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Aquire Wealth Advisors, LLC 13F 持仓 · 2026年Q2

Aquire Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 53 只证券,申报市值合计 4.36 亿美元。前几大持仓:DFAU(42.81%)、DFAI(12.42%)、DFAE(10.46%)。本季前 25 大持仓中:增持 9 只、减持 14 只。

排名代码公司市值占组合股数变动
1DFAUDIMENSIONAL ETF TRUST$186.8M42.81%3.6M增持
2DFAIDIMENSIONAL ETF TRUST$54.2M12.42%1.3M增持
3DFAEDIMENSIONAL ETF TRUST$45.6M10.46%1.1M增持
4SPTMSPDR SERIES TRUST$42.4M9.72%466,911减持
5SPDWSPDR INDEX SHS FDS$13.1M3.01%260,566减持
6AGGISHARES TR$12.8M2.94%129,620减持
7MUBISHARES TR$10.1M2.32%93,898减持
8SPEMSPDR INDEX SHS FDS$10.0M2.30%193,566减持
9TFLOISHARES TR$9.0M2.06%177,566增持
10SPIBSPDR SERIES TRUST$5.6M1.27%165,882减持
11IWVISHARES TR$5.5M1.25%12,834减持
12SPIPSPDR SERIES TRUST$5.3M1.22%206,789减持
13TFISPDR SERIES TRUST$2.8M0.63%60,099减持
14VEAVANGUARD TAX-MANAGED FDS$2.6M0.59%36,214减持
15DFACDIMENSIONAL ETF TRUST$2.5M0.58%57,169持平
16VTIVANGUARD INDEX FDS$2.4M0.56%6,545减持
17SPABSPDR SERIES TRUST$2.3M0.52%89,629减持
18NVDANVIDIA CORPORATION$1.8M0.42%9,107增持
19VONGVANGUARD SCOTTSDALE FDS$1.8M0.41%13,965持平
20VNQVANGUARD INDEX FDS$1.6M0.37%16,722增持
21AAPLAPPLE INC$1.4M0.32%4,827增持
22DFAXDIMENSIONAL ETF TRUST$1.3M0.30%35,808增持
23SHMSPDR SERIES TRUST$1.3M0.29%26,806减持
24VOOVANGUARD INDEX FDS$957,4570.22%1,394减持
25GOOGLALPHABET INC$926,1040.21%2,591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