13F 机构持仓

Austin Wealth Management, LLC

Austin TX · SEC CIK 0002003112

2026Q22026Q1 更早 9 个季度 🔒
$4.73亿2026Q2 申报市值
126持仓数
52.8%前十大占比 · 第一大 12.3%
5 / 3新建仓 / 清仓
申报市值走势$4.73亿2026Q2
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

DFAU 12.3%
SIMPLIFY EXCHA 6.5%
MFUS 6.1%
AVLV 5.2%
DFAI 5.2%
DFAE 4.4%
DFNM 3.7%
GLDM 3.7%
DBMF 3.1%
AVIV 2.7%

2026Q2 买入最多 按季末市值估算

DFNM 加仓+$180.74万
GLDM 加仓+$120.68万
SUN 新建仓+$103.11万
DFAU 加仓+$82.16万
DFAI 加仓+$64.03万

2026Q2 卖出最多 按季末市值估算

MUNI 减仓-$64.69万
BIL 减仓-$54.95万
BILS 减仓-$52.18万
META 减仓-$50.19万
VOO 减仓-$44.47万

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
DFAU DIMENSIONAL ETF TRUST $5,804.10万12.26%1,126,791 15,9501.4% $82.16万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $3,063.87万6.47%679,990 12,7201.9% $57.31万 加仓
MFUS PIMCO EQUITY SER $2,895.32万6.12%446,808 -1,733-0.4% -$11.23万 减仓
AVLV AMERICAN CENTY ETF TR $2,447.06万5.17%267,001 1,4720.6% $13.49万 加仓
DFAI DIMENSIONAL ETF TRUST $2,443.93万5.16%591,035 15,4862.7% $64.03万 加仓
DFAE DIMENSIONAL ETF TRUST $2,060.04万4.35%551,255 8,4441.6% $31.56万 加仓
DFNM DIMENSIONAL ETF TRUST $1,754.87万3.71%364,914 37,58411.5% $180.74万 加仓
GLDM WORLD GOLD TR $1,737.30万3.67%218,666 15,1897.5% $120.68万 加仓
DBMF LITMAN GREGORY FDS TR $1,478.39万3.12%478,909 14,9473.2% $46.14万 加仓
AVIV AMERICAN CENTY ETF TR $1,298.61万2.74%165,301 4,6362.9% $36.42万 加仓
MUNI PIMCO ETF TR $1,207.94万2.55%231,539 -12,399-5.1% -$64.69万 减仓
IEI ISHARES TR $1,168.54万2.47%99,892 3,1553.3% $36.91万 加仓
AVES AMERICAN CENTY ETF TR $1,007.81万2.13%160,147 7,9775.2% $50.20万 加仓
TOTL SSGA ACTIVE ETF TR $991.00万2.09%253,097 -9,598-3.7% -$37.58万 减仓
MFDX PIMCO EQUITY SER $868.12万1.83%211,092 2,4531.2% $10.09万 加仓
— DIMENSIONAL ETF TRUST $775.95万1.64%175,594 -9,732-5.3% -$43.01万 减仓
DFIP DIMENSIONAL ETF TRUST $747.96万1.58%181,479 1,7661.0% $7.28万 加仓
DFCF DIMENSIONAL ETF TRUST $716.05万1.51%170,408 2,0301.2% $8.53万 加仓
NFRA FLEXSHARES TR $689.31万1.46%105,302 2,2472.2% $14.71万 加仓
HYMB SPDR SERIES TRUST $623.57万1.32%247,742 -6,751-2.7% -$16.99万 减仓
MFEM PIMCO EQUITY SER $611.55万1.29%228,959 1,5040.7% $4.02万 加仓
AAPL APPLE INC $606.13万1.28%18,162 -306-1.7% -$10.21万 减仓
GUNR FLEXSHARES TR $595.34万1.26%116,916 1,8981.7% $9.66万 加仓
DFIC DIMENSIONAL ETF TRUST $584.83万1.24%156,540 -6,873-4.2% -$25.68万 减仓
— CAMBRIA ETF TR $577.50万1.22%165,600 -1,971-1.2% -$6.87万 减仓
SPTM SPDR SERIES TRUST $519.77万1.10%57,567 -70-0.1% -$6,320 减仓
AVRE AMERICAN CENTY ETF TR $519.21万1.10%106,113 2,1872.1% $10.70万 加仓
MUB ISHARES TR $440.47万0.93%41,328 -2-0.0% -$213 减仓
PAVE GLOBAL X FDS $403.86万0.85%71,734 1,5012.1% $8.45万 加仓
AVUV AMERICAN CENTY ETF TR $372.82万0.79%29,743 2,1697.9% $27.19万 加仓
QQQM INVESCO EXCH TRADED FD TR II $363.66万0.77%12,702 1221.0% $3.49万 加仓
AVUS AMERICAN CENTY ETF TR $329.36万0.70%25,909 6242.5% $7.93万 加仓
DFEM DIMENSIONAL ETF TRUST $302.86万0.64%80,187 -4,792-5.6% -$18.10万 减仓
DBND DOUBLELINE ETF TRUST $297.00万0.63%65,599 -5,106-7.2% -$23.12万 减仓
AMZN AMAZON COM INC $257.09万0.54%10,399 -94-0.9% -$2.32万 减仓
AGG ISHARES TR $245.75万0.52%25,025 7553.1% $7.41万 加仓
GLD SPDR GOLD TR $226.98万0.48%6,161 -210-3.3% -$7.74万 减仓
KOMP SPDR SERIES TRUST $222.47万0.47%33,787 8962.7% $5.90万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $216.78万0.46%52,668 4,5229.4% $18.61万 加仓
BIL SPDR SERIES TRUST $209.75万0.44%22,911 -6,002-20.8% -$54.95万 减仓
VTI VANGUARD INDEX FDS $209.22万0.44%5,701 -50-0.9% -$1.83万 减仓
GOOG ALPHABET INC $198.26万0.42%5,728 -36-0.6% -$1.25万 减仓
ACWI ISHARES TR $193.08万0.41%12,457 -288-2.3% -$4.46万 减仓
NVDA NVIDIA CORPORATION $188.07万0.40%9,273 -595-6.0% -$12.07万 减仓
GOOGL ALPHABET INC $165.51万0.35%4,773 -72-1.5% -$2.50万 减仓
AVDV AMERICAN CENTY ETF TR $165.00万0.35%16,088 6944.5% $7.12万 加仓
CTA SIMPLIFY EXCHANGE TRADED FUN $163.87万0.35%60,424 -1,725-2.8% -$4.68万 减仓
SCHP SCHWAB STRATEGIC TR $160.14万0.34%60,984 6,86712.7% $18.03万 加仓
VNQ VANGUARD INDEX FDS $156.50万0.33%15,646 -40-0.3% -$4,001 减仓
PRF INVESCO EXCHANGE TRADED FD T $131.78万0.28%24,233 -2-0.0% -$109 减仓
META META PLATFORMS INC $126.42万0.27%1,957 -777-28.4% -$50.19万 减仓
TECB ISHARES TR $121.89万0.26%17,383 -45-0.3% -$3,155 减仓
BILS SPDR SERIES TRUST $118.42万0.25%11,924 -5,254-30.6% -$52.18万 减仓
RAAX VANECK ETF TRUST $115.41万0.24%29,343 2,1447.9% $8.43万 加仓
SPTS SPDR SERIES TRUST $107.04万0.23%36,947 -747-2.0% -$2.16万 减仓
TSLA TESLA INC $106.60万0.23%2,799 2449.5% $9.29万 加仓
VT VANGUARD INTL EQUITY INDEX F $106.38万0.22%6,873 -28-0.4% -$4,334 减仓
VUG VANGUARD INDEX FDS $105.81万0.22%12,409 10.0% $85 加仓
— DIMENSIONAL ETF TRUST $105.62万0.22%38,961 -361-0.9% -$9,787 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $103.11万0.22%13,934 13,934— $103.11万 新建仓
CAOS EA SERIES TRUST $92.57万0.20%10,213 1,02611.2% $9.30万 加仓
FNDA SCHWAB STRATEGIC TR $89.31万0.19%23,722 -669-2.7% -$2.52万 减仓
PFFD GLOBAL X FDS $86.37万0.18%46,459 25,701123.8% $47.78万 加仓
VOO VANGUARD INDEX FDS $85.93万0.18%1,258 -651-34.1% -$44.47万 减仓
VGIT VANGUARD SCOTTSDALE FDS $85.39万0.18%14,551 5,37958.6% $31.56万 加仓
— EXXON MOBIL CORP $83.35万0.18%5,656 72714.7% $10.71万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $82.39万0.17%1,982 00.0% — 不变
SPYD SPDR SERIES TRUST $81.93万0.17%16,589 3,63328.0% $17.94万 加仓
MSFT MICROSOFT CORP $79.91万0.17%2,029 -1,125-35.7% -$44.31万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $73.60万0.16%1 00.0% — 不变
IVV ISHARES TR $68.50万0.14%917 101.1% $7,470 加仓
HAP VANECK ETF TRUST $67.49万0.14%9,703 -295-3.0% -$2.05万 减仓
HDEF DBX ETF TR $67.36万0.14%20,239 3,66622.1% $12.20万 加仓
AVGO BROADCOM INC $65.86万0.14%1,776 -27-1.5% -$1.00万 减仓
CSCO CISCO SYS INC $57.66万0.12%5,151 -7-0.1% -$784 减仓
COST COSTCO WHOLESALE CORPORATION $52.87万0.11%562 -117-17.2% -$11.01万 减仓
TBUX T ROWE PRICE EXCHANGE-TRADED $48.03万0.10%9,627 -418-4.2% -$2.09万 减仓
SLYV SPDR SERIES TRUST $47.88万0.10%4,382 00.0% — 不变
BND VANGUARD BD INDEX FDS $47.61万0.10%6,534 1,15421.4% $8.41万 加仓
PNQI INVESCO EXCHANGE TRADED FD T $46.90万0.10%9,685 700.7% $3,390 加仓
PHYL PGIM ETF TR $45.60万0.10%13,067 -217-1.6% -$7,573 减仓
JNJ JOHNSON & JOHNSON $45.02万0.10%1,779 -6-0.3% -$1,518 减仓
— DIMENSIONAL ETF TRUST $44.76万0.09%11,326 -1-0.0% -$40 减仓
DFSU DIMENSIONAL ETF TRUST $43.83万0.09%9,310 1932.1% $9,086 加仓
FEGE RBB FUND TRUST $43.13万0.09%8,692 4745.8% $2.35万 加仓
WTMF WISDOMTREE TR $41.92万0.09%10,267 -236-2.2% -$9,636 减仓
HD HOME DEPOT INC $41.38万0.09%1,221 -130-9.6% -$4.41万 减仓
AXP AMERICAN EXPRESS CO $40.69万0.09%1,145 -194-14.5% -$6.89万 减仓
DFLV DIMENSIONAL ETF TRUST $39.22万0.08%9,814 2302.4% $9,191 加仓
NVCT NUVECTIS PHARMA INC $38.52万0.08%20,125 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $38.49万0.08%5,522 -44-0.8% -$3,067 减仓
TXN TEXAS INSTRS INC $38.23万0.08%1,346 -244-15.3% -$6.93万 减仓
AVEM AMERICAN CENTY ETF TR $37.94万0.08%4,251 1704.2% $1.52万 加仓
PXH INVESCO EXCH TRADED FD TR II $36.11万0.08%12,854 00.0% — 不变
EWX SPDR INDEX SHS FDS $35.10万0.07%5,061 250.5% $1,734 加仓
SPDW SPDR INDEX SHS FDS $33.90万0.07%6,864 1221.8% $6,024 加仓
AVDE AMERICAN CENTY ETF TR $33.72万0.07%3,774 411.1% $3,663 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $33.53万0.07%683 60.9% $2,945 加仓
CVX CHEVRON CORPORATION $33.07万0.07%1,765 21113.6% $3.95万 加仓
— KRANESHARES TRUST $32.62万0.07%13,068 -574-4.2% -$1.43万 减仓