Two West Capital Advisors LLC
Overland Park KS · SEC CIK 0002026617
$2.01亿2026Q2 申报市值
101持仓数
61.1%前十大占比 · 第一大 20.2%
12 / 9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
IVV 加仓+$378.49万
IUSB 加仓+$195.67万
IALT 新建仓+$92.83万
CORO 新建仓+$90.58万
BNDW 加仓+$85.93万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$106.61万
IAGG 清仓-$105.36万
EFV 减仓-$84.19万
TFLO 减仓-$63.91万
DFAE 减仓-$47.27万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $4,060.09万 | 20.18% | 790,439 | -1,467 | -0.2% | -$7.54万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1,812.93万 | 9.01% | 267,551 | 12,682 | 5.0% | $85.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,493.49万 | 7.42% | 338,967 | -3,266 | -1.0% | -$14.39万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,131.19万 | 5.62% | 275,631 | 77 | 0.0% | $3,160 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,004.41万 | 4.99% | 383,217 | 30,658 | 8.7% | $80.35万 | 加仓 |
| IVV | ISHARES TR | $955.47万 | 4.75% | 12,819 | 5,078 | 65.6% | $378.49万 | 加仓 |
| IUSB | ISHARES TR | $583.58万 | 2.90% | 127,755 | 42,834 | 50.4% | $195.67万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $523.00万 | 2.60% | 139,990 | -12,652 | -8.3% | -$47.27万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $362.75万 | 1.80% | 97,696 | -1,838 | -1.8% | -$6.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $360.88万 | 1.79% | 92,154 | -456 | -0.5% | -$1.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $356.61万 | 1.77% | 86,766 | -3,031 | -3.4% | -$12.46万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $316.16万 | 1.57% | 47,252 | 8,174 | 20.9% | $54.69万 | 加仓 |
| IVW | ISHARES TR | $311.39万 | 1.55% | 23,119 | 3,448 | 17.5% | $46.44万 | 加仓 |
| IVE | ISHARES TR | $263.74万 | 1.31% | 11,481 | -72 | -0.6% | -$1.65万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $238.13万 | 1.18% | 47,913 | 2,430 | 5.3% | $12.08万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $231.90万 | 1.15% | 42,916 | 3,590 | 9.1% | $19.40万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $194.96万 | 0.97% | 36,030 | 5,334 | 17.4% | $28.86万 | 加仓 |
| MUB | ISHARES TR | $185.96万 | 0.92% | 17,477 | 3,042 | 21.1% | $32.37万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $185.14万 | 0.92% | 67,781 | 1,742 | 2.6% | $4.76万 | 加仓 |
| IEMG | ISHARES INC | $184.99万 | 0.92% | 23,959 | -4,510 | -15.8% | -$34.82万 | 减仓 |
| EFG | ISHARES TR | $179.46万 | 0.89% | 15,087 | 2,365 | 18.6% | $28.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $178.21万 | 0.89% | 3,628 | -26 | -0.7% | -$1.28万 | 减仓 |
| MBB | ISHARES TR | $168.32万 | 0.84% | 17,989 | 3,198 | 21.6% | $29.92万 | 加仓 |
| GOVT | ISHARES TR | $163.70万 | 0.81% | 72,530 | 20,419 | 39.2% | $46.09万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $161.78万 | 0.80% | 47,372 | 1,063 | 2.3% | $3.63万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $145.81万 | 0.72% | 28,008 | 770 | 2.8% | $4.01万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $128.90万 | 0.64% | 34,164 | -1,008 | -2.9% | -$3.80万 | 减仓 |
| IGEB | ISHARES TR | $125.78万 | 0.63% | 28,237 | -6,316 | -18.3% | -$28.13万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $123.82万 | 0.62% | 47,957 | 3,374 | 7.6% | $8.71万 | 加仓 |
| TLH | ISHARES TR | $123.47万 | 0.61% | 12,582 | -2,107 | -14.3% | -$20.68万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $122.54万 | 0.61% | 29,925 | -378 | -1.2% | -$1.55万 | 减仓 |
| MTUM | ISHARES TR | $121.45万 | 0.60% | 4,013 | 487 | 13.8% | $14.74万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $121.20万 | 0.60% | 36,007 | -54 | -0.1% | -$1,818 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $110.27万 | 0.55% | 25,825 | -1,506 | -5.5% | -$6.43万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $104.91万 | 0.52% | 22,012 | -1,809 | -7.6% | -$8.62万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $103.60万 | 0.52% | 21,379 | 6,144 | 40.3% | $29.77万 | 加仓 |
| AAPL | APPLE INC | $101.67万 | 0.51% | 3,113 | 119 | 4.0% | $3.89万 | 加仓 |
| EFV | ISHARES TR | $100.47万 | 0.50% | 12,893 | -10,803 | -45.6% | -$84.19万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $92.83万 | 0.46% | 32,615 | 32,615 | — | $92.83万 | 新建仓 |
| IEFA | ISHARES TR | $90.72万 | 0.45% | 9,493 | -1,363 | -12.6% | -$13.03万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $90.58万 | 0.45% | 25,798 | 25,798 | — | $90.58万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $90.03万 | 0.45% | 29,099 | 9,099 | 45.5% | $28.15万 | 加仓 |
| ESGU | ISHARES TR | $90.00万 | 0.45% | 5,532 | 440 | 8.6% | $7.16万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $86.51万 | 0.43% | 20,490 | -5,125 | -20.0% | -$21.64万 | 减仓 |
| IEF | ISHARES TR | $86.16万 | 0.43% | 9,212 | 537 | 6.2% | $5.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $83.17万 | 0.41% | 4,092 | 122 | 3.1% | $2.48万 | 加仓 |
| CMF | ISHARES TR | $81.10万 | 0.40% | 14,212 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $78.38万 | 0.39% | 18,706 | -1,861 | -9.0% | -$7.80万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $76.71万 | 0.38% | 8,781 | 1,387 | 18.8% | $12.12万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $71.88万 | 0.36% | 13,857 | -762 | -5.2% | -$3.95万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $70.91万 | 0.35% | 14,214 | 14,214 | — | $70.91万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $70.32万 | 0.35% | 4,002 | -1,298 | -24.5% | -$22.81万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $69.70万 | 0.35% | 17,915 | -1,482 | -7.6% | -$5.77万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $65.14万 | 0.32% | 16,387 | -1,066 | -6.1% | -$4.24万 | 减仓 |
| SUB | ISHARES TR | $60.14万 | 0.30% | 5,664 | 1,061 | 23.1% | $11.27万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $59.27万 | 0.29% | 16,497 | -24 | -0.1% | -$862 | 减仓 |
| SMH | VANECK ETF TRUST | $55.99万 | 0.28% | 1,002 | -39 | -3.7% | -$2.18万 | 减仓 |
| WMT | WALMART INC | $55.56万 | 0.28% | 4,952 | 127 | 2.6% | $1.42万 | 加仓 |
| AMZN | AMAZON COM INC | $55.37万 | 0.28% | 2,215 | 20 | 0.9% | $5,000 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $54.28万 | 0.27% | 6,992 | 232 | 3.4% | $1.80万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $52.31万 | 0.26% | 9,334 | -949 | -9.2% | -$5.32万 | 减仓 |
| QLTA | ISHARES TR | $46.18万 | 0.23% | 9,860 | -2,113 | -17.6% | -$9.90万 | 减仓 |
| DGRO | ISHARES TR | $43.67万 | 0.22% | 5,694 | 1,661 | 41.2% | $12.74万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $43.44万 | 0.22% | 12,895 | 12,895 | — | $43.44万 | 新建仓 |
| LQD | ISHARES TR | $43.38万 | 0.22% | 4,048 | 45 | 1.1% | $4,822 | 加仓 |
| VOO | VANGUARD INDEX FDS | $42.59万 | 0.21% | 624 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $42.15万 | 0.21% | 14,160 | 773 | 5.8% | $2.30万 | 加仓 |
| GOOGL | ALPHABET INC | $41.50万 | 0.21% | 1,179 | -13 | -1.1% | -$4,575 | 减仓 |
| TFLO | ISHARES TR | $41.25万 | 0.21% | 8,152 | -12,631 | -60.8% | -$63.91万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $41.08万 | 0.20% | 10,500 | 0 | 0.0% | — | 不变 |
| BFLX | BLACKROCK ETF TRUST | $39.98万 | 0.20% | 15,885 | 15,885 | — | $39.98万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $37.81万 | 0.19% | 4,697 | 995 | 26.9% | $8.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $37.25万 | 0.19% | 926 | -143 | -13.4% | -$5.75万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $37.18万 | 0.18% | 4,399 | 4,399 | — | $37.18万 | 新建仓 |
| EAGG | ISHARES TR | $36.58万 | 0.18% | 7,798 | 7,798 | — | $36.58万 | 新建仓 |
| DFIP | DIMENSIONAL ETF TRUST | $36.38万 | 0.18% | 8,846 | -1,102 | -11.1% | -$4.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.34万 | 0.18% | 5,249 | 183 | 3.6% | $1.27万 | 加仓 |
| VLUE | ISHARES TR | $36.32万 | 0.18% | 1,922 | -266 | -12.2% | -$5.03万 | 减仓 |
| IAU | ISHARES GOLD TR | $35.19万 | 0.17% | 4,670 | 356 | 8.3% | $2.68万 | 加仓 |
| EUSB | ISHARES TR | $31.53万 | 0.16% | 7,323 | 2,624 | 55.8% | $11.30万 | 加仓 |
| EMLC | VANECK ETF TRUST | $31.32万 | 0.16% | 12,345 | 12,345 | — | $31.32万 | 新建仓 |
| MMM | 3M CO | $30.75万 | 0.15% | 1,933 | -4 | -0.2% | -$636 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $30.13万 | 0.15% | 2,930 | 23 | 0.8% | $2,365 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $30.02万 | 0.15% | 1,685 | -220 | -11.5% | -$3.92万 | 减仓 |
| GLW | CORNING INC | $28.84万 | 0.14% | 1,883 | -78 | -4.0% | -$1.19万 | 减仓 |
| QUAL | ISHARES TR | $28.82万 | 0.14% | 1,328 | -4,913 | -78.7% | -$106.61万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $28.31万 | 0.14% | 773 | 18 | 2.4% | $6,593 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $27.95万 | 0.14% | 5,621 | 5,621 | — | $27.95万 | 新建仓 |
| TSLA | TESLA INC | $27.72万 | 0.14% | 750 | -738 | -49.6% | -$27.27万 | 减仓 |
| IEUR | ISHARES TR | $27.36万 | 0.14% | 3,681 | -2,285 | -38.3% | -$16.98万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $25.71万 | 0.13% | 1,614 | -813 | -33.5% | -$12.95万 | 减仓 |
| AGG | ISHARES TR | $25.30万 | 0.13% | 2,583 | -768 | -22.9% | -$7.52万 | 减仓 |
| SHYG | ISHARES TR | $25.29万 | 0.13% | 5,988 | -1,475 | -19.8% | -$6.23万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $24.80万 | 0.12% | 4,965 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $24.31万 | 0.12% | 4,196 | 4,196 | — | $24.31万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $24.31万 | 0.12% | 3,475 | -267 | -7.1% | -$1.87万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $24.21万 | 0.12% | 3,031 | -2,050 | -40.3% | -$16.37万 | 重新持有 |
| EUHY | ISHARES INC | $23.78万 | 0.12% | 4,451 | 4,451 | — | $23.78万 | 新建仓 |
| SUSC | ISHARES TR | $23.03万 | 0.11% | 10,086 | -2,483 | -19.8% | -$5.67万 | 重新持有 |
| SYSB | ISHARES TR | $21.40万 | 0.11% | 2,440 | 2,440 | — | $21.40万 | 新建仓 |