Arnold Financial Planning LLC 13F 持仓 · 2026年Q2
Arnold Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 41 只证券，申报市值合计 1.34 亿美元。前几大持仓：SCHX（12.15%）、SCHZ（11.85%）、SCHO（9.86%）。本季前 25 大持仓中：新建仓 5 只、增持 15 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $16.3M | 12.15% | 553,571 | 增持 |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $15.9M | 11.85% | 686,760 | 增持 |
| 3 | SCHO | SCHWAB STRATEGIC TR | $13.2M | 9.86% | 547,509 | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $12.3M | 9.15% | 442,962 | 增持 |
| 5 | SCHA | SCHWAB STRATEGIC TR | $10.2M | 7.58% | 281,147 | 增持 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $8.9M | 6.62% | 199,973 | 减持 |
| 7 | SCHV | SCHWAB STRATEGIC TR | $8.8M | 6.59% | 253,746 | 增持 |
| 8 | SLYV | SPDR SERIES TRUST | $8.2M | 6.14% | 75,505 | 增持 |
| 9 | SCHC | SCHWAB STRATEGIC TR | $6.7M | 4.96% | 138,331 | 增持 |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $5.7M | 4.26% | 135,325 | 增持 |
| 11 | AAPL | APPLE INC | $5.2M | 3.86% | 17,885 | 增持 |
| 12 | SCHE | SCHWAB STRATEGIC TR | $3.7M | 2.77% | 102,585 | 增持 |
| 13 | TSLA | TESLA INC | $2.6M | 1.93% | 6,159 | 新建仓 |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $2.0M | 1.49% | 48,277 | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $1.4M | 1.06% | 3,840 | 增持 |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $1.2M | 0.90% | 32,577 | 增持 |
| 17 | FLOT | ISHARES TR | $1.2M | 0.88% | 23,138 | 新建仓 |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $940,055 | 0.70% | 23,379 | 减持 |
| 19 | SGOV | ISHARES TR | $912,272 | 0.68% | 9,062 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $853,584 | 0.64% | 4,266 | 增持 |
| 21 | QQQ | INVESCO QQQ TR | $854,224 | 0.64% | 1,160 | 新建仓 |
| 22 | IVV | ISHARES TR | $748,890 | 0.56% | 1,000 | 新建仓 |
| 23 | IWP | ISHARES TR | $710,381 | 0.53% | 4,852 | 新建仓 |
| 24 | IJR | ISHARES TR | $690,214 | 0.51% | 4,654 | 持平 |
| 25 | DFAR | DIMENSIONAL ETF TRUST | $482,090 | 0.36% | 18,429 | 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