CogentBlue Wealth Advisors, LLC 13F 持仓 · 2026年Q3
CogentBlue Wealth Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 1.08 亿美元。前几大持仓：AVDV（12.94%）、ITOT（9.82%）、VGIT（9.60%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVDV | AMERICAN CENTY ETF TR | $13.9M | 12.94% | 127,268 | 减持 |
| 2 | ITOT | ISHARES TR | $10.6M | 9.82% | 63,551 | 减持 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $10.3M | 9.60% | 182,264 | 增持 |
| 4 | IDEV | ISHARES TR | $7.0M | 6.52% | 78,365 | 减持 |
| 5 | BSVO | EA SERIES TRUST | $5.9M | 5.52% | 212,535 | 增持 |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $5.6M | 5.23% | 84,613 | 减持 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $5.5M | 5.10% | 138,141 | 增持 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $5.1M | 4.74% | 109,766 | 增持 |
| 9 | VTI | VANGUARD INDEX FDS | $4.9M | 4.54% | 13,038 | 减持 |
| 10 | VTIP | VANGUARD MALVERN FDS | $3.9M | 3.62% | 79,100 | 增持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $3.9M | 3.59% | 54,729 | 减持 |
| 12 | EFV | ISHARES TR | $2.4M | 2.27% | 30,912 | 减持 |
| 13 | CAMT | CAMTEK LTD | $2.3M | 2.14% | 14,837 | 持平 |
| 14 | MSFT | MICROSOFT CORP | $2.2M | 2.00% | 4,203 | 减持 |
| 15 | IEMG | ISHARES INC | $1.6M | 1.52% | 20,082 | 减持 |
| 16 | TJX | TJX COS INC NEW | $1.6M | 1.52% | 12,359 | 减持 |
| 17 | DFIV | DIMENSIONAL ETF TRUST | $1.1M | 1.05% | 20,221 | 减持 |
| 18 | DFNM | DIMENSIONAL ETF TRUST | $1.1M | 1.04% | 24,232 | 减持 |
| 19 | DWUSX | DFA INVT DIMENSIONS GROUP IN | $1.0M | 0.96% | 24,727 | 新建仓 |
| 20 | AVUV | AMERICAN CENTY ETF TR | $940,040 | 0.87% | 7,982 | 减持 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $939,886 | 0.87% | 15,847 | 减持 |
| 22 | DIHP | DIMENSIONAL ETF TRUST | $855,221 | 0.80% | 25,385 | 减持 |
| 23 | DISV | DIMENSIONAL ETF TRUST | $832,012 | 0.77% | 19,220 | 减持 |
| 24 | ETN | EATON CORP PLC | $825,069 | 0.77% | 1,920 | 减持 |
| 25 | SPTM | SPDR SERIES TRUST | $789,262 | 0.73% | 8,574 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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