13F 机构持仓

Womack Financial LLC

DALLAS TX · SEC CIK 0002107079

2026Q22026Q1 更早 9 个季度 🔒
$1.51亿2026Q2 申报市值
70持仓数
53.7%前十大占比 · 第一大 11.9%
2 / 3新建仓 / 清仓
申报市值走势$1.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHM 11.9%
SCHG 8.1%
SCHD 5.1%
SCHA 4.9%
FRDM 4.9%
BRK/B 4.2%
BND 4.1%
CSWC 3.6%
SCHF 3.6%
VSS 3.3%

2026Q2 买入最多 按季末市值估算

VTI 新建仓+$49.81万
SCHX 加仓+$28.41万
WNC 加仓+$24.95万
VXUS 新建仓+$21.58万
NOW 加仓+$14.39万

2026Q2 卖出最多 按季末市值估算

SNOW 清仓-$69.53万
FRDM 减仓-$38.42万
SCHD 减仓-$35.62万
INTC 减仓-$30.37万
IAUM 清仓-$26.71万

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
SCHM SCHWAB STRATEGIC TR $1,793.51万11.86%486,443 -3,949-0.8% -$14.56万 减仓
SCHG SCHWAB STRATEGIC TR $1,225.11万8.10%362,029 -1,530-0.4% -$5.18万 减仓
SCHD SCHWAB STRATEGIC TR $775.26万5.13%244,484 -11,232-4.4% -$35.62万 减仓
SCHA SCHWAB STRATEGIC TR $741.46万4.90%205,221 -5,963-2.8% -$21.54万 减仓
FRDM EA SERIES TRUST $737.62万4.88%101,183 -5,270-5.0% -$38.42万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $631.23万4.17%12,615 1601.3% $8.01万 加仓
BND VANGUARD BD INDEX FDS $615.65万4.07%83,865 7400.9% $5.43万 加仓
CSWC CAPITAL SOUTHWEST CORP $547.99万3.62%230,538 -1,737-0.7% -$4.13万 减仓
SCHF SCHWAB STRATEGIC TR $543.07万3.59%196,055 -2,125-1.1% -$5.89万 减仓
VSS VANGUARD INTL EQUITY INDEX F $506.04万3.35%32,798 240.1% $3,703 加仓
FNDA SCHWAB STRATEGIC TR $459.29万3.04%120,674 -616-0.5% -$2.34万 减仓
TFIN TRIUMPH FINANCIAL INC $399.72万2.64%52,381 6261.2% $4.78万 加仓
MKL MARKEL GROUP INC $386.31万2.56%1,978 40.2% $7,812 加仓
WNC WABASH NATL CORP $336.90万2.23%249,557 18,4808.0% $24.95万 加仓
AAPL APPLE INC $318.73万2.11%11,015 -140-1.3% -$4.05万 减仓
BOND PIMCO ETF TR $302.22万2.00%32,775 2780.9% $2.56万 加仓
BNDX VANGUARD CHARLOTTE FDS $265.23万1.75%54,766 -1,478-2.6% -$7.16万 减仓
SCHX SCHWAB STRATEGIC TR $251.17万1.66%85,345 9,65212.8% $28.41万 加仓
GOOG ALPHABET INC $248.39万1.64%7,030 -230-3.2% -$8.13万 减仓
AVGO BROADCOM INC $241.01万1.59%6,380 -89-1.4% -$3.36万 减仓
NVDA NVIDIA CORPORATION $236.95万1.57%11,842 -182-1.5% -$3.64万 减仓
BLV VANGUARD BD INDEX FDS $232.83万1.54%33,778 -2,207-6.1% -$15.21万 减仓
INTC INTEL CORP $215.78万1.43%15,453 -2,175-12.3% -$30.37万 减仓
GOOGL ALPHABET INC $182.40万1.21%5,104 -365-6.7% -$13.04万 减仓
MSFT MICROSOFT CORP $168.90万1.12%4,528 -102-2.2% -$3.80万 减仓
AMZN AMAZON COM INC $157.66万1.04%6,615 -255-3.7% -$6.08万 减仓
GS GOLDMAN SACHS GROUP INC $150.29万0.99%1,486 -79-5.0% -$7.99万 减仓
TSLA TESLA INC $148.35万0.98%3,527 -15-0.4% -$6,309 减仓
JPM JPMORGAN CHASE & CO $147.17万0.97%4,496 -227-4.8% -$7.43万 减仓
BFST BUSINESS FIRST BANCSHARES IN $134.78万0.89%43,858 -6,803-13.4% -$20.91万 减仓
BSV VANGUARD BD INDEX FDS $115.81万0.77%14,865 -2,812-15.9% -$21.91万 减仓
MEDP MEDPACE HLDGS INC $115.19万0.76%2,175 -185-7.8% -$9.80万 减仓
MA MASTERCARD INCORPORATED $99.90万0.66%1,945 -53-2.7% -$2.72万 减仓
SCHB SCHWAB STRATEGIC TR $89.46万0.59%30,891 2870.9% $8,311 加仓
META META PLATFORMS INC $86.41万0.57%1,534 -147-8.7% -$8.28万 减仓
ABBV ABBVIE INC $82.26万0.54%3,269 -49-1.5% -$1.23万 减仓
SCHV SCHWAB STRATEGIC TR $76.92万0.51%22,098 -523-2.3% -$1.82万 减仓
COST COSTCO WHOLESALE CORPORATION $76.43万0.51%817 -3-0.4% -$2,806 减仓
RTX RTX CORPORATION $75.93万0.50%4,002 1353.5% $2.56万 加仓
FDX FEDEX CORP $75.84万0.50%2,422 00.0% — 不变
MRK MERCK & CO INC $68.85万0.46%5,358 1823.5% $2.34万 加仓
HHH HOWARD HUGHES HOLDINGS INC $60.14万0.40%8,413 1601.9% $1.14万 加仓
OXY OCCIDENTAL PETE CORP $58.98万0.39%12,144 -883-6.8% -$4.29万 减仓
UNH UNITEDHEALTH GROUP INC $54.45万0.36%1,310 -83-6.0% -$3.45万 减仓
UPS UNITED PARCEL SVCS INC $54.41万0.36%5,061 -282-5.3% -$3.03万 减仓
V VISA INC $51.43万0.34%1,499 -1-0.1% -$343 减仓
— EA SERIES TRUST $50.87万0.34%12,160 -66-0.5% -$2,761 减仓
FANG DIAMONDBACK ENERGY INC $49.92万0.33%2,840 -663-18.9% -$11.65万 减仓
VTI VANGUARD INDEX FDS $49.81万0.33%1,346 1,346— $49.81万 新建仓
VNOM VIPER ENERGY INC $45.82万0.30%10,807 -2,335-17.8% -$9.90万 减仓
DBX DROPBOX INC $39.70万0.26%14,452 -4,219-22.6% -$11.59万 减仓
NOW SERVICENOW INC $37.02万0.24%3,729 1,44963.6% $14.39万 加仓
TER TERADYNE INC $35.85万0.24%741 -65-8.1% -$3.14万 减仓
QCOM QUALCOMM INC $34.61万0.23%1,873 472.6% $8,685 加仓
NVR NVR INC $34.07万0.23%50 00.0% — 不变
ADBE ADOBE INC $33.93万0.22%1,655 -10-0.6% -$2,050 减仓
LH LABCORP HOLDINGS INC $32.79万0.22%1,171 -84-6.7% -$2.35万 减仓
VB VANGUARD INDEX FDS $32.04万0.21%1,057 00.0% — 不变
CB CHUBB LIMITED $31.86万0.21%935 -38-3.9% -$1.29万 减仓
CORP PIMCO ETF TR $30.71万0.20%3,169 62124.4% $6.02万 加仓
EXP EAGLE MATLS INC $28.12万0.19%1,250 00.0% — 不变
LEN LENNAR CORP $26.24万0.17%2,900 00.0% — 不变
TGT TARGET CORP $25.59万0.17%1,959 -242-11.0% -$3.16万 减仓
RPC RIDGEPOST CAP INC $25.10万0.17%31,890 700.2% $551 加仓
PG PROCTER & GAMBLE CO $23.48万0.16%1,601 513.3% $7,479 加仓
CRM SALESFORCE INC $22.97万0.15%1,466 -20-1.3% -$3,133 减仓
GM GENERAL MTRS CO $21.79万0.14%2,827 -75-2.6% -$5,781 减仓
VXUS VANGUARD STAR FDS $21.58万0.14%2,524 2,524— $21.58万 新建仓
SHOP SHOPIFY INC $21.49万0.14%1,882 -50-2.6% -$5,709 减仓
ARKB ARK 21SHARES BITCOIN ETF $20.54万0.14%10,553 -3,623-25.6% -$7.05万 减仓
SNOW SNOWFLAKE INC $00.00%0 -4,610-100.0% -$69.53万 清仓
IAUM ISHARES GOLD TR $00.00%0 -5,720-100.0% -$26.71万 清仓
— FRANKLIN ETHEREUM TR $00.00%0 -10,052-100.0% -$15.98万 清仓