Austin Wealth Management, LLC
Austin TX · SEC CIK 0002003112
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $0 | 0.00% | 0 | -7,306 | -100.0% | -$22.28万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -714 | -100.0% | -$22.12万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -414 | -100.0% | -$20.68万 | 清仓 |
| — | OPEN LENDING CORP | $4.88万 | 0.01% | 15,550 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $20.04万 | 0.04% | 1,106 | -4 | -0.4% | -$725 | 重新持有 |
| GII | SPDR INDEX SHS FDS | $20.13万 | 0.04% | 2,640 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $20.31万 | 0.04% | 3,843 | -2,113 | -35.5% | -$11.17万 | 重新持有 |
| EFA | ISHARES TR | $20.65万 | 0.04% | 1,998 | 1,998 | — | $20.65万 | 新建仓 |
| IWV | ISHARES TR | $20.75万 | 0.04% | 490 | -58 | -10.6% | -$2.46万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $20.87万 | 0.04% | 704 | -894 | -55.9% | -$26.50万 | 重新持有 |
| HDV | ISHARES TR | $20.91万 | 0.04% | 7,400 | 7,400 | — | $20.91万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $21.22万 | 0.04% | 929 | 929 | — | $21.22万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.27万 | 0.04% | 1,377 | 2 | 0.1% | $309 | 加仓 |
| IWS | ISHARES TR | $21.89万 | 0.05% | 1,318 | 1,318 | — | $21.89万 | 新建仓 |
| V | VISA INC | $24.38万 | 0.05% | 680 | -6 | -0.9% | -$2,151 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $24.60万 | 0.05% | 912 | 23 | 2.6% | $6,204 | 加仓 |
| GILD | GILEAD SCIENCES INC | $24.90万 | 0.05% | 1,854 | -5 | -0.3% | -$671 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $25.99万 | 0.05% | 762 | -3 | -0.4% | -$1,023 | 减仓 |
| VTV | VANGUARD INDEX FDS | $26.19万 | 0.06% | 1,202 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $26.69万 | 0.06% | 9,445 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.70万 | 0.06% | 1,046 | -128 | -10.9% | -$3.27万 | 减仓 |
| LLY | ELI LILLY & CO | $27.13万 | 0.06% | 230 | -24 | -9.4% | -$2.83万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $27.33万 | 0.06% | 516 | -201 | -28.0% | -$10.65万 | 重新持有 |
| GWX | SPDR INDEX SHS FDS | $27.87万 | 0.06% | 6,484 | 58 | 0.9% | $2,493 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $28.23万 | 0.06% | 766 | -4 | -0.5% | -$1,474 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.28万 | 0.06% | 7,402 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $28.67万 | 0.06% | 3,229 | -11 | -0.3% | -$977 | 减仓 |
| VBR | VANGUARD INDEX FDS | $30.78万 | 0.07% | 1,261 | -11 | -0.9% | -$2,685 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $30.79万 | 0.07% | 4,084 | 19 | 0.5% | $1,432 | 加仓 |
| — | KRANESHARES TRUST | $32.62万 | 0.07% | 13,068 | -574 | -4.2% | -$1.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $33.07万 | 0.07% | 1,765 | 211 | 13.6% | $3.95万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.53万 | 0.07% | 683 | 6 | 0.9% | $2,945 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $33.72万 | 0.07% | 3,774 | 41 | 1.1% | $3,663 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $33.90万 | 0.07% | 6,864 | 122 | 1.8% | $6,024 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $35.10万 | 0.07% | 5,061 | 25 | 0.5% | $1,734 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $36.11万 | 0.08% | 12,854 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $37.94万 | 0.08% | 4,251 | 170 | 4.2% | $1.52万 | 加仓 |
| TXN | TEXAS INSTRS INC | $38.23万 | 0.08% | 1,346 | -244 | -15.3% | -$6.93万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $38.49万 | 0.08% | 5,522 | -44 | -0.8% | -$3,067 | 减仓 |
| NVCT | NUVECTIS PHARMA INC | $38.52万 | 0.08% | 20,125 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $39.22万 | 0.08% | 9,814 | 230 | 2.4% | $9,191 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $40.69万 | 0.09% | 1,145 | -194 | -14.5% | -$6.89万 | 减仓 |
| HD | HOME DEPOT INC | $41.38万 | 0.09% | 1,221 | -130 | -9.6% | -$4.41万 | 减仓 |
| WTMF | WISDOMTREE TR | $41.92万 | 0.09% | 10,267 | -236 | -2.2% | -$9,636 | 减仓 |
| FEGE | RBB FUND TRUST | $43.13万 | 0.09% | 8,692 | 474 | 5.8% | $2.35万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $43.83万 | 0.09% | 9,310 | 193 | 2.1% | $9,086 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $44.76万 | 0.09% | 11,326 | -1 | -0.0% | -$40 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.02万 | 0.10% | 1,779 | -6 | -0.3% | -$1,518 | 减仓 |
| PHYL | PGIM ETF TR | $45.60万 | 0.10% | 13,067 | -217 | -1.6% | -$7,573 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $46.90万 | 0.10% | 9,685 | 70 | 0.7% | $3,390 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $47.61万 | 0.10% | 6,534 | 1,154 | 21.4% | $8.41万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $47.88万 | 0.10% | 4,382 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $48.03万 | 0.10% | 9,627 | -418 | -4.2% | -$2.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $52.87万 | 0.11% | 562 | -117 | -17.2% | -$11.01万 | 减仓 |
| CSCO | CISCO SYS INC | $57.66万 | 0.12% | 5,151 | -7 | -0.1% | -$784 | 减仓 |
| AVGO | BROADCOM INC | $65.86万 | 0.14% | 1,776 | -27 | -1.5% | -$1.00万 | 减仓 |
| HDEF | DBX ETF TR | $67.36万 | 0.14% | 20,239 | 3,666 | 22.1% | $12.20万 | 加仓 |
| HAP | VANECK ETF TRUST | $67.49万 | 0.14% | 9,703 | -295 | -3.0% | -$2.05万 | 减仓 |
| IVV | ISHARES TR | $68.50万 | 0.14% | 917 | 10 | 1.1% | $7,470 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $73.60万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $79.91万 | 0.17% | 2,029 | -1,125 | -35.7% | -$44.31万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $81.93万 | 0.17% | 16,589 | 3,633 | 28.0% | $17.94万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $82.39万 | 0.17% | 1,982 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $83.35万 | 0.18% | 5,656 | 727 | 14.7% | $10.71万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $85.39万 | 0.18% | 14,551 | 5,379 | 58.6% | $31.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $85.93万 | 0.18% | 1,258 | -651 | -34.1% | -$44.47万 | 减仓 |
| PFFD | GLOBAL X FDS | $86.37万 | 0.18% | 46,459 | 25,701 | 123.8% | $47.78万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $89.31万 | 0.19% | 23,722 | -669 | -2.7% | -$2.52万 | 减仓 |
| CAOS | EA SERIES TRUST | $92.57万 | 0.20% | 10,213 | 1,026 | 11.2% | $9.30万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $103.11万 | 0.22% | 13,934 | 13,934 | — | $103.11万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $105.62万 | 0.22% | 38,961 | -361 | -0.9% | -$9,787 | 减仓 |
| VUG | VANGUARD INDEX FDS | $105.81万 | 0.22% | 12,409 | 1 | 0.0% | $85 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $106.38万 | 0.22% | 6,873 | -28 | -0.4% | -$4,334 | 减仓 |
| TSLA | TESLA INC | $106.60万 | 0.23% | 2,799 | 244 | 9.5% | $9.29万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $107.04万 | 0.23% | 36,947 | -747 | -2.0% | -$2.16万 | 减仓 |
| RAAX | VANECK ETF TRUST | $115.41万 | 0.24% | 29,343 | 2,144 | 7.9% | $8.43万 | 加仓 |
| BILS | SPDR SERIES TRUST | $118.42万 | 0.25% | 11,924 | -5,254 | -30.6% | -$52.18万 | 减仓 |
| TECB | ISHARES TR | $121.89万 | 0.26% | 17,383 | -45 | -0.3% | -$3,155 | 减仓 |
| META | META PLATFORMS INC | $126.42万 | 0.27% | 1,957 | -777 | -28.4% | -$50.19万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $131.78万 | 0.28% | 24,233 | -2 | -0.0% | -$109 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $156.50万 | 0.33% | 15,646 | -40 | -0.3% | -$4,001 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $160.14万 | 0.34% | 60,984 | 6,867 | 12.7% | $18.03万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $163.87万 | 0.35% | 60,424 | -1,725 | -2.8% | -$4.68万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $165.00万 | 0.35% | 16,088 | 694 | 4.5% | $7.12万 | 加仓 |
| GOOGL | ALPHABET INC | $165.51万 | 0.35% | 4,773 | -72 | -1.5% | -$2.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $188.07万 | 0.40% | 9,273 | -595 | -6.0% | -$12.07万 | 减仓 |
| ACWI | ISHARES TR | $193.08万 | 0.41% | 12,457 | -288 | -2.3% | -$4.46万 | 减仓 |
| GOOG | ALPHABET INC | $198.26万 | 0.42% | 5,728 | -36 | -0.6% | -$1.25万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $209.22万 | 0.44% | 5,701 | -50 | -0.9% | -$1.83万 | 减仓 |
| BIL | SPDR SERIES TRUST | $209.75万 | 0.44% | 22,911 | -6,002 | -20.8% | -$54.95万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $216.78万 | 0.46% | 52,668 | 4,522 | 9.4% | $18.61万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $222.47万 | 0.47% | 33,787 | 896 | 2.7% | $5.90万 | 加仓 |
| GLD | SPDR GOLD TR | $226.98万 | 0.48% | 6,161 | -210 | -3.3% | -$7.74万 | 减仓 |
| AGG | ISHARES TR | $245.75万 | 0.52% | 25,025 | 755 | 3.1% | $7.41万 | 加仓 |
| AMZN | AMAZON COM INC | $257.09万 | 0.54% | 10,399 | -94 | -0.9% | -$2.32万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $297.00万 | 0.63% | 65,599 | -5,106 | -7.2% | -$23.12万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $302.86万 | 0.64% | 80,187 | -4,792 | -5.6% | -$18.10万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $329.36万 | 0.70% | 25,909 | 624 | 2.5% | $7.93万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $363.66万 | 0.77% | 12,702 | 122 | 1.0% | $3.49万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $372.82万 | 0.79% | 29,743 | 2,169 | 7.9% | $27.19万 | 加仓 |