Defined Financial Planning LLC 13F 持仓 · 最近申报 2025年Q3
Defined Financial Planning 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 1.21 亿美元。前几大持仓：SCHG（11.77%）、DGRW（7.82%）、JVAL（6.20%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $14.2M | 11.77% | 436,270 | 增持 |
| 2 | DGRW | WISDOMTREE TR | $9.4M | 7.82% | 105,749 | 减持 |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | $7.5M | 6.20% | 155,620 | 减持 |
| 4 | DDWM | WISDOMTREE TR | $6.9M | 5.76% | 164,875 | 增持 |
| 5 | AGGY | WISDOMTREE TR | $6.7M | 5.58% | 152,014 | 增持 |
| 6 | SECT | NORTHERN LTS FD TR IV | $6.5M | 5.43% | 102,705 | 减持 |
| 7 | SPDW | SPDR INDEX SHS FDS | $6.0M | 5.01% | 138,870 | 减持 |
| 8 | XSOE | WISDOMTREE TR | $5.3M | 4.37% | 136,181 | 减持 |
| 9 | DON | WISDOMTREE TR | $4.2M | 3.52% | 81,593 | 增持 |
| 10 | USMF | WISDOMTREE TR | $4.2M | 3.46% | 80,252 | 减持 |
| 11 | JBND | J P MORGAN EXCHANGE TRADED F | $4.0M | 3.34% | 74,543 | 增持 |
| 12 | MTGP | WISDOMTREE TR | $3.8M | 3.15% | 84,968 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $3.5M | 2.90% | 18,502 | 减持 |
| 14 | AAPL | APPLE INC | $3.2M | 2.69% | 12,552 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $3.1M | 2.57% | 5,912 | 减持 |
| 16 | EES | WISDOMTREE TR | $2.8M | 2.36% | 51,262 | 增持 |
| 17 | BIV | VANGUARD BD INDEX FDS | $2.8M | 2.35% | 36,330 | 增持 |
| 18 | BUYW | NORTHERN LTS FD TR IV | $2.1M | 1.74% | 147,399 | 增持 |
| 19 | EPI | WISDOMTREE TR | $2.0M | 1.65% | 44,468 | 增持 |
| 20 | QHY | WISDOMTREE TR | $1.6M | 1.36% | 35,259 | 增持 |
| 21 | AMZN | AMAZON COM INC | $1.3M | 1.05% | 5,636 | 减持 |
| 22 | MARM | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.95% | 35,053 | 增持 |
| 23 | AVGO | BROADCOM INC | $1.1M | 0.93% | 3,261 | 减持 |
| 24 | GOOGL | ALPHABET INC | $1.1M | 0.90% | 4,419 | 增持 |
| 25 | DECM | FIRST TR EXCHNG TRADED FD VI | $956,652 | 0.79% | 29,595 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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