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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $25.06万 | 0.11% | 3,403 | 337 | 11.0% | $2.48万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $25.06万 | 0.11% | 873 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.03万 | 0.11% | 1,164 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $24.79万 | 0.10% | 7,408 | 7,408 | — | $24.79万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $24.65万 | 0.10% | 5,254 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $24.61万 | 0.10% | 4,975 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $24.37万 | 0.10% | 3,425 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $24.34万 | 0.10% | 1,304 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $24.23万 | 0.10% | 2,492 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $24.00万 | 0.10% | 275 | 275 | — | $24.00万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $23.95万 | 0.10% | 6,147 | -3,499 | -36.3% | -$13.63万 | 减仓 |
| IJS | ISHARES TR | $23.93万 | 0.10% | 2,020 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $22.59万 | 0.10% | 9,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $22.55万 | 0.09% | 784 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $22.43万 | 0.09% | 2,710 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $22.12万 | 0.09% | 7,294 | 7,294 | — | $22.12万 | 新建仓 |
| CVS | CVS HEALTH CORP | $21.55万 | 0.09% | 3,000 | 3,000 | — | $21.55万 | 新建仓 |
| IFRA | ISHARES TR | $20.99万 | 0.09% | 3,670 | 3,670 | — | $20.99万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $20.88万 | 0.09% | 1,860 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $20.06万 | 0.08% | 3,800 | 3,800 | — | $20.06万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $20.01万 | 0.08% | 2,789 | 2,789 | — | $20.01万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $12.97万 | 0.05% | 11,500 | 11,500 | — | $12.97万 | 新建仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -67,625 | -100.0% | -$130.92万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,327 | -100.0% | -$26.45万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -985 | -100.0% | -$22.55万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,033 | -100.0% | -$21.72万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -831 | -100.0% | -$20.05万 | 清仓 |