DiPaolo Financial Group, Inc. 13F 持仓 · 2026年Q2
DiPaolo Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 1.53 亿美元。前几大持仓：VUG（15.54%）、VEA（15.43%）、VTV（12.90%）。本季前 25 大持仓中：增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $23.8M | 15.54% | 276,073 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $23.6M | 15.43% | 331,457 | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $19.7M | 12.90% | 90,605 | 增持 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $13.5M | 8.81% | 278,303 | 增持 |
| 5 | BSV | VANGUARD BD INDEX FDS | $12.2M | 8.00% | 157,083 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $8.0M | 5.22% | 133,754 | 增持 |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $6.0M | 3.95% | 129,184 | 增持 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $5.9M | 3.84% | 139,188 | 增持 |
| 9 | BLV | VANGUARD BD INDEX FDS | $5.8M | 3.78% | 83,990 | 增持 |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $5.3M | 3.49% | 64,953 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $4.4M | 2.87% | 11,891 | 减持 |
| 12 | VOO | VANGUARD INDEX FDS | $3.3M | 2.19% | 4,874 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $2.3M | 1.52% | 3,155 | 增持 |
| 14 | BND | VANGUARD BD INDEX FDS | $2.1M | 1.38% | 28,707 | 减持 |
| 15 | GLD | SPDR GOLD TR | $1.6M | 1.04% | 4,332 | 减持 |
| 16 | AAPL | APPLE INC | $1.5M | 0.98% | 5,164 | 增持 |
| 17 | TSLA | TESLA INC | $1.5M | 0.98% | 3,552 | 增持 |
| 18 | VXUS | VANGUARD STAR FDS | $1.5M | 0.95% | 17,017 | 减持 |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $964,578 | 0.63% | 28,975 | 增持 |
| 20 | MGK | VANGUARD WORLD FD | $857,999 | 0.56% | 9,760 | 增持 |
| 21 | VYM | VANGUARD WHITEHALL FDS | $794,869 | 0.52% | 5,030 | 增持 |
| 22 | NEE | NEXTERA ENERGY INC | $569,624 | 0.37% | 6,490 | 持平 |
| 23 | MSFT | MICROSOFT CORP | $522,634 | 0.34% | 1,401 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $503,392 | 0.33% | 1,006 | 持平 |
| 25 | BALL | BALL CORP | $494,933 | 0.32% | 7,932 | 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