Client 1St Advisory Group, LLC 13F 持仓 · 2026年Q2
Client 1St Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 142 只证券，申报市值合计 3.84 亿美元。前几大持仓：SPYM（13.73%）、DFAC（13.42%）、DFCF（3.96%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $52.7M | 13.73% | 599,273 | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $51.5M | 13.42% | 1.2M | 减持 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $15.2M | 3.96% | 360,171 | 增持 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $15.0M | 3.91% | 403,078 | 减持 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $14.4M | 3.76% | 301,973 | 增持 |
| 6 | ESGU | ISHARES TR | $13.5M | 3.52% | 82,557 | 减持 |
| 7 | EFV | ISHARES TR | $12.1M | 3.14% | 157,489 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $11.4M | 2.96% | 56,821 | 增持 |
| 9 | EFG | ISHARES TR | $11.0M | 2.88% | 88,775 | 增持 |
| 10 | IUSB | ISHARES TR | $10.7M | 2.78% | 230,945 | 增持 |
| 11 | QUAL | ISHARES TR | $10.2M | 2.66% | 46,504 | 增持 |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $9.4M | 2.44% | 230,175 | 减持 |
| 13 | DYNF | BLACKROCK ETF TRUST | $8.6M | 2.23% | 125,849 | 增持 |
| 14 | SCHZ | SCHWAB STRATEGIC TR | $8.4M | 2.20% | 365,009 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $8.1M | 2.12% | 10,878 | 增持 |
| 16 | DFSV | DIMENSIONAL ETF TRUST | $7.2M | 1.87% | 185,408 | 增持 |
| 17 | GOOG | ALPHABET INC | $6.8M | 1.76% | 19,107 | 减持 |
| 18 | IVW | ISHARES TR | $6.5M | 1.71% | 47,573 | 增持 |
| 19 | IXC | ISHARES TR | $5.6M | 1.46% | 114,299 | 增持 |
| 20 | MBB | ISHARES TR | $5.2M | 1.34% | 54,539 | 增持 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $4.8M | 1.25% | 20,216 | 减持 |
| 22 | AAPL | APPLE INC | $4.3M | 1.11% | 14,781 | 增持 |
| 23 | IYW | ISHARES TR | $4.1M | 1.07% | 16,287 | 增持 |
| 24 | EMXC | ISHARES INC | $3.3M | 0.85% | 31,911 | 增持 |
| 25 | IVV | ISHARES TR | $3.0M | 0.78% | 3,993 | 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