Clarity Wealth Development LLC 13F 持仓 · 2026年Q2
Clarity Wealth Development 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 59 只证券，申报市值合计 1.80 亿美元。前几大持仓：VTI（15.27%）、DFSV（11.02%）、VEA（8.63%）。本季前 25 大持仓中：新建仓 6 只、增持 11 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $27.5M | 15.27% | 74,351 | 减持 |
| 2 | DFSV | DIMENSIONAL ETF TRUST | $19.8M | 11.02% | 511,635 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $15.5M | 8.63% | 218,102 | 减持 |
| 4 | SCHR | SCHWAB STRATEGIC TR | $12.4M | 6.88% | 502,374 | 增持 |
| 5 | DFGX | DIMENSIONAL ETF TRUST | $11.8M | 6.54% | 219,887 | 新建仓 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $10.7M | 5.92% | 262,588 | 增持 |
| 7 | SCHO | SCHWAB STRATEGIC TR | $8.1M | 4.52% | 337,232 | 新建仓 |
| 8 | DFSU | DIMENSIONAL ETF TRUST | $7.3M | 4.04% | 156,216 | 新建仓 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $7.1M | 3.94% | 89,754 | 增持 |
| 10 | DISV | DIMENSIONAL ETF TRUST | $6.8M | 3.75% | 168,228 | 增持 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $6.3M | 3.47% | 75,720 | 增持 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $5.5M | 3.05% | 189,408 | 增持 |
| 13 | AAPL | APPLE INC | $3.8M | 2.09% | 13,005 | 增持 |
| 14 | DFSB | DIMENSIONAL ETF TRUST | $3.8M | 2.08% | 72,072 | 新建仓 |
| 15 | DFSI | DIMENSIONAL ETF TRUST | $3.3M | 1.86% | 74,188 | 新建仓 |
| 16 | SUSB | ISHARES TR | $3.3M | 1.84% | 132,392 | 增持 |
| 17 | MUNI | PIMCO ETF TR | $2.8M | 1.56% | 53,358 | 增持 |
| 18 | NUDM | NUSHARES ETF TR | $2.7M | 1.48% | 66,412 | 减持 |
| 19 | NUSC | NUSHARES ETF TR | $2.1M | 1.16% | 40,258 | 减持 |
| 20 | DFSE | DIMENSIONAL ETF TRUST | $1.6M | 0.91% | 33,627 | 新建仓 |
| 21 | NUEM | NUSHARES ETF TR | $1.6M | 0.87% | 36,973 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 0.73% | 3,527 | 减持 |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $1.2M | 0.69% | 15,082 | 减持 |
| 24 | VCEB | VANGUARD WORLD FD | $870,356 | 0.48% | 13,868 | 减持 |
| 25 | GOOG | ALPHABET INC | $705,247 | 0.39% | 1,996 | 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