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 |
|---|---|---|---|---|---|---|---|---|
| JBND | J P MORGAN EXCHANGE TRADED F | $1,927.40万 | 7.26% | 360,261 | 15,684 | 4.6% | $83.91万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,868.11万 | 7.04% | 51,083 | 121 | 0.2% | $4.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,441.35万 | 5.43% | 47,551 | -375 | -0.8% | -$11.37万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,403.51万 | 5.29% | 289,801 | 4,999 | 1.8% | $24.21万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,353.30万 | 5.10% | 173,700 | 12,107 | 7.5% | $94.33万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,335.51万 | 5.03% | 332,135 | -6,206 | -1.8% | -$24.95万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,102.90万 | 4.15% | 318,572 | -9,487 | -2.9% | -$32.84万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,052.79万 | 3.96% | 230,370 | 5,243 | 2.3% | $23.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $928.95万 | 3.50% | 132,896 | -2,716 | -2.0% | -$18.98万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $807.20万 | 3.04% | 171,017 | 3,657 | 2.2% | $17.26万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $801.13万 | 3.02% | 64,214 | 3,761 | 6.2% | $46.92万 | 加仓 |
| IVV | ISHARES TR | $766.95万 | 2.89% | 10,241 | 385 | 3.9% | $28.83万 | 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 |
| DFGR | DIMENSIONAL ETF TRUST | $580.67万 | 2.19% | 200,438 | 8,103 | 4.2% | $23.47万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $531.08万 | 2.00% | 134,315 | -5,304 | -3.8% | -$20.97万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $494.04万 | 1.86% | 32,020 | -747 | -2.3% | -$11.53万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $431.08万 | 1.62% | 85,244 | -5,864 | -6.4% | -$29.65万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $408.50万 | 1.54% | 44,786 | 2,853 | 6.8% | $26.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $404.00万 | 1.52% | 5,410 | -41 | -0.8% | -$3.06万 | 减仓 |
| IJR | ISHARES TR | $389.71万 | 1.47% | 26,276 | -150 | -0.6% | -$2.22万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $338.82万 | 1.28% | 83,846 | -10,540 | -11.2% | -$42.59万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $330.93万 | 1.25% | 13,619 | 12 | 0.1% | $2,916 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 1.13% | 4 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $298.13万 | 1.12% | 10,303 | -46 | -0.4% | -$1.33万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $252.00万 | 0.95% | 6,810 | 409 | 6.4% | $15.13万 | 加仓 |
| IAGG | ISHARES TR | $246.43万 | 0.93% | 48,701 | 5,374 | 12.4% | $27.19万 | 加仓 |
| LLY | ELI LILLY & CO | $223.09万 | 0.84% | 1,860 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $222.17万 | 0.84% | 4,440 | -297 | -6.3% | -$14.86万 | 减仓 |
| IWN | ISHARES TR | $219.67万 | 0.83% | 9,931 | -88 | -0.9% | -$1.95万 | 减仓 |
| IJH | ISHARES TR | $207.75万 | 0.78% | 26,942 | 67 | 0.2% | $5,166 | 加仓 |
| AGG | ISHARES TR | $176.36万 | 0.66% | 17,818 | -5 | -0.0% | -$495 | 减仓 |
| IWO | ISHARES TR | $173.58万 | 0.65% | 4,406 | -56 | -1.3% | -$2.21万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $157.80万 | 0.59% | 30,942 | -6,066 | -16.4% | -$30.94万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $145.66万 | 0.55% | 6,684 | -130 | -1.9% | -$2.83万 | 减仓 |
| IWB | ISHARES TR | $135.91万 | 0.51% | 3,319 | -47 | -1.4% | -$1.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $133.97万 | 0.50% | 51,213 | -1,420 | -2.7% | -$3.71万 | 减仓 |
| IWD | ISHARES TR | $130.89万 | 0.49% | 5,399 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $121.94万 | 0.46% | 13,670 | 2,406 | 21.4% | $21.46万 | 加仓 |
| SDY | SPDR SERIES TRUST | $114.14万 | 0.43% | 7,500 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $114.09万 | 0.43% | 15,652 | 238 | 1.5% | $1.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $112.67万 | 0.42% | 3,442 | 116 | 3.5% | $3.80万 | 加仓 |
| PSN | PARSONS CORP DEL | $111.65万 | 0.42% | 21,312 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $92.33万 | 0.35% | 10,800 | -150 | -1.4% | -$1.28万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $88.64万 | 0.33% | 8,944 | 717 | 8.7% | $7.11万 | 加仓 |
| IWM | ISHARES TR | $86.39万 | 0.33% | 2,875 | -47 | -1.6% | -$1.41万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $86.12万 | 0.32% | 12,747 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $78.87万 | 0.30% | 16,390 | -320 | -1.9% | -$1.54万 | 减仓 |
| IWF | ISHARES TR | $77.76万 | 0.29% | 6,262 | 6 | 0.1% | $745 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $75.20万 | 0.28% | 28,500 | 28,500 | — | $75.20万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $74.04万 | 0.28% | 20,419 | -2,026 | -9.0% | -$7.35万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $73.93万 | 0.28% | 6,206 | -144 | -2.3% | -$1.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $71.81万 | 0.27% | 3,589 | 70 | 2.0% | $1.40万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $67.80万 | 0.26% | 12,991 | 94 | 0.7% | $4,906 | 加仓 |
| O | REALTY INCOME CORP | $67.41万 | 0.25% | 10,880 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $64.60万 | 0.24% | 1,515 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $59.25万 | 0.22% | 2,333 | 57 | 2.5% | $1.45万 | 加仓 |
| — | UNITED BANCORP INC OHIO | $57.79万 | 0.22% | 36,392 | 63 | 0.2% | $1,000 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $57.02万 | 0.21% | 5,910 | 800 | 15.7% | $7.72万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $55.91万 | 0.21% | 4,699 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $55.75万 | 0.21% | 9,667 | -137 | -1.4% | -$7,901 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $55.19万 | 0.21% | 15,854 | -2,032 | -11.4% | -$7.07万 | 减仓 |
| EEM | ISHARES TR | $53.22万 | 0.20% | 7,780 | -197 | -2.5% | -$1.35万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $52.87万 | 0.20% | 7,311 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $52.74万 | 0.20% | 6,123 | 291 | 5.0% | $2.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $51.85万 | 0.20% | 755 | 29 | 4.0% | $1.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $50.85万 | 0.19% | 8,519 | 3 | 0.0% | $179 | 加仓 |
| SPTM | SPDR SERIES TRUST | $48.52万 | 0.18% | 5,344 | -87 | -1.6% | -$7,899 | 减仓 |
| IOO | ISHARES TR | $47.81万 | 0.18% | 3,500 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $47.47万 | 0.18% | 3,472 | 1,031 | 42.2% | $14.10万 | 加仓 |
| EFA | ISHARES TR | $47.07万 | 0.18% | 4,531 | 193 | 4.4% | $2.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $45.97万 | 0.17% | 2,773 | 1 | 0.0% | $166 | 加仓 |
| ASML | ASML HLDG NV | $44.56万 | 0.17% | 224 | 0 | 0.0% | — | 不变 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $44.15万 | 0.17% | 9,364 | -66 | -0.7% | -$3,112 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $43.75万 | 0.16% | 14,500 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $43.20万 | 0.16% | 1,372 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $42.30万 | 0.16% | 11,708 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $42.02万 | 0.16% | 4,450 | -1,384 | -23.7% | -$13.07万 | 减仓 |
| ABBV | ABBVIE INC | $41.45万 | 0.16% | 1,647 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.92万 | 0.15% | 1,095 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $40.28万 | 0.15% | 2,061 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.80万 | 0.15% | 1,670 | -41 | -2.4% | -$9,772 | 减仓 |
| SPYV | SPDR SERIES TRUST | $38.63万 | 0.15% | 6,354 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $35.79万 | 0.13% | 3,425 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $35.70万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $35.36万 | 0.13% | 378 | 19 | 5.3% | $1.78万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $35.26万 | 0.13% | 4,147 | -191 | -4.4% | -$1.62万 | 减仓 |
| AAON | AAON INC | $34.38万 | 0.13% | 2,710 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $34.34万 | 0.13% | 6,644 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $34.25万 | 0.13% | 1,750 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $33.76万 | 0.13% | 3,501 | 248 | 7.6% | $2.39万 | 加仓 |
| GEV | GE VERNOVA INC | $33.37万 | 0.13% | 284 | 9 | 3.3% | $1.06万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $33.29万 | 0.13% | 6,571 | -3,500 | -34.8% | -$17.73万 | 减仓 |
| IJT | ISHARES TR | $32.57万 | 0.12% | 1,824 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $32.38万 | 0.12% | 868 | -3 | -0.3% | -$1,119 | 减仓 |
| GDX | VANECK ETF TRUST | $32.25万 | 0.12% | 4,275 | 275 | 6.9% | $2.07万 | 加仓 |
| CVS | CVS HEALTH CORP | $31.04万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $30.88万 | 0.12% | 13,756 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $30.36万 | 0.11% | 8,800 | 1,250 | 16.6% | $4.31万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $29.43万 | 0.11% | 5,350 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $28.45万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |