Dodds Wealth, LLC 13F 持仓 · 2026年Q2
Dodds Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 56 只证券,申报市值合计 4.45 亿美元。前几大持仓:VCIT(13.24%)、SPIB(13.13%)、VUG(11.63%)。本季前 25 大持仓中:增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $58.8M | 13.24% | 712,028 | 增持 |
| 2 | SPIB | SPDR SERIES TRUST | $58.4M | 13.13% | 1.7M | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $51.7M | 11.63% | 600,150 | 增持 |
| 4 | IGIB | ISHARES TR | $49.1M | 11.05% | 923,932 | 增持 |
| 5 | GOVT | ISHARES TR | $46.5M | 10.45% | 2.0M | 增持 |
| 6 | SCHV | SCHWAB STRATEGIC TR | $35.9M | 8.07% | 1.0M | 减持 |
| 7 | SCHB | SCHWAB STRATEGIC TR | $29.6M | 6.65% | 1.0M | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $24.1M | 5.42% | 35,078 | 增持 |
| 9 | VXUS | VANGUARD STAR FDS | $14.6M | 3.28% | 170,734 | 减持 |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | $11.2M | 2.51% | 220,422 | 增持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $7.0M | 1.57% | 36,621 | 增持 |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $6.3M | 1.43% | 122,830 | 减持 |
| 13 | DFAI | DIMENSIONAL ETF TRUST | $5.8M | 1.31% | 140,970 | 减持 |
| 14 | VNQ | VANGUARD INDEX FDS | $5.0M | 1.12% | 51,489 | 增持 |
| 15 | VYM | VANGUARD WHITEHALL FDS | $4.0M | 0.90% | 25,267 | 减持 |
| 16 | AAPL | APPLE INC | $3.9M | 0.87% | 13,386 | 增持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $2.5M | 0.56% | 11,761 | 增持 |
| 18 | DFUS | DIMENSIONAL ETF TRUST | $2.3M | 0.51% | 27,464 | 减持 |
| 19 | GOOG | ALPHABET INC | $2.1M | 0.48% | 5,982 | 持平 |
| 20 | NVDA | NVIDIA CORPORATION | $2.0M | 0.46% | 10,223 | 增持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 0.41% | 2,426 | 减持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.39% | 3,431 | 持平 |
| 23 | IJH | ISHARES TR | $1.4M | 0.31% | 17,714 | 增持 |
| 24 | DVY | ISHARES TR | $1.3M | 0.28% | 8,001 | 增持 |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.27% | 7,539 | 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