Action Point Financial Planning, LLC 13F 持仓 · 2026年Q2
Action Point Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,786 只证券，申报市值合计 9.84 亿美元。前几大持仓：SPYM（4.34%）、AVLV（3.12%）、AVUV（1.99%）。本季前 25 大持仓中：新建仓 10 只、增持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $42.7M | 4.34% | 486,464 | 增持 |
| 2 | AVLV | AMERICAN CENTY ETF TR | $30.7M | 3.12% | 336,376 | 增持 |
| 3 | AVUV | AMERICAN CENTY ETF TR | $19.6M | 1.99% | 157,475 | 增持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $18.5M | 1.88% | 207,668 | 增持 |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $17.2M | 1.74% | 442,556 | 新建仓 |
| 6 | XLG | INVESCO EXCHANGE TRADED FD T | $16.9M | 1.72% | 275,854 | 增持 |
| 7 | PYLD | PIMCO ETF TR | $16.1M | 1.64% | 607,691 | 新建仓 |
| 8 | SCHD | SCHWAB STRATEGIC TR | $15.4M | 1.56% | 485,030 | 新建仓 |
| 9 | AVEM | AMERICAN CENTY ETF TR | $14.8M | 1.50% | 153,472 | 增持 |
| 10 | AVUS | AMERICAN CENTY ETF TR | $14.7M | 1.49% | 114,661 | 增持 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $14.2M | 1.45% | 320,820 | 增持 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $14.1M | 1.44% | 338,698 | 新建仓 |
| 13 | FPE | FIRST TR EXCH TRADED FD III | $14.1M | 1.43% | 787,556 | 新建仓 |
| 14 | QQQ | INVESCO QQQ TR | $13.2M | 1.34% | 17,901 | 新建仓 |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $12.7M | 1.29% | 307,567 | 增持 |
| 16 | IVV | ISHARES TR | $12.7M | 1.29% | 16,956 | 增持 |
| 17 | FPEI | FIRST TR EXCH TRADED FD III | $12.2M | 1.24% | 632,338 | 新建仓 |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $11.5M | 1.17% | 117,219 | 新建仓 |
| 19 | DFCF | DIMENSIONAL ETF TRUST | $11.4M | 1.16% | 270,750 | 增持 |
| 20 | DFUV | DIMENSIONAL ETF TRUST | $11.0M | 1.11% | 199,131 | 增持 |
| 21 | NVDA | NVIDIA CORPORATION | $10.7M | 1.09% | 52,908 | 增持 |
| 22 | AGGY | WISDOMTREE TR | $9.8M | 0.99% | 224,614 | 新建仓 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $9.6M | 0.97% | 282,570 | 新建仓 |
| 24 | DFGP | DIMENSIONAL ETF TRUST | $9.4M | 0.96% | 173,102 | 增持 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $9.1M | 0.93% | 227,032 | 增持 |
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