Cogent Private Wealth, Inc. 13F 持仓 · 2026年Q2
Cogent Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 117 只证券，申报市值合计 1.60 亿美元。前几大持仓：AVIG（7.07%）、AVMA（6.61%）、DFAX（4.84%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVIG | AMERICAN CENTY ETF TR | $11.3M | 7.07% | 273,103 | 增持 |
| 2 | AVMA | AMERICAN CENTY ETF TR | $10.6M | 6.61% | 145,179 | 增持 |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $7.7M | 4.84% | 210,347 | 减持 |
| 4 | AVUS | AMERICAN CENTY ETF TR | $6.8M | 4.26% | 53,211 | 增持 |
| 5 | AOR | ISHARES TR | $6.1M | 3.84% | 88,416 | 减持 |
| 6 | DFCF | DIMENSIONAL ETF TRUST | $5.4M | 3.39% | 128,685 | 减持 |
| 7 | AVGE | AMERICAN CENTY ETF TR | $5.1M | 3.21% | 51,846 | 增持 |
| 8 | DUSB | DIMENSIONAL ETF TRUST | $5.0M | 3.13% | 98,559 | 减持 |
| 9 | VOO | VANGUARD INDEX FDS | $4.4M | 2.75% | 6,407 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $3.7M | 2.30% | 18,428 | 增持 |
| 11 | DFGX | DIMENSIONAL ETF TRUST | $3.3M | 2.06% | 61,411 | 减持 |
| 12 | AAPL | APPLE INC | $3.3M | 2.04% | 11,272 | 增持 |
| 13 | VT | VANGUARD INTL EQUITY INDEX F | $3.2M | 2.02% | 20,587 | 减持 |
| 14 | AVSF | AMERICAN CENTY ETF TR | $3.1M | 1.95% | 66,881 | 增持 |
| 15 | BNDW | VANGUARD SCOTTSDALE FDS | $3.0M | 1.87% | 43,754 | 增持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $3.0M | 1.86% | 41,698 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $2.8M | 1.72% | 7,400 | 减持 |
| 18 | AOM | ISHARES TR | $2.7M | 1.66% | 53,182 | 新建仓 |
| 19 | AVDE | AMERICAN CENTY ETF TR | $2.5M | 1.59% | 28,443 | 增持 |
| 20 | DFIC | DIMENSIONAL ETF TRUST | $2.5M | 1.56% | 67,091 | 减持 |
| 21 | DGCB | DIMENSIONAL ETF TRUST | $2.3M | 1.46% | 42,645 | 减持 |
| 22 | IAU | ISHARES GOLD TR | $2.3M | 1.43% | 30,374 | 新建仓 |
| 23 | VPLS | VANGUARD MALVERN FDS | $2.2M | 1.37% | 28,267 | 持平 |
| 24 | AVEM | AMERICAN CENTY ETF TR | $2.1M | 1.33% | 21,994 | 增持 |
| 25 | DFUV | DIMENSIONAL ETF TRUST | $1.7M | 1.05% | 30,624 | 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