Causey Wealth LLC 13F 持仓 · 2026年Q2
Causey Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 2.56 亿美元。前几大持仓：VCIT（7.34%）、VYM（6.49%）、JPST（6.45%）。本季前 25 大持仓中：增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $18.8M | 7.34% | 227,336 | 增持 |
| 2 | VYM | VANGUARD WHITEHALL FDS | $16.6M | 6.49% | 105,102 | 增持 |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $16.5M | 6.45% | 326,485 | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $13.2M | 5.15% | 324,527 | 减持 |
| 5 | ISCF | ISHARES TR | $11.9M | 4.65% | 274,582 | 增持 |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $11.2M | 4.37% | 192,109 | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $11.0M | 4.31% | 16,051 | 增持 |
| 8 | IDEV | ISHARES TR | $9.9M | 3.86% | 110,998 | 增持 |
| 9 | REET | ISHARES TR | $8.8M | 3.45% | 319,875 | 增持 |
| 10 | IJJ | ISHARES TR | $8.6M | 3.34% | 57,928 | 减持 |
| 11 | IEMG | ISHARES INC | $8.4M | 3.29% | 101,683 | 减持 |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.5M | 2.93% | 10 | 持平 |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $7.4M | 2.90% | 137,253 | 增持 |
| 14 | IJK | ISHARES TR | $6.7M | 2.61% | 56,781 | 增持 |
| 15 | EFV | ISHARES TR | $6.2M | 2.42% | 80,959 | 减持 |
| 16 | VUG | VANGUARD INDEX FDS | $6.0M | 2.36% | 70,060 | 增持 |
| 17 | EDV | VANGUARD WORLD FD | $6.0M | 2.35% | 92,337 | 减持 |
| 18 | IJR | ISHARES TR | $5.9M | 2.29% | 39,582 | 增持 |
| 19 | VOE | VANGUARD INDEX FDS | $4.6M | 1.79% | 23,206 | 减持 |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $4.6M | 1.79% | 29,643 | 减持 |
| 21 | DGS | WISDOMTREE TR | $4.4M | 1.70% | 67,257 | 减持 |
| 22 | VB | VANGUARD INDEX FDS | $3.9M | 1.52% | 12,851 | 减持 |
| 23 | IJS | ISHARES TR | $3.8M | 1.50% | 28,136 | 减持 |
| 24 | AAPL | APPLE INC | $3.8M | 1.49% | 13,149 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.45% | 7,420 | 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