BWM Planning, LLC
THE WOODLANDS TX · SEC CIK 0002039698
$4.31亿2026Q2 申报市值
99持仓数
59.4%前十大占比 · 第一大 11.0%
8 / 3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
VTI 加仓+$246.08万
AVNM 加仓+$226.60万
DVN 新建仓+$159.29万
AVUV 加仓+$148.78万
DFCF 加仓+$125.80万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$184.44万
DIMENSIONAL ETF 减仓-$74.22万
PSX 减仓-$72.10万
T 清仓-$23.29万
DFAE 减仓-$21.31万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4,741.21万 | 10.99% | 128,127 | 6,650 | 5.5% | $246.08万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,519.48万 | 10.48% | 362,254 | 11,925 | 3.4% | $148.78万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $3,348.86万 | 7.77% | 406,514 | 27,507 | 7.3% | $226.60万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,563.89万 | 5.95% | 287,431 | 2,840 | 1.0% | $25.33万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,344.29万 | 5.44% | 568,312 | 11,223 | 2.0% | $46.29万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,793.73万 | 4.16% | 743,052 | 39,388 | 5.6% | $95.08万 | 加仓 |
| QVAL | EA SERIES TRUST | $1,667.87万 | 3.87% | 300,787 | 10,447 | 3.6% | $57.93万 | 加仓 |
| QMOM | EA SERIES TRUST | $1,614.05万 | 3.74% | 205,011 | 4,056 | 2.0% | $31.93万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,563.65万 | 3.63% | 370,444 | 29,803 | 8.7% | $125.80万 | 加仓 |
| AAPL | APPLE INC | $1,461.70万 | 3.39% | 50,515 | 1,508 | 3.1% | $43.64万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,448.68万 | 3.36% | 360,278 | -5,299 | -1.4% | -$21.31万 | 减仓 |
| — | PROSHARES TR | $1,123.25万 | 2.60% | 139,194 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1,084.00万 | 2.51% | 453,498 | 35,112 | 8.4% | $83.93万 | 加仓 |
| IVV | ISHARES TR | $1,027.45万 | 2.38% | 13,720 | 332 | 2.5% | $24.86万 | 加仓 |
| RSST | TIDAL TRUST II | $751.69万 | 1.74% | 229,946 | 4,481 | 2.0% | $14.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $716.45万 | 1.66% | 102,496 | 1,523 | 1.5% | $10.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $602.42万 | 1.40% | 12,039 | 279 | 2.4% | $13.96万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $571.98万 | 1.33% | 142,532 | 2,100 | 1.5% | $8.43万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $554.82万 | 1.29% | 57,500 | 3,821 | 7.1% | $36.87万 | 加仓 |
| WFC | WELLS FARGO & CO | $506.91万 | 1.18% | 61,340 | 49 | 0.1% | $4,049 | 加仓 |
| SUB | ISHARES TR | $434.74万 | 1.01% | 40,832 | 4,476 | 12.3% | $47.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $419.97万 | 0.97% | 5,624 | 1,304 | 30.2% | $97.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $404.45万 | 0.94% | 49,119 | -9,014 | -15.5% | -$74.22万 | 减仓 |
| IEFA | ISHARES TR | $389.41万 | 0.90% | 40,320 | 154 | 0.4% | $1.49万 | 加仓 |
| — | TIDAL TRUST II | $385.83万 | 0.89% | 202,643 | 26,639 | 15.1% | $50.72万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $372.46万 | 0.86% | 67,707 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $369.86万 | 0.86% | 31,588 | 1,025 | 3.4% | $12.00万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $347.27万 | 0.81% | 33,699 | -168 | -0.5% | -$1.73万 | 减仓 |
| — | EXXON MOBIL CORP | $336.82万 | 0.78% | 24,635 | -50 | -0.2% | -$6,836 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $331.88万 | 0.77% | 68,662 | 8,723 | 14.6% | $42.16万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $261.41万 | 0.61% | 104,397 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $259.83万 | 0.60% | 15,675 | 105 | 0.7% | $1.74万 | 加仓 |
| INTC | INTEL CORP | $248.48万 | 0.58% | 17,796 | 517 | 3.0% | $7.22万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $222.07万 | 0.51% | 41,109 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $179.17万 | 0.42% | 5,474 | 591 | 12.1% | $19.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $175.51万 | 0.41% | 6,911 | 474 | 7.4% | $12.04万 | 加仓 |
| HD | HOME DEPOT INC | $160.88万 | 0.37% | 4,562 | 377 | 9.0% | $13.30万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $159.29万 | 0.37% | 38,551 | 38,551 | — | $159.29万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $158.39万 | 0.37% | 19,330 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $157.76万 | 0.37% | 21,552 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $151.74万 | 0.35% | 4,017 | 87 | 2.2% | $3.29万 | 加仓 |
| LLY | ELI LILLY & CO | $142.12万 | 0.33% | 1,185 | -3 | -0.3% | -$3,598 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $139.29万 | 0.32% | 16,632 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $123.95万 | 0.29% | 28,325 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $115.28万 | 0.27% | 35,211 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $114.04万 | 0.26% | 1,660 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $113.16万 | 0.26% | 3,034 | 626 | 26.0% | $23.35万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $94.48万 | 0.22% | 17,628 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $94.03万 | 0.22% | 4,699 | 1,432 | 43.8% | $28.66万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $93.69万 | 0.22% | 32,339 | 4,797 | 17.4% | $13.90万 | 加仓 |
| EFV | ISHARES TR | $90.62万 | 0.21% | 11,838 | 671 | 6.0% | $5.14万 | 加仓 |
| PSX | PHILLIPS 66 | $88.58万 | 0.21% | 5,240 | -4,265 | -44.9% | -$72.10万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $86.68万 | 0.20% | 5,618 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $82.51万 | 0.19% | 2,335 | 609 | 35.3% | $21.52万 | 加仓 |
| AGG | ISHARES TR | $77.65万 | 0.18% | 7,845 | 0 | 0.0% | — | 不变 |
| CLB | CORE LABORATORIES INC | $75.77万 | 0.18% | 65,036 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $74.99万 | 0.17% | 1,783 | 28 | 1.6% | $1.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $71.73万 | 0.17% | 10,067 | 1,200 | 13.5% | $8.55万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $69.48万 | 0.16% | 25,084 | 4,534 | 22.1% | $12.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $61.65万 | 0.14% | 7,211 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $59.79万 | 0.14% | 1,739 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.26万 | 0.13% | 1,199 | 137 | 12.9% | $6.54万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $54.38万 | 0.13% | 14,997 | -2,831 | -15.9% | -$10.27万 | 减仓 |
| GOOGL | ALPHABET INC | $53.00万 | 0.12% | 1,483 | 133 | 9.9% | $4.75万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $49.56万 | 0.11% | 8,303 | 696 | 9.1% | $4.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $48.82万 | 0.11% | 663 | 273 | 70.0% | $20.10万 | 重新持有 |
| HAL | HALLIBURTON CO | $48.59万 | 0.11% | 14,312 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $48.08万 | 0.11% | 10,839 | 17 | 0.2% | $754 | 加仓 |
| PEP | PEPSICO INC | $47.72万 | 0.11% | 3,524 | 13 | 0.4% | $1,760 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $42.40万 | 0.10% | 5,781 | 1,414 | 32.4% | $10.37万 | 重新持有 |
| ETN | EATON CORP PLC | $42.20万 | 0.10% | 990 | 8 | 0.8% | $3,410 | 加仓 |
| AMZN | AMAZON COM INC | $41.65万 | 0.10% | 1,747 | 761 | 77.2% | $18.14万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $40.22万 | 0.09% | 1,655 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $39.64万 | 0.09% | 8,367 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $39.36万 | 0.09% | 5,361 | -67 | -1.2% | -$4,918 | 减仓 |
| COP | CONOCOPHILLIPS | $38.57万 | 0.09% | 3,710 | -70 | -1.9% | -$7,278 | 减仓 |
| KOS | KOSMOS ENERGY LTD | $38.33万 | 0.09% | 181,636 | 149,738 | 469.4% | $31.59万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $37.13万 | 0.09% | 1,949 | 435 | 28.7% | $8.29万 | 加仓 |
| BSVO | EA SERIES TRUST | $35.59万 | 0.08% | 12,191 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $33.76万 | 0.08% | 599 | 159 | 36.1% | $8.96万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $32.05万 | 0.07% | 8,699 | 90 | 1.0% | $3,316 | 加仓 |
| MAIN | MAIN STR CAP CORP | $31.53万 | 0.07% | 6,078 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $28.59万 | 0.07% | 451 | 6 | 1.3% | $3,804 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $28.49万 | 0.07% | 2,875 | 2,875 | — | $28.49万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $27.94万 | 0.06% | 5,992 | 53 | 0.9% | $2,472 | 加仓 |
| CSCO | CISCO SYS INC | $26.63万 | 0.06% | 2,267 | 2,267 | — | $26.63万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.38万 | 0.06% | 1,669 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $25.87万 | 0.06% | 13,531 | 216 | 1.6% | $4,130 | 加仓 |
| — | TIDAL TRUST I | $25.60万 | 0.06% | 14,214 | 122 | 0.9% | $2,197 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $25.58万 | 0.06% | 2,772 | 2,772 | — | $25.58万 | 新建仓 |
| NUE | NUCOR CORP | $25.04万 | 0.06% | 1,124 | 1,124 | — | $25.04万 | 新建仓 |
| IWM | ISHARES TR | $24.73万 | 0.06% | 823 | 9 | 1.1% | $2,704 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.24万 | 0.06% | 210 | 210 | — | $24.24万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $24.11万 | 0.06% | 1,773 | -114 | -6.0% | -$1.55万 | 重新持有 |
| XPO | XPO INC | $22.68万 | 0.05% | 1,105 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $22.29万 | 0.05% | 1,520 | 99 | 7.0% | $1.45万 | 重新持有 |
| QCOM | QUALCOMM INC | $22.11万 | 0.05% | 1,196 | -72 | -5.7% | -$1.33万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO | $21.01万 | 0.05% | 4,085 | 4,085 | — | $21.01万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.69万 | 0.05% | 194 | 194 | — | $20.69万 | 新建仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -52,487 | -100.0% | -$184.44万 | 清仓 |