HMV Wealth Advisors, LLC
SHREVEPORT LA · SEC CIK 0002054904
$2.57亿2026Q2 申报市值
89持仓数
58.0%前十大占比 · 第一大 9.6%
7 / 0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
MIAX 加仓+$472.95万
DFUS 加仓+$332.68万
BSVO 加仓+$320.37万
SPTM 新建仓+$167.28万
DIMENSIONAL ETF 加仓+$136.92万
2026Q2 卖出最多 按季末市值估算
AVUV 减仓-$231.13万
VTI 减仓-$92.70万
ITOT 减仓-$81.10万
DIMENSIONAL ETF 减仓-$71.46万
AVEM 减仓-$29.48万
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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $20.49万 | 0.08% | 802 | 802 | — | $20.49万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.53万 | 0.08% | 730 | 730 | — | $20.53万 | 新建仓 |
| OIH | VANECK ETF TRUST | $20.80万 | 0.08% | 559 | 3 | 0.5% | $1,116 | 加仓 |
| CVX | CHEVRON CORPORATION | $21.98万 | 0.09% | 1,326 | 188 | 16.5% | $3.12万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.60万 | 0.09% | 8,160 | 8,160 | — | $22.60万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.32万 | 0.09% | 260 | 260 | — | $24.32万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.61万 | 0.10% | 8,077 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.67万 | 0.10% | 1,951 | -70 | -3.5% | -$9,211 | 减仓 |
| USMV | ISHARES TR | $25.86万 | 0.10% | 2,681 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $26.00万 | 0.10% | 8,975 | 875 | 10.8% | $2.53万 | 加仓 |
| SYK | STRYKER CORPORATION | $26.01万 | 0.10% | 826 | -230 | -21.8% | -$7.24万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.51万 | 0.11% | 662 | -38 | -5.4% | -$1.58万 | 重新持有 |
| NFLX | NETFLIX INC. | $27.70万 | 0.11% | 3,880 | -60 | -1.5% | -$4,284 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.94万 | 0.11% | 2,042 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.22万 | 0.11% | 671 | 6 | 0.9% | $2,524 | 加仓 |
| PTLC | PACER FDS TR | $32.04万 | 0.12% | 5,500 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $33.42万 | 0.13% | 5,373 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $33.56万 | 0.13% | 659 | 11 | 1.7% | $5,602 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $33.79万 | 0.13% | 6,705 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.01万 | 0.14% | 3,001 | 73 | 2.5% | $8,517 | 加仓 |
| VLUE | ISHARES TR | $36.19万 | 0.14% | 1,811 | -145 | -7.4% | -$2.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $36.95万 | 0.14% | 538 | 538 | — | $36.95万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $38.45万 | 0.15% | 4,237 | -1,107 | -20.7% | -$10.04万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $39.00万 | 0.15% | 2,458 | 14 | 0.6% | $2,221 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $39.29万 | 0.15% | 2,062 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $39.42万 | 0.15% | 4,850 | 139 | 3.0% | $1.13万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $40.59万 | 0.16% | 10,895 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $41.82万 | 0.16% | 3,692 | 384 | 11.6% | $4.35万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $41.88万 | 0.16% | 2,650 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $42.44万 | 0.17% | 833 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $43.47万 | 0.17% | 1,268 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $44.84万 | 0.17% | 1,269 | 539 | 73.8% | $19.04万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $45.21万 | 0.18% | 1,336 | -84 | -5.9% | -$2.84万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $46.06万 | 0.18% | 8,592 | 88 | 1.0% | $4,718 | 加仓 |
| — | EXXON MOBIL CORP | $53.03万 | 0.21% | 3,879 | 597 | 18.2% | $8.16万 | 加仓 |
| EMXC | ISHARES INC | $55.70万 | 0.22% | 5,445 | 835 | 18.1% | $8.54万 | 加仓 |
| STPZ | PIMCO ETF TR | $56.83万 | 0.22% | 10,655 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.30万 | 0.23% | 1,185 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $61.07万 | 0.24% | 1,189 | -5 | -0.4% | -$2,568 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $62.77万 | 0.24% | 15,216 | -215 | -1.4% | -$8,869 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $69.59万 | 0.27% | 19,992 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $70.09万 | 0.27% | 17,432 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $70.31万 | 0.27% | 2,585 | 102 | 4.1% | $2.77万 | 加仓 |
| TXN | TEXAS INSTRS INC | $72.22万 | 0.28% | 2,423 | 80 | 3.4% | $2.38万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $76.11万 | 0.30% | 8,249 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $78.19万 | 0.30% | 2,070 | 496 | 31.5% | $18.74万 | 加仓 |
| AMZN | AMAZON COM INC | $89.02万 | 0.35% | 3,735 | 474 | 14.5% | $11.30万 | 加仓 |
| SDY | SPDR SERIES TRUST | $94.26万 | 0.37% | 6,194 | 6,194 | — | $94.26万 | 新建仓 |
| META | META PLATFORMS INC | $96.66万 | 0.38% | 1,716 | 151 | 9.6% | $8.51万 | 加仓 |
| GOOGL | ALPHABET INC | $100.24万 | 0.39% | 2,805 | 906 | 47.7% | $32.38万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $101.10万 | 0.39% | 20,128 | 2,941 | 17.1% | $14.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $102.68万 | 0.40% | 30,342 | 12 | 0.0% | $406 | 加仓 |
| MSFT | MICROSOFT CORP | $102.95万 | 0.40% | 2,760 | 437 | 18.8% | $16.30万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $104.20万 | 0.41% | 21,823 | 5,388 | 32.8% | $25.73万 | 加仓 |
| HD | HOME DEPOT INC | $108.91万 | 0.42% | 3,088 | -268 | -8.0% | -$9.45万 | 减仓 |
| LLY | ELI LILLY & CO | $113.71万 | 0.44% | 948 | 91 | 10.6% | $10.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $130.38万 | 0.51% | 6,516 | 1,252 | 23.8% | $25.05万 | 加仓 |
| V | VISA INC | $142.00万 | 0.55% | 4,139 | 412 | 11.1% | $14.14万 | 加仓 |
| CSCO | CISCO SYS INC | $143.01万 | 0.56% | 12,175 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $145.04万 | 0.56% | 5,673 | -135 | -2.3% | -$3.45万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $167.28万 | 0.65% | 18,425 | 18,425 | — | $167.28万 | 新建仓 |
| AAPL | APPLE INC | $184.24万 | 0.72% | 6,367 | 1,525 | 31.5% | $44.13万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $211.54万 | 0.82% | 27,152 | -935 | -3.3% | -$7.28万 | 减仓 |
| IQLT | ISHARES TR | $213.68万 | 0.83% | 43,125 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $216.99万 | 0.84% | 6,629 | 465 | 7.5% | $15.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $234.89万 | 0.91% | 60,555 | 10,695 | 21.5% | $41.49万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $255.28万 | 0.99% | 69,293 | -3,785 | -5.2% | -$13.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $276.98万 | 1.08% | 6,392 | 53 | 0.8% | $2.30万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $281.08万 | 1.09% | 29,130 | -3,055 | -9.5% | -$29.48万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $375.86万 | 1.46% | 45,870 | 40,600 | 770.4% | $332.68万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $401.15万 | 1.56% | 77,607 | 1,705 | 2.2% | $8.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $408.33万 | 1.59% | 57,310 | 7,435 | 14.9% | $52.97万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $493.04万 | 1.92% | 122,861 | 20,059 | 19.5% | $80.50万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $508.92万 | 1.98% | 92,514 | -1,430 | -1.5% | -$7.87万 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC | $512.65万 | 2.00% | 137,957 | 127,274 | 1,191.4% | $472.95万 | 加仓 |
| QUAL | ISHARES TR | $544.19万 | 2.12% | 24,800 | -380 | -1.5% | -$8.34万 | 减仓 |
| IDEV | ISHARES TR | $655.16万 | 2.55% | 73,605 | 6,015 | 8.9% | $53.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $667.70万 | 2.60% | 160,005 | 32,810 | 25.8% | $136.92万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $697.43万 | 2.72% | 129,106 | -2,201 | -1.7% | -$11.89万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $747.60万 | 2.91% | 168,530 | -16,110 | -8.7% | -$71.46万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $772.32万 | 3.01% | 226,320 | 32,140 | 16.6% | $109.68万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,271.13万 | 4.95% | 215,518 | 20,498 | 10.5% | $120.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,425.02万 | 5.55% | 38,510 | -2,505 | -6.1% | -$92.70万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,493.81万 | 5.82% | 367,572 | 23,020 | 6.7% | $93.55万 | 加仓 |
| ITOT | ISHARES TR | $1,524.87万 | 5.94% | 92,827 | -4,937 | -5.0% | -$81.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,549.14万 | 6.03% | 221,622 | 55 | 0.0% | $3,845 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,774.65万 | 6.91% | 172,213 | 11,938 | 7.4% | $123.02万 | 加仓 |
| BSVO | EA SERIES TRUST | $1,887.57万 | 7.35% | 646,657 | 109,755 | 20.4% | $320.37万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,460.27万 | 9.58% | 197,200 | -18,526 | -8.6% | -$231.13万 | 减仓 |