13F 机构持仓

Austin Wealth Management, LLC

Austin TX · SEC CIK 0002003112

2026Q22026Q1 更早 9 个季度 🔒
$4.40亿2026Q1 申报市值
118持仓数
51.8%前十大占比 · 第一大 11.5%
4 / 45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 11.5%
SIMPLIFY EXCHA 6.0%
MFUS 6.0%
DFAI 5.2%
AVLV 4.9%
GLDM 4.3%
DFAE 4.2%
DFNM 3.6%
DBMF 3.2%
MUNI 2.9%

2026Q1 买入最多 按季末市值估算

AVUS 加仓+$157.58万
FEGE 新建仓+$38.96万
AVEM 新建仓+$33.19万
AVDE 新建仓+$32.19万
META 加仓+$31.40万

2026Q1 卖出最多 按季末市值估算

DFAU 减仓-$2,322.18万
BIL 减仓-$1,385.65万
DFAI 减仓-$1,341.82万
SIMPLIFY EXCHANG 减仓-$947.38万
DFNM 减仓-$931.55万

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
IVV ISHARES TR $60.06万0.14%907 -173-16.0% -$11.45万 减仓
COST COSTCO WHOLESALE CORPORATION $69.15万0.16%679 -50-6.9% -$5.09万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.65万0.16%1 00.0% — 不变
HAP VANECK ETF TRUST $72.62万0.16%9,998 -5,052-33.6% -$36.69万 减仓
FNDA SCHWAB STRATEGIC TR $80.37万0.18%24,391 -11,777-32.6% -$38.80万 减仓
— EXXON MOBIL CORP $80.53万0.18%4,929 -5,615-53.3% -$91.74万 减仓
CAOS EA SERIES TRUST $83.35万0.19%9,187 -9,925-51.9% -$90.05万 减仓
TPL TEXAS PACIFIC LAND CORPORATI $88.96万0.20%1,982 -985-33.2% -$44.21万 减仓
TSLA TESLA INC $90.15万0.20%2,555 -1,052-29.2% -$37.12万 减仓
VUG VANGUARD INDEX FDS $91.85万0.21%2,068 -1,414-40.6% -$62.80万 减仓
— DIMENSIONAL ETF TRUST $94.84万0.22%39,322 -36,562-48.2% -$88.19万 减仓
VT VANGUARD INTL EQUITY INDEX F $96.66万0.22%6,901 -1,933-21.9% -$27.07万 减仓
TECB ISHARES TR $98.52万0.22%17,428 -354-2.0% -$2.00万 减仓
SPTS SPDR SERIES TRUST $109.61万0.25%37,694 -194,771-83.8% -$566.39万 减仓
RAAX VANECK ETF TRUST $111.87万0.25%27,199 -42,406-60.9% -$174.42万 减仓
VOO VANGUARD INDEX FDS $115.65万0.26%1,909 -830-30.3% -$50.28万 减仓
PRF INVESCO EXCHANGE TRADED FD T $116.54万0.26%24,235 -197-0.8% -$9,474 减仓
MSFT MICROSOFT CORP $117.61万0.27%3,154 -813-20.5% -$30.32万 减仓
VNQ VANGUARD INDEX FDS $141.74万0.32%15,686 -2,083-11.7% -$18.82万 减仓
SCHP SCHWAB STRATEGIC TR $144.33万0.33%54,117 -4,690-8.0% -$12.51万 减仓
GOOGL ALPHABET INC $145.35万0.33%4,845 -2,543-34.4% -$76.29万 减仓
AVDV AMERICAN CENTY ETF TR $156.57万0.36%15,394 -6,978-31.2% -$70.97万 减仓
META META PLATFORMS INC $156.66万0.36%2,734 54825.1% $31.40万 加仓
BILS SPDR SERIES TRUST $170.41万0.39%17,178 -88,610-83.8% -$879.01万 减仓
GOOG ALPHABET INC $171.57万0.39%5,764 -2,346-28.9% -$69.83万 减仓
NVDA NVIDIA CORPORATION $175.30万0.40%9,868 -7,380-42.8% -$131.10万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $176.49万0.40%48,146 2120.4% $7,771 加仓
ACWI ISHARES TR $178.62万0.41%12,745 -1,496-10.5% -$20.97万 减仓
VTI VANGUARD INDEX FDS $187.02万0.42%5,751 -1,896-24.8% -$61.66万 减仓
CTA SIMPLIFY EXCHANGE TRADED FUN $192.41万0.44%62,149 -31,381-33.6% -$97.16万 减仓
KOMP SPDR SERIES TRUST $197.41万0.45%32,891 -5,904-15.2% -$35.44万 减仓
AMZN AMAZON COM INC $223.28万0.51%10,493 -4,976-32.2% -$105.88万 减仓
AGG ISHARES TR $240.39万0.55%24,270 -628-2.5% -$6.22万 减仓
BIL SPDR SERIES TRUST $264.38万0.60%28,913 -151,536-84.0% -$1,385.65万 减仓
GLD SPDR GOLD TR $272.46万0.62%6,371 -2,905-31.3% -$124.23万 减仓
AVUS AMERICAN CENTY ETF TR $284.61万0.65%25,285 13,999124.0% $157.58万 加仓
DFEM DIMENSIONAL ETF TRUST $295.39万0.67%84,979 -58,154-40.6% -$202.14万 减仓
QQQM INVESCO EXCH TRADED FD TR II $304.83万0.69%12,580 -142-1.1% -$3.44万 减仓
AVUV AMERICAN CENTY ETF TR $309.27万0.70%27,574 -11,358-29.2% -$127.39万 减仓
DBND DOUBLELINE ETF TRUST $322.80万0.73%70,705 -13,625-16.2% -$62.20万 减仓
PAVE GLOBAL X FDS $361.21万0.82%70,233 -27,381-28.1% -$140.82万 减仓
MUB ISHARES TR $439.96万1.00%41,330 90.0% $958 加仓
SPTM SPDR SERIES TRUST $461.67万1.05%57,637 6071.1% $4.86万 加仓
AVRE AMERICAN CENTY ETF TR $466.42万1.06%103,926 -32,954-24.1% -$147.90万 减仓
AAPL APPLE INC $478.06万1.09%18,468 -7,933-30.0% -$205.35万 减仓
MFEM PIMCO EQUITY SER $567.53万1.29%227,455 -81,509-26.4% -$203.37万 减仓
— CAMBRIA ETF TR $568.86万1.29%167,571 -53,530-24.2% -$181.72万 减仓
DFIC DIMENSIONAL ETF TRUST $589.92万1.34%163,413 -101,219-38.2% -$365.40万 减仓
HYMB SPDR SERIES TRUST $634.20万1.44%254,493 -1,761-0.7% -$4.39万 减仓
GUNR FLEXSHARES TR $638.12万1.45%115,018 -44,718-28.0% -$248.10万 减仓
NFRA FLEXSHARES TR $662.39万1.50%103,055 -41,912-28.9% -$269.39万 减仓
DFCF DIMENSIONAL ETF TRUST $711.73万1.62%168,378 -132,644-44.1% -$560.69万 减仓
— DIMENSIONAL ETF TRUST $729.82万1.66%185,326 -147,246-44.3% -$579.86万 减仓
DFIP DIMENSIONAL ETF TRUST $752.55万1.71%179,713 -92,968-34.1% -$389.30万 减仓
MFDX PIMCO EQUITY SER $841.44万1.91%208,639 -69,998-25.1% -$282.30万 减仓
AVES AMERICAN CENTY ETF TR $916.52万2.08%152,170 -54,214-26.3% -$326.53万 减仓
TOTL SSGA ACTIVE ETF TR $1,040.80万2.36%262,695 -127,961-32.8% -$506.98万 减仓
IEI ISHARES TR $1,142.17万2.59%96,737 -34,802-26.5% -$410.91万 减仓
AVIV AMERICAN CENTY ETF TR $1,219.29万2.77%160,665 -58,709-26.8% -$445.54万 减仓
MUNI PIMCO ETF TR $1,273.84万2.89%243,938 -57,481-19.1% -$300.17万 减仓
DBMF LITMAN GREGORY FDS TR $1,412.30万3.21%463,962 -171,821-27.0% -$523.02万 减仓
DFNM DIMENSIONAL ETF TRUST $1,572.82万3.57%327,330 -193,872-37.2% -$931.55万 减仓
DFAE DIMENSIONAL ETF TRUST $1,848.82万4.20%542,811 -247,473-31.3% -$842.89万 减仓
GLDM WORLD GOLD TR $1,874.63万4.26%203,477 -83,002-29.0% -$764.70万 减仓
AVLV AMERICAN CENTY ETF TR $2,163.00万4.91%265,529 -83,566-23.9% -$680.73万 减仓
DFAI DIMENSIONAL ETF TRUST $2,276.30万5.17%575,549 -339,271-37.1% -$1,341.82万 减仓
MFUS PIMCO EQUITY SER $2,644.15万6.00%448,541 -155,584-25.8% -$917.17万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $2,661.61万6.04%667,270 -237,511-26.3% -$947.38万 减仓
DFAU DIMENSIONAL ETF TRUST $5,076.54万11.53%1,110,841 -508,136-31.4% -$2,322.18万 减仓