Cherrydale Wealth Management, LLC 13F 持仓 · 2026年Q2
Cherrydale Wealth 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 3.82 亿美元。前几大持仓：VTI（27.75%）、DFAC（12.65%）、ITOT（7.77%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $106.1M | 27.75% | 286,619 | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $48.3M | 12.65% | 1.1M | 增持 |
| 3 | ITOT | ISHARES TR | $29.7M | 7.77% | 180,880 | 增持 |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $25.9M | 6.79% | 704,170 | 增持 |
| 5 | VONE | VANGUARD SCOTTSDALE FDS | $25.6M | 6.69% | 75,506 | 增持 |
| 6 | VXUS | VANGUARD STAR FDS | $21.8M | 5.70% | 254,952 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $17.4M | 4.56% | 23,656 | 增持 |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $12.8M | 3.35% | 247,700 | 减持 |
| 9 | IXUS | ISHARES TR | $11.9M | 3.12% | 124,908 | 减持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $6.1M | 1.60% | 8,207 | 增持 |
| 11 | PYLD | PIMCO ETF TR | $5.7M | 1.49% | 214,006 | 增持 |
| 12 | IWB | ISHARES TR | $4.4M | 1.16% | 10,854 | 增持 |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $4.3M | 1.12% | 51,701 | 增持 |
| 14 | VNQ | VANGUARD INDEX FDS | $4.2M | 1.09% | 43,134 | 增持 |
| 15 | AAPL | APPLE INC | $4.1M | 1.06% | 14,041 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $3.9M | 1.02% | 19,527 | 增持 |
| 17 | GOOGL | ALPHABET INC | $2.9M | 0.76% | 8,158 | 减持 |
| 18 | VOO | VANGUARD INDEX FDS | $2.6M | 0.68% | 3,761 | 增持 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $2.4M | 0.62% | 57,007 | 增持 |
| 20 | AMZN | AMAZON COM INC | $2.3M | 0.61% | 9,846 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $2.1M | 0.56% | 5,746 | 增持 |
| 22 | HIMU | BLACKROCK ETF TRUST II | $2.0M | 0.53% | 40,842 | 增持 |
| 23 | GOOG | ALPHABET INC | $1.9M | 0.49% | 5,262 | 增持 |
| 24 | DTD | WISDOMTREE TR | $1.8M | 0.46% | 18,789 | 增持 |
| 25 | ACWI | ISHARES TR | $1.7M | 0.44% | 10,717 | 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