Two West Capital Advisors LLC
Overland Park KS · SEC CIK 0002026617
$1.89亿2026Q1 申报市值
96持仓数
60.1%前十大占比 · 第一大 20.6%
9 / 8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
IVV 加仓+$120.68万
EFG 加仓+$94.75万
GOVT 重新持有+$89.74万
IUSB 加仓+$81.43万
BLCR 新建仓+$71.42万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$144.60万
INDIVIOR PLC 清仓-$37.67万
ESGU 减仓-$33.59万
ITA 清仓-$30.34万
EMB 清仓-$28.47万
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 | $3,886.67万 | 20.60% | 791,906 | 4,440 | 0.6% | $21.79万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1,736.26万 | 9.20% | 254,869 | 4,654 | 1.9% | $31.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,436.35万 | 7.61% | 342,233 | 10,105 | 3.0% | $42.41万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,105.25万 | 5.86% | 275,554 | 394 | 0.1% | $1.58万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $945.92万 | 5.01% | 352,559 | 13,131 | 3.9% | $35.23万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $570.27万 | 3.02% | 152,642 | -3,325 | -2.1% | -$12.42万 | 减仓 |
| IVV | ISHARES TR | $553.42万 | 2.93% | 7,741 | 1,688 | 27.9% | $120.68万 | 加仓 |
| IUSB | ISHARES TR | $391.82万 | 2.08% | 84,921 | 17,648 | 26.2% | $81.43万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $363.90万 | 1.93% | 99,534 | 45 | 0.0% | $1,645 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $349.85万 | 1.85% | 89,797 | -386 | -0.4% | -$1.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $343.40万 | 1.82% | 92,610 | 725 | 0.8% | $2.69万 | 加仓 |
| IVE | ISHARES TR | $255.22万 | 1.35% | 11,553 | 743 | 6.9% | $16.41万 | 加仓 |
| IVW | ISHARES TR | $253.46万 | 1.34% | 19,671 | 3,690 | 23.1% | $47.55万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $247.95万 | 1.31% | 39,078 | 1,447 | 3.8% | $9.18万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $226.46万 | 1.20% | 45,483 | 1,319 | 3.0% | $6.57万 | 加仓 |
| IEMG | ISHARES INC | $219.13万 | 1.16% | 28,469 | 3,497 | 14.0% | $26.92万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $212.91万 | 1.13% | 39,326 | 3,411 | 9.5% | $18.47万 | 加仓 |
| EFV | ISHARES TR | $179.52万 | 0.95% | 23,696 | 3,321 | 16.3% | $25.16万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $173.69万 | 0.92% | 3,654 | -365 | -9.1% | -$17.35万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $171.77万 | 0.91% | 66,039 | 1,228 | 1.9% | $3.19万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $166.66万 | 0.88% | 30,696 | 2,355 | 8.3% | $12.79万 | 加仓 |
| IGEB | ISHARES TR | $155.52万 | 0.82% | 34,553 | 1,414 | 4.3% | $6.36万 | 加仓 |
| MUB | ISHARES TR | $154.51万 | 0.82% | 14,435 | 4,169 | 40.6% | $44.63万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $151.43万 | 0.80% | 46,309 | -4,680 | -9.2% | -$15.30万 | 减仓 |
| EFG | ISHARES TR | $147.89万 | 0.78% | 12,722 | 8,151 | 178.3% | $94.75万 | 加仓 |
| TLH | ISHARES TR | $146.57万 | 0.78% | 14,689 | 2,813 | 23.7% | $28.07万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $142.29万 | 0.75% | 27,238 | 6,923 | 34.1% | $36.17万 | 加仓 |
| MBB | ISHARES TR | $139.94万 | 0.74% | 14,791 | 2,729 | 22.6% | $25.82万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $134.01万 | 0.71% | 35,172 | 1,643 | 4.9% | $6.26万 | 加仓 |
| QUAL | ISHARES TR | $128.42万 | 0.68% | 6,241 | 222 | 3.7% | $4.57万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $122.45万 | 0.65% | 30,303 | 104 | 0.3% | $4,203 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $118.86万 | 0.63% | 36,061 | 971 | 2.8% | $3.20万 | 加仓 |
| GOVT | ISHARES TR | $118.79万 | 0.63% | 52,111 | 39,369 | 309.0% | $89.74万 | 重新持有 |
| BDVL | BLACKROCK ETF TRUST | $114.18万 | 0.61% | 44,583 | -1,186 | -2.6% | -$3.04万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $113.90万 | 0.60% | 23,821 | 9,513 | 66.5% | $45.49万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $113.45万 | 0.60% | 27,331 | 6,329 | 30.1% | $26.27万 | 加仓 |
| IAGG | ISHARES TR | $105.36万 | 0.56% | 21,162 | 5,270 | 33.2% | $26.24万 | 加仓 |
| TFLO | ISHARES TR | $105.23万 | 0.56% | 20,783 | 160 | 0.8% | $8,101 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $103.31万 | 0.55% | 25,615 | 6,373 | 33.1% | $25.70万 | 加仓 |
| IEFA | ISHARES TR | $101.38万 | 0.54% | 10,856 | 1,607 | 17.4% | $15.01万 | 加仓 |
| MTUM | ISHARES TR | $97.93万 | 0.52% | 3,526 | 444 | 14.4% | $12.33万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $86.75万 | 0.46% | 20,567 | 3,420 | 19.9% | $14.43万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $84.33万 | 0.45% | 5,300 | -384 | -6.8% | -$6.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $83.07万 | 0.44% | 3,970 | 411 | 11.5% | $8.60万 | 加仓 |
| IEF | ISHARES TR | $82.24万 | 0.44% | 8,675 | 2,052 | 31.0% | $19.45万 | 加仓 |
| CMF | ISHARES TR | $81.41万 | 0.43% | 14,212 | 1,075 | 8.2% | $6.16万 | 加仓 |
| AAPL | APPLE INC | $80.88万 | 0.43% | 2,994 | 41 | 1.4% | $1.11万 | 加仓 |
| ESGU | ISHARES TR | $78.92万 | 0.42% | 5,092 | -2,167 | -29.9% | -$33.59万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $75.93万 | 0.40% | 14,619 | 9,390 | 179.6% | $48.77万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $74.21万 | 0.39% | 19,397 | -96 | -0.5% | -$3,673 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $71.42万 | 0.38% | 15,235 | 15,235 | — | $71.42万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $68.70万 | 0.36% | 17,453 | 630 | 3.7% | $2.48万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $64.87万 | 0.34% | 20,000 | 20,000 | — | $64.87万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $61.93万 | 0.33% | 7,394 | 2,920 | 65.3% | $24.46万 | 加仓 |
| WMT | WALMART INC | $61.77万 | 0.33% | 4,825 | 34 | 0.7% | $4,353 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $59.21万 | 0.31% | 16,521 | -388 | -2.3% | -$1.39万 | 减仓 |
| AMZN | AMAZON COM INC | $57.74万 | 0.31% | 2,195 | 54 | 2.5% | $1.42万 | 加仓 |
| QLTA | ISHARES TR | $56.86万 | 0.30% | 11,973 | 4,993 | 71.5% | $23.71万 | 加仓 |
| TSLA | TESLA INC | $55.47万 | 0.29% | 1,488 | 32 | 2.2% | $1.19万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $53.39万 | 0.28% | 10,283 | -1,471 | -12.5% | -$7.64万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $52.86万 | 0.28% | 6,760 | 153 | 2.3% | $1.20万 | 加仓 |
| SMH | VANECK ETF TRUST | $52.01万 | 0.28% | 1,041 | 243 | 30.5% | $12.14万 | 加仓 |
| SUB | ISHARES TR | $49.03万 | 0.26% | 4,603 | 1,522 | 49.4% | $16.21万 | 加仓 |
| IGSB | ISHARES TR | $46.58万 | 0.25% | 8,874 | 853 | 10.6% | $4.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $45.39万 | 0.24% | 1,069 | -44 | -4.0% | -$1.87万 | 减仓 |
| SHY | ISHARES TR | $43.69万 | 0.23% | 5,303 | 501 | 10.4% | $4.13万 | 加仓 |
| LQD | ISHARES TR | $43.52万 | 0.23% | 4,003 | 802 | 25.1% | $8.72万 | 加仓 |
| IEUR | ISHARES TR | $43.31万 | 0.23% | 5,966 | -1,050 | -15.0% | -$7.62万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $41.83万 | 0.22% | 9,948 | 4,098 | 70.1% | $17.23万 | 加仓 |
| GOOGL | ALPHABET INC | $41.71万 | 0.22% | 1,192 | 135 | 12.8% | $4.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $40.84万 | 0.22% | 624 | 31 | 5.2% | $2.03万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $37.97万 | 0.20% | 13,387 | 191 | 1.4% | $5,417 | 加仓 |
| IAU | ISHARES GOLD TR | $36.91万 | 0.20% | 4,314 | -2,721 | -38.7% | -$23.28万 | 减仓 |
| VLUE | ISHARES TR | $36.09万 | 0.19% | 2,188 | 2,188 | — | $36.09万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $35.86万 | 0.19% | 10,500 | 10,500 | — | $35.86万 | 新建仓 |
| FLOT | ISHARES TR | $35.19万 | 0.19% | 6,902 | -1,359 | -16.5% | -$6.93万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $34.67万 | 0.18% | 2,427 | -191 | -7.3% | -$2.73万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.98万 | 0.18% | 5,066 | 741 | 17.1% | $4.97万 | 加仓 |
| AGG | ISHARES TR | $33.16万 | 0.18% | 3,351 | 846 | 33.8% | $8.37万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $32.38万 | 0.17% | 1,905 | -199 | -9.5% | -$3.38万 | 减仓 |
| SHYG | ISHARES TR | $31.76万 | 0.17% | 7,463 | 31 | 0.4% | $1,319 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $30.05万 | 0.16% | 2,907 | 23 | 0.8% | $2,378 | 加仓 |
| GLW | CORNING INC | $29.78万 | 0.16% | 1,961 | 1,961 | — | $29.78万 | 新建仓 |
| HYDB | ISHARES TR | $29.54万 | 0.16% | 6,293 | 968 | 18.2% | $4.54万 | 加仓 |
| DGRO | ISHARES TR | $29.32万 | 0.16% | 4,033 | 216 | 5.7% | $1.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $28.13万 | 0.15% | 3,702 | -865 | -18.9% | -$6.57万 | 减仓 |
| MMM | 3M CO | $27.87万 | 0.15% | 1,937 | 1 | 0.1% | $144 | 加仓 |
| VTI | VANGUARD INDEX FDS | $26.44万 | 0.14% | 755 | 16 | 2.2% | $5,604 | 加仓 |
| USHY | ISHARES TR | $25.79万 | 0.14% | 6,950 | -914 | -11.6% | -$3.39万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.47万 | 0.13% | 1,271 | 1,271 | — | $25.47万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $25.28万 | 0.13% | 2,163 | 88 | 4.2% | $1.03万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $24.84万 | 0.13% | 4,965 | 4,965 | — | $24.84万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $24.74万 | 0.13% | 3,742 | 3,742 | — | $24.74万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $23.99万 | 0.13% | 2,588 | -2,486 | -49.0% | -$23.05万 | 减仓 |
| EUSB | ISHARES TR | $20.42万 | 0.11% | 4,699 | 4,699 | — | $20.42万 | 新建仓 |
| — | MICROVAST HOLDINGS INC | $6.58万 | 0.03% | 36,339 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -4,216 | -100.0% | -$144.60万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$37.67万 | 清仓 |
| LCTU | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,413 | -100.0% | -$30.34万 | 清仓 |