Vawter Financial, Ltd.
COLUMBUS OH · SEC CIK 0001974403
$2.38亿2026Q1 申报市值
122持仓数
50.0%前十大占比 · 第一大 7.8%
10 / 5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
PSN 新建仓+$115.45万
JBND 加仓+$99.69万
BNDX 加仓+$81.37万
AVUV 加仓+$70.93万
AVDE 加仓+$58.70万
2026Q1 卖出最多 按季末市值估算
RKT 清仓-$130.92万
DIMENSIONAL ETF 减仓-$83.78万
VBK 减仓-$61.24万
CGXU 减仓-$49.09万
IJR 减仓-$45.98万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES TR | $189.95万 | 0.80% | 10,019 | -1,014 | -9.2% | -$19.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $205.36万 | 0.86% | 6,401 | 31 | 0.5% | $9,946 | 加仓 |
| IAGG | ISHARES TR | $216.81万 | 0.91% | 43,327 | 4,027 | 10.2% | $20.15万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $227.00万 | 0.95% | 4,737 | -3 | -0.1% | -$1,438 | 减仓 |
| AAPL | APPLE INC | $262.65万 | 1.10% | 10,349 | 1 | 0.0% | $254 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 1.21% | 4 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $295.61万 | 1.24% | 13,607 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $328.51万 | 1.38% | 26,426 | -3,699 | -12.3% | -$45.98万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $338.02万 | 1.42% | 41,933 | 1,720 | 4.3% | $13.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $354.50万 | 1.49% | 5,451 | -145 | -2.6% | -$9.43万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $372.07万 | 1.57% | 94,386 | -2,762 | -2.8% | -$10.89万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $461.10万 | 1.94% | 91,108 | 9,255 | 11.3% | $46.84万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $477.71万 | 2.01% | 32,767 | -3,045 | -8.5% | -$44.39万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $498.58万 | 2.10% | 139,619 | 395 | 0.3% | $1.41万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $511.23万 | 2.15% | 192,335 | 8,264 | 4.5% | $21.97万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $554.23万 | 2.33% | 120,932 | 8,597 | 7.7% | $39.40万 | 加仓 |
| IVV | ISHARES TR | $643.84万 | 2.71% | 9,856 | 224 | 2.3% | $14.63万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $667.83万 | 2.81% | 60,453 | 6,421 | 11.9% | $70.93万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $672.62万 | 2.83% | 167,360 | 5,117 | 3.2% | $20.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $846.90万 | 3.56% | 135,612 | -13,416 | -9.0% | -$83.78万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $967.45万 | 4.07% | 328,059 | -16,647 | -4.8% | -$49.09万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $970.97万 | 4.08% | 225,127 | 7,093 | 3.3% | $30.59万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,145.62万 | 4.82% | 338,341 | -9,844 | -2.8% | -$33.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,255.28万 | 5.28% | 47,926 | -813 | -1.7% | -$21.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,267.05万 | 5.33% | 161,593 | -168 | -0.1% | -$1.32万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,368.47万 | 5.76% | 284,802 | 16,934 | 6.3% | $81.37万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,540.34万 | 6.48% | 50,962 | -2,026 | -3.8% | -$61.24万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,852.79万 | 7.79% | 344,577 | 18,541 | 5.7% | $99.69万 | 加仓 |