Woodward Financial Advisors, Inc.
CHAPEL HILL NC · SEC CIK 0002136600
$2.99亿2026Q2 申报市值
66持仓数
78.7%前十大占比 · 第一大 14.8%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,441.35万 | 14.85% | 59,306 | — | — | — | — |
| DFSD | DIMENSIONAL ETF TRUST | $4,096.36万 | 13.69% | 857,876 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $3,581.73万 | 11.97% | 858,310 | — | — | — | — |
| DFIC | DIMENSIONAL ETF TRUST | $2,866.21万 | 9.58% | 769,245 | — | — | — | — |
| DFEM | DIMENSIONAL ETF TRUST | $2,290.29万 | 7.66% | 563,555 | — | — | — | — |
| VTIP | VANGUARD MALVERN FDS | $2,171.64万 | 7.26% | 432,340 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $1,351.98万 | 4.52% | 348,538 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $1,262.31万 | 4.22% | 57,923 | — | — | — | — |
| DFUV | DIMENSIONAL ETF TRUST | $839.35万 | 2.81% | 152,581 | — | — | — | — |
| IWB | ISHARES TR | $645.16万 | 2.16% | 15,755 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $598.30万 | 2.00% | 72,662 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $490.35万 | 1.64% | 70,151 | — | — | — | — |
| VEA | VANGUARD TAX-MANAGED FDS | $476.91万 | 1.59% | 66,935 | — | — | — | — |
| DFAI | DIMENSIONAL ETF TRUST | $467.90万 | 1.56% | 113,429 | — | — | — | — |
| VBR | VANGUARD INDEX FDS | $378.88万 | 1.27% | 15,592 | — | — | — | — |
| IVW | ISHARES TR | $305.61万 | 1.02% | 22,221 | — | — | — | — |
| AAPL | APPLE INC | $288.01万 | 0.96% | 9,953 | — | — | — | — |
| STPZ | PIMCO ETF TR | $251.99万 | 0.84% | 47,242 | — | — | — | — |
| DFAE | DIMENSIONAL ETF TRUST | $229.75万 | 0.77% | 57,137 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $224.28万 | 0.75% | 50,558 | — | — | — | — |
| IWC | ISHARES TR | $206.77万 | 0.69% | 10,336 | — | — | — | — |
| IVE | ISHARES TR | $183.28万 | 0.61% | 8,072 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $134.11万 | 0.45% | 4,097 | — | — | — | — |
| VNQ | VANGUARD INDEX FDS | $131.40万 | 0.44% | 13,626 | — | — | — | — |
| MSFT | MICROSOFT CORP | $125.20万 | 0.42% | 3,356 | — | — | — | — |
| IJR | ISHARES TR | $123.37万 | 0.41% | 8,318 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.63万 | 0.36% | 2,151 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $81.92万 | 0.27% | 4,094 | — | — | — | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.25% | 1 | — | — | — | — |
| IWF | ISHARES TR | $71.67万 | 0.24% | 5,772 | — | — | — | — |
| DFAU | DIMENSIONAL ETF TRUST | $70.32万 | 0.24% | 13,605 | — | — | — | — |
| MRK | MERCK & CO INC | $70.10万 | 0.23% | 5,455 | — | — | — | — |
| MGK | VANGUARD WORLD FD | $66.81万 | 0.22% | 7,600 | — | — | — | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $62.73万 | 0.21% | 10,509 | — | — | — | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $59.60万 | 0.20% | 6,878 | — | — | — | — |
| IWD | ISHARES TR | $59.40万 | 0.20% | 2,450 | — | — | — | — |
| BSV | VANGUARD BD INDEX FDS | $55.57万 | 0.19% | 7,132 | — | — | — | — |
| IJS | ISHARES TR | $55.30万 | 0.18% | 4,046 | — | — | — | — |
| SIGI | SELECTIVE INS GROUP INC | $55.24万 | 0.18% | 5,694 | — | — | — | — |
| VV | VANGUARD INDEX FDS | $50.38万 | 0.17% | 1,465 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $49.38万 | 0.17% | 719 | — | — | — | — |
| ITOT | ISHARES TR | $48.51万 | 0.16% | 2,953 | — | — | — | — |
| MCK | MCKESSON CORP | $47.83万 | 0.16% | 633 | — | — | — | — |
| CAT | CATERPILLAR INC | $47.28万 | 0.16% | 444 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.41万 | 0.14% | 1,437 | — | — | — | — |
| DFAW | DIMENSIONAL ETF TRUST | $38.70万 | 0.13% | 4,674 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $37.86万 | 0.13% | 4,699 | — | — | — | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.68万 | 0.13% | 1,771 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $36.75万 | 0.12% | 1,447 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $34.96万 | 0.12% | 945 | — | — | — | — |
| VLO | VALERO ENERGY CORP | $32.35万 | 0.11% | 1,242 | — | — | — | — |
| AON | AON PLC | $32.21万 | 0.11% | 971 | — | — | — | — |
| HDV | ISHARES TR | $29.86万 | 0.10% | 10,895 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC | $29.08万 | 0.10% | 2,628 | — | — | — | — |
| — | EXXON MOBIL CORP | $28.94万 | 0.10% | 2,117 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO | $27.64万 | 0.09% | 817 | — | — | — | — |
| IJH | ISHARES TR | $26.09万 | 0.09% | 3,384 | — | — | — | — |
| BND | VANGUARD BD INDEX FDS | $25.80万 | 0.09% | 3,515 | — | — | — | — |
| LH | LABCORP HOLDINGS INC | $24.47万 | 0.08% | 874 | — | — | — | — |
| VGT | VANGUARD WORLD FD | $23.81万 | 0.08% | 1,992 | — | — | — | — |
| GOOG | ALPHABET INC | $22.26万 | 0.07% | 630 | — | — | — | — |
| ORCL | ORACLE CORP | $22.16万 | 0.07% | 1,512 | — | — | — | — |
| ACWI | ISHARES TR | $21.83万 | 0.07% | 1,390 | — | — | — | — |
| WMT | WALMART INC | $21.25万 | 0.07% | 1,876 | — | — | — | — |
| OEF | ISHARES TR | $21.04万 | 0.07% | 575 | — | — | — | — |
| — | NANO X IMAGING LTD | $1.48万 | 0.00% | 12,726 | — | — | — | — |