Dwr Wealth Management, LLC 13F 持仓 · 2026年Q2
Dwr Wealth Management 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 1.34 亿美元。前几大持仓：IVV（12.94%）、DFAI（11.01%）、DUHP（9.89%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $17.3M | 12.94% | 23,234 | 减持 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $14.7M | 11.01% | 357,606 | 增持 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $13.2M | 9.89% | 319,146 | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $9.4M | 7.07% | 133,148 | 减持 |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $8.8M | 6.61% | 222,865 | 增持 |
| 6 | AAPL | APPLE INC | $7.7M | 5.78% | 27,403 | 增持 |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $7.4M | 5.57% | 91,640 | 增持 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $5.0M | 3.74% | 60,966 | 增持 |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $4.5M | 3.35% | 122,118 | 减持 |
| 10 | VNQ | VANGUARD INDEX FDS | $4.2M | 3.17% | 43,130 | 减持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $4.1M | 3.03% | 68,493 | 减持 |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $3.6M | 2.71% | 85,562 | 增持 |
| 13 | DUSB | DIMENSIONAL ETF TRUST | $3.6M | 2.70% | 70,991 | 增持 |
| 14 | IWM | ISHARES TR | $3.0M | 2.26% | 10,100 | 减持 |
| 15 | IWB | ISHARES TR | $2.9M | 2.16% | 7,117 | 持平 |
| 16 | DFAR | DIMENSIONAL ETF TRUST | $2.8M | 2.12% | 106,535 | 增持 |
| 17 | AMZN | AMAZON COM INC | $1.8M | 1.37% | 7,633 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $1.6M | 1.17% | 7,986 | 增持 |
| 19 | VGK | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.79% | 11,940 | 减持 |
| 20 | VTWO | VANGUARD SCOTTSDALE FDS | $990,684 | 0.74% | 8,197 | 减持 |
| 21 | NFLX | NETFLIX INC. | $897,863 | 0.67% | 12,169 | 减持 |
| 22 | XOM | EXXON MOBIL CORP | $873,600 | 0.65% | 6,421 | 增持 |
| 23 | IWN | ISHARES TR | $855,811 | 0.64% | 3,868 | 减持 |
| 24 | CSCO | CISCO SYS INC | $839,047 | 0.63% | 7,129 | 持平 |
| 25 | SBR | SABINE RTY TR | $760,355 | 0.57% | 10,466 | 持平 |
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