Earned Wealth Advisors, LLC 13F 持仓 · 2026年Q2

Earned Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 310 只证券，申报市值合计 15.51 亿美元。前几大持仓：DFUS（9.12%）、DFAT（6.79%）、IVV（5.10%）。本季前 25 大持仓中：增持 16 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	DFUS	DIMENSIONAL ETF TRUST	$141.5M	9.12%	1.7M	增持
2	DFAT	DIMENSIONAL ETF TRUST	$105.3M	6.79%	1.5M	增持
3	IVV	ISHARES TR	$79.1M	5.10%	105,677	增持
4	SPYM	SPDR SERIES TRUST	$74.0M	4.77%	842,270	增持
5	VWO	VANGUARD INTL EQUITY INDEX F	$69.2M	4.46%	1.2M	增持
6	DFIV	DIMENSIONAL ETF TRUST	$62.8M	4.05%	1.2M	增持
7	DFAC	DIMENSIONAL ETF TRUST	$59.6M	3.84%	1.3M	减持
8	IEFA	ISHARES TR	$51.2M	3.30%	529,634	增持
9	AGG	ISHARES TR	$45.5M	2.94%	459,940	增持
10	DFUV	DIMENSIONAL ETF TRUST	$43.6M	2.81%	792,213	减持
11	AAPL	APPLE INC	$42.5M	2.74%	146,799	减持
12	DGRO	ISHARES TR	$40.6M	2.62%	536,322	增持
13	DFAI	DIMENSIONAL ETF TRUST	$40.0M	2.58%	969,277	增持
14	VTV	VANGUARD INDEX FDS	$34.6M	2.23%	158,612	减持
15	VGIT	VANGUARD SCOTTSDALE FDS	$29.6M	1.91%	502,096	增持
16	IJR	ISHARES TR	$29.1M	1.88%	196,095	增持
17	SPY	STATE STR SPDR S&P 500 ETF T	$25.6M	1.65%	35,388	增持
18	FXR	FIRST TR EXCHANGE-TRADED FD	$24.1M	1.56%	264,853	减持
19	FDN	FIRST TR EXCHANGE-TRADED FD	$23.1M	1.49%	87,118	减持
20	DISV	DIMENSIONAL ETF TRUST	$21.7M	1.40%	540,473	增持
21	UCON	FIRST TR EXCHNG TRADED FD VI	$19.7M	1.27%	792,030	增持
22	FXU	FIRST TR EXCHANGE-TRADED FD	$18.2M	1.17%	368,598	减持
23	QQXT	FIRST TR EXCHANGE-TRADED FD	$17.2M	1.11%	175,744	减持
24	FXO	FIRST TR EXCHANGE-TRADED FD	$15.3M	0.99%	245,103	减持
25	VTEB	VANGUARD MUN BD FDS	$15.4M	0.99%	303,646	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