CarsonAllaria Wealth Management, Ltd. 13F 持仓 · 2026年Q2
CarsonAllaria Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 71 只证券，申报市值合计 2.31 亿美元。前几大持仓：SPYG（12.87%）、SPYV（11.68%）、DFUS（10.07%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $29.7M | 12.87% | 249,537 | 增持 |
| 2 | SPYV | SPDR SERIES TRUST | $27.0M | 11.68% | 443,527 | 增持 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $23.2M | 10.07% | 283,672 | 增持 |
| 4 | IDEV | ISHARES TR | $15.0M | 6.49% | 168,393 | 增持 |
| 5 | SLYV | SPDR SERIES TRUST | $14.1M | 6.13% | 129,564 | 增持 |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $10.3M | 4.48% | 125,618 | 增持 |
| 7 | SPMD | SPDR SERIES TRUST | $7.8M | 3.39% | 115,961 | 增持 |
| 8 | IEMG | ISHARES INC | $7.6M | 3.31% | 92,245 | 增持 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $7.6M | 3.29% | 137,923 | 减持 |
| 10 | BOND | PIMCO ETF TR | $7.5M | 3.27% | 81,818 | 增持 |
| 11 | PYLD | PIMCO ETF TR | $7.2M | 3.13% | 272,041 | 增持 |
| 12 | LDUR | PIMCO ETF TR | $7.1M | 3.08% | 74,416 | 增持 |
| 13 | MINO | PIMCO ETF TR | $6.6M | 2.88% | 145,036 | 减持 |
| 14 | IYR | ISHARES TR | $5.7M | 2.48% | 55,886 | 增持 |
| 15 | GWX | SPDR INDEX SHS FDS | $4.6M | 1.98% | 104,256 | 减持 |
| 16 | SMMU | PIMCO ETF TR | $3.8M | 1.66% | 75,773 | 减持 |
| 17 | AAPL | APPLE INC | $3.5M | 1.54% | 12,261 | 减持 |
| 18 | SLYG | SPDR SERIES TRUST | $3.6M | 1.54% | 29,898 | 减持 |
| 19 | MUNI | PIMCO ETF TR | $2.7M | 1.17% | 51,400 | 减持 |
| 20 | DFAR | DIMENSIONAL ETF TRUST | $2.6M | 1.13% | 99,348 | 增持 |
| 21 | EWX | SPDR INDEX SHS FDS | $2.3M | 1.00% | 31,155 | 减持 |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $2.1M | 0.92% | 51,306 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $2.1M | 0.92% | 5,687 | 增持 |
| 24 | USRT | ISHARES TR | $2.0M | 0.85% | 29,461 | 减持 |
| 25 | DFAT | DIMENSIONAL ETF TRUST | $1.9M | 0.81% | 26,624 | 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