13F 机构持仓

Scissortail Wealth Management, LLC

TULSA OK · SEC CIK 0001906793

2026Q22026Q1 更早 9 个季度 🔒
$4.98亿2026Q1 申报市值
115持仓数
38.0%前十大占比 · 第一大 7.0%
14 / 5新建仓 / 清仓
申报市值走势$5.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 7.0%
IVE 4.7%
DYNF 4.2%
IVW 4.0%
AGG 4.0%
VEU 3.2%
BINC 2.9%
IBTG 2.8%
AAPL 2.7%
QUAL 2.6%

2026Q1 买入最多 按季末市值估算

AGG 新建仓+$1,974.95万
IBHI 加仓+$991.35万
IVE 加仓+$944.35万
CORO 新建仓+$881.25万
MTUM 加仓+$873.95万

2026Q1 卖出最多 按季末市值估算

OEF 清仓-$596.73万
MDT 清仓-$486.15万
VTI 减仓-$412.54万
EFV 减仓-$367.76万
AVGO 减仓-$349.28万

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
JCI JOHNSON CONTROLS INTERNATION $790.18万1.59%60,342 -3,164-5.0% -$41.43万 减仓
MPC MARATHON PETE CORP $806.76万1.62%33,039 5491.7% $13.41万 加仓
PSX PHILLIPS 66 $841.13万1.69%46,170 -1,308-2.8% -$23.83万 减仓
CORO BLACKROCK ETF TRUST $881.25万1.77%274,080 274,080— $881.25万 新建仓
COP CONOCOPHILLIPS $900.48万1.81%68,218 -1,034-1.5% -$13.65万 减仓
IVV ISHARES TR $933.23万1.88%14,287 2,38520.0% $155.79万 加仓
WMT WALMART INC $987.61万1.98%79,497 -19,529-19.7% -$242.61万 减仓
MTUM ISHARES TR $1,067.15万2.14%44,466 36,416452.4% $873.95万 加仓
IBHI ISHARES TR $1,130.09万2.27%485,371 425,782714.5% $991.35万 加仓
QQQ INVESCO QQQ TR $1,134.96万2.28%19,664 -2,547-11.5% -$147.01万 减仓
IBTI ISHARES TR $1,154.69万2.32%518,193 66,81114.8% $148.87万 加仓
QUAL ISHARES TR $1,270.84万2.55%66,255 -14,894-18.4% -$285.68万 减仓
AAPL APPLE INC $1,363.62万2.74%53,730 7261.4% $18.43万 加仓
IBTG ISHARES TR $1,404.86万2.82%613,073 87,00616.5% $199.37万 加仓
BINC BLACKROCK ETF TRUST II $1,433.52万2.88%276,049 33,79013.9% $175.47万 加仓
VEU VANGUARD INTL EQUITY INDEX F $1,586.31万3.19%211,226 -8,992-4.1% -$67.53万 减仓
AGG ISHARES TR $1,974.95万3.97%198,947 198,947— $1,974.95万 新建仓
IVW ISHARES TR $1,993.09万4.01%176,208 -16,406-8.5% -$185.57万 减仓
DYNF BLACKROCK ETF TRUST $2,072.29万4.16%356,186 37,42311.7% $217.73万 加仓
IVE ISHARES TR $2,344.31万4.71%111,026 44,72467.5% $944.35万 加仓
VTI VANGUARD INDEX FDS $3,484.84万7.00%108,648 -12,862-10.6% -$412.54万 减仓