112.17万 | 0.30% | 16,611 | -1,000 | -5.7% | -$6.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $113.15万 | 0.31% | 5,468 | -111 | -2.0% | -$2.30万 | 减仓 |
| IVV | ISHARES TR | $113.68万 | 0.31% | 1,814 | -3,098 | -63.1% | -$194.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $114.33万 | 0.31% | 4,716 | 12 | 0.3% | $2,909 | 加仓 |
| IBDV | ISHARES TR | $116.15万 | 0.31% | 53,062 | 10,662 | 25.1% | $23.34万 | 加仓 |
| QUAL | ISHARES TR | $117.10万 | 0.32% | 6,105 | -161 | -2.6% | -$3.09万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $117.35万 | 0.32% | 12,164 | 3,000 | 32.7% | $28.94万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $119.95万 | 0.32% | 33,588 | -69 | -0.2% | -$2,464 | 减仓 |
| KRE | SPDR SERIES TRUST | $126.35万 | 0.34% | 19,393 | 987 | 5.4% | $6.43万 | 加仓 |
| ABBV | ABBVIE INC | $126.80万 | 0.34% | 5,830 | -335 | -5.4% | -$7.29万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $128.27万 | 0.35% | 21,148 | 1,982 | 10.3% | $12.02万 | 加仓 |
| — | EXXON MOBIL CORP | $135.15万 | 0.36% | 7,966 | -234 | -2.9% | -$3.97万 | 减仓 |
| PSX | PHILLIPS 66 | $143.32万 | 0.39% | 7,866 | 2,672 | 51.4% | $48.68万 | 加仓 |
| USDU | WISDOMTREE TR | $143.70万 | 0.39% | 54,578 | 5,293 | 10.7% | $13.94万 | 加仓 |
| PWR | QUANTA SVCS INC | $149.94万 | 0.40% | 2,731 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $154.26万 | 0.42% | 66,319 | 3,425 | 5.4% | $7.97万 | 加仓 |
| IBDY | ISHARES TR | $172.65万 | 0.47% | 66,790 | 33,175 | 98.7% | $85.76万 | 加仓 |
| WMT | WALMART INC | $176.09万 | 0.48% | 14,169 | -3,012 | -17.5% | -$37.43万 | 减仓 |
| USMV | ISHARES TR | $176.90万 | 0.48% | 19,075 | -407 | -2.1% | -$3.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $178.71万 | 0.48% | 2,748 | 15 | 0.5% | $9,755 | 加仓 |
| MSFT | MICROSOFT CORP | $189.95万 | 0.51% | 5,131 | -23 | -0.4% | -$8,514 | 减仓 |
| IBDT | ISHARES TR | $202.95万 | 0.55% | 80,124 | 926 | 1.2% | $2.35万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $213.80万 | 0.58% | 21,732 | 770 | 3.7% | $7.58万 | 加仓 |
| IBDS | ISHARES TR | $231.03万 | 0.62% | 95,309 | 80,622 | 548.9% | $195.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $249.78万 | 0.67% | 33,260 | 3 | 0.0% | $225 | 加仓 |
| NVDA | NVIDIA CORPORATION | $262.74万 | 0.71% | 15,065 | 12,001 | 391.7% | $209.30万 | 加仓 |
| IAU | ISHARES GOLD TR | $266.81万 | 0.72% | 30,264 | -11,743 | -28.0% | -$103.53万 | 减仓 |
| COP | CONOCOPHILLIPS | $268.18万 | 0.72% | 20,316 | 114 | 0.6% | $1.50万 | 加仓 |
| GLD | SPDR GOLD TR | $275.64万 | 0.74% | 6,406 | -1,819 | -22.1% | -$78.27万 | 减仓 |
| IEFA | ISHARES TR | $287.11万 | 0.77% | 31,714 | -10,523 | -24.9% | -$95.27万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $288.83万 | 0.78% | 76,330 | -11,816 | -13.4% | -$44.71万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $370.27万 | 1.00% | 120,687 | 601 | 0.5% | $1.84万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $388.59万 | 1.05% | 86,124 | -87,828 | -50.5% | -$396.28万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $390.59万 | 1.05% | 20,351 | 1,456 | 7.7% | $27.94万 | 加仓 |
| AMLP | ALPS ETF TR | $395.58万 | 1.07% | 75,147 | -404 | -0.5% | -$2.13万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $426.91万 | 1.15% | 45,300 | -1,252 | -2.7% | -$11.80万 | 减仓 |
| SGOV | ISHARES TR | $465.99万 | 1.26% | 46,293 | -3,810 | -7.6% | -$38.35万 | 减仓 |
| OKE | ONEOK INC NEW | $535.41万 | 1.44% | 59,233 | 6,057 | 11.4% | $54.75万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $563.31万 | 1.52% | 144,588 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $577.16万 | 1.56% | 12,471 | -59 | -0.5% | -$2.73万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $664.08万 | 1.79% | 238,448 | 8,205 | 3.6% | $22.85万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $740.21万 | 2.00% | 74,124 | 1,737 | 2.4% | $17.35万 | 加仓 |
| HDV | ISHARES TR | $778.85万 | 2.10% | 57,386 | 1,392 | 2.5% | $18.89万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $855.20万 | 2.31% | 187,874 | -1,651 | -0.9% | -$7.52万 | 减仓 |
| IBDW | ISHARES TR | $855.29万 | 2.31% | 408,644 | 96,995 | 31.1% | $203.01万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $910.47万 | 2.46% | 301,281 | 26,267 | 9.6% | $79.38万 | 加仓 |
| IDV | ISHARES TR | $1,182.01万 | 3.19% | 277,728 | 4,090 | 1.5% | $17.41万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,235.46万 | 3.33% | 322,910 | 11,469 | 3.7% | $43.88万 | 加仓 |
| AAPL | APPLE INC | $1,370.95万 | 3.70% | 43,193 | 5,209 | 13.7% | $165.33万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,656.72万 | 4.47% | 12,014 | -1,695 | -12.4% | -$233.74万 | 减仓 |
| IBDX | ISHARES TR | $1,842.19万 | 4.97% | 729,002 | 158,280 | 27.7% | $399.97万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,341.75万 | 6.32% | 443,679 | 79,205 | 21.7% | $418.05万 | 加仓 |
| IBDR | ISHARES TR | $2,460.62万 | 6.64% | 1,015,106 | 197,108 | 24.1% | $477.79万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,502.93万 | 6.75% | 226,570 | -2,261 | -1.0% | -$24.98万 | 减仓 |
| IBHF | ISHARES TR | $2,546.05万 | 6.87% | 1,109,389 | 137,539 | 14.2% | $315.65万 | 加仓 |