Lauterbach Financial Advisors, LLC
EL PASO TX · SEC CIK 0001909828
$2.05亿2026Q1 申报市值
79持仓数
71.0%前十大占比 · 第一大 23.3%
2 / 1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
VGIT 加仓+$134.37万
AVUS 加仓+$51.87万
AVDE 新建仓+$26.64万
KO 新建仓+$20.40万
AVUV 加仓+$13.97万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$89.97万
GS 减仓-$45.62万
DFAX 减仓-$45.25万
DIMENSIONAL ETF 减仓-$42.20万
DFIV 减仓-$41.92万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,766.83万 | 23.28% | 1,226,668 | -23,153 | -1.9% | -$89.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,432.48万 | 11.88% | 389,508 | -6,757 | -1.7% | -$42.20万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,519.68万 | 7.42% | 447,358 | -13,320 | -2.9% | -$45.25万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,378.95万 | 6.73% | 261,264 | -7,942 | -3.0% | -$41.92万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,251.50万 | 6.11% | 258,255 | -2,479 | -1.0% | -$12.01万 | 减仓 |
| BSVO | EA SERIES TRUST | $848.40万 | 4.14% | 334,410 | -4,127 | -1.2% | -$10.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $827.58万 | 4.04% | 28,134 | -517 | -1.8% | -$15.21万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $760.74万 | 3.72% | 107,283 | 708 | 0.7% | $5.02万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $384.75万 | 1.88% | 34,828 | 1,265 | 3.8% | $13.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $372.30万 | 1.82% | 21,347 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $336.42万 | 1.64% | 33,689 | 703 | 2.1% | $7.02万 | 加仓 |
| ITOT | ISHARES TR | $292.64万 | 1.43% | 20,546 | -154 | -0.7% | -$2.19万 | 减仓 |
| — | EXXON MOBIL CORP | $291.78万 | 1.43% | 17,198 | -1,184 | -6.4% | -$20.09万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $290.70万 | 1.42% | 48,816 | 22,565 | 86.0% | $134.37万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $286.51万 | 1.40% | 73,541 | 653 | 0.9% | $2.54万 | 加仓 |
| IDEV | ISHARES TR | $260.86万 | 1.27% | 31,214 | -261 | -0.8% | -$2.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $256.14万 | 1.25% | 4,438 | -698 | -13.6% | -$40.29万 | 减仓 |
| AAPL | APPLE INC | $228.86万 | 1.12% | 9,018 | -633 | -6.6% | -$16.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $156.76万 | 0.77% | 22,038 | -42 | -0.2% | -$2,988 | 减仓 |
| IEMG | ISHARES INC | $154.93万 | 0.76% | 22,213 | 658 | 3.1% | $4.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $146.56万 | 0.72% | 10,147 | 8 | 0.1% | $1,155 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $145.59万 | 0.71% | 32,266 | -479 | -1.5% | -$2.16万 | 减仓 |
| PFE | PFIZER INC | $131.32万 | 0.64% | 46,768 | 519 | 1.1% | $1.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $116.92万 | 0.57% | 2,440 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $113.83万 | 0.56% | 10,238 | 4,665 | 83.7% | $51.87万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $103.77万 | 0.51% | 30,646 | -995 | -3.1% | -$3.37万 | 减仓 |
| AMZN | AMAZON COM INC | $99.78万 | 0.49% | 4,791 | -746 | -13.5% | -$15.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $98.29万 | 0.48% | 2,655 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $94.10万 | 0.46% | 4,800 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $87.38万 | 0.43% | 3,579 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $85.08万 | 0.42% | 24,626 | 1,293 | 5.5% | $4.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $77.83万 | 0.38% | 3,184 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $77.19万 | 0.38% | 912 | -539 | -37.1% | -$45.62万 | 减仓 |
| HAL | HALLIBURTON CO | $76.58万 | 0.37% | 19,641 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $73.01万 | 0.36% | 20,835 | -329 | -1.6% | -$1.15万 | 减仓 |
| GE | GE AEROSPACE | $71.41万 | 0.35% | 2,516 | -126 | -4.8% | -$3.58万 | 减仓 |
| WMT | WALMART INC | $70.21万 | 0.34% | 5,649 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $68.43万 | 0.33% | 8,595 | 46 | 0.5% | $3,662 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.50万 | 0.32% | 2,073 | 417 | 25.2% | $13.38万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $64.54万 | 0.32% | 8,009 | 1,435 | 21.8% | $11.56万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $64.18万 | 0.31% | 4,003 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $63.36万 | 0.31% | 3,438 | -103 | -2.9% | -$1.90万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.25万 | 0.31% | 2,941 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $62.96万 | 0.31% | 15,867 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $62.34万 | 0.30% | 16,958 | 3,782 | 28.7% | $13.90万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $55.64万 | 0.27% | 7,735 | -1,000 | -11.4% | -$7.19万 | 减仓 |
| VGT | VANGUARD WORLD FD | $54.94万 | 0.27% | 787 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $54.64万 | 0.27% | 626 | -31 | -4.7% | -$2.71万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $53.01万 | 0.26% | 16,453 | 3,478 | 26.8% | $11.21万 | 加仓 |
| IWF | ISHARES TR | $52.83万 | 0.26% | 1,239 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $51.40万 | 0.25% | 6,913 | -93 | -1.3% | -$6,915 | 减仓 |
| GIS | GENERAL MILLS INC | $47.64万 | 0.23% | 12,800 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $45.35万 | 0.22% | 1,220 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $41.35万 | 0.20% | 633 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.86万 | 0.20% | 6,377 | 1,745 | 37.7% | $11.18万 | 加仓 |
| IWV | ISHARES TR | $40.36万 | 0.20% | 1,089 | -7 | -0.6% | -$2,595 | 减仓 |
| VOO | VANGUARD INDEX FDS | $39.96万 | 0.20% | 669 | -30 | -4.3% | -$1.79万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $39.75万 | 0.19% | 8,302 | 615 | 8.0% | $2.94万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $39.03万 | 0.19% | 7,976 | -249 | -3.0% | -$1.22万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $38.84万 | 0.19% | 8,378 | 60 | 0.7% | $2,782 | 加仓 |
| IUSV | ISHARES TR | $37.63万 | 0.18% | 3,681 | -16 | -0.4% | -$1,636 | 减仓 |
| MGK | VANGUARD WORLD FD | $37.15万 | 0.18% | 1,011 | 1 | 0.1% | $367 | 加仓 |
| STXF | EA SERIES TRUST | $36.18万 | 0.18% | 8,621 | 1,209 | 16.3% | $5.07万 | 加仓 |
| IWM | ISHARES TR | $35.44万 | 0.17% | 1,429 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.88万 | 0.15% | 475 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $28.95万 | 0.14% | 7,877 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $28.78万 | 0.14% | 3,863 | 9 | 0.2% | $671 | 加仓 |
| DVY | ISHARES TR | $27.10万 | 0.13% | 1,790 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $26.64万 | 0.13% | 3,140 | 3,140 | — | $26.64万 | 新建仓 |
| SYK | STRYKER CORPORATION | $26.29万 | 0.13% | 800 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $25.12万 | 0.12% | 2,067 | -994 | -32.5% | -$12.08万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $24.94万 | 0.12% | 6,323 | 498 | 8.5% | $1.96万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $24.27万 | 0.12% | 1,117 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $22.99万 | 0.11% | 9,473 | -4,908 | -34.1% | -$11.91万 | 减仓 |
| SHV | ISHARES TR | $21.45万 | 0.10% | 1,943 | 11 | 0.6% | $1,215 | 加仓 |
| KO | COCA COLA CO | $20.40万 | 0.10% | 2,682 | 2,682 | — | $20.40万 | 新建仓 |
| C | CITIGROUP INC | $20.35万 | 0.10% | 1,795 | 10 | 0.6% | $1,134 | 加仓 |
| V | VISA INC | $20.28万 | 0.10% | 671 | 0 | 0.0% | — | 不变 |
| — | INNOVIZ TECHNOLOGIES LTD | $1.41万 | 0.01% | 22,270 | -10,000 | -31.0% | -$6,325 | 减仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,113 | -100.0% | -$25.17万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |