Astra Wealth Partners LLC 13F 持仓 · 2026年Q2
Astra Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 95 只证券，申报市值合计 1.88 亿美元。前几大持仓：IVV（12.78%）、IEFA（12.76%）、DISV（4.02%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.0M | 12.78% | 32,086 | 增持 |
| 2 | IEFA | ISHARES TR | $24.0M | 12.76% | 248,365 | 增持 |
| 3 | DISV | DIMENSIONAL ETF TRUST | $7.6M | 4.02% | 188,187 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $7.5M | 3.99% | 20,260 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $7.2M | 3.81% | 100,556 | 增持 |
| 6 | BOXX | EA SERIES TRUST | $6.2M | 3.31% | 53,128 | 增持 |
| 7 | IEMG | ISHARES INC | $5.8M | 3.07% | 69,627 | 减持 |
| 8 | GLD | SPDR GOLD TR | $5.4M | 2.85% | 14,529 | 减持 |
| 9 | IJH | ISHARES TR | $4.9M | 2.61% | 63,738 | 增持 |
| 10 | IJJ | ISHARES TR | $4.7M | 2.51% | 31,895 | 增持 |
| 11 | VOO | VANGUARD INDEX FDS | $4.0M | 2.12% | 5,793 | 增持 |
| 12 | DFEV | DIMENSIONAL ETF TRUST | $3.7M | 1.96% | 86,449 | 减持 |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $3.5M | 1.86% | 50,079 | 增持 |
| 14 | IJR | ISHARES TR | $3.3M | 1.77% | 22,384 | 增持 |
| 15 | VV | VANGUARD INDEX FDS | $3.3M | 1.77% | 9,694 | 增持 |
| 16 | IJS | ISHARES TR | $3.1M | 1.65% | 22,634 | 增持 |
| 17 | USEW | EA SERIES TRUST | $3.0M | 1.62% | 54,495 | 减持 |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $2.9M | 1.56% | 13,800 | 增持 |
| 19 | AAPL | APPLE INC | $2.7M | 1.45% | 9,413 | 增持 |
| 20 | IBTI | ISHARES TR | $2.5M | 1.34% | 113,992 | 新建仓 |
| 21 | NVDA | NVIDIA CORPORATION | $2.5M | 1.33% | 12,468 | 增持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 1.31% | 3,284 | 减持 |
| 23 | AVDV | AMERICAN CENTY ETF TR | $2.2M | 1.17% | 21,308 | 减持 |
| 24 | DFAX | DIMENSIONAL ETF TRUST | $2.2M | 1.15% | 58,894 | 减持 |
| 25 | GOOG | ALPHABET INC | $2.0M | 1.06% | 5,664 | 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