Mills Wealth Advisors LLC
SOUTHLAKE TX · SEC CIK 0002029294
$2.86亿2026Q1 申报市值
80持仓数
69.2%前十大占比 · 第一大 13.9%
16 / 6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
DFSD 加仓+$714.89万
VSDM 加仓+$711.87万
VCRM 加仓+$464.25万
DFNM 加仓+$457.26万
BSV 加仓+$316.55万
2026Q1 卖出最多 按季末市值估算
JPST 清仓-$328.19万
JMST 减仓-$172.20万
VTI 减仓-$97.62万
FPAG 减仓-$87.91万
MLPA 清仓-$87.40万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED | $0 | 0.00% | 0 | -64,873 | -100.0% | -$328.19万 | 清仓 |
| MLPA | GLOBAL X FDS | $0 | 0.00% | 0 | -18,055 | -100.0% | -$87.40万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -11,436 | -100.0% | -$40.32万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,144 | -100.0% | -$22.30万 | 清仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $0 | 0.00% | 0 | -6,700 | -100.0% | -$22.23万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR | $0 | 0.00% | 0 | -5,240 | -100.0% | -$20.29万 | 清仓 |
| SHEL | SHELL PLC | $20.55万 | 0.07% | 2,209 | 2,209 | — | $20.55万 | 新建仓 |
| — | VANGUARD MALVERN FDS | $20.89万 | 0.07% | 2,761 | 2,761 | — | $20.89万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.69万 | 0.08% | 2,795 | 46 | 1.7% | $3,569 | 加仓 |
| SIL | GLOBAL X FDS | $22.22万 | 0.08% | 2,467 | 2,467 | — | $22.22万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $22.42万 | 0.08% | 944 | 944 | — | $22.42万 | 新建仓 |
| BINV | 2023 ETF SERIES TRUST | $23.07万 | 0.08% | 5,597 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $23.12万 | 0.08% | 1,063 | 29 | 2.8% | $6,307 | 加仓 |
| AMZN | AMAZON COM INC | $23.45万 | 0.08% | 1,126 | 57 | 5.3% | $1.19万 | 加仓 |
| VGT | VANGUARD WORLD FD | $23.97万 | 0.08% | 344 | 7 | 2.1% | $4,879 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.05万 | 0.08% | 6,863 | 6 | 0.1% | $210 | 加仓 |
| R | RYDER SYS INC | $24.57万 | 0.09% | 1,200 | 1,200 | — | $24.57万 | 新建仓 |
| HD | HOME DEPOT INC | $24.57万 | 0.09% | 747 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $24.64万 | 0.09% | 4,021 | 4,021 | — | $24.64万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $25.12万 | 0.09% | 3,435 | 3,435 | — | $25.12万 | 新建仓 |
| EMXC | ISHARES INC | $25.20万 | 0.09% | 3,204 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $25.79万 | 0.09% | 4,067 | -11,270 | -73.5% | -$71.48万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $26.42万 | 0.09% | 11,185 | 11,185 | — | $26.42万 | 新建仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $27.05万 | 0.09% | 24,820 | 2 | 0.0% | $22 | 加仓 |
| GOOGL | ALPHABET INC | $27.06万 | 0.09% | 941 | 46 | 5.1% | $1.32万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $27.20万 | 0.09% | 7,237 | 7,237 | — | $27.20万 | 新建仓 |
| SLV | ISHARES SILVER TR | $27.43万 | 0.10% | 4,025 | 4,025 | — | $27.43万 | 新建仓 |
| AAPL | APPLE INC | $31.56万 | 0.11% | 1,243 | 89 | 7.7% | $2.26万 | 加仓 |
| T | AT&T INC | $31.57万 | 0.11% | 10,889 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $34.05万 | 0.12% | 6,653 | 6,653 | — | $34.05万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $34.09万 | 0.12% | 8,046 | 2,625 | 48.4% | $11.12万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $34.35万 | 0.12% | 575 | -618 | -51.8% | -$36.92万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $35.33万 | 0.12% | 13,290 | 13,290 | — | $35.33万 | 新建仓 |
| MKL | MARKEL GROUP INC | $35.79万 | 0.13% | 187 | 1 | 0.5% | $1,914 | 加仓 |
| MCD | MCDONALDS CORP | $36.36万 | 0.13% | 1,170 | -2 | -0.2% | -$622 | 减仓 |
| SUB | ISHARES TR | $38.92万 | 0.14% | 3,654 | 3,654 | — | $38.92万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.06万 | 0.14% | 836 | 5 | 0.6% | $2,396 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $40.93万 | 0.14% | 677 | -67 | -9.0% | -$4.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $43.69万 | 0.15% | 1,180 | 147 | 14.2% | $5.44万 | 加仓 |
| FRDM | EA SERIES TRUST | $44.24万 | 0.15% | 8,094 | 563 | 7.5% | $3.08万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $44.61万 | 0.16% | 10,522 | 3,636 | 52.8% | $15.42万 | 加仓 |
| GOOG | ALPHABET INC | $44.87万 | 0.16% | 1,564 | 9 | 0.6% | $2,582 | 加仓 |
| ENFR | ALPS ETF TR | $46.77万 | 0.16% | 12,239 | 12,239 | — | $46.77万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $47.15万 | 0.16% | 9,471 | -3,451 | -26.7% | -$17.18万 | 减仓 |
| LOW | LOWES COS INC | $49.38万 | 0.17% | 2,090 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $53.29万 | 0.19% | 7,322 | -586 | -7.4% | -$4.26万 | 减仓 |
| IBMO | ISHARES TR | $53.90万 | 0.19% | 21,029 | 21,029 | — | $53.90万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $74.57万 | 0.26% | 14,134 | -181 | -1.3% | -$9,550 | 减仓 |
| VTI | VANGUARD INDEX FDS | $78.28万 | 0.27% | 2,440 | -3,043 | -55.5% | -$97.62万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $83.75万 | 0.29% | 19,836 | -5,080 | -20.4% | -$21.45万 | 减仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $89.97万 | 0.31% | 24,800 | -24,231 | -49.4% | -$87.91万 | 减仓 |
| GM | GENERAL MTRS CO | $96.53万 | 0.34% | 12,957 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $99.13万 | 0.35% | 9,848 | -3,195 | -24.5% | -$32.16万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $110.98万 | 0.39% | 18,800 | 3,297 | 21.3% | $19.46万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $114.72万 | 0.40% | 15,549 | 1,684 | 12.1% | $12.42万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $119.31万 | 0.42% | 22,605 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $122.60万 | 0.43% | 203,809 | -11,135 | -5.2% | -$6.70万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $127.33万 | 0.44% | 30,987 | 4,575 | 17.3% | $18.80万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $132.02万 | 0.46% | 17,314 | -832 | -4.6% | -$6.34万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $143.36万 | 0.50% | 24,489 | 24,489 | — | $143.36万 | 新建仓 |
| — | EXXON MOBIL CORP | $151.89万 | 0.53% | 8,953 | 4,959 | 124.2% | $84.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $181.44万 | 0.63% | 25,508 | 420 | 1.7% | $2.99万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $181.98万 | 0.64% | 35,696 | -33,778 | -48.6% | -$172.20万 | 减仓 |
| BIL | SPDR SERIES TRUST | $194.20万 | 0.68% | 21,192 | -1,137 | -5.1% | -$10.42万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $214.74万 | 0.75% | 42,956 | -14,769 | -25.6% | -$73.83万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $273.89万 | 0.96% | 81,055 | 24,083 | 42.3% | $81.38万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $302.37万 | 1.06% | 39,970 | 11,564 | 40.7% | $87.48万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $363.25万 | 1.27% | 56,005 | 4,570 | 8.9% | $29.64万 | 加仓 |
| AMLP | ALPS ETF TR | $364.97万 | 1.27% | 69,333 | 14,179 | 25.7% | $74.64万 | 加仓 |
| GLDM | WORLD GOLD TR | $407.17万 | 1.42% | 43,928 | 899 | 2.1% | $8.33万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $436.60万 | 1.53% | 122,262 | 6,987 | 6.1% | $24.95万 | 加仓 |
| JOE | ST JOE CO | $560.10万 | 1.96% | 89,188 | -635 | -0.7% | -$3.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $599.04万 | 2.09% | 95,923 | 5,197 | 5.7% | $32.46万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $602.43万 | 2.10% | 152,746 | 3,897 | 2.6% | $15.37万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $622.23万 | 2.17% | 129,820 | 95,401 | 277.2% | $457.26万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $628.94万 | 2.20% | 175,780 | 9,037 | 5.4% | $32.33万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $760.06万 | 2.65% | 96,934 | 40,371 | 71.4% | $316.55万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,053.62万 | 3.68% | 304,956 | -8,813 | -2.8% | -$30.45万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,230.75万 | 4.30% | 257,048 | 149,309 | 138.6% | $714.89万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,283.05万 | 4.48% | 398,215 | 10,841 | 2.8% | $34.93万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $1,297.02万 | 4.53% | 170,012 | 93,311 | 121.7% | $711.87万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,805.82万 | 6.31% | 508,253 | 10,310 | 2.1% | $36.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,873.67万 | 6.54% | 509,703 | 9,780 | 2.0% | $35.95万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $3,000.27万 | 10.48% | 399,237 | 61,776 | 18.3% | $464.25万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,526.24万 | 12.32% | 455,705 | 28,198 | 6.6% | $218.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,988.63万 | 13.93% | 1,026,409 | 55,446 | 5.7% | $215.46万 | 加仓 |