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 |
|---|---|---|---|---|---|---|---|---|
| JBND | J P MORGAN EXCHANGE TRADED F | $1,852.79万 | 7.79% | 344,577 | 18,541 | 5.7% | $99.69万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,540.34万 | 6.48% | 50,962 | -2,026 | -3.8% | -$61.24万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,368.47万 | 5.76% | 284,802 | 16,934 | 6.3% | $81.37万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,267.05万 | 5.33% | 161,593 | -168 | -0.1% | -$1.32万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,255.28万 | 5.28% | 47,926 | -813 | -1.7% | -$21.29万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,145.62万 | 4.82% | 338,341 | -9,844 | -2.8% | -$33.33万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $970.97万 | 4.08% | 225,127 | 7,093 | 3.3% | $30.59万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $967.45万 | 4.07% | 328,059 | -16,647 | -4.8% | -$49.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $846.90万 | 3.56% | 135,612 | -13,416 | -9.0% | -$83.78万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $672.62万 | 2.83% | 167,360 | 5,117 | 3.2% | $20.57万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $667.83万 | 2.81% | 60,453 | 6,421 | 11.9% | $70.93万 | 加仓 |
| IVV | ISHARES TR | $643.84万 | 2.71% | 9,856 | 224 | 2.3% | $14.63万 | 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 |
| DFGR | DIMENSIONAL ETF TRUST | $511.23万 | 2.15% | 192,335 | 8,264 | 4.5% | $21.97万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $498.58万 | 2.10% | 139,619 | 395 | 0.3% | $1.41万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $477.71万 | 2.01% | 32,767 | -3,045 | -8.5% | -$44.39万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $461.10万 | 1.94% | 91,108 | 9,255 | 11.3% | $46.84万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $372.07万 | 1.57% | 94,386 | -2,762 | -2.8% | -$10.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $354.50万 | 1.49% | 5,451 | -145 | -2.6% | -$9.43万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $338.02万 | 1.42% | 41,933 | 1,720 | 4.3% | $13.86万 | 加仓 |
| IJR | ISHARES TR | $328.51万 | 1.38% | 26,426 | -3,699 | -12.3% | -$45.98万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $295.61万 | 1.24% | 13,607 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 1.21% | 4 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $262.65万 | 1.10% | 10,349 | 1 | 0.0% | $254 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $227.00万 | 0.95% | 4,737 | -3 | -0.1% | -$1,438 | 减仓 |
| IAGG | ISHARES TR | $216.81万 | 0.91% | 43,327 | 4,027 | 10.2% | $20.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $205.36万 | 0.86% | 6,401 | 31 | 0.5% | $9,946 | 加仓 |
| IWN | ISHARES TR | $189.95万 | 0.80% | 10,019 | -1,014 | -9.2% | -$19.22万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $188.67万 | 0.79% | 37,008 | -1,567 | -4.1% | -$7.99万 | 减仓 |
| IJH | ISHARES TR | $181.48万 | 0.76% | 26,875 | 580 | 2.2% | $3.92万 | 加仓 |
| AGG | ISHARES TR | $176.93万 | 0.74% | 17,823 | 190 | 1.1% | $1.89万 | 加仓 |
| LLY | ELI LILLY & CO | $171.08万 | 0.72% | 1,860 | -10 | -0.5% | -$9,198 | 减仓 |
| IWO | ISHARES TR | $140.01万 | 0.59% | 4,462 | -99 | -2.2% | -$3.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $133.70万 | 0.56% | 6,814 | 6 | 0.1% | $1,177 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $124.48万 | 0.52% | 52,633 | 17 | 0.0% | $402 | 加仓 |
| IWB | ISHARES TR | $120.02万 | 0.50% | 3,366 | -42 | -1.2% | -$1.50万 | 减仓 |
| PSN | PARSONS CORP DEL | $115.45万 | 0.49% | 21,312 | 21,312 | — | $115.45万 | 新建仓 |
| IWD | ISHARES TR | $115.36万 | 0.49% | 5,399 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $109.45万 | 0.46% | 7,500 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $103.61万 | 0.44% | 15,414 | 657 | 4.5% | $4.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $97.84万 | 0.41% | 3,326 | -484 | -12.7% | -$14.24万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $95.56万 | 0.40% | 11,264 | 6,919 | 159.2% | $58.70万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $84.44万 | 0.36% | 10,950 | 428 | 4.1% | $3.30万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $78.10万 | 0.33% | 16,710 | -643 | -3.7% | -$3.01万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $75.49万 | 0.32% | 12,747 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $73.96万 | 0.31% | 22,445 | -6,342 | -22.0% | -$20.90万 | 减仓 |
| IWM | ISHARES TR | $72.48万 | 0.30% | 2,922 | -500 | -14.6% | -$12.40万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $72.41万 | 0.30% | 8,227 | 1,331 | 19.3% | $11.72万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $67.31万 | 0.28% | 12,897 | 1,512 | 13.3% | $7.89万 | 加仓 |
| IWF | ISHARES TR | $66.69万 | 0.28% | 1,564 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $66.56万 | 0.28% | 10,880 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $61.37万 | 0.26% | 3,519 | -236 | -6.3% | -$4.12万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $61.35万 | 0.26% | 6,350 | -198 | -3.0% | -$1.91万 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.35万 | 0.24% | 2,772 | 2 | 0.1% | $414 | 加仓 |
| IWV | ISHARES TR | $56.16万 | 0.24% | 1,515 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $55.63万 | 0.23% | 2,276 | -800 | -26.0% | -$19.56万 | 减仓 |
| — | UNITED BANCORP INC OHIO | $55.26万 | 0.23% | 36,329 | 671 | 1.9% | $1.02万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $54.55万 | 0.23% | 17,886 | -354 | -1.9% | -$1.08万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $52.08万 | 0.22% | 7,311 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $51.39万 | 0.22% | 14,500 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $50.34万 | 0.21% | 10,071 | -398 | -3.8% | -$1.99万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $49.39万 | 0.21% | 5,834 | 11 | 0.2% | $931 | 加仓 |
| NFLX | NETFLIX INC. | $48.08万 | 0.20% | 5,000 | -30 | -0.6% | -$2,884 | 减仓 |
| SPSM | SPDR SERIES TRUST | $47.37万 | 0.20% | 9,804 | 1 | 0.0% | $48 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.03万 | 0.19% | 8,516 | 30 | 0.4% | $1,621 | 加仓 |
| SPYG | SPDR SERIES TRUST | $46.01万 | 0.19% | 4,699 | -770 | -14.1% | -$7.54万 | 减仓 |
| EEM | ISHARES TR | $45.30万 | 0.19% | 7,977 | -85 | -1.1% | -$4,827 | 减仓 |
| SYK | STRYKER CORPORATION | $45.08万 | 0.19% | 1,372 | -600 | -30.4% | -$19.72万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $44.60万 | 0.19% | 9,430 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $43.37万 | 0.18% | 726 | 1 | 0.1% | $597 | 加仓 |
| SPTM | SPDR SERIES TRUST | $42.94万 | 0.18% | 5,431 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $42.46万 | 0.18% | 972 | -17 | -1.7% | -$7,425 | 减仓 |
| IOO | ISHARES TR | $42.34万 | 0.18% | 3,500 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $42.13万 | 0.18% | 4,338 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $41.41万 | 0.17% | 2,441 | 35 | 1.5% | $5,938 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $41.18万 | 0.17% | 5,110 | 5,110 | — | $41.18万 | 新建仓 |
| GDX | VANECK ETF TRUST | $36.71万 | 0.15% | 4,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $35.95万 | 0.15% | 6,354 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $35.82万 | 0.15% | 1,647 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $35.77万 | 0.15% | 359 | -12 | -3.2% | -$1.20万 | 减仓 |
| AMZN | AMAZON COM INC | $35.63万 | 0.15% | 1,711 | -1,122 | -39.6% | -$23.37万 | 减仓 |
| VPU | VANGUARD WORLD FD | $34.67万 | 0.15% | 1,750 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $34.46万 | 0.14% | 2,061 | -600 | -22.5% | -$10.03万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $34.05万 | 0.14% | 11,708 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $33.64万 | 0.14% | 4,338 | -566 | -11.5% | -$4.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $32.24万 | 0.14% | 871 | -31 | -3.4% | -$1.15万 | 减仓 |
| GE | GE AEROSPACE | $31.07万 | 0.13% | 1,095 | -1 | -0.1% | -$284 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $30.29万 | 0.13% | 13,756 | -1,494 | -9.8% | -$3.29万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $29.98万 | 0.13% | 6,644 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $29.59万 | 0.12% | 224 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $29.04万 | 0.12% | 675 | -65 | -8.8% | -$2.80万 | 减仓 |
| EWZ | ISHARES INC | $28.98万 | 0.12% | 7,550 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $28.85万 | 0.12% | 3,253 | -601 | -15.6% | -$5.33万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $26.76万 | 0.11% | 7,982 | 180 | 2.3% | $6,035 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.66万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $26.39万 | 0.11% | 1,824 | 1 | 0.1% | $145 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $25.93万 | 0.11% | 5,350 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $25.60万 | 0.11% | 2,725 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $25.54万 | 0.11% | 8,068 | -12,306 | -60.4% | -$38.96万 | 减仓 |
| TPC | TUTOR PERINI CORP | $25.47万 | 0.11% | 3,300 | 0 | 0.0% | — | 不变 |