Disciplined Equity Management, Inc.
NEPTUNE BEACH FL · SEC CIK 0001909380
$2.26亿2026Q2 申报市值
45持仓数
82.8%前十大占比 · 第一大 20.4%
0 / 1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
DFUS 加仓+$267.70万
DFUV 加仓+$166.08万
DIMENSIONAL ETF 加仓+$134.71万
HPQ 加仓+$106.04万
DIMENSIONAL ETF 加仓+$104.36万
2026Q2 卖出最多 按季末市值估算
VTRS 减仓-$139.74万
OMC 减仓-$100.57万
PGR 清仓-$96.15万
DOW 减仓-$30.83万
ANET 减仓-$4.76万
2026Q2 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 | $4,614.76万 | 20.44% | 838,894 | 30,190 | 3.7% | $166.08万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,559.61万 | 20.19% | 556,457 | 32,670 | 6.2% | $267.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,013.03万 | 13.34% | 365,926 | 16,360 | 4.7% | $134.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,999.41万 | 13.28% | 429,100 | 14,930 | 3.6% | $104.36万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,232.25万 | 9.89% | 413,227 | 13,410 | 3.4% | $72.44万 | 加仓 |
| MO | ALTRIA GROUP INC | $269.42万 | 1.19% | 37,445 | -100 | -0.3% | -$7,195 | 减仓 |
| F | FORD MTR CO | $266.12万 | 1.18% | 191,450 | 3,510 | 1.9% | $4.88万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $252.88万 | 1.12% | 23,430 | 1,660 | 7.6% | $17.92万 | 加仓 |
| TFC | TRUIST FINL CORP | $251.64万 | 1.11% | 50,510 | -90 | -0.2% | -$4,484 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $226.75万 | 1.00% | 53,555 | 270 | 0.5% | $1.14万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $226.40万 | 1.00% | 64,283 | 1,470 | 2.3% | $5.18万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $223.75万 | 0.99% | 2,932 | 7 | 0.2% | $5,342 | 加仓 |
| CAT | CATERPILLAR INC | $215.00万 | 0.95% | 2,019 | -30 | -1.5% | -$3.19万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $211.83万 | 0.94% | 157,380 | 24,710 | 18.6% | $33.26万 | 加仓 |
| PFE | PFIZER INC | $208.44万 | 0.92% | 86,560 | -70 | -0.1% | -$1,686 | 减仓 |
| DOW | DOW HLDGS INC | $195.70万 | 0.87% | 71,529 | -11,270 | -13.6% | -$30.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $174.51万 | 0.77% | 39,340 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $161.90万 | 0.72% | 9,530 | -280 | -2.9% | -$4.76万 | 减仓 |
| USB | US BANCORP | $159.09万 | 0.70% | 26,340 | -110 | -0.4% | -$6,644 | 减仓 |
| OKE | ONEOK INC NEW | $151.41万 | 0.67% | 17,415 | -400 | -2.2% | -$3.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $150.21万 | 0.67% | 7,507 | -120 | -1.6% | -$2.40万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $149.78万 | 0.66% | 46,850 | -450 | -1.0% | -$1.44万 | 减仓 |
| BBY | BEST BUY INC | $148.52万 | 0.66% | 19,573 | 840 | 4.5% | $6.37万 | 加仓 |
| KHC | KRAFT HEINZ CO | $137.07万 | 0.61% | 58,030 | 3,250 | 5.9% | $7.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $136.43万 | 0.60% | 4,168 | 15 | 0.4% | $4,910 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $134.24万 | 0.59% | 33,950 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $131.62万 | 0.58% | 59,990 | 48,330 | 414.5% | $106.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.92万 | 0.51% | 9,850 | -100 | -1.0% | -$1.17万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $108.82万 | 0.48% | 6,105 | 130 | 2.2% | $2.32万 | 加仓 |
| T | AT&T INC | $106.94万 | 0.47% | 51,662 | 620 | 1.2% | $1.28万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $105.65万 | 0.47% | 2,057 | 53 | 2.6% | $2.72万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $75.68万 | 0.34% | 20,310 | 30 | 0.1% | $1,118 | 加仓 |
| IRM | IRON MTN INC DEL | $51.60万 | 0.23% | 4,085 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $45.24万 | 0.20% | 10,840 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $43.52万 | 0.19% | 1,460 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $41.69万 | 0.18% | 26,250 | -88,000 | -77.0% | -$139.74万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $41.22万 | 0.18% | 10,820 | 6,300 | 139.4% | $24.00万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $39.08万 | 0.17% | 3,610 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $38.69万 | 0.17% | 9,520 | 60 | 0.6% | $2,438 | 加仓 |
| AMZN | AMAZON COM INC | $36.70万 | 0.16% | 1,540 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.53万 | 0.13% | 382 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $27.43万 | 0.12% | 660 | 0 | 0.0% | — | 重新持有 |
| LOW | LOWES COS INC | $26.24万 | 0.12% | 1,190 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $24.56万 | 0.11% | 780 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $20.97万 | 0.09% | 2,879 | -13,809 | -82.7% | -$100.57万 | 减仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -4,850 | -100.0% | -$96.15万 | 清仓 |