HMV Wealth Advisors, LLC
SHREVEPORT LA · SEC CIK 0002054904
$2.13亿2026Q1 申报市值
81持仓数
62.0%前十大占比 · 第一大 11.2%
5 / 3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
AVUV 加仓+$150.45万
ITOT 加仓+$136.78万
DIMENSIONAL ETF 加仓+$97.19万
DFEM 加仓+$94.84万
AVDV 加仓+$72.55万
2026Q1 卖出最多 按季末市值估算
BSV 减仓-$29.80万
ACN 清仓-$26.67万
JNJ 清仓-$25.85万
SCHG 减仓-$22.71万
DIMENSIONAL ETF 减仓-$21.70万
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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -994 | -100.0% | -$26.67万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,249 | -100.0% | -$25.85万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -1,827 | -100.0% | -$20.66万 | 清仓 |
| GOOG | ALPHABET INC | $20.94万 | 0.10% | 730 | 730 | — | $20.94万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $21.53万 | 0.10% | 8,100 | 225 | 2.9% | $5,980 | 加仓 |
| OIH | VANECK ETF TRUST | $22.47万 | 0.11% | 556 | 556 | — | $22.47万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $23.55万 | 0.11% | 1,138 | 1,138 | — | $23.55万 | 新建仓 |
| TSLA | TESLA INC | $24.72万 | 0.12% | 665 | 55 | 9.0% | $2.04万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.78万 | 0.12% | 8,077 | -600 | -6.9% | -$1.84万 | 减仓 |
| USMV | ISHARES TR | $24.86万 | 0.12% | 2,681 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $26.77万 | 0.13% | 2,042 | 2,042 | — | $26.77万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $27.40万 | 0.13% | 2,062 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $27.50万 | 0.13% | 2,021 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $27.81万 | 0.13% | 1,956 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $28.85万 | 0.14% | 5,500 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $30.43万 | 0.14% | 1,268 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $30.61万 | 0.14% | 6,705 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $33.61万 | 0.16% | 5,373 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $34.70万 | 0.16% | 1,056 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $35.83万 | 0.17% | 4,711 | 37 | 0.8% | $2,814 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $35.83万 | 0.17% | 2,444 | 217 | 9.7% | $3.18万 | 加仓 |
| EMXC | ISHARES INC | $36.26万 | 0.17% | 4,610 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $37.37万 | 0.18% | 5,270 | -1,025 | -16.3% | -$7.27万 | 减仓 |
| NFLX | NETFLIX INC. | $37.88万 | 0.18% | 3,940 | 60 | 1.5% | $5,769 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $38.71万 | 0.18% | 10,895 | 405 | 3.9% | $1.44万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.25万 | 0.18% | 2,650 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $41.11万 | 0.19% | 3,308 | 583 | 21.4% | $7.25万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $41.58万 | 0.20% | 10,683 | 10,683 | — | $41.58万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $41.98万 | 0.20% | 8,504 | 193 | 2.3% | $9,528 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.83万 | 0.20% | 2,928 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $44.21万 | 0.21% | 648 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $45.49万 | 0.21% | 2,343 | -250 | -9.6% | -$4.85万 | 减仓 |
| AVGO | BROADCOM INC | $48.72万 | 0.23% | 1,574 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $50.25万 | 0.24% | 1,420 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $50.35万 | 0.24% | 833 | -1 | -0.1% | -$604 | 减仓 |
| GOOGL | ALPHABET INC | $54.61万 | 0.26% | 1,899 | 62 | 3.4% | $1.78万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $54.87万 | 0.26% | 5,344 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $55.68万 | 0.26% | 3,282 | 92 | 2.9% | $1.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.79万 | 0.27% | 1,185 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO ETF TR | $57.65万 | 0.27% | 10,655 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $59.02万 | 0.28% | 17,432 | 1,467 | 9.2% | $4.97万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $59.66万 | 0.28% | 1,194 | -128 | -9.7% | -$6.40万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $60.12万 | 0.28% | 15,431 | 4,026 | 35.3% | $15.69万 | 加仓 |
| UNP | UNION PAC CORP | $60.24万 | 0.28% | 2,483 | 12 | 0.5% | $2,911 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $60.98万 | 0.29% | 19,992 | -1,540 | -7.2% | -$4.70万 | 减仓 |
| AMZN | AMAZON COM INC | $67.92万 | 0.32% | 3,261 | 110 | 3.5% | $2.29万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $77.52万 | 0.36% | 8,249 | -242 | -2.9% | -$2.27万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $78.69万 | 0.37% | 16,435 | 1,495 | 10.0% | $7.16万 | 加仓 |
| LLY | ELI LILLY & CO | $78.82万 | 0.37% | 857 | 39 | 4.8% | $3.59万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $85.85万 | 0.40% | 17,187 | 1,015 | 6.3% | $5.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $85.99万 | 0.40% | 2,323 | 99 | 4.5% | $3.66万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $88.35万 | 0.42% | 30,330 | -7,796 | -20.4% | -$22.71万 | 减仓 |
| META | META PLATFORMS INC | $89.54万 | 0.42% | 1,565 | -110 | -6.6% | -$6.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $91.80万 | 0.43% | 5,264 | 685 | 15.0% | $11.95万 | 加仓 |
| CSCO | CISCO SYS INC | $94.47万 | 0.44% | 12,175 | 146 | 1.2% | $1.13万 | 加仓 |
| HD | HOME DEPOT INC | $110.38万 | 0.52% | 3,356 | 1 | 0.0% | $329 | 加仓 |
| V | VISA INC | $112.64万 | 0.53% | 3,727 | 52 | 1.4% | $1.57万 | 加仓 |
| AAPL | APPLE INC | $122.89万 | 0.58% | 4,842 | 324 | 7.2% | $8.22万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $135.44万 | 0.64% | 6,339 | 16 | 0.3% | $3,419 | 加仓 |
| MPC | MARATHON PETE CORP | $141.82万 | 0.67% | 5,808 | -15 | -0.3% | -$3,663 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $174.71万 | 0.82% | 49,860 | 19,400 | 63.7% | $67.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $181.32万 | 0.85% | 6,164 | 84 | 1.4% | $2.47万 | 加仓 |
| IQLT | ISHARES TR | $199.37万 | 0.94% | 43,125 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $220.23万 | 1.03% | 28,087 | -3,800 | -11.9% | -$29.80万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $248.25万 | 1.17% | 73,078 | -4,585 | -5.9% | -$15.58万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $259.35万 | 1.22% | 32,185 | 2,145 | 7.1% | $17.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $319.60万 | 1.50% | 49,875 | 3,405 | 7.3% | $21.82万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $342.47万 | 1.61% | 75,902 | 210 | 0.3% | $9,475 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $405.45万 | 1.90% | 102,802 | 6,951 | 7.3% | $27.41万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $455.25万 | 2.14% | 93,944 | 257 | 0.3% | $1.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $467.57万 | 2.20% | 127,195 | 26,440 | 26.2% | $97.19万 | 加仓 |
| QUAL | ISHARES TR | $482.98万 | 2.27% | 25,180 | -155 | -0.6% | -$2.97万 | 减仓 |
| IDEV | ISHARES TR | $564.85万 | 2.65% | 67,590 | 5,395 | 8.7% | $45.09万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $625.65万 | 2.94% | 194,180 | 19,720 | 11.3% | $63.54万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $693.04万 | 3.26% | 131,307 | -3,788 | -2.8% | -$19.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $717.51万 | 3.37% | 184,640 | 8,330 | 4.7% | $32.37万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,161.34万 | 5.46% | 195,020 | 9,664 | 5.2% | $57.55万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,190.43万 | 5.59% | 344,552 | 27,451 | 8.7% | $94.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,315.80万 | 6.18% | 41,015 | 2,084 | 5.4% | $66.86万 | 加仓 |
| BSVO | EA SERIES TRUST | $1,362.12万 | 6.40% | 536,902 | -830 | -0.2% | -$2.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,383.69万 | 6.50% | 221,567 | -3,475 | -1.5% | -$21.70万 | 减仓 |
| ITOT | ISHARES TR | $1,392.45万 | 6.54% | 97,764 | 9,603 | 10.9% | $136.78万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,600.51万 | 7.52% | 160,275 | 7,265 | 4.7% | $72.55万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,383.13万 | 11.20% | 215,726 | 13,619 | 6.7% | $150.45万 | 加仓 |