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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $5,076.54万 | 11.53% | 1,110,841 | -508,136 | -31.4% | -$2,322.18万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $2,661.61万 | 6.04% | 667,270 | -237,511 | -26.3% | -$947.38万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $2,644.15万 | 6.00% | 448,541 | -155,584 | -25.8% | -$917.17万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,276.30万 | 5.17% | 575,549 | -339,271 | -37.1% | -$1,341.82万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,163.00万 | 4.91% | 265,529 | -83,566 | -23.9% | -$680.73万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,874.63万 | 4.26% | 203,477 | -83,002 | -29.0% | -$764.70万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,848.82万 | 4.20% | 542,811 | -247,473 | -31.3% | -$842.89万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,572.82万 | 3.57% | 327,330 | -193,872 | -37.2% | -$931.55万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,412.30万 | 3.21% | 463,962 | -171,821 | -27.0% | -$523.02万 | 减仓 |
| MUNI | PIMCO ETF TR | $1,273.84万 | 2.89% | 243,938 | -57,481 | -19.1% | -$300.17万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $1,219.29万 | 2.77% | 160,665 | -58,709 | -26.8% | -$445.54万 | 减仓 |
| IEI | ISHARES TR | $1,142.17万 | 2.59% | 96,737 | -34,802 | -26.5% | -$410.91万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,040.80万 | 2.36% | 262,695 | -127,961 | -32.8% | -$506.98万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $916.52万 | 2.08% | 152,170 | -54,214 | -26.3% | -$326.53万 | 减仓 |
| MFDX | PIMCO EQUITY SER | $841.44万 | 1.91% | 208,639 | -69,998 | -25.1% | -$282.30万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $752.55万 | 1.71% | 179,713 | -92,968 | -34.1% | -$389.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $729.82万 | 1.66% | 185,326 | -147,246 | -44.3% | -$579.86万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $711.73万 | 1.62% | 168,378 | -132,644 | -44.1% | -$560.69万 | 减仓 |
| NFRA | FLEXSHARES TR | $662.39万 | 1.50% | 103,055 | -41,912 | -28.9% | -$269.39万 | 减仓 |
| GUNR | FLEXSHARES TR | $638.12万 | 1.45% | 115,018 | -44,718 | -28.0% | -$248.10万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $634.20万 | 1.44% | 254,493 | -1,761 | -0.7% | -$4.39万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $589.92万 | 1.34% | 163,413 | -101,219 | -38.2% | -$365.40万 | 减仓 |
| — | CAMBRIA ETF TR | $568.86万 | 1.29% | 167,571 | -53,530 | -24.2% | -$181.72万 | 减仓 |
| MFEM | PIMCO EQUITY SER | $567.53万 | 1.29% | 227,455 | -81,509 | -26.4% | -$203.37万 | 减仓 |
| AAPL | APPLE INC | $478.06万 | 1.09% | 18,468 | -7,933 | -30.0% | -$205.35万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $466.42万 | 1.06% | 103,926 | -32,954 | -24.1% | -$147.90万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $461.67万 | 1.05% | 57,637 | 607 | 1.1% | $4.86万 | 加仓 |
| MUB | ISHARES TR | $439.96万 | 1.00% | 41,330 | 9 | 0.0% | $958 | 加仓 |
| PAVE | GLOBAL X FDS | $361.21万 | 0.82% | 70,233 | -27,381 | -28.1% | -$140.82万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $322.80万 | 0.73% | 70,705 | -13,625 | -16.2% | -$62.20万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $309.27万 | 0.70% | 27,574 | -11,358 | -29.2% | -$127.39万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $304.83万 | 0.69% | 12,580 | -142 | -1.1% | -$3.44万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $295.39万 | 0.67% | 84,979 | -58,154 | -40.6% | -$202.14万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $284.61万 | 0.65% | 25,285 | 13,999 | 124.0% | $157.58万 | 加仓 |
| GLD | SPDR GOLD TR | $272.46万 | 0.62% | 6,371 | -2,905 | -31.3% | -$124.23万 | 减仓 |
| BIL | SPDR SERIES TRUST | $264.38万 | 0.60% | 28,913 | -151,536 | -84.0% | -$1,385.65万 | 减仓 |
| AGG | ISHARES TR | $240.39万 | 0.55% | 24,270 | -628 | -2.5% | -$6.22万 | 减仓 |
| AMZN | AMAZON COM INC | $223.28万 | 0.51% | 10,493 | -4,976 | -32.2% | -$105.88万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $197.41万 | 0.45% | 32,891 | -5,904 | -15.2% | -$35.44万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $192.41万 | 0.44% | 62,149 | -31,381 | -33.6% | -$97.16万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $187.02万 | 0.42% | 5,751 | -1,896 | -24.8% | -$61.66万 | 减仓 |
| ACWI | ISHARES TR | $178.62万 | 0.41% | 12,745 | -1,496 | -10.5% | -$20.97万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $176.49万 | 0.40% | 48,146 | 212 | 0.4% | $7,771 | 加仓 |
| NVDA | NVIDIA CORPORATION | $175.30万 | 0.40% | 9,868 | -7,380 | -42.8% | -$131.10万 | 减仓 |
| GOOG | ALPHABET INC | $171.57万 | 0.39% | 5,764 | -2,346 | -28.9% | -$69.83万 | 减仓 |
| BILS | SPDR SERIES TRUST | $170.41万 | 0.39% | 17,178 | -88,610 | -83.8% | -$879.01万 | 减仓 |
| META | META PLATFORMS INC | $156.66万 | 0.36% | 2,734 | 548 | 25.1% | $31.40万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $156.57万 | 0.36% | 15,394 | -6,978 | -31.2% | -$70.97万 | 减仓 |
| GOOGL | ALPHABET INC | $145.35万 | 0.33% | 4,845 | -2,543 | -34.4% | -$76.29万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $144.33万 | 0.33% | 54,117 | -4,690 | -8.0% | -$12.51万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $141.74万 | 0.32% | 15,686 | -2,083 | -11.7% | -$18.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $117.61万 | 0.27% | 3,154 | -813 | -20.5% | -$30.32万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $116.54万 | 0.26% | 24,235 | -197 | -0.8% | -$9,474 | 减仓 |
| VOO | VANGUARD INDEX FDS | $115.65万 | 0.26% | 1,909 | -830 | -30.3% | -$50.28万 | 减仓 |
| RAAX | VANECK ETF TRUST | $111.87万 | 0.25% | 27,199 | -42,406 | -60.9% | -$174.42万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $109.61万 | 0.25% | 37,694 | -194,771 | -83.8% | -$566.39万 | 减仓 |
| TECB | ISHARES TR | $98.52万 | 0.22% | 17,428 | -354 | -2.0% | -$2.00万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $96.66万 | 0.22% | 6,901 | -1,933 | -21.9% | -$27.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $94.84万 | 0.22% | 39,322 | -36,562 | -48.2% | -$88.19万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $91.85万 | 0.21% | 2,068 | -1,414 | -40.6% | -$62.80万 | 减仓 |
| TSLA | TESLA INC | $90.15万 | 0.20% | 2,555 | -1,052 | -29.2% | -$37.12万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $88.96万 | 0.20% | 1,982 | -985 | -33.2% | -$44.21万 | 减仓 |
| CAOS | EA SERIES TRUST | $83.35万 | 0.19% | 9,187 | -9,925 | -51.9% | -$90.05万 | 减仓 |
| — | EXXON MOBIL CORP | $80.53万 | 0.18% | 4,929 | -5,615 | -53.3% | -$91.74万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $80.37万 | 0.18% | 24,391 | -11,777 | -32.6% | -$38.80万 | 减仓 |
| HAP | VANECK ETF TRUST | $72.62万 | 0.16% | 9,998 | -5,052 | -33.6% | -$36.69万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.65万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $69.15万 | 0.16% | 679 | -50 | -6.9% | -$5.09万 | 减仓 |
| IVV | ISHARES TR | $60.06万 | 0.14% | 907 | -173 | -16.0% | -$11.45万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $59.25万 | 0.13% | 12,956 | -8,069 | -38.4% | -$36.90万 | 减仓 |
| AVGO | BROADCOM INC | $56.69万 | 0.13% | 1,803 | -2,512 | -58.2% | -$78.98万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $54.37万 | 0.12% | 9,172 | 549 | 6.4% | $3.25万 | 加仓 |
| HDEF | DBX ETF TR | $54.19万 | 0.12% | 16,573 | -7,097 | -30.0% | -$23.20万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $50.00万 | 0.11% | 10,045 | -73,437 | -88.0% | -$365.57万 | 减仓 |
| PHYL | PGIM ETF TR | $46.35万 | 0.11% | 13,284 | 504 | 3.9% | $1.76万 | 加仓 |
| HD | HOME DEPOT INC | $44.13万 | 0.10% | 1,351 | 168 | 14.2% | $5.49万 | 加仓 |
| AGI | ALAMOS GOLD INC | $43.74万 | 0.10% | 9,445 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $43.50万 | 0.10% | 9,615 | -70 | -0.7% | -$3,167 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $43.01万 | 0.10% | 1,785 | -29 | -1.6% | -$6,988 | 减仓 |
| WTMF | WISDOMTREE TR | $42.16万 | 0.10% | 10,503 | -4,075 | -28.0% | -$16.36万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $41.84万 | 0.10% | 4,382 | -301 | -6.4% | -$2.87万 | 减仓 |
| CSCO | CISCO SYS INC | $41.49万 | 0.09% | 5,158 | -405 | -7.3% | -$3.26万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $40.94万 | 0.09% | 1,339 | -149 | -10.0% | -$4.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $40.15万 | 0.09% | 11,327 | -3,053 | -21.2% | -$10.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $39.53万 | 0.09% | 5,380 | 2,307 | 75.1% | $16.95万 | 重新持有 |
| FEGE | RBB FUND TRUST | $38.96万 | 0.09% | 8,218 | 8,218 | — | $38.96万 | 新建仓 |
| PFFD | GLOBAL X FDS | $38.34万 | 0.09% | 20,758 | 2,967 | 16.7% | $5.48万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $37.96万 | 0.09% | 9,117 | 23 | 0.3% | $958 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.25万 | 0.08% | 5,566 | -28,439 | -83.6% | -$185.21万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $34.54万 | 0.08% | 9,584 | -4,905 | -33.9% | -$17.68万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $34.53万 | 0.08% | 12,854 | 203 | 1.6% | $5,453 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $33.40万 | 0.08% | 5,036 | -470 | -8.5% | -$3.12万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $33.19万 | 0.08% | 4,081 | 4,081 | — | $33.19万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.25万 | 0.07% | 677 | -1,307 | -65.9% | -$62.26万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.19万 | 0.07% | 3,733 | 3,733 | — | $32.19万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $31.71万 | 0.07% | 1,590 | -84 | -5.0% | -$1.68万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $31.28万 | 0.07% | 6,742 | -465 | -6.5% | -$2.16万 | 减仓 |
| CVX | CHEVRON CORPORATION | $30.90万 | 0.07% | 1,554 | -375 | -19.4% | -$7.46万 | 减仓 |
| — | KRANESHARES TRUST | $30.42万 | 0.07% | 13,642 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $30.04万 | 0.07% | 3,240 | -260 | -7.4% | -$2.41万 | 减仓 |