Womack Financial LLC 13F 持仓 · 2026年Q2
Womack Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.51 亿美元。前几大持仓：SCHM（11.86%）、SCHG（8.10%）、SCHD（5.13%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHM | SCHWAB STRATEGIC TR | $17.9M | 11.86% | 486,443 | 减持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $12.3M | 8.10% | 362,029 | 减持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $7.8M | 5.13% | 244,484 | 减持 |
| 4 | SCHA | SCHWAB STRATEGIC TR | $7.4M | 4.90% | 205,221 | 减持 |
| 5 | FRDM | EA SERIES TRUST | $7.4M | 4.88% | 101,183 | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.3M | 4.17% | 12,615 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $6.2M | 4.07% | 83,865 | 增持 |
| 8 | CSWC | CAPITAL SOUTHWEST CORP | $5.5M | 3.62% | 230,538 | 减持 |
| 9 | SCHF | SCHWAB STRATEGIC TR | $5.4M | 3.59% | 196,055 | 减持 |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | $5.1M | 3.35% | 32,798 | 增持 |
| 11 | FNDA | SCHWAB STRATEGIC TR | $4.6M | 3.04% | 120,674 | 减持 |
| 12 | TFIN | TRIUMPH FINANCIAL INC | $4.0M | 2.64% | 52,381 | 增持 |
| 13 | MKL | MARKEL GROUP INC | $3.9M | 2.56% | 1,978 | 增持 |
| 14 | WNC | WABASH NATL CORP | $3.4M | 2.23% | 249,557 | 增持 |
| 15 | AAPL | APPLE INC | $3.2M | 2.11% | 11,015 | 减持 |
| 16 | BOND | PIMCO ETF TR | $3.0M | 2.00% | 32,775 | 增持 |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $2.7M | 1.75% | 54,766 | 减持 |
| 18 | SCHX | SCHWAB STRATEGIC TR | $2.5M | 1.66% | 85,345 | 增持 |
| 19 | GOOG | ALPHABET INC | $2.5M | 1.64% | 7,030 | 减持 |
| 20 | AVGO | BROADCOM INC | $2.4M | 1.59% | 6,380 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $2.4M | 1.57% | 11,842 | 减持 |
| 22 | BLV | VANGUARD BD INDEX FDS | $2.3M | 1.54% | 33,778 | 减持 |
| 23 | INTC | INTEL CORP | $2.2M | 1.43% | 15,453 | 减持 |
| 24 | GOOGL | ALPHABET INC | $1.8M | 1.21% | 5,104 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $1.7M | 1.12% | 4,528 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR