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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $176.36万 | 0.66% | 17,818 | -5 | -0.0% | -$495 | 减仓 |
| IJH | ISHARES TR | $207.75万 | 0.78% | 26,942 | 67 | 0.2% | $5,166 | 加仓 |
| IWN | ISHARES TR | $219.67万 | 0.83% | 9,931 | -88 | -0.9% | -$1.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $222.17万 | 0.84% | 4,440 | -297 | -6.3% | -$14.86万 | 减仓 |
| LLY | ELI LILLY & CO | $223.09万 | 0.84% | 1,860 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $246.43万 | 0.93% | 48,701 | 5,374 | 12.4% | $27.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $252.00万 | 0.95% | 6,810 | 409 | 6.4% | $15.13万 | 加仓 |
| AAPL | APPLE INC | $298.13万 | 1.12% | 10,303 | -46 | -0.4% | -$1.33万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 1.13% | 4 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $330.93万 | 1.25% | 13,619 | 12 | 0.1% | $2,916 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $338.82万 | 1.28% | 83,846 | -10,540 | -11.2% | -$42.59万 | 减仓 |
| IJR | ISHARES TR | $389.71万 | 1.47% | 26,276 | -150 | -0.6% | -$2.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $404.00万 | 1.52% | 5,410 | -41 | -0.8% | -$3.06万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $408.50万 | 1.54% | 44,786 | 2,853 | 6.8% | $26.02万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $431.08万 | 1.62% | 85,244 | -5,864 | -6.4% | -$29.65万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $494.04万 | 1.86% | 32,020 | -747 | -2.3% | -$11.53万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $531.08万 | 2.00% | 134,315 | -5,304 | -3.8% | -$20.97万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $580.67万 | 2.19% | 200,438 | 8,103 | 4.2% | $23.47万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $626.24万 | 2.36% | 135,858 | 14,926 | 12.3% | $68.80万 | 加仓 |
| IVV | ISHARES TR | $766.95万 | 2.89% | 10,241 | 385 | 3.9% | $28.83万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $801.13万 | 3.02% | 64,214 | 3,761 | 6.2% | $46.92万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $807.20万 | 3.04% | 171,017 | 3,657 | 2.2% | $17.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $928.95万 | 3.50% | 132,896 | -2,716 | -2.0% | -$18.98万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,052.79万 | 3.96% | 230,370 | 5,243 | 2.3% | $23.96万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,102.90万 | 4.15% | 318,572 | -9,487 | -2.9% | -$32.84万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,335.51万 | 5.03% | 332,135 | -6,206 | -1.8% | -$24.95万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,353.30万 | 5.10% | 173,700 | 12,107 | 7.5% | $94.33万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,403.51万 | 5.29% | 289,801 | 4,999 | 1.8% | $24.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,441.35万 | 5.43% | 47,551 | -375 | -0.8% | -$11.37万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,868.11万 | 7.04% | 51,083 | 121 | 0.2% | $4.42万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,927.40万 | 7.26% | 360,261 | 15,684 | 4.6% | $83.91万 | 加仓 |