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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
1VCITVANGUARD SCOTTSDALE FDS$58.8M13.24%712,028增持
2SPIBSPDR SERIES TRUST$58.4M13.13%1.7M增持
3VUGVANGUARD INDEX FDS$51.7M11.63%600,150增持
4IGIBISHARES TR$49.1M11.05%923,932增持
5GOVTISHARES TR$46.5M10.45%2.0M增持
6SCHVSCHWAB STRATEGIC TR$35.9M8.07%1.0M减持
7SCHBSCHWAB STRATEGIC TR$29.6M6.65%1.0M增持
8VOOVANGUARD INDEX FDS$24.1M5.42%35,078增持
9VXUSVANGUARD STAR FDS$14.6M3.28%170,734减持
10JMUBJ P MORGAN EXCHANGE TRADED F$11.2M2.51%220,422增持
11XLKSELECT SECTOR SPDR TR$7.0M1.57%36,621增持
12DFAUDIMENSIONAL ETF TRUST$6.3M1.43%122,830减持
13DFAIDIMENSIONAL ETF TRUST$5.8M1.31%140,970减持
14VNQVANGUARD INDEX FDS$5.0M1.12%51,489增持
15VYMVANGUARD WHITEHALL FDS$4.0M0.90%25,267减持
16AAPLAPPLE INC$3.9M0.87%13,386增持
17RSPINVESCO EXCHANGE TRADED FD T$2.5M0.56%11,761增持
18DFUSDIMENSIONAL ETF TRUST$2.3M0.51%27,464减持
19GOOGALPHABET INC$2.1M0.48%5,982持平
20NVDANVIDIA CORPORATION$2.0M0.46%10,223增持
21SPYSTATE STR SPDR S&P 500 ETF T$1.8M0.41%2,426减持
22BRKBBERKSHIRE HATHAWAY INC DEL$1.7M0.39%3,431持平
23IJHISHARES TR$1.4M0.31%17,714增持
24DVYISHARES TR$1.3M0.28%8,001增持
25VTVANGUARD INTL EQUITY INDEX F$1.2M0.27%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