Corus Family Wealth Advisors 13F 持仓 · 2026年Q2
Corus Family Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 82 只证券,申报市值合计 1.45 亿美元。前几大持仓:DFAC(17.69%)、FISV(9.34%)、AAPL(7.28%)。本季前 25 大持仓中:新建仓 1 只、增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $25.7M | 17.69% | 579,098 | 增持 |
| 2 | FISV | FISERV INC | $13.6M | 9.34% | 276,675 | 减持 |
| 3 | AAPL | APPLE INC | $10.6M | 7.28% | 36,543 | 增持 |
| 4 | FLOT | ISHARES TR | $8.2M | 5.67% | 161,383 | 新建仓 |
| 5 | DXUV | DIMENSIONAL ETF TRUST | $7.9M | 5.41% | 118,194 | 增持 |
| 6 | DHR | DANAHER CORP DEL | $7.6M | 5.20% | 39,643 | 减持 |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $5.8M | 4.02% | 139,787 | 增持 |
| 8 | DFIC | DIMENSIONAL ETF TRUST | $5.7M | 3.92% | 152,717 | 增持 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $4.0M | 2.76% | 103,342 | 增持 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $4.0M | 2.75% | 74,062 | 增持 |
| 11 | DISV | DIMENSIONAL ETF TRUST | $3.3M | 2.27% | 82,120 | 增持 |
| 12 | GOCT | FIRST TR EXCHNG TRADED FD VI | $3.0M | 2.09% | 73,126 | 减持 |
| 13 | DIHP | DIMENSIONAL ETF TRUST | $3.0M | 2.07% | 88,225 | 增持 |
| 14 | DEHP | DIMENSIONAL ETF TRUST | $2.4M | 1.64% | 55,570 | 增持 |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $2.2M | 1.54% | 32,066 | 增持 |
| 16 | DFEV | DIMENSIONAL ETF TRUST | $2.0M | 1.38% | 47,074 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $1.9M | 1.30% | 9,458 | 增持 |
| 18 | AVXC | AMERICAN CENTY ETF TR | $1.6M | 1.09% | 18,462 | 增持 |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $1.6M | 1.09% | 38,881 | 增持 |
| 20 | XOM | EXXON MOBIL CORP | $1.3M | 0.88% | 9,308 | 减持 |
| 21 | TSLA | TESLA INC | $1.2M | 0.85% | 2,934 | 增持 |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $1.2M | 0.82% | 32,339 | 增持 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 0.81% | 2,458 | 增持 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $1.0M | 0.72% | 6,627 | 持平 |
| 25 | MSFT | MICROSOFT CORP | $1.0M | 0.71% | 2,753 | 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