Oath Planning, LLC
TULSA OK · SEC CIK 0002109944
$1.13亿2026Q1 申报市值
69持仓数
65.7%前十大占比 · 第一大 11.8%
3 / 2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
BSV 加仓+$249.89万
UITB 加仓+$239.82万
VOO 加仓+$188.23万
VBR 加仓+$186.92万
VTV 加仓+$63.30万
2026Q1 卖出最多 按季末市值估算
XSVM 减仓-$47.03万
EQT 清仓-$21.44万
IVV 清仓-$21.07万
HEI 减仓-$15.33万
DIMENSIONAL ETF 减仓-$12.77万
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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $1,330.14万 | 11.82% | 169,639 | 31,870 | 23.1% | $249.89万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,282.46万 | 11.39% | 272,765 | 51,007 | 23.0% | $239.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,110.03万 | 9.86% | 18,576 | 3,150 | 20.4% | $188.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,005.73万 | 8.94% | 46,294 | 8,604 | 22.8% | $186.92万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $553.39万 | 4.92% | 55,417 | 3,392 | 6.5% | $33.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $537.03万 | 4.77% | 138,197 | -3,285 | -2.3% | -$12.77万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $476.20万 | 4.23% | 97,323 | 6,231 | 6.8% | $30.49万 | 加仓 |
| FRDM | EA SERIES TRUST | $404.71万 | 3.60% | 74,055 | 989 | 1.4% | $5.40万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $377.18万 | 3.35% | 19,224 | 3,226 | 20.2% | $63.30万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $317.69万 | 2.82% | 15,267 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $273.46万 | 2.43% | 107,790 | 62 | 0.1% | $1,573 | 加仓 |
| DBEF | DBX ETF TR | $252.67万 | 2.24% | 51,149 | 6,912 | 15.6% | $34.15万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $235.73万 | 2.09% | 39,585 | 842 | 2.2% | $5.01万 | 加仓 |
| HEI | HEICO CORP NEW | $164.08万 | 1.46% | 5,984 | -559 | -8.5% | -$15.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $162.08万 | 1.44% | 2,492 | 7 | 0.3% | $4,553 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $152.70万 | 1.36% | 37,399 | 5,075 | 15.7% | $20.72万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $149.54万 | 1.33% | 28,333 | -339 | -1.2% | -$1.79万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $133.75万 | 1.19% | 27,601 | 147 | 0.5% | $7,124 | 加仓 |
| GLD | SPDR GOLD TR | $130.15万 | 1.16% | 3,025 | 319 | 11.8% | $13.72万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $126.92万 | 1.13% | 51,280 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $95.42万 | 0.85% | 5,471 | -30 | -0.5% | -$5,232 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $91.91万 | 0.82% | 23,304 | -1,716 | -6.9% | -$6.77万 | 减仓 |
| HEI/A | HEICO CORP NEW | $88.84万 | 0.79% | 4,209 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $84.85万 | 0.75% | 1,942 | 347 | 21.8% | $15.16万 | 加仓 |
| — | EXXON MOBIL CORP | $84.74万 | 0.75% | 4,994 | 33 | 0.7% | $5,599 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $68.51万 | 0.61% | 19,830 | -466 | -2.3% | -$1.61万 | 减仓 |
| AAPL | APPLE INC | $60.97万 | 0.54% | 2,403 | 248 | 11.5% | $6.29万 | 加仓 |
| IEFA | ISHARES TR | $59.38万 | 0.53% | 6,559 | -66 | -1.0% | -$5,975 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $58.22万 | 0.52% | 2,402 | 14 | 0.6% | $3,393 | 加仓 |
| QUAL | ISHARES TR | $56.94万 | 0.51% | 2,968 | 6 | 0.2% | $1,151 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $56.34万 | 0.50% | 21,197 | 1,899 | 9.8% | $5.05万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $53.62万 | 0.48% | 11,472 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $52.95万 | 0.47% | 4,260 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $52.58万 | 0.47% | 15,479 | -337 | -2.1% | -$1.14万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $48.79万 | 0.43% | 13,733 | 786 | 6.1% | $2.79万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $46.62万 | 0.41% | 9,333 | -299 | -3.1% | -$1.49万 | 减仓 |
| AGG | ISHARES TR | $44.02万 | 0.39% | 4,434 | 28 | 0.6% | $2,780 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $43.76万 | 0.39% | 5,861 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $42.21万 | 0.37% | 1,358 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $40.61万 | 0.36% | 8,482 | -222 | -2.6% | -$1.06万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $39.49万 | 0.35% | 8,753 | -7 | -0.1% | -$316 | 减仓 |
| SPSM | SPDR SERIES TRUST | $38.23万 | 0.34% | 7,912 | 27 | 0.3% | $1,305 | 加仓 |
| ITOT | ISHARES TR | $37.60万 | 0.33% | 2,640 | 22 | 0.8% | $3,134 | 加仓 |
| IGSB | ISHARES TR | $36.87万 | 0.33% | 7,016 | 53 | 0.8% | $2,786 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $36.83万 | 0.33% | 2,771 | 1 | 0.0% | $133 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $36.01万 | 0.32% | 5,975 | -7,804 | -56.6% | -$47.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $35.33万 | 0.31% | 5,657 | -28 | -0.5% | -$1,749 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $35.06万 | 0.31% | 7,316 | 7,316 | — | $35.06万 | 新建仓 |
| IWN | ISHARES TR | $32.94万 | 0.29% | 1,737 | 4 | 0.2% | $759 | 加仓 |
| IEI | ISHARES TR | $32.90万 | 0.29% | 2,774 | 15 | 0.5% | $1,779 | 加仓 |
| SLV | ISHARES SILVER TR | $32.58万 | 0.29% | 4,781 | 4,781 | — | $32.58万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $32.22万 | 0.29% | 1,122 | 4 | 0.4% | $1,148 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $31.36万 | 0.28% | 3,536 | 38 | 1.1% | $3,370 | 加仓 |
| IVE | ISHARES TR | $30.76万 | 0.27% | 1,457 | 6 | 0.4% | $1,267 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $28.81万 | 0.26% | 2,199 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $28.26万 | 0.25% | 965 | 5 | 0.5% | $1,464 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.91万 | 0.24% | 7,679 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $26.16万 | 0.23% | 7,117 | 290 | 4.2% | $1.07万 | 加仓 |
| OKE | ONEOK INC NEW | $25.91万 | 0.23% | 2,867 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $25.46万 | 0.23% | 1,222 | 38 | 3.2% | $7,918 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.24万 | 0.22% | 1,033 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $24.33万 | 0.22% | 4,299 | 16 | 0.4% | $905 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $23.16万 | 0.21% | 4,246 | 7 | 0.2% | $382 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.24万 | 0.20% | 1,608 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $21.78万 | 0.19% | 3,062 | 7 | 0.2% | $498 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $21.06万 | 0.19% | 1,906 | -507 | -21.0% | -$5.60万 | 减仓 |
| HD | HOME DEPOT INC | $20.43万 | 0.18% | 621 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $20.36万 | 0.18% | 287 | 287 | — | $20.36万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.18万 | 0.18% | 350 | 1 | 0.3% | $577 | 加仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$21.44万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -308 | -100.0% | -$21.07万 | 清仓 |