Mills Wealth Advisors LLC
SOUTHLAKE TX · SEC CIK 0002029294
$3.18亿2026Q2 申报市值
76持仓数
70.3%前十大占比 · 第一大 14.9%
8 / 12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
VCRB 加仓+$447.17万
VCRM 加仓+$394.20万
DIMENSIONAL ETF 加仓+$193.64万
DFNM 加仓+$165.36万
VGSH 加仓+$156.05万
2026Q2 卖出最多 按季末市值估算
JMUB 清仓-$214.74万
BIL 清仓-$194.20万
JMST 清仓-$181.98万
VBIL 减仓-$180.97万
IBMO 清仓-$53.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,746.79万 | 14.95% | 1,070,062 | 43,653 | 4.3% | $193.64万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,966.70万 | 12.49% | 513,604 | 57,899 | 12.7% | $447.17万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $3,444.37万 | 10.85% | 450,834 | 51,597 | 12.9% | $394.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,097.76万 | 6.61% | 502,699 | -7,004 | -1.4% | -$29.23万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,980.09万 | 6.24% | 531,425 | 23,172 | 4.6% | $86.34万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,419.06万 | 4.47% | 415,841 | 17,626 | 4.4% | $60.15万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,325.16万 | 4.17% | 277,521 | 20,473 | 8.0% | $97.76万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $1,263.83万 | 3.98% | 164,926 | -5,086 | -3.0% | -$38.97万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,230.13万 | 3.87% | 302,690 | -2,266 | -0.7% | -$9.21万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $835.68万 | 2.63% | 107,263 | 10,329 | 10.7% | $80.47万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $833.85万 | 2.63% | 195,432 | 19,652 | 11.2% | $83.85万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $792.84万 | 2.50% | 164,031 | 34,211 | 26.4% | $165.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $703.88万 | 2.22% | 100,698 | 4,775 | 5.0% | $33.38万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $632.15万 | 1.99% | 157,525 | 4,779 | 3.1% | $19.18万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $568.67万 | 1.79% | 143,822 | 21,560 | 17.6% | $85.25万 | 加仓 |
| JOE | ST JOE CO | $550.05万 | 1.73% | 87,825 | -1,363 | -1.5% | -$8.54万 | 减仓 |
| DEXC | DIMENSIONAL ETF TRUST | $459.68万 | 1.45% | 55,643 | -362 | -0.6% | -$2.99万 | 减仓 |
| GLDM | WORLD GOLD TR | $355.75万 | 1.12% | 44,793 | 865 | 2.0% | $6.87万 | 加仓 |
| AMLP | ALPS ETF TR | $341.23万 | 1.07% | 65,810 | -3,523 | -5.1% | -$18.27万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $329.53万 | 1.04% | 77,046 | -4,009 | -4.9% | -$17.15万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $298.58万 | 0.94% | 51,302 | 26,813 | 109.5% | $156.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $233.27万 | 0.73% | 28,331 | 2,823 | 11.1% | $23.24万 | 加仓 |
| ENFR | ALPS ETF TR | $161.65万 | 0.51% | 42,428 | 30,189 | 246.7% | $115.02万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $157.75万 | 0.50% | 33,829 | 2,842 | 9.2% | $13.25万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $141.53万 | 0.45% | 17,095 | 1,546 | 9.9% | $12.80万 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $127.52万 | 0.40% | 189,422 | -14,387 | -7.1% | -$9.69万 | 减仓 |
| GM | GENERAL MTRS CO | $127.01万 | 0.40% | 16,478 | 3,521 | 27.2% | $27.14万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $121.53万 | 0.38% | 16,058 | -23,912 | -59.8% | -$180.97万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $121.30万 | 0.38% | 22,455 | -150 | -0.7% | -$8,103 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $114.56万 | 0.36% | 40,366 | 40,366 | — | $114.56万 | 新建仓 |
| VSDB | VANGUARD MALVERN FDS | $110.76万 | 0.35% | 14,509 | -2,805 | -16.2% | -$21.41万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $107.37万 | 0.34% | 21,033 | 2,233 | 11.9% | $11.40万 | 加仓 |
| PAAA | PGIM ETF TR | $90.57万 | 0.29% | 17,666 | 11,013 | 165.5% | $56.46万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $84.64万 | 0.27% | 21,084 | -3,716 | -15.0% | -$14.92万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $77.99万 | 0.25% | 10,308 | 10,308 | — | $77.99万 | 新建仓 |
| PULS | PGIM ETF TR | $77.42万 | 0.24% | 15,625 | 15,625 | — | $77.42万 | 新建仓 |
| WMB | WILLIAMS COS INC | $76.95万 | 0.24% | 10,351 | 3,029 | 41.4% | $22.52万 | 加仓 |
| — | EXXON MOBIL CORP | $72.39万 | 0.23% | 5,295 | -3,658 | -40.9% | -$50.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $69.54万 | 0.22% | 1,879 | -561 | -23.0% | -$20.76万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $68.43万 | 0.22% | 15,173 | 4,651 | 44.2% | $20.98万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $68.03万 | 0.21% | 6,753 | 6,753 | — | $68.03万 | 新建仓 |
| — | COHEN & STEERS ETF TRUST | $65.30万 | 0.21% | 19,553 | 12,316 | 170.2% | $41.13万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $63.81万 | 0.20% | 14,018 | -116 | -0.8% | -$5,280 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.75万 | 0.20% | 1,274 | 438 | 52.4% | $21.92万 | 加仓 |
| FRDM | EA SERIES TRUST | $63.05万 | 0.20% | 8,648 | 554 | 6.8% | $4.04万 | 加仓 |
| SUB | ISHARES TR | $62.31万 | 0.20% | 5,852 | 2,198 | 60.2% | $23.40万 | 加仓 |
| SGOV | ISHARES TR | $60.51万 | 0.19% | 6,011 | -3,837 | -39.0% | -$38.63万 | 减仓 |
| GOOG | ALPHABET INC | $55.27万 | 0.17% | 1,564 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $48.69万 | 0.15% | 6,469 | 3,708 | 134.3% | $27.91万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $46.67万 | 0.15% | 11,057 | -8,779 | -44.3% | -$37.06万 | 减仓 |
| LOW | LOWES COS INC | $45.71万 | 0.14% | 2,073 | -17 | -0.8% | -$3,748 | 减仓 |
| MSFT | MICROSOFT CORP | $45.48万 | 0.14% | 1,219 | 39 | 3.3% | $1.46万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $44.10万 | 0.14% | 1,456 | 512 | 54.2% | $15.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $43.16万 | 0.14% | 628 | 53 | 9.2% | $3.64万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $42.21万 | 0.13% | 8,635 | 589 | 7.3% | $2.88万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $41.67万 | 0.13% | 14,384 | 1,094 | 8.2% | $3.17万 | 加仓 |
| EMBX | VANECK FDS | $40.87万 | 0.13% | 7,966 | 7,966 | — | $40.87万 | 新建仓 |
| SMMU | PIMCO ETF TR | $39.05万 | 0.12% | 7,732 | 7,732 | — | $39.05万 | 新建仓 |
| MKL | MARKEL GROUP INC | $36.33万 | 0.11% | 186 | -1 | -0.5% | -$1,953 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.23万 | 0.10% | 652 | -25 | -3.7% | -$1.27万 | 减仓 |
| EMXC | ISHARES INC | $32.78万 | 0.10% | 3,204 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $32.29万 | 0.10% | 2,749 | -46 | -1.6% | -$5,403 | 减仓 |
| R | RYDER SYS INC | $31.65万 | 0.10% | 1,200 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $31.64万 | 0.10% | 1,093 | -150 | -12.1% | -$4.34万 | 减仓 |
| MCD | MCDONALDS CORP | $31.44万 | 0.10% | 1,163 | -7 | -0.6% | -$1,892 | 减仓 |
| GOOGL | ALPHABET INC | $31.27万 | 0.10% | 875 | -66 | -7.0% | -$2.36万 | 减仓 |
| VGT | VANGUARD WORLD FD | $30.08万 | 0.09% | 2,517 | -235 | -8.5% | -$2.81万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $29.22万 | 0.09% | 4,215 | 148 | 3.6% | $1.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.55万 | 0.08% | 6,845 | -18 | -0.3% | -$698 | 减仓 |
| HD | HOME DEPOT INC | $25.78万 | 0.08% | 731 | -16 | -2.1% | -$5,643 | 减仓 |
| ABBV | ABBVIE INC | $25.74万 | 0.08% | 1,023 | -40 | -3.8% | -$1.01万 | 减仓 |
| AMZN | AMAZON COM INC | $24.95万 | 0.08% | 1,047 | -79 | -7.0% | -$1.88万 | 减仓 |
| T | AT&T INC | $22.54万 | 0.07% | 10,889 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $21.21万 | 0.07% | 1,060 | 1,060 | — | $21.21万 | 新建仓 |
| — | VOLATILITY SHS TR | $16.72万 | 0.05% | 14,656 | 14,656 | — | $16.72万 | 新建仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $15.11万 | 0.05% | 12,823 | -11,997 | -48.3% | -$14.13万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -42,956 | -100.0% | -$214.74万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -21,192 | -100.0% | -$194.20万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -35,696 | -100.0% | -$181.98万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -21,029 | -100.0% | -$53.90万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -9,471 | -100.0% | -$47.15万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,025 | -100.0% | -$27.43万 | 清仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,185 | -100.0% | -$26.42万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,435 | -100.0% | -$25.12万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,021 | -100.0% | -$24.64万 | 清仓 |
| BINV | 2023 ETF SERIES TRUST | $0 | 0.00% | 0 | -5,597 | -100.0% | -$23.07万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -2,467 | -100.0% | -$22.22万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,209 | -100.0% | -$20.55万 | 清仓 |