Vawter Financial, Ltd.
COLUMBUS OH · SEC CIK 0001974403
$2.66亿2026Q2 申报市值
131持仓数
49.8%前十大占比 · 第一大 7.3%
8 / 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
BSV 加仓+$94.33万
JBND 加仓+$83.91万
CGSM 新建仓+$75.20万
BBHY 加仓+$68.80万
AVUV 加仓+$46.92万
2026Q2 卖出最多 按季末市值估算
RODM 减仓-$42.59万
CGXU 减仓-$32.84万
JMST 减仓-$30.94万
JPST 减仓-$29.65万
DFAE 减仓-$24.95万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SAN | BANCO SANTANDER SA | $15.87万 | 0.06% | 11,500 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.14万 | 0.08% | 571 | 571 | — | $20.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $20.28万 | 0.08% | 1,383 | -500 | -26.6% | -$7.33万 | 重新持有 |
| CRM | SALESFORCE INC | $20.43万 | 0.08% | 1,304 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $20.53万 | 0.08% | 3,800 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $20.55万 | 0.08% | 3,092 | 3,092 | — | $20.55万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $20.60万 | 0.08% | 1,999 | 1,999 | — | $20.60万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $20.65万 | 0.08% | 1,084 | 1,084 | — | $20.65万 | 新建仓 |
| — | TIDAL TRUST II | $20.86万 | 0.08% | 8,000 | 8,000 | — | $20.86万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $21.04万 | 0.08% | 2,725 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $21.26万 | 0.08% | 7,225 | 7,225 | — | $21.26万 | 新建仓 |
| PFF | ISHARES TR | $22.24万 | 0.08% | 7,294 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $22.96万 | 0.09% | 2,789 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.12万 | 0.09% | 1,904 | 1,904 | — | $23.12万 | 新建仓 |
| IFRA | ISHARES TR | $23.14万 | 0.09% | 3,670 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $24.41万 | 0.09% | 4,975 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $24.60万 | 0.09% | 1,860 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $24.87万 | 0.09% | 675 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $24.91万 | 0.09% | 6,040 | -107 | -1.7% | -$4,414 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $24.98万 | 0.09% | 3,403 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $25.50万 | 0.10% | 4,924 | -330 | -6.3% | -$1.71万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $25.58万 | 0.10% | 8,000 | 18 | 0.2% | $575 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $25.60万 | 0.10% | 8,068 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $27.29万 | 0.10% | 9,425 | 425 | 4.7% | $1.23万 | 加仓 |
| TPC | TUTOR PERINI CORP | $27.38万 | 0.10% | 3,300 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $27.46万 | 0.10% | 873 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $27.48万 | 0.10% | 769 | -15 | -1.9% | -$5,361 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.54万 | 0.10% | 1,164 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $27.61万 | 0.10% | 2,020 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $27.66万 | 0.10% | 2,507 | 15 | 0.6% | $1,655 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $28.00万 | 0.11% | 8,171 | 763 | 10.3% | $2.61万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.45万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $29.43万 | 0.11% | 5,350 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $30.36万 | 0.11% | 8,800 | 1,250 | 16.6% | $4.31万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $30.88万 | 0.12% | 13,756 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $31.04万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $32.25万 | 0.12% | 4,275 | 275 | 6.9% | $2.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $32.38万 | 0.12% | 868 | -3 | -0.3% | -$1,119 | 减仓 |
| IJT | ISHARES TR | $32.57万 | 0.12% | 1,824 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $33.29万 | 0.13% | 6,571 | -3,500 | -34.8% | -$17.73万 | 减仓 |
| GEV | GE VERNOVA INC | $33.37万 | 0.13% | 284 | 9 | 3.3% | $1.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $33.76万 | 0.13% | 3,501 | 248 | 7.6% | $2.39万 | 加仓 |
| VPU | VANGUARD WORLD FD | $34.25万 | 0.13% | 1,750 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $34.34万 | 0.13% | 6,644 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $34.38万 | 0.13% | 2,710 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $35.26万 | 0.13% | 4,147 | -191 | -4.4% | -$1.62万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.36万 | 0.13% | 378 | 19 | 5.3% | $1.78万 | 加仓 |
| NFLX | NETFLIX INC. | $35.70万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $35.79万 | 0.13% | 3,425 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $38.63万 | 0.15% | 6,354 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.80万 | 0.15% | 1,670 | -41 | -2.4% | -$9,772 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $40.28万 | 0.15% | 2,061 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.92万 | 0.15% | 1,095 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.45万 | 0.16% | 1,647 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $42.02万 | 0.16% | 4,450 | -1,384 | -23.7% | -$13.07万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $42.30万 | 0.16% | 11,708 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $43.20万 | 0.16% | 1,372 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $43.75万 | 0.16% | 14,500 | 0 | 0.0% | — | 不变 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $44.15万 | 0.17% | 9,364 | -66 | -0.7% | -$3,112 | 减仓 |
| ASML | ASML HLDG NV | $44.56万 | 0.17% | 224 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $45.97万 | 0.17% | 2,773 | 1 | 0.0% | $166 | 加仓 |
| EFA | ISHARES TR | $47.07万 | 0.18% | 4,531 | 193 | 4.4% | $2.00万 | 加仓 |
| — | EXXON MOBIL CORP | $47.47万 | 0.18% | 3,472 | 1,031 | 42.2% | $14.10万 | 加仓 |
| IOO | ISHARES TR | $47.81万 | 0.18% | 3,500 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $48.52万 | 0.18% | 5,344 | -87 | -1.6% | -$7,899 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $50.85万 | 0.19% | 8,519 | 3 | 0.0% | $179 | 加仓 |
| VOO | VANGUARD INDEX FDS | $51.85万 | 0.20% | 755 | 29 | 4.0% | $1.99万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $52.74万 | 0.20% | 6,123 | 291 | 5.0% | $2.51万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $52.87万 | 0.20% | 7,311 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $53.22万 | 0.20% | 7,780 | -197 | -2.5% | -$1.35万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $55.19万 | 0.21% | 15,854 | -2,032 | -11.4% | -$7.07万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $55.75万 | 0.21% | 9,667 | -137 | -1.4% | -$7,901 | 减仓 |
| SPYG | SPDR SERIES TRUST | $55.91万 | 0.21% | 4,699 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $57.02万 | 0.21% | 5,910 | 800 | 15.7% | $7.72万 | 加仓 |
| — | UNITED BANCORP INC OHIO | $57.79万 | 0.22% | 36,392 | 63 | 0.2% | $1,000 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $59.25万 | 0.22% | 2,333 | 57 | 2.5% | $1.45万 | 加仓 |
| IWV | ISHARES TR | $64.60万 | 0.24% | 1,515 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $67.41万 | 0.25% | 10,880 | 0 | 0.0% | — | 不变 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $67.80万 | 0.26% | 12,991 | 94 | 0.7% | $4,906 | 加仓 |
| NVDA | NVIDIA CORPORATION | $71.81万 | 0.27% | 3,589 | 70 | 2.0% | $1.40万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $73.93万 | 0.28% | 6,206 | -144 | -2.3% | -$1.72万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $74.04万 | 0.28% | 20,419 | -2,026 | -9.0% | -$7.35万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $75.20万 | 0.28% | 28,500 | 28,500 | — | $75.20万 | 新建仓 |
| IWF | ISHARES TR | $77.76万 | 0.29% | 6,262 | 6 | 0.1% | $745 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $78.87万 | 0.30% | 16,390 | -320 | -1.9% | -$1.54万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $86.12万 | 0.32% | 12,747 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $86.39万 | 0.33% | 2,875 | -47 | -1.6% | -$1.41万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $88.64万 | 0.33% | 8,944 | 717 | 8.7% | $7.11万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $92.33万 | 0.35% | 10,800 | -150 | -1.4% | -$1.28万 | 减仓 |
| PSN | PARSONS CORP DEL | $111.65万 | 0.42% | 21,312 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $112.67万 | 0.42% | 3,442 | 116 | 3.5% | $3.80万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $114.09万 | 0.43% | 15,652 | 238 | 1.5% | $1.73万 | 加仓 |
| SDY | SPDR SERIES TRUST | $114.14万 | 0.43% | 7,500 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $121.94万 | 0.46% | 13,670 | 2,406 | 21.4% | $21.46万 | 加仓 |
| IWD | ISHARES TR | $130.89万 | 0.49% | 5,399 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $133.97万 | 0.50% | 51,213 | -1,420 | -2.7% | -$3.71万 | 减仓 |
| IWB | ISHARES TR | $135.91万 | 0.51% | 3,319 | -47 | -1.4% | -$1.92万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $145.66万 | 0.55% | 6,684 | -130 | -1.9% | -$2.83万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $157.80万 | 0.59% | 30,942 | -6,066 | -16.4% | -$30.94万 | 减仓 |
| IWO | ISHARES TR | $173.58万 | 0.65% | 4,406 | -56 | -1.3% | -$2.21万 | 减仓 |