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
PAVE GLOBAL X FDS $403.86万0.85%71,734 1,5012.1% $8.45万 加仓
MUB ISHARES TR $440.47万0.93%41,328 -2-0.0% -$213 减仓
AVRE AMERICAN CENTY ETF TR $519.21万1.10%106,113 2,1872.1% $10.70万 加仓
SPTM SPDR SERIES TRUST $519.77万1.10%57,567 -70-0.1% -$6,320 减仓
— CAMBRIA ETF TR $577.50万1.22%165,600 -1,971-1.2% -$6.87万 减仓
DFIC DIMENSIONAL ETF TRUST $584.83万1.24%156,540 -6,873-4.2% -$25.68万 减仓
GUNR FLEXSHARES TR $595.34万1.26%116,916 1,8981.7% $9.66万 加仓
AAPL APPLE INC $606.13万1.28%18,162 -306-1.7% -$10.21万 减仓
MFEM PIMCO EQUITY SER $611.55万1.29%228,959 1,5040.7% $4.02万 加仓
HYMB SPDR SERIES TRUST $623.57万1.32%247,742 -6,751-2.7% -$16.99万 减仓
NFRA FLEXSHARES TR $689.31万1.46%105,302 2,2472.2% $14.71万 加仓
DFCF DIMENSIONAL ETF TRUST $716.05万1.51%170,408 2,0301.2% $8.53万 加仓
DFIP DIMENSIONAL ETF TRUST $747.96万1.58%181,479 1,7661.0% $7.28万 加仓
— DIMENSIONAL ETF TRUST $775.95万1.64%175,594 -9,732-5.3% -$43.01万 减仓
MFDX PIMCO EQUITY SER $868.12万1.83%211,092 2,4531.2% $10.09万 加仓
TOTL SSGA ACTIVE ETF TR $991.00万2.09%253,097 -9,598-3.7% -$37.58万 减仓
AVES AMERICAN CENTY ETF TR $1,007.81万2.13%160,147 7,9775.2% $50.20万 加仓
IEI ISHARES TR $1,168.54万2.47%99,892 3,1553.3% $36.91万 加仓
MUNI PIMCO ETF TR $1,207.94万2.55%231,539 -12,399-5.1% -$64.69万 减仓
AVIV AMERICAN CENTY ETF TR $1,298.61万2.74%165,301 4,6362.9% $36.42万 加仓
DBMF LITMAN GREGORY FDS TR $1,478.39万3.12%478,909 14,9473.2% $46.14万 加仓
GLDM WORLD GOLD TR $1,737.30万3.67%218,666 15,1897.5% $120.68万 加仓
DFNM DIMENSIONAL ETF TRUST $1,754.87万3.71%364,914 37,58411.5% $180.74万 加仓
DFAE DIMENSIONAL ETF TRUST $2,060.04万4.35%551,255 8,4441.6% $31.56万 加仓
DFAI DIMENSIONAL ETF TRUST $2,443.93万5.16%591,035 15,4862.7% $64.03万 加仓
AVLV AMERICAN CENTY ETF TR $2,447.06万5.17%267,001 1,4720.6% $13.49万 加仓
MFUS PIMCO EQUITY SER $2,895.32万6.12%446,808 -1,733-0.4% -$11.23万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $3,063.87万6.47%679,990 12,7201.9% $57.31万 加仓
DFAU DIMENSIONAL ETF TRUST $5,804.10万12.26%1,126,791 15,9501.4% $82.16万 加仓