Delap Wealth Advisory, LLC 13F 持仓 · 2026年Q2
Delap Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 2.96 亿美元。前几大持仓：ITOT（12.46%）、IDEV（8.25%）、DFAC（5.99%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $36.9M | 12.46% | 224,371 | 增持 |
| 2 | IDEV | ISHARES TR | $24.4M | 8.25% | 274,303 | 增持 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $17.7M | 5.99% | 399,674 | 减持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $16.3M | 5.50% | 400,452 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $16.2M | 5.47% | 227,131 | 减持 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $15.7M | 5.32% | 266,914 | 增持 |
| 7 | AVDV | AMERICAN CENTY ETF TR | $15.3M | 5.16% | 148,229 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $13.5M | 4.56% | 36,447 | 减持 |
| 9 | BOXX | EA SERIES TRUST | $8.9M | 3.01% | 75,996 | 增持 |
| 10 | BSVO | EA SERIES TRUST | $8.0M | 2.69% | 273,176 | 增持 |
| 11 | DISV | DIMENSIONAL ETF TRUST | $7.9M | 2.68% | 197,819 | 减持 |
| 12 | SPDW | SPDR INDEX SHS FDS | $7.8M | 2.63% | 154,240 | 减持 |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $7.7M | 2.61% | 161,754 | 增持 |
| 14 | DFAX | DIMENSIONAL ETF TRUST | $7.6M | 2.56% | 205,864 | 减持 |
| 15 | SPTM | SPDR SERIES TRUST | $7.3M | 2.45% | 80,005 | 减持 |
| 16 | AAPL | APPLE INC | $6.3M | 2.13% | 21,831 | 减持 |
| 17 | VTIP | VANGUARD MALVERN FDS | $5.3M | 1.80% | 106,332 | 增持 |
| 18 | IEMG | ISHARES INC | $4.7M | 1.58% | 56,420 | 减持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $3.7M | 1.25% | 61,852 | 减持 |
| 20 | DFIV | DIMENSIONAL ETF TRUST | $3.5M | 1.17% | 64,310 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $3.2M | 1.08% | 8,542 | 减持 |
| 22 | AVUV | AMERICAN CENTY ETF TR | $3.1M | 1.06% | 25,242 | 减持 |
| 23 | DFAT | DIMENSIONAL ETF TRUST | $2.9M | 0.98% | 41,577 | 减持 |
| 24 | WMT | WALMART INC | $2.8M | 0.93% | 24,287 | 减持 |
| 25 | DFNM | DIMENSIONAL ETF TRUST | $2.7M | 0.91% | 55,852 | 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