13F 机构持仓

Vawter Financial, Ltd.

COLUMBUS OH · SEC CIK 0001974403

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JBND 7.3%
VBK 7.0%
VB 5.4%
BNDX 5.3%
BSV 5.1%
DFAE 5.0%
CGXU 4.2%
GSIE 4.0%
DIMENSIONAL ET 3.5%
CGGR 3.0%

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
BALT INNOVATOR ETFS TRUST $28.00万0.11%8,171 76310.3% $2.61万 加仓
IWR ISHARES TR $27.66万0.10%2,507 150.6% $1,655 加仓
IJS ISHARES TR $27.61万0.10%2,020 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $27.54万0.10%1,164 00.0% — 不变
GOOGL ALPHABET INC $27.48万0.10%769 -15-1.9% -$5,361 减仓
NSC NORFOLK SOUTHN CORP $27.46万0.10%873 00.0% — 不变
TPC TUTOR PERINI CORP $27.38万0.10%3,300 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $27.29万0.10%9,425 4254.7% $1.23万 加仓
SCHY SCHWAB STRATEGIC TR $25.60万0.10%8,068 00.0% — 不变
KMI KINDER MORGAN INC DEL $25.58万0.10%8,000 180.2% $575 加仓
SPEM SPDR INDEX SHS FDS $25.50万0.10%4,924 -330-6.3% -$1.71万 减仓
BND VANGUARD BD INDEX FDS $24.98万0.09%3,403 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $24.91万0.09%6,040 -107-1.7% -$4,414 减仓
GLD SPDR GOLD TR $24.87万0.09%675 00.0% — 不变
ESGV VANGUARD WORLD FD $24.60万0.09%1,860 00.0% — 不变
MTBA SIMPLIFY EXCHANGE TRADED FUN $24.41万0.09%4,975 00.0% — 不变
IFRA ISHARES TR $23.14万0.09%3,670 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $23.12万0.09%1,904 1,904— $23.12万 新建仓
VSGX VANGUARD WORLD FD $22.96万0.09%2,789 00.0% — 不变
PFF ISHARES TR $22.24万0.08%7,294 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $21.26万0.08%7,225 7,225— $21.26万 新建仓
NFG NATIONAL FUEL GAS CO $21.04万0.08%2,725 00.0% — 不变
— TIDAL TRUST II $20.86万0.08%8,000 8,000— $20.86万 新建仓
XLK SELECT SECTOR SPDR TR $20.65万0.08%1,084 1,084— $20.65万 新建仓
AVDV AMERICAN CENTY ETF TR $20.60万0.08%1,999 1,999— $20.60万 新建仓
USRT ISHARES TR $20.55万0.08%3,092 3,092— $20.55万 新建仓
DFIV DIMENSIONAL ETF TRUST $20.53万0.08%3,800 00.0% — 不变
CRM SALESFORCE INC $20.43万0.08%1,304 00.0% — 不变
PG PROCTER & GAMBLE CO $20.28万0.08%1,383 -500-26.6% -$7.33万 重新持有
HD HOME DEPOT INC $20.14万0.08%571 571— $20.14万 新建仓
SAN BANCO SANTANDER SA $15.87万0.06%11,500 00.0% — 不变