BCU Wealth Advisors, LLC 13F 持仓 · 2026年Q2
BCU Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 3.01 亿美元。前几大持仓：DFAC（44.69%）、DFIC（13.91%）、DFSD（6.41%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $134.5M | 44.69% | 3.0M | 减持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $41.9M | 13.91% | 1.1M | 增持 |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $19.3M | 6.41% | 404,463 | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $13.2M | 4.37% | 324,106 | 减持 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $12.1M | 4.00% | 285,657 | 增持 |
| 6 | IVV | ISHARES TR | $10.3M | 3.41% | 13,727 | 增持 |
| 7 | IUSB | ISHARES TR | $8.0M | 2.65% | 172,845 | 增持 |
| 8 | DFIP | DIMENSIONAL ETF TRUST | $5.3M | 1.75% | 127,636 | 增持 |
| 9 | DFAR | DIMENSIONAL ETF TRUST | $4.6M | 1.54% | 177,401 | 增持 |
| 10 | IVW | ISHARES TR | $4.2M | 1.40% | 30,732 | 增持 |
| 11 | DYNF | BLACKROCK ETF TRUST | $4.1M | 1.35% | 59,925 | 增持 |
| 12 | IVE | ISHARES TR | $3.5M | 1.16% | 15,379 | 减持 |
| 13 | IEMG | ISHARES INC | $2.4M | 0.80% | 29,156 | 减持 |
| 14 | EFG | ISHARES TR | $2.2M | 0.74% | 17,889 | 增持 |
| 15 | MBB | ISHARES TR | $2.0M | 0.67% | 21,265 | 增持 |
| 16 | BAI | BLACKROCK ETF TRUST | $2.0M | 0.65% | 37,305 | 减持 |
| 17 | GOVT | ISHARES TR | $1.9M | 0.64% | 84,671 | 增持 |
| 18 | MTUM | ISHARES TR | $1.7M | 0.56% | 4,923 | 减持 |
| 19 | TLH | ISHARES TR | $1.6M | 0.54% | 16,338 | 减持 |
| 20 | EFV | ISHARES TR | $1.5M | 0.51% | 20,073 | 减持 |
| 21 | BLCR | BLACKROCK ETF TRUST | $1.4M | 0.47% | 28,375 | 增持 |
| 22 | ABBV | ABBVIE INC | $1.3M | 0.43% | 5,134 | 增持 |
| 23 | IALT | BLACKROCK ETF TRUST | $1.3M | 0.43% | 46,630 | 新建仓 |
| 24 | INRO | BLACKROCK ETF TRUST | $1.2M | 0.39% | 32,071 | 新建仓 |
| 25 | THRO | BLACKROCK ETF TRUST | $1.2M | 0.39% | 27,017 | 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