Belleair Asset Management, LLC 13F 持仓 · 2026年Q2
Belleair Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 1.19 亿美元。前几大持仓：VGIT（8.08%）、DFUV（7.78%）、DFSD（7.23%）。本季前 25 大持仓中：增持 9 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $9.6M | 8.08% | 162,790 | 增持 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $9.3M | 7.78% | 168,153 | 持平 |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $8.6M | 7.23% | 179,967 | 增持 |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $5.2M | 4.37% | 141,098 | 减持 |
| 5 | ITOT | ISHARES TR | $5.1M | 4.30% | 31,145 | 减持 |
| 6 | BSV | VANGUARD BD INDEX FDS | $5.1M | 4.29% | 65,477 | 减持 |
| 7 | VTIP | VANGUARD MALVERN FDS | $4.7M | 3.93% | 93,078 | 减持 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $4.6M | 3.86% | 103,385 | 减持 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $4.5M | 3.80% | 64,613 | 减持 |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $3.7M | 3.08% | 44,446 | 持平 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $3.5M | 2.94% | 64,588 | 增持 |
| 12 | AVDV | AMERICAN CENTY ETF TR | $3.1M | 2.57% | 29,691 | 增持 |
| 13 | IDEV | ISHARES TR | $3.1M | 2.57% | 34,297 | 增持 |
| 14 | SUB | ISHARES TR | $2.2M | 1.85% | 20,660 | 持平 |
| 15 | DFUS | DIMENSIONAL ETF TRUST | $2.1M | 1.78% | 25,813 | 持平 |
| 16 | IEI | ISHARES TR | $1.9M | 1.58% | 16,004 | 减持 |
| 17 | OZK | BANK OZK LITTLE ROCK ARK | $1.9M | 1.57% | 35,800 | 持平 |
| 18 | VTI | VANGUARD INDEX FDS | $1.7M | 1.40% | 4,497 | 增持 |
| 19 | IEMG | ISHARES INC | $1.6M | 1.34% | 19,208 | 减持 |
| 20 | DFEM | DIMENSIONAL ETF TRUST | $1.5M | 1.26% | 36,710 | 增持 |
| 21 | STPZ | PIMCO ETF TR | $1.5M | 1.22% | 27,262 | 减持 |
| 22 | SPTM | SPDR SERIES TRUST | $1.4M | 1.19% | 15,604 | 增持 |
| 23 | RY | ROYAL BK CDA | $1.3M | 1.12% | 6,450 | 持平 |
| 24 | AAPL | APPLE INC | $1.3M | 1.09% | 4,489 | 增持 |
| 25 | BSVO | EA SERIES TRUST | $1.3M | 1.07% | 43,643 | 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