Accredited Wealth Management, LLC 13F 持仓 · 最近申报 2025年Q3
Accredited Wealth Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 381 只证券，申报市值合计 1.34 亿美元。前几大持仓：AVUS（11.51%）、IXUS（7.38%）、MOAT（6.37%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $15.4M | 11.51% | 7,227 | 减持 |
| 2 | IXUS | ISHARES TR | $9.9M | 7.38% | 24,281 | 减持 |
| 3 | MOAT | VANECK ETF TRUST | $8.5M | 6.37% | 3,610 | 减持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $7.7M | 5.74% | 18,574 | 减持 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $6.6M | 4.88% | 13,968 | 减持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $5.4M | 4.00% | 2,230 | 减持 |
| 7 | VIGI | VANGUARD WHITEHALL FDS | $4.9M | 3.67% | 2,358 | 减持 |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $4.8M | 3.61% | 5,060 | 减持 |
| 9 | QLTY | 2023 ETF SERIES TRUST II | $3.6M | 2.67% | 3,898 | 减持 |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $3.5M | 2.61% | 6,603 | 减持 |
| 11 | VO | VANGUARD INDEX FDS | $3.4M | 2.50% | 2,005 | 减持 |
| 12 | AVDE | AMERICAN CENTY ETF TR | $3.2M | 2.40% | 9,050 | 减持 |
| 13 | BSV | VANGUARD BD INDEX FDS | $2.9M | 2.19% | 6,403 | 减持 |
| 14 | BOND | PIMCO ETF TR | $2.9M | 2.17% | 11,480 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $2.7M | 2.00% | 500 | 减持 |
| 16 | AAPL | APPLE INC | $2.1M | 1.53% | 50 | 减持 |
| 17 | VCRB | VANGUARD MALVERN FDS | $1.9M | 1.41% | 2,070 | 增持 |
| 18 | VTI | VANGUARD INDEX FDS | $1.9M | 1.39% | 960 | 减持 |
| 19 | VEU | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.38% | 700 | 减持 |
| 20 | IJR | ISHARES TR | $1.4M | 1.08% | 138 | 减持 |
| 21 | IAU | ISHARES GOLD TR | $1.3M | 0.98% | 615 | 减持 |
| 22 | MOTI | VANECK ETF TRUST | $1.3M | 0.93% | 83,872 | 增持 |
| 23 | ORCL | ORACLE CORP | $1.2M | 0.90% | 435 | 减持 |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $1.2M | 0.90% | 100 | 减持 |
| 25 | IJH | ISHARES TR | $1.2M | 0.89% | 12,424 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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