Disciplined Equity Management, Inc. 13F 持仓 · 2026年Q2
Disciplined Equity Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 2.26 亿美元。前几大持仓：DFUV（20.44%）、DFUS（20.19%）、DFAS（13.34%）。本季前 25 大持仓中：增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $46.1M | 20.44% | 838,894 | 增持 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $45.6M | 20.19% | 556,457 | 增持 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $30.1M | 13.34% | 365,926 | 增持 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $30.0M | 13.28% | 429,100 | 增持 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $22.3M | 9.89% | 413,227 | 增持 |
| 6 | MO | ALTRIA GROUP INC | $2.7M | 1.19% | 37,445 | 减持 |
| 7 | F | FORD MTR CO | $2.7M | 1.18% | 191,450 | 增持 |
| 8 | PRU | PRUDENTIAL FINL INC | $2.5M | 1.12% | 23,430 | 增持 |
| 9 | TFC | TRUIST FINL CORP | $2.5M | 1.11% | 50,510 | 减持 |
| 10 | AB | ALLIANCEBERNSTEIN HLDG L P | $2.3M | 1.00% | 64,283 | 增持 |
| 11 | VZ | VERIZON COMMUNICATIONS INC | $2.3M | 1.00% | 53,555 | 增持 |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | $2.2M | 0.99% | 2,932 | 增持 |
| 13 | CAT | CATERPILLAR INC | $2.2M | 0.95% | 2,019 | 减持 |
| 14 | CAG | CONAGRA BRANDS INC | $2.1M | 0.94% | 157,380 | 增持 |
| 15 | PFE | PFIZER INC | $2.1M | 0.92% | 86,560 | 减持 |
| 16 | DOW | DOW HLDGS INC | $2.0M | 0.87% | 71,529 | 减持 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $1.7M | 0.77% | 39,340 | 持平 |
| 18 | ANET | ARISTA NETWORKS INC | $1.6M | 0.72% | 9,530 | 减持 |
| 19 | USB | US BANCORP | $1.6M | 0.70% | 26,340 | 减持 |
| 20 | NVDA | NVIDIA CORPORATION | $1.5M | 0.67% | 7,507 | 减持 |
| 21 | OKE | ONEOK INC NEW | $1.5M | 0.67% | 17,415 | 减持 |
| 22 | BBY | BEST BUY INC | $1.5M | 0.66% | 19,573 | 增持 |
| 23 | KMI | KINDER MORGAN INC DEL | $1.5M | 0.66% | 46,850 | 减持 |
| 24 | KHC | KRAFT HEINZ CO | $1.4M | 0.61% | 58,030 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $1.4M | 0.60% | 4,168 | 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