BCR Wealth Strategies, LLC 13F 持仓 · 2026年Q2
BCR Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 3.56 亿美元。前几大持仓：AVUS（24.80%）、DXUV（14.62%）、AVIG（9.93%）。本季前 25 大持仓中：增持 11 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $88.3M | 24.80% | 689,260 | 减持 |
| 2 | DXUV | DIMENSIONAL ETF TRUST | $52.1M | 14.62% | 782,808 | 减持 |
| 3 | AVIG | AMERICAN CENTY ETF TR | $35.4M | 9.93% | 853,777 | 增持 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $34.8M | 9.79% | 825,494 | 增持 |
| 5 | AVDE | AMERICAN CENTY ETF TR | $34.1M | 9.57% | 381,816 | 增持 |
| 6 | VCRB | VANGUARD MALVERN FDS | $29.5M | 8.29% | 381,880 | 增持 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $24.8M | 6.98% | 611,157 | 增持 |
| 8 | DXIV | DIMENSIONAL ETF TRUST | $22.3M | 6.25% | 317,947 | 增持 |
| 9 | VNQ | VANGUARD INDEX FDS | $15.0M | 4.21% | 155,236 | 增持 |
| 10 | ICSH | ISHARES TR | $4.6M | 1.30% | 91,680 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 0.76% | 3,620 | 持平 |
| 12 | AVTM | AMERICAN CENTY ETF TR | $1.5M | 0.41% | 26,974 | 持平 |
| 13 | AVEM | AMERICAN CENTY ETF TR | $1.0M | 0.29% | 10,716 | 减持 |
| 14 | LRCX | LAM RESEARCH CORP | $922,000 | 0.26% | 2,130 | 持平 |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $894,000 | 0.25% | 12,802 | 持平 |
| 16 | VXF | VANGUARD INDEX FDS | $892,000 | 0.25% | 3,624 | 持平 |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | $744,000 | 0.21% | 4,743 | 减持 |
| 18 | SFBS | SERVISFIRST BANCSHARES INC | $673,000 | 0.19% | 7,761 | 持平 |
| 19 | AAPL | APPLE INC | $623,000 | 0.18% | 2,156 | 增持 |
| 20 | SO | SOUTHERN CO | $641,000 | 0.18% | 6,703 | 增持 |
| 21 | DE | DEERE & CO | $594,000 | 0.17% | 937 | 持平 |
| 22 | EMR | EMERSON ELEC CO | $522,000 | 0.15% | 3,651 | 增持 |
| 23 | AVUV | AMERICAN CENTY ETF TR | $472,000 | 0.13% | 3,791 | 持平 |
| 24 | NVDA | NVIDIA CORPORATION | $480,000 | 0.13% | 2,403 | 减持 |
| 25 | AVGE | AMERICAN CENTY ETF TR | $419,000 | 0.12% | 4,234 | 持平 |
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