Triune Financial Partners, LLC
OVERLAND PARK KS · SEC CIK 0002040393
$4.79亿2026Q2 申报市值
49持仓数
93.0%前十大占比 · 第一大 35.0%
4 / 2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
DIMENSIONAL ETF 加仓+$400.40万
DFCF 加仓+$310.62万
DFAX 加仓+$231.14万
DFUV 加仓+$140.46万
DIMENSIONAL ETF 加仓+$76.79万
2026Q2 卖出最多 按季末市值估算
OKE 清仓-$343.74万
OGS 清仓-$54.42万
VEU 减仓-$12.51万
AVUS 减仓-$8.12万
BRK/B 减仓-$6.30万
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 | $1.67亿 | 34.97% | 3,775,213 | 90,262 | 2.4% | $400.40万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.36亿 | 28.41% | 3,692,741 | 62,741 | 1.7% | $231.14万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,401.65万 | 11.28% | 981,939 | 25,534 | 2.7% | $140.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,563.13万 | 5.35% | 366,685 | 10,986 | 3.1% | $76.79万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,616.90万 | 3.38% | 193,062 | -1,494 | -0.8% | -$12.51万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,314.01万 | 2.74% | 281,794 | 81 | 0.0% | $3,777 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,224.67万 | 2.56% | 147,925 | 3,458 | 2.4% | $28.63万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $824.90万 | 1.72% | 195,428 | 73,588 | 60.4% | $310.62万 | 加仓 |
| IWV | ISHARES TR | $742.35万 | 1.55% | 17,410 | 40 | 0.2% | $1.71万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $501.39万 | 1.05% | 111,174 | 888 | 0.8% | $4.00万 | 加仓 |
| IVV | ISHARES TR | $480.87万 | 1.00% | 6,421 | -39 | -0.6% | -$2.92万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $445.70万 | 0.93% | 20,451 | 14 | 0.1% | $3,051 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $409.49万 | 0.86% | 31,971 | -634 | -1.9% | -$8.12万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $217.88万 | 0.45% | 44,576 | -731 | -1.6% | -$3.57万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $211.30万 | 0.44% | 8,696 | 89 | 1.0% | $2.16万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $165.43万 | 0.35% | 34,227 | 10,990 | 47.3% | $53.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $131.75万 | 0.28% | 2,633 | -126 | -4.6% | -$6.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $95.47万 | 0.20% | 2,580 | 24 | 0.9% | $8,881 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $90.88万 | 0.19% | 1,217 | 3 | 0.2% | $2,240 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $73.81万 | 0.15% | 5,916 | -89 | -1.5% | -$1.11万 | 减仓 |
| AAPL | APPLE INC | $72.80万 | 0.15% | 2,516 | 744 | 42.0% | $21.53万 | 加仓 |
| LLY | ELI LILLY & CO | $61.74万 | 0.13% | 515 | 7 | 1.4% | $8,392 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $60.04万 | 0.13% | 11,616 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $51.31万 | 0.11% | 1,376 | 112 | 8.9% | $4.18万 | 加仓 |
| — | EXXON MOBIL CORP | $50.05万 | 0.10% | 3,661 | 42 | 1.2% | $5,742 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $49.73万 | 0.10% | 1,768 | 17 | 1.0% | $4,781 | 加仓 |
| GOOG | ALPHABET INC | $48.42万 | 0.10% | 1,370 | 470 | 52.2% | $16.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $45.81万 | 0.10% | 1,400 | -15 | -1.1% | -$4,908 | 减仓 |
| CVX | CHEVRON CORPORATION | $45.27万 | 0.09% | 2,731 | 43 | 1.6% | $7,127 | 加仓 |
| GOOGL | ALPHABET INC | $44.38万 | 0.09% | 1,242 | 102 | 8.9% | $3.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $37.44万 | 0.08% | 1,871 | 438 | 30.6% | $8.76万 | 加仓 |
| TSLA | TESLA INC | $33.99万 | 0.07% | 808 | 151 | 23.0% | $6.35万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC | $32.99万 | 0.07% | 6,733 | 26 | 0.4% | $1,274 | 加仓 |
| AMZN | AMAZON COM INC | $32.68万 | 0.07% | 1,371 | 410 | 42.7% | $9.77万 | 加仓 |
| MRK | MERCK & CO INC | $32.46万 | 0.07% | 2,526 | 42 | 1.7% | $5,398 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.21万 | 0.07% | 8,045 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $29.98万 | 0.06% | 9,136 | 40 | 0.4% | $1,313 | 加仓 |
| SHEL | SHELL PLC | $27.07万 | 0.06% | 3,491 | 35 | 1.0% | $2,714 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $26.34万 | 0.05% | 1,070 | 15 | 1.4% | $3,692 | 加仓 |
| VV | VANGUARD INDEX FDS | $26.19万 | 0.05% | 761 | 2 | 0.3% | $688 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.35万 | 0.05% | 998 | 29 | 3.0% | $7,367 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $22.88万 | 0.05% | 26,886 | 283 | 1.1% | $2,408 | 加仓 |
| IWM | ISHARES TR | $22.81万 | 0.05% | 759 | 759 | — | $22.81万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $22.70万 | 0.05% | 330 | -11 | -3.2% | -$7,566 | 减仓 |
| DHR | DANAHER CORP DEL | $22.57万 | 0.05% | 1,185 | 7 | 0.6% | $1,333 | 加仓 |
| CAT | CATERPILLAR INC | $22.15万 | 0.05% | 208 | 208 | — | $22.15万 | 新建仓 |
| HON | HONEYWELL INTL INC | $21.44万 | 0.04% | 958 | 958 | — | $21.44万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $21.16万 | 0.04% | 957 | 957 | — | $21.16万 | 新建仓 |
| POWW | OUTDOOR HOLDING CO | $4.65万 | 0.01% | 20,375 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -38,028 | -100.0% | -$343.74万 | 清仓 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | -6,319 | -100.0% | -$54.42万 | 清仓 |