BWM Planning, LLC 13F 持仓 · 2026年Q2
BWM Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 4.31 亿美元。前几大持仓：VTI（10.99%）、AVUV（10.48%）、AVNM（7.77%）。本季前 25 大持仓中：增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $47.4M | 10.99% | 128,127 | 增持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $45.2M | 10.48% | 362,254 | 增持 |
| 3 | AVNM | AMERICAN CENTY ETF TR | $33.5M | 7.77% | 406,514 | 增持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $25.6M | 5.95% | 287,431 | 增持 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $23.4M | 5.44% | 568,312 | 增持 |
| 6 | SCHO | SCHWAB STRATEGIC TR | $17.9M | 4.16% | 743,052 | 增持 |
| 7 | QVAL | EA SERIES TRUST | $16.7M | 3.87% | 300,787 | 增持 |
| 8 | QMOM | EA SERIES TRUST | $16.1M | 3.74% | 205,011 | 增持 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $15.6M | 3.63% | 370,444 | 增持 |
| 10 | AAPL | APPLE INC | $14.6M | 3.39% | 50,515 | 增持 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $14.5M | 3.36% | 360,278 | 减持 |
| 12 | SPXE | PROSHARES TR | $11.2M | 2.60% | 139,194 | 持平 |
| 13 | HIDE | EA SERIES TRUST | $10.8M | 2.51% | 453,498 | 增持 |
| 14 | IVV | ISHARES TR | $10.3M | 2.38% | 13,720 | 增持 |
| 15 | RSST | TIDAL TRUST II | $7.5M | 1.74% | 229,946 | 增持 |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $7.2M | 1.66% | 102,496 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.40% | 12,039 | 增持 |
| 18 | DISV | DIMENSIONAL ETF TRUST | $5.7M | 1.33% | 142,532 | 增持 |
| 19 | AVEM | AMERICAN CENTY ETF TR | $5.5M | 1.29% | 57,500 | 增持 |
| 20 | WFC | WELLS FARGO & CO | $5.1M | 1.18% | 61,340 | 增持 |
| 21 | SUB | ISHARES TR | $4.3M | 1.01% | 40,832 | 增持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $4.2M | 0.97% | 5,624 | 增持 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $4.0M | 0.94% | 49,119 | 减持 |
| 24 | IEFA | ISHARES TR | $3.9M | 0.90% | 40,320 | 增持 |
| 25 | RSBT | TIDAL TRUST II | $3.9M | 0.89% | 202,643 | 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