Oath Planning, LLC
TULSA OK · SEC CIK 0002109944
$1.35亿2026Q2 申报市值
71持仓数
67.2%前十大占比 · 第一大 12.1%
4 / 2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
UITB 加仓+$304.04万
BSV 加仓+$303.49万
VBR 加仓+$137.36万
VOO 加仓+$114.28万
AVDV 加仓+$66.47万
2026Q2 卖出最多 按季末市值估算
SLV 清仓-$32.58万
FRDM 减仓-$30.20万
AMZN 清仓-$25.46万
XSVM 减仓-$8.00万
HEI 减仓-$6.27万
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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,781 | -100.0% | -$32.58万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,222 | -100.0% | -$25.46万 | 清仓 |
| IEMG | ISHARES INC | $21.17万 | 0.16% | 2,555 | 2,555 | — | $21.17万 | 新建仓 |
| BKAG | BNY MELLON ETF TRUST | $22.33万 | 0.17% | 5,322 | 5,322 | — | $22.33万 | 新建仓 |
| HD | HOME DEPOT INC | $22.65万 | 0.17% | 642 | 21 | 3.4% | $7,408 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $23.80万 | 0.18% | 1,908 | 2 | 0.1% | $249 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.81万 | 0.18% | 1,581 | -27 | -1.7% | -$4,238 | 减仓 |
| OKE | ONEOK INC NEW | $24.93万 | 0.19% | 2,867 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.29万 | 0.19% | 3,071 | 9 | 0.3% | $741 | 加仓 |
| QQQ | INVESCO QQQ TR | $25.75万 | 0.19% | 350 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $26.05万 | 0.19% | 4,255 | 9 | 0.2% | $551 | 加仓 |
| SPYV | SPDR SERIES TRUST | $26.25万 | 0.19% | 4,318 | 19 | 0.4% | $1,155 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $27.47万 | 0.20% | 5,000 | 5,000 | — | $27.47万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $27.72万 | 0.21% | 2,468 | 269 | 12.2% | $3.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.70万 | 0.22% | 7,117 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $29.79万 | 0.22% | 7,679 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $30.56万 | 0.23% | 287 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $32.18万 | 0.24% | 1,267 | 234 | 22.7% | $5.94万 | 加仓 |
| IEI | ISHARES TR | $32.86万 | 0.24% | 2,798 | 24 | 0.9% | $2,819 | 加仓 |
| IVE | ISHARES TR | $33.21万 | 0.25% | 1,462 | 5 | 0.3% | $1,136 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $33.57万 | 0.25% | 4,825 | -1,150 | -19.2% | -$8.00万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $34.39万 | 0.26% | 3,567 | 31 | 0.9% | $2,989 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.27万 | 0.27% | 4,501 | 13 | 0.3% | $1,047 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.05万 | 0.28% | 5,301 | -356 | -6.3% | -$2.49万 | 减仓 |
| IGSB | ISHARES TR | $37.19万 | 0.28% | 7,097 | 81 | 1.2% | $4,245 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $37.54万 | 0.28% | 971 | 6 | 0.6% | $2,320 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $38.13万 | 0.28% | 7,986 | -496 | -5.8% | -$2.37万 | 减仓 |
| IWN | ISHARES TR | $38.57万 | 0.29% | 1,744 | 7 | 0.4% | $1,548 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $39.91万 | 0.30% | 5,929 | 68 | 1.2% | $4,577 | 加仓 |
| MCD | MCDONALDS CORP | $40.03万 | 0.30% | 1,481 | 123 | 9.1% | $3.32万 | 加仓 |
| ITOT | ISHARES TR | $43.02万 | 0.32% | 2,619 | -21 | -0.8% | -$3,449 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $43.18万 | 0.32% | 8,353 | -400 | -4.6% | -$2.07万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $44.84万 | 0.33% | 9,276 | 1,960 | 26.8% | $9.47万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $45.39万 | 0.34% | 3,166 | 3,166 | — | $45.39万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $45.79万 | 0.34% | 7,941 | 29 | 0.4% | $1,672 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $46.21万 | 0.34% | 9,200 | -133 | -1.4% | -$6,681 | 减仓 |
| AGG | ISHARES TR | $47.52万 | 0.35% | 4,801 | 367 | 8.3% | $3.63万 | 加仓 |
| WMT | WALMART INC | $52.10万 | 0.39% | 4,600 | 340 | 8.0% | $3.85万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $52.11万 | 0.39% | 13,986 | 253 | 1.8% | $9,427 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $52.82万 | 0.39% | 2,773 | 2 | 0.1% | $381 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $55.33万 | 0.41% | 11,498 | 26 | 0.2% | $1,251 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $56.65万 | 0.42% | 15,377 | -102 | -0.7% | -$3,758 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $62.61万 | 0.46% | 21,610 | 413 | 1.9% | $1.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $68.59万 | 0.51% | 2,440 | 38 | 1.6% | $1.07万 | 加仓 |
| QUAL | ISHARES TR | $71.24万 | 0.53% | 3,247 | 279 | 9.4% | $6.12万 | 加仓 |
| IEFA | ISHARES TR | $72.42万 | 0.54% | 7,499 | 940 | 14.3% | $9.08万 | 加仓 |
| — | EXXON MOBIL CORP | $77.66万 | 0.58% | 5,680 | 686 | 13.7% | $9.38万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $80.20万 | 0.60% | 19,734 | -96 | -0.5% | -$3,902 | 减仓 |
| AAPL | APPLE INC | $82.96万 | 0.62% | 2,867 | 464 | 19.3% | $13.43万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $94.44万 | 0.70% | 23,533 | 229 | 1.0% | $9,190 | 加仓 |
| VUG | VANGUARD INDEX FDS | $100.22万 | 0.74% | 11,635 | -17 | -0.1% | -$1,464 | 减仓 |
| NVDA | NVIDIA CORPORATION | $106.32万 | 0.79% | 5,313 | -158 | -2.9% | -$3.16万 | 减仓 |
| HEI/A | HEICO CORP NEW | $108.48万 | 0.81% | 4,206 | -3 | -0.1% | -$774 | 减仓 |
| GLD | SPDR GOLD TR | $132.33万 | 0.98% | 3,592 | 567 | 18.7% | $20.89万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $138.97万 | 1.03% | 50,170 | -1,110 | -2.2% | -$3.07万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $152.92万 | 1.14% | 27,798 | 197 | 0.7% | $1.08万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $166.30万 | 1.23% | 30,785 | 2,452 | 8.7% | $13.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $184.58万 | 1.37% | 2,472 | -20 | -0.8% | -$1.49万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $189.58万 | 1.41% | 43,058 | 5,659 | 15.1% | $24.92万 | 加仓 |
| HEI | HEICO CORP NEW | $206.88万 | 1.54% | 5,808 | -176 | -2.9% | -$6.27万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $250.43万 | 1.86% | 42,460 | 2,875 | 7.3% | $16.96万 | 加仓 |
| BSVO | EA SERIES TRUST | $310.16万 | 2.30% | 106,256 | -1,534 | -1.4% | -$4.48万 | 减仓 |
| DBEF | DBX ETF TR | $314.14万 | 2.33% | 57,502 | 6,353 | 12.4% | $34.71万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $377.03万 | 2.80% | 15,313 | 46 | 0.3% | $1.13万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $464.43万 | 3.45% | 21,310 | 2,086 | 10.9% | $45.46万 | 加仓 |
| FRDM | EA SERIES TRUST | $509.66万 | 3.78% | 69,913 | -4,142 | -5.6% | -$30.20万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $575.07万 | 4.27% | 108,997 | 11,674 | 12.0% | $61.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $633.48万 | 4.70% | 142,805 | 4,608 | 3.3% | $20.44万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $637.54万 | 4.73% | 61,867 | 6,450 | 11.6% | $66.47万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,262.26万 | 9.37% | 51,947 | 5,653 | 12.2% | $137.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,390.10万 | 10.32% | 20,240 | 1,664 | 9.0% | $114.28万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,581.62万 | 11.74% | 337,678 | 64,913 | 23.8% | $304.04万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,625.15万 | 12.06% | 208,593 | 38,954 | 23.0% | $303.49万 | 加仓 |