Diversified Portfolios, Inc. 13F 持仓 · 2026年Q2
Diversified Portfolios 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 201 只证券，申报市值合计 13.79 亿美元。前几大持仓：VTI（12.42%）、VCRB（7.70%）、AVDE（6.43%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $171.2M | 12.42% | 462,767 | 增持 |
| 2 | VCRB | VANGUARD MALVERN FDS | $106.2M | 7.70% | 1.4M | 增持 |
| 3 | AVDE | AMERICAN CENTY ETF TR | $88.7M | 6.43% | 994,311 | 增持 |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | $84.7M | 6.15% | 1.6M | 减持 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $63.7M | 4.62% | 1.3M | 减持 |
| 6 | ICSH | ISHARES TR | $54.3M | 3.94% | 1.1M | 减持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $47.1M | 3.42% | 488,339 | 减持 |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $40.5M | 2.94% | 1.0M | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $30.5M | 2.21% | 40,864 | 增持 |
| 10 | JMTG | J P MORGAN EXCHANGE TRADED F | $30.0M | 2.17% | 591,070 | 增持 |
| 11 | NCLO | NUSHARES ETF TR | $29.5M | 2.14% | 1.2M | 增持 |
| 12 | DFSV | DIMENSIONAL ETF TRUST | $28.5M | 2.07% | 734,781 | 增持 |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $28.0M | 2.03% | 696,657 | 减持 |
| 14 | IVV | ISHARES TR | $27.0M | 1.96% | 36,087 | 减持 |
| 15 | IWV | ISHARES TR | $24.0M | 1.74% | 56,280 | 减持 |
| 16 | JMUB | J P MORGAN EXCHANGE TRADED F | $19.3M | 1.40% | 380,323 | 增持 |
| 17 | FLOT | ISHARES TR | $19.1M | 1.38% | 373,717 | 减持 |
| 18 | VTHR | VANGUARD SCOTTSDALE FDS | $18.9M | 1.37% | 57,120 | 减持 |
| 19 | VPLS | VANGUARD MALVERN FDS | $18.0M | 1.31% | 232,499 | 增持 |
| 20 | VTV | VANGUARD INDEX FDS | $16.3M | 1.18% | 74,853 | 减持 |
| 21 | DFAI | DIMENSIONAL ETF TRUST | $16.1M | 1.17% | 390,913 | 增持 |
| 22 | ESGV | VANGUARD WORLD FD | $16.1M | 1.17% | 121,505 | 减持 |
| 23 | DFUV | DIMENSIONAL ETF TRUST | $16.0M | 1.16% | 291,586 | 减持 |
| 24 | SCHV | SCHWAB STRATEGIC TR | $13.2M | 0.96% | 379,951 | 减持 |
| 25 | MUB | ISHARES TR | $12.6M | 0.91% | 116,918 | 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