Bernicke Wealth Management, Ltd. 13F 持仓 · 2026年Q2
Bernicke Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 8.61 亿美元。前几大持仓：DCOR（18.83%）、VCIT（17.36%）、DFIC（9.63%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | $162.2M | 18.83% | 2.0M | 增持 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $149.5M | 17.36% | 1.8M | 增持 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $83.0M | 9.63% | 2.2M | 增持 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $81.8M | 9.50% | 384,396 | 增持 |
| 5 | ACWI | ISHARES TR | $76.1M | 8.83% | 484,549 | 增持 |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $68.6M | 7.97% | 833,700 | 增持 |
| 7 | BBHY | J P MORGAN EXCHANGE TRADED F | $29.7M | 3.45% | 644,153 | 增持 |
| 8 | MUB | ISHARES TR | $22.7M | 2.63% | 210,540 | 增持 |
| 9 | EMB | ISHARES TR | $20.3M | 2.35% | 210,303 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $11.0M | 1.27% | 54,769 | 增持 |
| 11 | AAPL | APPLE INC | $10.9M | 1.26% | 37,624 | 减持 |
| 12 | GOOGL | ALPHABET INC | $10.5M | 1.22% | 29,380 | 增持 |
| 13 | VT | VANGUARD INTL EQUITY INDEX F | $8.4M | 0.98% | 53,541 | 减持 |
| 14 | AMZN | AMAZON COM INC | $6.3M | 0.74% | 26,564 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $6.4M | 0.74% | 17,096 | 减持 |
| 16 | LLY | ELI LILLY & CO | $5.1M | 0.60% | 4,293 | 减持 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $4.9M | 0.57% | 109,734 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $4.8M | 0.55% | 12,890 | 增持 |
| 19 | HYD | VANECK ETF TRUST | $4.5M | 0.52% | 87,134 | 增持 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $4.1M | 0.48% | 7,072 | 减持 |
| 21 | AVGO | BROADCOM INC | $4.0M | 0.46% | 10,495 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $3.5M | 0.41% | 10,706 | 减持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.3M | 0.38% | 6,527 | 减持 |
| 24 | VUG | VANGUARD INDEX FDS | $3.1M | 0.36% | 36,212 | 增持 |
| 25 | META | META PLATFORMS INC | $2.9M | 0.34% | 5,225 | 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