Crestmont Private Wealth LLC
HOUSTON TX · SEC CIK 0001873372
$3.56亿2026Q2 申报市值
105持仓数
80.5%前十大占比 · 第一大 19.2%
13 / 14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
DIMENSIONAL ETF 加仓+$784.59万
VEA 加仓+$596.46万
PYLD 加仓+$384.60万
BOND 加仓+$280.78万
DIMENSIONAL ETF 加仓+$135.15万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$1,025.13万
IJR 减仓-$562.26万
STX 减仓-$98.91万
V 清仓-$96.33万
IVV 减仓-$96.01万
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 |
|---|---|---|---|---|---|---|---|---|
| MLI | MUELLER INDS INC | $116.60万 | 0.33% | 9,485 | -211 | -2.2% | -$2.59万 | 减仓 |
| QCOM | QUALCOMM INC | $128.24万 | 0.36% | 6,940 | 1,914 | 38.1% | $35.37万 | 加仓 |
| GOOGL | ALPHABET INC | $178.86万 | 0.50% | 5,005 | -328 | -6.2% | -$11.72万 | 减仓 |
| IWB | ISHARES TR | $207.94万 | 0.58% | 5,078 | 336 | 7.1% | $13.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $210.99万 | 0.59% | 4,869 | -455 | -8.5% | -$19.72万 | 减仓 |
| IBTG | ISHARES TR | $243.14万 | 0.68% | 106,221 | 12,327 | 13.1% | $28.22万 | 加仓 |
| IBDR | ISHARES TR | $243.16万 | 0.68% | 100,355 | 11,648 | 13.1% | $28.22万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $298.41万 | 0.84% | 146,566 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $930.62万 | 2.61% | 120,687 | 5,074 | 4.4% | $39.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,022.36万 | 2.87% | 390,810 | 51,661 | 15.2% | $135.15万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,117.22万 | 3.13% | 212,399 | 12,005 | 6.0% | $63.15万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,409.67万 | 3.95% | 278,757 | 25,142 | 9.9% | $127.14万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,804.79万 | 5.06% | 302,361 | 6,966 | 2.4% | $41.58万 | 加仓 |
| BOND | PIMCO ETF TR | $2,054.32万 | 5.76% | 222,787 | 30,450 | 15.8% | $280.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,145.92万 | 6.02% | 306,999 | 112,245 | 57.6% | $784.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,458.21万 | 6.90% | 345,012 | 83,713 | 32.0% | $596.46万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,544.39万 | 9.94% | 1,336,497 | 145,024 | 12.2% | $384.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,322.98万 | 17.74% | 92,063 | -14,926 | -14.0% | -$1,025.13万 | 减仓 |
| IVV | ISHARES TR | $6,827.14万 | 19.15% | 91,163 | -1,282 | -1.4% | -$96.01万 | 减仓 |