BWM Planning, LLC
THE WOODLANDS TX · SEC CIK 0002039698
$3.79亿2026Q1 申报市值
87持仓数
59.4%前十大占比 · 第一大 10.3%
3 / 4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
VTI 加仓+$340.61万
AVNM 加仓+$332.56万
SCHO 加仓+$178.93万
DFCF 加仓+$122.21万
SUB 加仓+$112.36万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$437.54万
DFAI 减仓-$228.97万
IVV 减仓-$165.06万
DIMENSIONAL ETF 减仓-$144.40万
AVDE 减仓-$142.17万
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 |
|---|---|---|---|---|---|---|---|---|
| STIP | ISHARES TR | $0 | 0.00% | 0 | -5,899 | -100.0% | -$60.40万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -4,349 | -100.0% | -$26.14万 | 清仓 |
| AVSC | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -2,583 | -100.0% | -$21.55万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TALO | TALOS ENERGY INC | $0 | 0.00% | 0 | -18,381 | -100.0% | -$20.26万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $20.12万 | 0.05% | 1,514 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.19万 | 0.05% | 814 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $20.95万 | 0.06% | 1,503 | 1,503 | — | $20.95万 | 新建仓 |
| XPO | XPO INC | $21.50万 | 0.06% | 1,105 | 1,105 | — | $21.50万 | 新建仓 |
| T | AT&T INC | $23.29万 | 0.06% | 8,033 | -3,715 | -31.6% | -$10.77万 | 重新持有 |
| DFSU | DIMENSIONAL ETF TRUST | $24.40万 | 0.06% | 5,939 | 469 | 8.6% | $1.93万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.72万 | 0.07% | 1,669 | 1 | 0.1% | $148 | 加仓 |
| DE | DEERE & CO | $25.05万 | 0.07% | 445 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $25.19万 | 0.07% | 440 | -45 | -9.3% | -$2.58万 | 减仓 |
| — | TIDAL TRUST I | $25.23万 | 0.07% | 14,092 | 559 | 4.1% | $1.00万 | 加仓 |
| ET | ENERGY TRANSFER L P | $25.70万 | 0.07% | 13,315 | 223 | 1.7% | $4,304 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $29.24万 | 0.08% | 8,609 | 15 | 0.2% | $510 | 加仓 |
| BSVO | EA SERIES TRUST | $30.93万 | 0.08% | 12,191 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $32.19万 | 0.08% | 6,078 | 6,078 | — | $32.19万 | 新建仓 |
| ETN | EATON CORP PLC | $35.14万 | 0.09% | 982 | 1 | 0.1% | $358 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.89万 | 0.09% | 1,062 | -31 | -2.8% | -$1.05万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $35.96万 | 0.09% | 1,655 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $36.83万 | 0.10% | 8,367 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $38.82万 | 0.10% | 1,350 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $39.97万 | 0.11% | 5,428 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.12万 | 0.11% | 7,607 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $42.06万 | 0.11% | 10,822 | -1,158 | -9.7% | -$4.50万 | 减仓 |
| GOOG | ALPHABET INC | $49.51万 | 0.13% | 1,726 | -2 | -0.1% | -$574 | 减仓 |
| COP | CONOCOPHILLIPS | $49.90万 | 0.13% | 3,780 | 181 | 5.0% | $2.39万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $50.86万 | 0.13% | 20,550 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $51.96万 | 0.14% | 1,739 | -1,344 | -43.6% | -$40.15万 | 减仓 |
| PEP | PEPSICO INC | $54.53万 | 0.14% | 3,511 | -472 | -11.9% | -$7.33万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $55.60万 | 0.15% | 7,211 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $55.80万 | 0.15% | 14,312 | 1 | 0.0% | $39 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $56.82万 | 0.15% | 8,867 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $56.98万 | 0.15% | 3,267 | 34 | 1.1% | $5,930 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $58.74万 | 0.15% | 17,828 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $65.24万 | 0.17% | 1,755 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $73.21万 | 0.19% | 27,542 | -25,137 | -47.7% | -$66.81万 | 减仓 |
| INTC | INTEL CORP | $76.25万 | 0.20% | 17,279 | -8 | -0.0% | -$353 | 减仓 |
| AGG | ISHARES TR | $77.88万 | 0.21% | 7,845 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $81.90万 | 0.22% | 5,618 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $83.03万 | 0.22% | 11,167 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $89.12万 | 0.24% | 2,408 | 6 | 0.2% | $2,221 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $92.46万 | 0.24% | 17,628 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $99.21万 | 0.26% | 1,660 | 42 | 2.6% | $2.51万 | 加仓 |
| CLB | CORE LABORATORIES INC | $109.19万 | 0.29% | 65,036 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $109.26万 | 0.29% | 1,188 | -20 | -1.7% | -$1.84万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $116.61万 | 0.31% | 28,325 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $121.63万 | 0.32% | 3,930 | -38 | -1.0% | -$1.18万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $124.91万 | 0.33% | 16,632 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $126.87万 | 0.33% | 35,211 | -1,177 | -3.2% | -$4.24万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $137.07万 | 0.36% | 19,330 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $137.63万 | 0.36% | 4,185 | 29 | 0.7% | $9,537 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $143.63万 | 0.38% | 4,883 | -97 | -1.9% | -$2.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $157.34万 | 0.42% | 6,437 | -51 | -0.8% | -$1.25万 | 减仓 |
| SBR | SABINE RTY TR | $162.37万 | 0.43% | 21,552 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $173.16万 | 0.46% | 9,505 | 1,576 | 19.9% | $28.71万 | 加仓 |
| — | COTERRA ENERGY INC | $184.44万 | 0.49% | 52,487 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $216.98万 | 0.57% | 41,109 | 130 | 0.3% | $6,861 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $224.66万 | 0.59% | 104,397 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $280.93万 | 0.74% | 4,320 | 9 | 0.2% | $5,853 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $287.29万 | 0.76% | 59,939 | 15,867 | 36.0% | $76.05万 | 加仓 |
| CVX | CHEVRON CORPORATION | $322.15万 | 0.85% | 15,570 | -3,252 | -17.3% | -$67.29万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $328.11万 | 0.87% | 67,707 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $331.77万 | 0.88% | 176,004 | -41,797 | -19.2% | -$78.79万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $338.20万 | 0.89% | 33,867 | -3,724 | -9.9% | -$37.19万 | 减仓 |
| BOXX | EA SERIES TRUST | $355.42万 | 0.94% | 30,563 | 43 | 0.1% | $5,000 | 加仓 |
| IEFA | ISHARES TR | $363.63万 | 0.96% | 40,166 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $387.19万 | 1.02% | 36,356 | 10,550 | 40.9% | $112.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $413.50万 | 1.09% | 58,133 | -15,204 | -20.7% | -$108.15万 | 减仓 |
| — | EXXON MOBIL CORP | $418.81万 | 1.10% | 24,685 | -25,789 | -51.1% | -$437.54万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $432.54万 | 1.14% | 53,679 | -1,027 | -1.9% | -$8.28万 | 减仓 |
| WFC | WELLS FARGO & CO | $487.93万 | 1.29% | 61,291 | -91 | -0.1% | -$7,244 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $553.86万 | 1.46% | 140,432 | -10,125 | -6.7% | -$39.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $563.54万 | 1.49% | 11,760 | 1,373 | 13.2% | $65.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $630.57万 | 1.66% | 100,973 | -23,122 | -18.6% | -$144.40万 | 减仓 |
| RSST | TIDAL TRUST II | $637.61万 | 1.68% | 225,465 | 24,585 | 12.2% | $69.53万 | 加仓 |
| IVV | ISHARES TR | $874.49万 | 2.31% | 13,388 | -2,527 | -15.9% | -$165.06万 | 减仓 |
| — | PROSHARES TR | $967.39万 | 2.55% | 139,194 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1,004.33万 | 2.65% | 418,386 | 17,174 | 4.3% | $41.23万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,237.84万 | 3.27% | 365,577 | -34,701 | -8.7% | -$117.50万 | 减仓 |
| AAPL | APPLE INC | $1,243.75万 | 3.28% | 49,007 | -565 | -1.1% | -$14.34万 | 减仓 |
| QMOM | EA SERIES TRUST | $1,372.73万 | 3.62% | 200,955 | 4,034 | 2.0% | $27.56万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,438.18万 | 3.79% | 340,641 | 28,945 | 9.3% | $122.21万 | 加仓 |
| QVAL | EA SERIES TRUST | $1,513.87万 | 3.99% | 290,340 | -11,536 | -3.8% | -$60.15万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,707.79万 | 4.50% | 703,664 | 73,725 | 11.7% | $178.93万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,170.42万 | 5.72% | 557,089 | -58,770 | -9.5% | -$228.97万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,414.47万 | 6.37% | 284,591 | -16,758 | -5.6% | -$142.17万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $2,886.90万 | 7.61% | 379,007 | 43,660 | 13.0% | $332.56万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,870.08万 | 10.21% | 350,329 | 8,326 | 2.4% | $91.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,897.12万 | 10.28% | 121,477 | 10,617 | 9.6% | $340.61万 | 加仓 |