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 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $186.8M | 42.81% | 3.6M | 增持 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $54.2M | 12.42% | 1.3M | 增持 |
| 3 | DFAE | DIMENSIONAL ETF TRUST | $45.6M | 10.46% | 1.1M | 增持 |
| 4 | SPTM | SPDR SERIES TRUST | $42.4M | 9.72% | 466,911 | 减持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $13.1M | 3.01% | 260,566 | 减持 |
| 6 | AGG | ISHARES TR | $12.8M | 2.94% | 129,620 | 减持 |
| 7 | MUB | ISHARES TR | $10.1M | 2.32% | 93,898 | 减持 |
| 8 | SPEM | SPDR INDEX SHS FDS | $10.0M | 2.30% | 193,566 | 减持 |
| 9 | TFLO | ISHARES TR | $9.0M | 2.06% | 177,566 | 增持 |
| 10 | SPIB | SPDR SERIES TRUST | $5.6M | 1.27% | 165,882 | 减持 |
| 11 | IWV | ISHARES TR | $5.5M | 1.25% | 12,834 | 减持 |
| 12 | SPIP | SPDR SERIES TRUST | $5.3M | 1.22% | 206,789 | 减持 |
| 13 | TFI | SPDR SERIES TRUST | $2.8M | 0.63% | 60,099 | 减持 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $2.6M | 0.59% | 36,214 | 减持 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $2.5M | 0.58% | 57,169 | 持平 |
| 16 | VTI | VANGUARD INDEX FDS | $2.4M | 0.56% | 6,545 | 减持 |
| 17 | SPAB | SPDR SERIES TRUST | $2.3M | 0.52% | 89,629 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $1.8M | 0.42% | 9,107 | 增持 |
| 19 | VONG | VANGUARD SCOTTSDALE FDS | $1.8M | 0.41% | 13,965 | 持平 |
| 20 | VNQ | VANGUARD INDEX FDS | $1.6M | 0.37% | 16,722 | 增持 |
| 21 | AAPL | APPLE INC | $1.4M | 0.32% | 4,827 | 增持 |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $1.3M | 0.30% | 35,808 | 增持 |
| 23 | SHM | SPDR SERIES TRUST | $1.3M | 0.29% | 26,806 | 减持 |
| 24 | VOO | VANGUARD INDEX FDS | $957,457 | 0.22% | 1,394 | 减持 |
| 25 | GOOGL | ALPHABET INC | $926,104 | 0.21% | 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