Womack Financial LLC
DALLAS TX · SEC CIK 0002107079
$1.36亿2026Q1 申报市值
71持仓数
53.3%前十大占比 · 第一大 11.2%
5 / 0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
BND 加仓+$49.48万
SCHM 加仓+$39.71万
BOND 加仓+$36.18万
CSWC 加仓+$33.51万
SCHX 加仓+$31.54万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$21.71万
GOOG 减仓-$19.08万
GS 减仓-$12.86万
BLV 减仓-$9.84万
BSV 减仓-$8.70万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $1,518.25万 | 11.17% | 490,392 | 12,826 | 2.7% | $39.71万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,059.05万 | 7.79% | 363,559 | 3,545 | 1.0% | $10.33万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $784.54万 | 5.77% | 255,716 | -7,076 | -2.7% | -$21.71万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $614.12万 | 4.52% | 211,184 | 2,447 | 1.2% | $7.12万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $612.13万 | 4.50% | 83,125 | 6,719 | 8.8% | $49.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $596.83万 | 4.39% | 12,455 | 241 | 2.0% | $11.55万 | 加仓 |
| FRDM | EA SERIES TRUST | $581.77万 | 4.28% | 106,453 | -785 | -0.7% | -$4.29万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $513.79万 | 3.78% | 232,275 | 15,150 | 7.0% | $33.51万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $490.50万 | 3.61% | 198,180 | 3,314 | 1.7% | $8.20万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $477.81万 | 3.52% | 32,774 | 1,105 | 3.5% | $16.11万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $393.34万 | 2.89% | 121,290 | 4,771 | 4.1% | $15.47万 | 加仓 |
| MKL | MARKEL GROUP INC | $377.84万 | 2.78% | 1,974 | -25 | -1.3% | -$4.79万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $308.77万 | 2.27% | 51,755 | 3,336 | 6.9% | $19.90万 | 加仓 |
| BOND | PIMCO ETF TR | $299.88万 | 2.21% | 32,497 | 3,921 | 13.7% | $36.18万 | 加仓 |
| AAPL | APPLE INC | $283.11万 | 2.08% | 11,155 | -227 | -2.0% | -$5.76万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $270.25万 | 1.99% | 56,244 | 3,497 | 6.6% | $16.80万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $247.50万 | 1.82% | 35,985 | -1,431 | -3.8% | -$9.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $209.70万 | 1.54% | 12,024 | -99 | -0.8% | -$1.73万 | 减仓 |
| GOOG | ALPHABET INC | $208.26万 | 1.53% | 7,260 | -665 | -8.4% | -$19.08万 | 减仓 |
| AVGO | BROADCOM INC | $200.22万 | 1.47% | 6,469 | -110 | -1.7% | -$3.40万 | 减仓 |
| WNC | WABASH NATL CORP | $199.19万 | 1.47% | 231,077 | 35,336 | 18.1% | $30.46万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $194.08万 | 1.43% | 75,693 | 12,300 | 19.4% | $31.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $171.39万 | 1.26% | 4,630 | 31 | 0.7% | $1.15万 | 加仓 |
| GOOGL | ALPHABET INC | $157.27万 | 1.16% | 5,469 | -50 | -0.9% | -$1.44万 | 减仓 |
| AMZN | AMAZON COM INC | $143.08万 | 1.05% | 6,870 | -30 | -0.4% | -$6,248 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $138.93万 | 1.02% | 4,723 | -99 | -2.1% | -$2.91万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $138.61万 | 1.02% | 17,677 | -1,109 | -5.9% | -$8.70万 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $136.99万 | 1.01% | 50,661 | -990 | -1.9% | -$2.68万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $132.40万 | 0.97% | 1,565 | -152 | -8.9% | -$12.86万 | 减仓 |
| TSLA | TESLA INC | $131.68万 | 0.97% | 3,542 | -73 | -2.0% | -$2.71万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $113.32万 | 0.83% | 2,360 | -25 | -1.0% | -$1.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $99.83万 | 0.73% | 1,998 | 28 | 1.4% | $1.40万 | 加仓 |
| META | META PLATFORMS INC | $96.18万 | 0.71% | 1,681 | 21 | 1.3% | $1.20万 | 加仓 |
| FDX | FEDEX CORP | $86.27万 | 0.63% | 2,422 | -6 | -0.2% | -$2,137 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $84.68万 | 0.62% | 13,027 | 575 | 4.6% | $3.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.71万 | 0.60% | 820 | -10 | -1.2% | -$9,964 | 减仓 |
| INTC | INTEL CORP | $77.79万 | 0.57% | 17,628 | -680 | -3.7% | -$3.00万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $76.82万 | 0.57% | 30,604 | 857 | 2.9% | $2.15万 | 加仓 |
| RTX | RTX CORPORATION | $74.59万 | 0.55% | 3,867 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $72.16万 | 0.53% | 3,318 | -31 | -0.9% | -$6,742 | 减仓 |
| SNOW | SNOWFLAKE INC | $69.53万 | 0.51% | 4,610 | -22 | -0.5% | -$3,318 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $69.29万 | 0.51% | 3,503 | 53 | 1.5% | $1.05万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $68.99万 | 0.51% | 22,621 | 347 | 1.6% | $1.06万 | 加仓 |
| MRK | MERCK & CO INC | $62.26万 | 0.46% | 5,176 | 207 | 4.2% | $2.49万 | 加仓 |
| VNOM | VIPER ENERGY INC | $61.75万 | 0.45% | 13,142 | 308 | 2.4% | $1.45万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $52.56万 | 0.39% | 5,343 | 56 | 1.1% | $5,509 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $52.21万 | 0.38% | 8,253 | 2,162 | 35.5% | $13.68万 | 加仓 |
| V | VISA INC | $45.34万 | 0.33% | 1,500 | -20 | -1.3% | -$6,045 | 减仓 |
| — | EA SERIES TRUST | $43.84万 | 0.32% | 12,226 | 303 | 2.5% | $1.09万 | 加仓 |
| DBX | DROPBOX INC | $42.42万 | 0.31% | 18,671 | -354 | -1.9% | -$8,043 | 减仓 |
| ADBE | ADOBE INC | $40.47万 | 0.30% | 1,665 | -38 | -2.2% | -$9,237 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.69万 | 0.28% | 1,393 | -220 | -13.6% | -$5.95万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $33.48万 | 0.25% | 1,255 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $32.95万 | 0.24% | 50 | 0 | 0.0% | — | 不变 |
| ARKB | ARK 21SHARES BITCOIN ETF | $31.88万 | 0.23% | 14,176 | 2,582 | 22.3% | $5.81万 | 加仓 |
| CB | CHUBB LTD SWITZ | $31.71万 | 0.23% | 973 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $27.74万 | 0.20% | 1,486 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $27.68万 | 0.20% | 1,057 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TR | $26.71万 | 0.20% | 5,720 | 5,720 | — | $26.71万 | 新建仓 |
| TGT | TARGET CORP | $26.68万 | 0.20% | 2,201 | 124 | 6.0% | $1.50万 | 加仓 |
| LEN | LENNAR CORP | $25.18万 | 0.19% | 2,900 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO ETF TR | $24.66万 | 0.18% | 2,548 | 2,548 | — | $24.66万 | 新建仓 |
| TER | TERADYNE INC | $23.89万 | 0.18% | 806 | 806 | — | $23.89万 | 新建仓 |
| NOW | SERVICENOW INC | $23.84万 | 0.18% | 2,280 | 30 | 1.3% | $3,136 | 加仓 |
| EXP | EAGLE MATLS INC | $23.68万 | 0.17% | 1,250 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.52万 | 0.17% | 1,826 | -17 | -0.9% | -$2,189 | 减仓 |
| RPC | RIDGEPOST CAP INC | $23.10万 | 0.17% | 31,820 | 31,820 | — | $23.10万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.92万 | 0.17% | 1,932 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $22.39万 | 0.16% | 1,550 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $21.62万 | 0.16% | 2,902 | -50 | -1.7% | -$3,725 | 减仓 |
| — | FRANKLIN ETHEREUM TR | $15.98万 | 0.12% | 10,052 | 10,052 | — | $15.98万 | 新建仓 |