Austin Wealth Management, LLC
Austin TX · SEC CIK 0002003112
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -75,440 | -100.0% | -$566.10万 | 清仓 |
| AVGE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -45,820 | -100.0% | -$404.13万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -45,512 | -100.0% | -$237.29万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,668 | -100.0% | -$201.36万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -4,019 | -100.0% | -$179.32万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,650 | -100.0% | -$116.10万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -37,337 | -100.0% | -$97.86万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -11,758 | -100.0% | -$88.89万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -14,217 | -100.0% | -$78.64万 | 清仓 |
| — | GRANITESHARES ETF TR | $0 | 0.00% | 0 | -90,406 | -100.0% | -$77.21万 | 清仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -28,756 | -100.0% | -$73.93万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -1,050 | -100.0% | -$72.40万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -17,429 | -100.0% | -$70.08万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -5,071 | -100.0% | -$50.92万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -5,568 | -100.0% | -$50.86万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -4,226 | -100.0% | -$47.79万 | 清仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,834 | -100.0% | -$47.78万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -17,107 | -100.0% | -$40.46万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -8,571 | -100.0% | -$38.81万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,425 | -100.0% | -$36.80万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,223 | -100.0% | -$36.33万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,803 | -100.0% | -$34.81万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -4,918 | -100.0% | -$34.32万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,694 | -100.0% | -$33.29万 | 清仓 |
| JNUG | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -1,426 | -100.0% | -$33.05万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -3,424 | -100.0% | -$32.60万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -479 | -100.0% | -$29.71万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEM | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,314 | -100.0% | -$28.11万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,165 | -100.0% | -$27.06万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,111 | -100.0% | -$26.64万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,313 | -100.0% | -$26.40万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -826 | -100.0% | -$26.17万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -834 | -100.0% | -$25.24万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -4,756 | -100.0% | -$24.99万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -5,165 | -100.0% | -$24.84万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -1,702 | -100.0% | -$24.83万 | 清仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,935 | -100.0% | -$24.37万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,435 | -100.0% | -$24.04万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,141 | -100.0% | -$23.35万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,174 | -100.0% | -$21.97万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,525 | -100.0% | -$21.16万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,438 | -100.0% | -$20.35万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,913 | -100.0% | -$20.16万 | 清仓 |
| — | INVESCO MUNI INCOME OPP TRST | $0 | 0.00% | 0 | -10,736 | -100.0% | -$6.55万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -14,099 | -100.0% | -$2.90万 | 清仓 |
| — | OPEN LENDING CORP | $1.91万 | 0.00% | 15,550 | 0 | 0.0% | — | 不变 |
| NVCT | NUVECTIS PHARMA INC | $15.40万 | 0.03% | 20,125 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $20.29万 | 0.05% | 2,640 | 2,640 | — | $20.29万 | 新建仓 |
| LIN | LINDE PLC | $20.68万 | 0.05% | 414 | -83 | -16.7% | -$4.15万 | 减仓 |
| V | VISA INC | $20.81万 | 0.05% | 686 | -2,104 | -75.4% | -$63.82万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $21.32万 | 0.05% | 889 | -76 | -7.9% | -$1.82万 | 减仓 |
| MCD | MCDONALDS CORP | $22.12万 | 0.05% | 714 | -85 | -10.6% | -$2.63万 | 减仓 |
| TJX | TJX COS INC NEW | $22.25万 | 0.05% | 1,375 | -244 | -15.1% | -$3.95万 | 减仓 |
| PFF | ISHARES TR | $22.28万 | 0.05% | 7,306 | -4,541 | -38.3% | -$13.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $22.60万 | 0.05% | 765 | -418 | -35.3% | -$12.35万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $23.78万 | 0.05% | 1,202 | -5,457 | -81.9% | -$107.94万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.99万 | 0.05% | 1,174 | -24 | -2.0% | -$4,904 | 减仓 |
| GILD | GILEAD SCIENCES INC | $26.05万 | 0.06% | 1,859 | -155 | -7.7% | -$2.17万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $27.06万 | 0.06% | 770 | -42 | -5.2% | -$1.48万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $27.44万 | 0.06% | 6,426 | -390 | -5.7% | -$1.67万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $27.90万 | 0.06% | 1,272 | -682 | -34.9% | -$14.96万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.00万 | 0.06% | 7,402 | -273 | -3.6% | -$1.03万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $28.83万 | 0.07% | 4,065 | 194 | 5.0% | $1.38万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $30.04万 | 0.07% | 3,240 | -260 | -7.4% | -$2.41万 | 减仓 |
| — | KRANESHARES TRUST | $30.42万 | 0.07% | 13,642 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $30.90万 | 0.07% | 1,554 | -375 | -19.4% | -$7.46万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $31.28万 | 0.07% | 6,742 | -465 | -6.5% | -$2.16万 | 减仓 |
| TXN | TEXAS INSTRS INC | $31.71万 | 0.07% | 1,590 | -84 | -5.0% | -$1.68万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.19万 | 0.07% | 3,733 | 3,733 | — | $32.19万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.25万 | 0.07% | 677 | -1,307 | -65.9% | -$62.26万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $33.19万 | 0.08% | 4,081 | 4,081 | — | $33.19万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $33.40万 | 0.08% | 5,036 | -470 | -8.5% | -$3.12万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $34.53万 | 0.08% | 12,854 | 203 | 1.6% | $5,453 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $34.54万 | 0.08% | 9,584 | -4,905 | -33.9% | -$17.68万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.25万 | 0.08% | 5,566 | -28,439 | -83.6% | -$185.21万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $37.96万 | 0.09% | 9,117 | 23 | 0.3% | $958 | 加仓 |
| PFFD | GLOBAL X FDS | $38.34万 | 0.09% | 20,758 | 2,967 | 16.7% | $5.48万 | 加仓 |
| FEGE | RBB FUND TRUST | $38.96万 | 0.09% | 8,218 | 8,218 | — | $38.96万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $39.53万 | 0.09% | 5,380 | 2,307 | 75.1% | $16.95万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $40.15万 | 0.09% | 11,327 | -3,053 | -21.2% | -$10.82万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $40.94万 | 0.09% | 1,339 | -149 | -10.0% | -$4.56万 | 减仓 |
| CSCO | CISCO SYS INC | $41.49万 | 0.09% | 5,158 | -405 | -7.3% | -$3.26万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $41.84万 | 0.10% | 4,382 | -301 | -6.4% | -$2.87万 | 减仓 |
| WTMF | WISDOMTREE TR | $42.16万 | 0.10% | 10,503 | -4,075 | -28.0% | -$16.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $43.01万 | 0.10% | 1,785 | -29 | -1.6% | -$6,988 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $43.50万 | 0.10% | 9,615 | -70 | -0.7% | -$3,167 | 减仓 |
| AGI | ALAMOS GOLD INC | $43.74万 | 0.10% | 9,445 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $44.13万 | 0.10% | 1,351 | 168 | 14.2% | $5.49万 | 加仓 |
| PHYL | PGIM ETF TR | $46.35万 | 0.11% | 13,284 | 504 | 3.9% | $1.76万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $50.00万 | 0.11% | 10,045 | -73,437 | -88.0% | -$365.57万 | 减仓 |
| HDEF | DBX ETF TR | $54.19万 | 0.12% | 16,573 | -7,097 | -30.0% | -$23.20万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $54.37万 | 0.12% | 9,172 | 549 | 6.4% | $3.25万 | 加仓 |
| AVGO | BROADCOM INC | $56.69万 | 0.13% | 1,803 | -2,512 | -58.2% | -$78.98万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $59.25万 | 0.13% | 12,956 | -8,069 | -38.4% | -$36.90万 | 减仓 |