Disciplined Equity Management, Inc.
NEPTUNE BEACH FL · SEC CIK 0001909380
$1.99亿2026Q1 申报市值
44持仓数
81.2%前十大占比 · 第一大 19.7%
1 / 19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
DOW 加仓+$145.23万
CAG 加仓+$123.06万
OKE 加仓+$37.06万
KHC 加仓+$31.40万
DFUV 加仓+$30.99万
2026Q1 卖出最多 按季末市值估算
DFIV 减仓-$85.47万
CAT 减仓-$48.25万
VTRS 减仓-$32.79万
DIMENSIONAL ETF 减仓-$23.62万
MO 减仓-$21.97万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $3,918.98万 | 19.69% | 808,704 | 6,395 | 0.8% | $30.99万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,714.17万 | 18.66% | 523,787 | -2,794 | -0.5% | -$19.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,586.49万 | 13.00% | 414,170 | -3,783 | -0.9% | -$23.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,486.46万 | 12.49% | 349,566 | -666 | -0.2% | -$4.74万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,110.23万 | 10.60% | 399,817 | -16,193 | -3.9% | -$85.47万 | 减仓 |
| DOW | DOW HLDGS INC | $344.86万 | 1.73% | 82,799 | 34,870 | 72.8% | $145.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $267.49万 | 1.34% | 53,285 | 5,320 | 11.1% | $26.71万 | 加仓 |
| MO | ALTRIA GROUP INC | $247.76万 | 1.24% | 37,545 | -3,330 | -8.1% | -$21.97万 | 减仓 |
| PFE | PFIZER INC | $243.26万 | 1.22% | 86,630 | 1,460 | 1.7% | $4.10万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $235.17万 | 1.18% | 62,813 | 4,650 | 8.0% | $17.41万 | 加仓 |
| TFC | TRUIST FINL CORP | $232.61万 | 1.17% | 50,600 | -2,850 | -5.3% | -$13.10万 | 减仓 |
| F | FORD MTR CO | $216.88万 | 1.09% | 187,940 | -18,320 | -8.9% | -$21.14万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $212.67万 | 1.07% | 21,770 | 2,460 | 12.7% | $24.03万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $208.56万 | 1.05% | 132,670 | 78,280 | 143.9% | $123.06万 | 加仓 |
| OKE | ONEOK INC NEW | $161.03万 | 0.81% | 17,815 | 4,100 | 29.9% | $37.06万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $158.60万 | 0.80% | 47,300 | 670 | 1.4% | $2.25万 | 加仓 |
| VTRS | VIATRIS INC | $154.35万 | 0.78% | 114,250 | -24,270 | -17.5% | -$32.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $152.88万 | 0.77% | 39,340 | 160 | 0.4% | $6,218 | 加仓 |
| T | AT&T INC | $147.97万 | 0.74% | 51,042 | 4,960 | 10.8% | $14.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $145.55万 | 0.73% | 9,950 | 1,990 | 25.0% | $29.11万 | 加仓 |
| CAT | CATERPILLAR INC | $145.16万 | 0.73% | 2,049 | -681 | -24.9% | -$48.25万 | 减仓 |
| USB | US BANCORP | $137.57万 | 0.69% | 26,450 | -1,850 | -6.5% | -$9.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $133.01万 | 0.67% | 7,627 | -467 | -5.8% | -$8.14万 | 减仓 |
| OMC | OMNICOM GROUP INC | $125.68万 | 0.63% | 16,688 | 59 | 0.4% | $4,443 | 加仓 |
| KHC | KRAFT HEINZ CO | $123.20万 | 0.62% | 54,780 | 13,960 | 34.2% | $31.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $122.16万 | 0.61% | 4,153 | 460 | 12.5% | $13.53万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $121.24万 | 0.61% | 33,950 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $120.45万 | 0.61% | 9,810 | -290 | -2.9% | -$3.56万 | 减仓 |
| BBY | BEST BUY INC | $120.27万 | 0.60% | 18,733 | 2,670 | 16.6% | $17.14万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $114.19万 | 0.57% | 2,925 | 580 | 24.7% | $22.64万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $100.63万 | 0.51% | 239 | 63 | 35.8% | $26.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $100.13万 | 0.50% | 2,004 | 374 | 22.9% | $18.69万 | 加仓 |
| PGR | PROGRESSIVE CORP | $96.15万 | 0.48% | 4,850 | 1,400 | 40.6% | $27.75万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $72.05万 | 0.36% | 20,280 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $46.87万 | 0.24% | 3,610 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $41.72万 | 0.21% | 4,085 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $39.85万 | 0.20% | 10,840 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $32.68万 | 0.16% | 9,460 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $32.07万 | 0.16% | 1,540 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $28.34万 | 0.14% | 1,460 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $28.12万 | 0.14% | 1,190 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $25.63万 | 0.13% | 780 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.84万 | 0.12% | 382 | -150 | -28.2% | -$9.76万 | 减仓 |
| HPQ | HP INC | $22.40万 | 0.11% | 11,660 | 11,660 | — | $22.40万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -437 | -100.0% | -$21.13万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -660 | -100.0% | -$17.94万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -243 | -100.0% | -$11.75万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -591 | -100.0% | -$9.46万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,777 | -100.0% | -$4.87万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -100 | -100.0% | -$3.44万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -51 | -100.0% | -$1.56万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -266 | -100.0% | -$1.50万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1.25万 | 清仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -220 | -100.0% | -$9,385 | 清仓 |
| — | PROMIS NEUROSCIENCES INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6,824 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -160 | -100.0% | -$5,904 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -30 | -100.0% | -$4,317 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -35 | -100.0% | -$2,774 | 清仓 |
| — | WESTPORT FUEL SYSTEMS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$618 | 清仓 |
| — | CARDIOL THERAPEUTICS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$605 | 清仓 |
| — | PSQ HOLDINGS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$488 | 清仓 |
| — | FIBROBIOLOGICS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$418 | 清仓 |
| — | EON RESOURCES INC | $0 | 0.00% | 0 | -750 | -100.0% | -$380 | 清仓 |