Triune Financial Partners, LLC
OVERLAND PARK KS · SEC CIK 0002040393
$4.21亿2026Q1 申报市值
47持仓数
92.3%前十大占比 · 第一大 34.1%
0 / 2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
OKE 加仓+$212.32万
DIMENSIONAL ETF 加仓+$211.89万
DFCF 加仓+$117.10万
DFUV 加仓+$42.56万
DFSU 加仓+$36.97万
2026Q1 卖出最多 按季末市值估算
VEU 减仓-$65.62万
CMP 清仓-$25.53万
CBRE 清仓-$23.81万
IWV 减仓-$12.75万
IVV 减仓-$10.45万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.43亿 | 34.05% | 3,684,951 | 54,526 | 1.5% | $211.89万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.23亿 | 29.32% | 3,630,000 | 9,286 | 0.3% | $31.54万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,634.74万 | 11.02% | 956,405 | 8,783 | 0.9% | $42.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,221.34万 | 5.28% | 355,699 | 3,694 | 1.0% | $23.07万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,461.12万 | 3.47% | 194,556 | -8,738 | -4.3% | -$65.62万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,157.56万 | 2.75% | 281,713 | 8,998 | 3.3% | $36.97万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,065.88万 | 2.53% | 144,467 | 1,330 | 0.9% | $9.81万 | 加仓 |
| IWV | ISHARES TR | $643.89万 | 1.53% | 17,370 | -344 | -1.9% | -$12.75万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $514.41万 | 1.22% | 121,840 | 27,736 | 29.5% | $117.10万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $467.61万 | 1.11% | 110,286 | 552 | 0.5% | $2.34万 | 加仓 |
| IVV | ISHARES TR | $421.98万 | 1.00% | 6,460 | -160 | -2.4% | -$10.45万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $400.97万 | 0.95% | 20,437 | -92 | -0.4% | -$1.81万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $362.50万 | 0.86% | 32,605 | 71 | 0.2% | $7,894 | 加仓 |
| OKE | ONEOK INC NEW | $343.74万 | 0.82% | 38,028 | 23,489 | 161.6% | $212.32万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $191.97万 | 0.46% | 45,307 | 156 | 0.3% | $6,610 | 加仓 |
| VBR | VANGUARD INDEX FDS | $186.98万 | 0.44% | 8,607 | -94 | -1.1% | -$2.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $132.21万 | 0.31% | 2,759 | 4 | 0.1% | $1,917 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $111.38万 | 0.26% | 23,237 | 5,176 | 28.7% | $24.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $81.99万 | 0.19% | 2,556 | 8 | 0.3% | $2,566 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $78.95万 | 0.19% | 1,214 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $66.33万 | 0.16% | 6,005 | 16 | 0.3% | $1,767 | 加仓 |
| — | EXXON MOBIL CORP | $61.40万 | 0.15% | 3,619 | 6 | 0.2% | $1,018 | 加仓 |
| CVX | CHEVRON CORPORATION | $55.62万 | 0.13% | 2,688 | 24 | 0.9% | $4,966 | 加仓 |
| OGS | ONE GAS INC | $54.42万 | 0.13% | 6,319 | 3,383 | 115.2% | $29.14万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $52.41万 | 0.12% | 11,616 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $46.79万 | 0.11% | 1,264 | -88 | -6.5% | -$3.26万 | 减仓 |
| LLY | ELI LILLY & CO | $46.70万 | 0.11% | 508 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $44.98万 | 0.11% | 1,772 | 1 | 0.1% | $254 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.44万 | 0.10% | 1,751 | 11 | 0.6% | $2,666 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.64万 | 0.10% | 1,415 | -100 | -6.6% | -$2.94万 | 减仓 |
| GOOGL | ALPHABET INC | $32.79万 | 0.08% | 1,140 | 1 | 0.1% | $288 | 加仓 |
| SHEL | SHELL PLC | $32.14万 | 0.08% | 3,456 | 27 | 0.8% | $2,511 | 加仓 |
| MRK | MERCK & CO INC | $29.87万 | 0.07% | 2,484 | 0 | 0.0% | — | 不变 |
| EQBK | EQUITY BANCSHARES INC | $29.78万 | 0.07% | 6,707 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $28.19万 | 0.07% | 8,045 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $27.11万 | 0.06% | 9,096 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.81万 | 0.06% | 900 | 1 | 0.1% | $287 | 加仓 |
| NVDA | NVIDIA CORPORATION | $24.99万 | 0.06% | 1,433 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.43万 | 0.06% | 657 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.69万 | 0.06% | 969 | 4 | 0.4% | $978 | 加仓 |
| VV | VANGUARD INDEX FDS | $22.69万 | 0.05% | 759 | 2 | 0.3% | $598 | 加仓 |
| DHR | DANAHER CORP DEL | $22.34万 | 0.05% | 1,178 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $21.96万 | 0.05% | 1,055 | 7 | 0.7% | $1,457 | 加仓 |
| VOO | VANGUARD INDEX FDS | $20.35万 | 0.05% | 341 | 2 | 0.6% | $1,194 | 加仓 |
| AMZN | AMAZON COM INC | $20.02万 | 0.05% | 961 | 14 | 1.5% | $2,916 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $18.97万 | 0.05% | 26,603 | 279 | 1.1% | $1,989 | 加仓 |
| POWW | OUTDOOR HOLDING CO | $4.10万 | 0.01% | 20,375 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC | $0 | 0.00% | 0 | -10,221 | -100.0% | -$25.53万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,398 | -100.0% | -$23.81万 | 清仓 |