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
PXF INVESCO EXCH TRADED FD TR II $28.83万0.07%4,065 1945.0% $1.38万 加仓
EPD ENTERPRISE PRODS PARTNERS L $28.00万0.06%7,402 -273-3.6% -$1.03万 减仓
VBR VANGUARD INDEX FDS $27.90万0.06%1,272 -682-34.9% -$14.96万 减仓
GWX SPDR INDEX SHS FDS $27.44万0.06%6,426 -390-5.7% -$1.67万 减仓
GD GENERAL DYNAMICS CORP $27.06万0.06%770 -42-5.2% -$1.48万 减仓
GILD GILEAD SCIENCES INC $26.05万0.06%1,859 -155-7.7% -$2.17万 减仓
ADP AUTOMATIC DATA PROCESSING IN $23.99万0.05%1,174 -24-2.0% -$4,904 减仓
VTV VANGUARD INDEX FDS $23.78万0.05%1,202 -5,457-81.9% -$107.94万 减仓
JPM JPMORGAN CHASE & CO $22.60万0.05%765 -418-35.3% -$12.35万 减仓
PFF ISHARES TR $22.28万0.05%7,306 -4,541-38.3% -$13.85万 减仓
TJX TJX COS INC NEW $22.25万0.05%1,375 -244-15.1% -$3.95万 减仓
MCD MCDONALDS CORP $22.12万0.05%714 -85-10.6% -$2.63万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $21.32万0.05%889 -76-7.9% -$1.82万 减仓
V VISA INC $20.81万0.05%686 -2,104-75.4% -$63.82万 减仓
LIN LINDE PLC $20.68万0.05%414 -83-16.7% -$4.15万 减仓
GII SPDR INDEX SHS FDS $20.29万0.05%2,640 2,640— $20.29万 新建仓
NVCT NUVECTIS PHARMA INC $15.40万0.03%20,125 00.0% — 不变
— OPEN LENDING CORP $1.91万0.00%15,550 00.0% — 不变
— DIMENSIONAL ETF TRUST $00.00%0 -75,440-100.0% -$566.10万 清仓
AVGE AMERICAN CENTY ETF TR $00.00%0 -45,820-100.0% -$404.13万 清仓
— EA SERIES TRUST $00.00%0 -45,512-100.0% -$237.29万 清仓
VGT VANGUARD WORLD FD $00.00%0 -2,668-100.0% -$201.36万 清仓
VOOG VANGUARD ADMIRAL FDS INC $00.00%0 -4,019-100.0% -$179.32万 清仓
VV VANGUARD INDEX FDS $00.00%0 -3,650-100.0% -$116.10万 清仓
BWIN THE BALDWIN INSURANCE GRP IN $00.00%0 -37,337-100.0% -$97.86万 清仓
— AMERICAN CENTY ETF TR $00.00%0 -11,758-100.0% -$88.89万 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -14,217-100.0% -$78.64万 清仓
— GRANITESHARES ETF TR $00.00%0 -90,406-100.0% -$77.21万 清仓
— THEMES ETF TR $00.00%0 -28,756-100.0% -$73.93万 清仓
SPY SPDR S&P 500 ETF TR $00.00%0 -1,050-100.0% -$72.40万 清仓
BTC GRAYSCALE BITCOIN MINI TR ET $00.00%0 -17,429-100.0% -$70.08万 清仓
MINT PIMCO ETF TR $00.00%0 -5,071-100.0% -$50.92万 清仓
IEFA ISHARES TR $00.00%0 -5,568-100.0% -$50.86万 清仓
WMT WALMART INC $00.00%0 -4,226-100.0% -$47.79万 清仓
IVOG VANGUARD ADMIRAL FDS INC $00.00%0 -3,834-100.0% -$47.78万 清仓
VB VANGUARD INDEX FDS $00.00%0 —— — 申报中断
— PROSHARES TR $00.00%0 -17,107-100.0% -$40.46万 清仓
U UNITY SOFTWARE INC $00.00%0 -8,571-100.0% -$38.81万 清仓
IWM ISHARES TR $00.00%0 -1,425-100.0% -$36.80万 清仓
VO VANGUARD INDEX FDS $00.00%0 -1,223-100.0% -$36.33万 清仓
GDX VANECK ETF TRUST $00.00%0 -3,803-100.0% -$34.81万 清仓
IEMG ISHARES INC $00.00%0 -4,918-100.0% -$34.32万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -1,694-100.0% -$33.29万 清仓
JNUG DIREXION SHS ETF TR $00.00%0 -1,426-100.0% -$33.05万 清仓
MBB ISHARES TR $00.00%0 -3,424-100.0% -$32.60万 清仓
QQQ INVESCO QQQ TR $00.00%0 -479-100.0% -$29.71万 清仓
RDDT REDDIT INC $00.00%0 —— — 申报中断
DEM WISDOMTREE TR $00.00%0 —— — 申报中断
SCHX SCHWAB STRATEGIC TR $00.00%0 -10,314-100.0% -$28.11万 清仓
LLY ELI LILLY & CO $00.00%0 —— — 申报中断
SCHB SCHWAB STRATEGIC TR $00.00%0 -10,165-100.0% -$27.06万 清仓
ABT ABBOTT LABS $00.00%0 -2,111-100.0% -$26.64万 清仓
DIS DISNEY WALT CO $00.00%0 -2,313-100.0% -$26.40万 清仓
VBK VANGUARD INDEX FDS $00.00%0 -826-100.0% -$26.17万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -834-100.0% -$25.24万 清仓
MPLX MPLX LP $00.00%0 -4,756-100.0% -$24.99万 清仓
SPEM SPDR INDEX SHS FDS $00.00%0 -5,165-100.0% -$24.84万 清仓
DHI D R HORTON INC $00.00%0 -1,702-100.0% -$24.83万 清仓
VIOG VANGUARD ADMIRAL FDS INC $00.00%0 -1,935-100.0% -$24.37万 清仓
COP CONOCOPHILLIPS $00.00%0 -2,435-100.0% -$24.04万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -1,141-100.0% -$23.35万 清仓
RTX RTX CORPORATION $00.00%0 -1,174-100.0% -$21.97万 清仓
IWV ISHARES TR $00.00%0 —— — 申报中断
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -2,525-100.0% -$21.16万 清仓
PG PROCTER AND GAMBLE CO $00.00%0 -1,438-100.0% -$20.35万 清仓
AMAT APPLIED MATLS INC $00.00%0 —— — 申报中断
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -3,913-100.0% -$20.16万 清仓
— INVESCO MUNI INCOME OPP TRST $00.00%0 -10,736-100.0% -$6.55万 清仓
RC READY CAPITAL CORP $00.00%0 -14,099-100.0% -$2.90万 清仓