Consilium Wealth Advisory, LLC 13F 持仓 · 2026年Q2
Consilium Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 3.37 亿美元。前几大持仓：DFAI（10.96%）、AOR（9.46%）、TT（6.48%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $36.9M | 10.96% | 894,894 | 增持 |
| 2 | AOR | ISHARES TR | $31.9M | 9.46% | 458,638 | 增持 |
| 3 | TT | TRANE TECHNOLOGIES PLC | $21.8M | 6.48% | 44,437 | 减持 |
| 4 | AAPL | APPLE INC | $21.3M | 6.33% | 73,720 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $14.0M | 4.17% | 70,213 | 减持 |
| 6 | WFC | WELLS FARGO & CO | $12.7M | 3.76% | 153,470 | 减持 |
| 7 | VTI | VANGUARD INDEX FDS | $10.9M | 3.25% | 29,581 | 减持 |
| 8 | SCHX | SCHWAB STRATEGIC TR | $10.4M | 3.08% | 353,163 | 增持 |
| 9 | GOOGL | ALPHABET INC | $9.9M | 2.93% | 27,607 | 增持 |
| 10 | IEUR | ISHARES TR | $8.9M | 2.65% | 118,876 | 增持 |
| 11 | BIV | VANGUARD BD INDEX FDS | $8.1M | 2.39% | 104,958 | 增持 |
| 12 | MU | MICRON TECHNOLOGY INC | $8.1M | 2.39% | 6,977 | 减持 |
| 13 | AOA | ISHARES TR | $8.0M | 2.37% | 81,761 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $6.8M | 2.01% | 18,196 | 增持 |
| 15 | AMZN | AMAZON COM INC | $6.5M | 1.93% | 27,238 | 减持 |
| 16 | IFRA | ISHARES TR | $5.9M | 1.74% | 93,051 | 增持 |
| 17 | BSV | VANGUARD BD INDEX FDS | $5.4M | 1.59% | 68,912 | 增持 |
| 18 | AVGO | BROADCOM INC | $4.8M | 1.43% | 12,713 | 减持 |
| 19 | LLY | ELI LILLY & CO | $4.5M | 1.32% | 3,713 | 减持 |
| 20 | AMAT | APPLIED MATLS INC | $4.4M | 1.31% | 6,119 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $4.3M | 1.27% | 13,115 | 减持 |
| 22 | SNDK | SANDISK CORP | $3.7M | 1.10% | 1,628 | 增持 |
| 23 | AOM | ISHARES TR | $3.6M | 1.07% | 71,955 | 减持 |
| 24 | META | META PLATFORMS INC | $3.5M | 1.04% | 6,250 | 减持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 1.02% | 4,613 | 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