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 |
|---|---|---|---|---|---|---|---|---|
| PXF | INVESCO EXCH TRADED FD TR II | $30.79万 | 0.07% | 4,084 | 19 | 0.5% | $1,432 | 加仓 |
| VBR | VANGUARD INDEX FDS | $30.78万 | 0.07% | 1,261 | -11 | -0.9% | -$2,685 | 减仓 |
| NEE | NEXTERA ENERGY INC | $28.67万 | 0.06% | 3,229 | -11 | -0.3% | -$977 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.28万 | 0.06% | 7,402 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $28.23万 | 0.06% | 766 | -4 | -0.5% | -$1,474 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $27.87万 | 0.06% | 6,484 | 58 | 0.9% | $2,493 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.33万 | 0.06% | 516 | -201 | -28.0% | -$10.65万 | 重新持有 |
| LLY | ELI LILLY & CO | $27.13万 | 0.06% | 230 | -24 | -9.4% | -$2.83万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.70万 | 0.06% | 1,046 | -128 | -10.9% | -$3.27万 | 减仓 |
| AGI | ALAMOS GOLD INC | $26.69万 | 0.06% | 9,445 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $26.19万 | 0.06% | 1,202 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $25.99万 | 0.05% | 762 | -3 | -0.4% | -$1,023 | 减仓 |
| GILD | GILEAD SCIENCES INC | $24.90万 | 0.05% | 1,854 | -5 | -0.3% | -$671 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $24.60万 | 0.05% | 912 | 23 | 2.6% | $6,204 | 加仓 |
| V | VISA INC | $24.38万 | 0.05% | 680 | -6 | -0.9% | -$2,151 | 减仓 |
| IWS | ISHARES TR | $21.89万 | 0.05% | 1,318 | 1,318 | — | $21.89万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.27万 | 0.04% | 1,377 | 2 | 0.1% | $309 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $21.22万 | 0.04% | 929 | 929 | — | $21.22万 | 新建仓 |
| HDV | ISHARES TR | $20.91万 | 0.04% | 7,400 | 7,400 | — | $20.91万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $20.87万 | 0.04% | 704 | -894 | -55.9% | -$26.50万 | 重新持有 |
| IWV | ISHARES TR | $20.75万 | 0.04% | 490 | -58 | -10.6% | -$2.46万 | 重新持有 |
| EFA | ISHARES TR | $20.65万 | 0.04% | 1,998 | 1,998 | — | $20.65万 | 新建仓 |
| DEM | WISDOMTREE TR | $20.31万 | 0.04% | 3,843 | -2,113 | -35.5% | -$11.17万 | 重新持有 |
| GII | SPDR INDEX SHS FDS | $20.13万 | 0.04% | 2,640 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $20.04万 | 0.04% | 1,106 | -4 | -0.4% | -$725 | 重新持有 |
| — | OPEN LENDING CORP | $4.88万 | 0.01% | 15,550 | 0 | 0.0% | — | 不变 |
| 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 |