Disciplined Investors, L.L.C.
WACO TX · SEC CIK 0002056242
$1.68亿2026Q1 申报市值
139持仓数
36.0%前十大占比 · 第一大 7.7%
22 / 5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
HBAN 新建仓+$271.41万
HCA 新建仓+$183.33万
IDV 加仓+$151.93万
WMT 加仓+$117.61万
MO 新建仓+$113.51万
2026Q1 卖出最多 按季末市值估算
CADENCE BANK 清仓-$299.92万
LHX 清仓-$30.11万
IVV 清仓-$26.03万
SONY 清仓-$24.00万
ACN 清仓-$20.31万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $106.50万 | 0.63% | 20,162 | -353 | -1.7% | -$1.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $110.16万 | 0.66% | 28,348 | 40 | 0.1% | $1,554 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $112.69万 | 0.67% | 24,557 | 5,179 | 26.7% | $23.77万 | 加仓 |
| MO | ALTRIA GROUP INC | $113.51万 | 0.68% | 17,202 | 17,202 | — | $113.51万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $114.73万 | 0.68% | 3,395 | 60 | 1.8% | $2.03万 | 加仓 |
| — | EXXON MOBIL CORP | $124.25万 | 0.74% | 7,324 | 191 | 2.7% | $3.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $127.21万 | 0.76% | 7,294 | 705 | 10.7% | $12.30万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $130.13万 | 0.77% | 24,076 | 5,482 | 29.5% | $29.63万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $131.97万 | 0.79% | 21,183 | 4,745 | 28.9% | $29.56万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $132.20万 | 0.79% | 40,120 | 2,132 | 5.6% | $7.02万 | 加仓 |
| RIO | RIO TINTO PLC | $138.67万 | 0.83% | 14,864 | 1,155 | 8.4% | $10.78万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $139.90万 | 0.83% | 45,600 | 3 | 0.0% | $92 | 加仓 |
| CB | CHUBB LTD SWITZ | $140.94万 | 0.84% | 4,324 | 91 | 2.1% | $2.97万 | 加仓 |
| GRNY | TIDAL TRUST I | $146.88万 | 0.87% | 61,534 | 100 | 0.2% | $2,387 | 加仓 |
| VFH | VANGUARD WORLD FD | $149.83万 | 0.89% | 12,402 | 50 | 0.4% | $6,041 | 加仓 |
| VTI | VANGUARD INDEX FDS | $163.17万 | 0.97% | 5,086 | 951 | 23.0% | $30.51万 | 加仓 |
| HEFA | ISHARES TR | $170.72万 | 1.02% | 40,175 | -230 | -0.6% | -$9,774 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $174.37万 | 1.04% | 23,190 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $182.71万 | 1.09% | 2,809 | 1 | 0.0% | $650 | 加仓 |
| HCA | HCA HEALTHCARE INC | $183.33万 | 1.09% | 3,874 | 3,874 | — | $183.33万 | 新建仓 |
| GOOGL | ALPHABET INC | $185.18万 | 1.10% | 6,440 | 762 | 13.4% | $21.91万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $186.43万 | 1.11% | 9,502 | 44 | 0.5% | $8,633 | 加仓 |
| MSTR | STRATEGY INC | $192.65万 | 1.15% | 15,437 | 4,507 | 41.2% | $56.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $196.09万 | 1.17% | 6,666 | 234 | 3.6% | $6.88万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $199.49万 | 1.19% | 2,002 | 2 | 0.1% | $1,993 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $210.72万 | 1.25% | 59,009 | 12,525 | 26.9% | $44.73万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $218.69万 | 1.30% | 2,585 | -5 | -0.2% | -$4,230 | 减仓 |
| MSFT | MICROSOFT CORP | $220.32万 | 1.31% | 5,952 | 299 | 5.3% | $11.07万 | 加仓 |
| CRK | COMSTOCK RES INC | $244.19万 | 1.45% | 115,840 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $253.87万 | 1.51% | 3,583 | 13 | 0.4% | $9,211 | 加仓 |
| AMZN | AMAZON COM INC | $256.39万 | 1.53% | 12,310 | 464 | 3.9% | $9.66万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $271.41万 | 1.62% | 173,424 | 173,424 | — | $271.41万 | 新建仓 |
| GLD | SPDR GOLD TR | $279.73万 | 1.67% | 6,501 | -70 | -1.1% | -$3.01万 | 减仓 |
| WMT | WALMART INC | $280.76万 | 1.67% | 22,591 | 9,463 | 72.1% | $117.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $304.74万 | 1.81% | 6,359 | 296 | 4.9% | $14.18万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $343.69万 | 2.05% | 71,127 | 2,041 | 3.0% | $9.86万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $344.66万 | 2.05% | 23,272 | -629 | -2.6% | -$9.32万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $350.01万 | 2.08% | 64,829 | 2,772 | 4.5% | $14.97万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $360.41万 | 2.15% | 27,119 | 189 | 0.7% | $2.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $371.48万 | 2.21% | 6,217 | 251 | 4.2% | $15.00万 | 加仓 |
| AAPL | APPLE INC | $378.33万 | 2.25% | 14,907 | 845 | 6.0% | $21.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $500.49万 | 2.98% | 142,833 | 21,027 | 17.3% | $73.68万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $514.13万 | 3.06% | 68,459 | 275 | 0.4% | $2.07万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $531.80万 | 3.17% | 68,966 | 4,789 | 7.5% | $36.93万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $835.97万 | 4.98% | 333,058 | -1,592 | -0.5% | -$4.00万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $916.24万 | 5.45% | 20,977 | 1,947 | 10.2% | $85.04万 | 加仓 |
| IDV | ISHARES TR | $1,291.09万 | 7.69% | 303,357 | 35,697 | 13.3% | $151.93万 | 加仓 |