Lauterbach Financial Advisors, LLC
EL PASO TX · SEC CIK 0001909828
$2.32亿2026Q2 申报市值
87持仓数
70.2%前十大占比 · 第一大 23.2%
6 / 0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
GOOG 新建仓+$114.66万
NVDA 加仓+$78.67万
AVUS 加仓+$60.93万
VGIT 加仓+$53.51万
AMZN 加仓+$51.48万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$45.58万
DFUV 减仓-$35.37万
AAPL 减仓-$31.86万
BSVO 减仓-$17.30万
DFIV 减仓-$9.37万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVIZ TECHNOLOGIES LTD | $1.70万 | 0.01% | 22,270 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.08万 | 0.09% | 714 | 0 | 0.0% | — | 重新持有 |
| VTIP | VANGUARD MALVERN FDS | $21.19万 | 0.09% | 4,218 | 4,218 | — | $21.19万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $21.26万 | 0.09% | 2,204 | 2,204 | — | $21.26万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.59万 | 0.09% | 187 | 187 | — | $21.59万 | 新建仓 |
| SHV | ISHARES TR | $21.64万 | 0.09% | 1,961 | 18 | 0.9% | $1,986 | 加仓 |
| KO | COCA COLA CO | $21.80万 | 0.09% | 2,682 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $22.71万 | 0.10% | 9,408 | -65 | -0.7% | -$1,569 | 减仓 |
| V | VISA INC | $23.02万 | 0.10% | 671 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.57万 | 0.10% | 2,853 | 2,378 | 500.6% | $19.65万 | 重新持有 |
| DISV | DIMENSIONAL ETF TRUST | $24.97万 | 0.11% | 6,223 | -100 | -1.6% | -$4,013 | 减仓 |
| SYK | STRYKER CORPORATION | $25.19万 | 0.11% | 800 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $25.23万 | 0.11% | 1,803 | 8 | 0.4% | $1,120 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $26.05万 | 0.11% | 2,073 | 6 | 0.3% | $754 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $26.29万 | 0.11% | 2,525 | 2,525 | — | $26.29万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $27.14万 | 0.12% | 1,117 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $27.98万 | 0.12% | 1,790 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $28.24万 | 0.12% | 2,315 | 2,315 | — | $28.24万 | 新建仓 |
| GM | GENERAL MTRS CO | $29.85万 | 0.13% | 3,872 | 9 | 0.2% | $694 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.32万 | 0.14% | 433 | -42 | -8.8% | -$3.14万 | 减仓 |
| NVO | NOVO-NORDISK A S | $37.76万 | 0.16% | 7,877 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $39.30万 | 0.17% | 7,449 | -527 | -6.6% | -$2.78万 | 减仓 |
| IUSV | ISHARES TR | $39.91万 | 0.17% | 3,623 | -58 | -1.6% | -$6,389 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $39.94万 | 0.17% | 8,225 | -153 | -1.8% | -$7,430 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $41.57万 | 0.18% | 8,706 | 404 | 4.9% | $1.93万 | 加仓 |
| STXF | EA SERIES TRUST | $41.75万 | 0.18% | 8,643 | 22 | 0.3% | $1,063 | 加仓 |
| IWM | ISHARES TR | $42.93万 | 0.18% | 1,429 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $44.23万 | 0.19% | 644 | -25 | -3.7% | -$1.72万 | 减仓 |
| MGK | VANGUARD WORLD FD | $44.48万 | 0.19% | 5,060 | 5 | 0.1% | $440 | 加仓 |
| GIS | GENERAL MILLS INC | $45.59万 | 0.20% | 13,100 | 300 | 2.3% | $1.04万 | 加仓 |
| TSLA | TESLA INC | $46.31万 | 0.20% | 1,101 | -119 | -9.8% | -$5.01万 | 减仓 |
| IWV | ISHARES TR | $46.44万 | 0.20% | 1,089 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.52万 | 0.20% | 6,529 | 152 | 2.4% | $1.08万 | 加仓 |
| IVV | ISHARES TR | $47.40万 | 0.20% | 633 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $47.93万 | 0.21% | 5,373 | 2,233 | 71.1% | $19.92万 | 加仓 |
| EFV | ISHARES TR | $53.48万 | 0.23% | 6,987 | 74 | 1.1% | $5,665 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $55.82万 | 0.24% | 7,735 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $56.79万 | 0.24% | 16,641 | 188 | 1.1% | $6,415 | 加仓 |
| IWF | ISHARES TR | $61.54万 | 0.26% | 4,956 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $63.99万 | 0.28% | 5,650 | 1 | 0.0% | $113 | 加仓 |
| VGT | VANGUARD WORLD FD | $65.95万 | 0.28% | 5,518 | -778 | -12.4% | -$9.30万 | 减仓 |
| HAL | HALLIBURTON CO | $66.68万 | 0.29% | 19,641 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $67.95万 | 0.29% | 3,439 | 1 | 0.0% | $198 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $69.59万 | 0.30% | 2,941 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $71.14万 | 0.31% | 17,048 | 90 | 0.5% | $3,756 | 加仓 |
| WFC | WELLS FARGO & CO | $71.43万 | 0.31% | 8,643 | 48 | 0.6% | $3,967 | 加仓 |
| GEV | GE VERNOVA INC | $74.72万 | 0.32% | 636 | 10 | 1.6% | $1.17万 | 加仓 |
| IVLU | ISHARES TR | $79.96万 | 0.34% | 19,121 | 3,254 | 20.5% | $13.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $79.97万 | 0.34% | 2,161 | 88 | 4.2% | $3.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.07万 | 0.34% | 20,643 | -192 | -0.9% | -$7,448 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $80.87万 | 0.35% | 3,184 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $91.50万 | 0.39% | 3,579 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $91.72万 | 0.39% | 9,506 | 1,497 | 18.7% | $14.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $92.67万 | 0.40% | 916 | 4 | 0.4% | $4,047 | 加仓 |
| GE | GE AEROSPACE | $94.09万 | 0.40% | 2,518 | 2 | 0.1% | $747 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $98.88万 | 0.43% | 4,800 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $99.05万 | 0.43% | 2,655 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $100.79万 | 0.43% | 24,801 | 175 | 0.7% | $7,112 | 加仓 |
| PFE | PFIZER INC | $113.90万 | 0.49% | 47,299 | 531 | 1.1% | $1.28万 | 加仓 |
| GOOG | ALPHABET INC | $114.66万 | 0.49% | 3,245 | 3,245 | — | $114.66万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $115.98万 | 0.50% | 28,842 | -1,804 | -5.9% | -$7.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.10万 | 0.53% | 2,440 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $136.41万 | 0.59% | 4,000 | -3 | -0.1% | -$1,023 | 减仓 |
| PG | PROCTER & GAMBLE CO | $148.93万 | 0.64% | 10,156 | 9 | 0.1% | $1,320 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $158.10万 | 0.68% | 30,585 | -1,681 | -5.2% | -$8.69万 | 减仓 |
| AMZN | AMAZON COM INC | $165.67万 | 0.71% | 6,951 | 2,160 | 45.1% | $51.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $177.69万 | 0.76% | 21,580 | -458 | -2.1% | -$3.77万 | 减仓 |
| IEMG | ISHARES INC | $178.80万 | 0.77% | 21,584 | -629 | -2.8% | -$5.21万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $192.05万 | 0.83% | 14,995 | 4,757 | 46.5% | $60.93万 | 加仓 |
| AAPL | APPLE INC | $229.10万 | 0.99% | 7,917 | -1,101 | -12.2% | -$31.86万 | 减仓 |
| — | EXXON MOBIL CORP | $233.99万 | 1.01% | 17,114 | -84 | -0.5% | -$1.15万 | 减仓 |
| IDEV | ISHARES TR | $275.34万 | 1.18% | 30,933 | -281 | -0.9% | -$2.50万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $303.21万 | 1.30% | 73,505 | -36 | -0.0% | -$1,485 | 减仓 |
| QQQ | INVESCO QQQ TR | $327.02万 | 1.41% | 4,441 | 3 | 0.1% | $2,209 | 加仓 |
| ITOT | ISHARES TR | $331.73万 | 1.43% | 20,194 | -352 | -1.7% | -$5.78万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $341.43万 | 1.47% | 57,888 | 9,072 | 18.6% | $53.51万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $369.81万 | 1.59% | 35,886 | 2,197 | 6.5% | $22.64万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $482.77万 | 2.08% | 38,696 | 3,868 | 11.1% | $48.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $505.80万 | 2.18% | 25,279 | 3,932 | 18.4% | $78.67万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $888.72万 | 3.82% | 108,460 | 1,177 | 1.1% | $9.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $921.33万 | 3.96% | 28,147 | 13 | 0.0% | $4,255 | 加仓 |
| BSVO | EA SERIES TRUST | $958.83万 | 4.12% | 328,483 | -5,927 | -1.8% | -$17.30万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,385.29万 | 5.96% | 251,825 | -6,430 | -2.5% | -$35.37万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,401.98万 | 6.03% | 259,530 | -1,734 | -0.7% | -$9.37万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,648.87万 | 7.09% | 447,575 | 217 | 0.0% | $7,994 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,729.00万 | 11.74% | 390,415 | 907 | 0.2% | $6.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,395.92万 | 23.21% | 1,216,392 | -10,276 | -0.8% | -$45.58万 | 减仓 |