Edge Financial Advisors LLC 13F 持仓 · 最近申报 2025年Q4
Edge Financial Advisors 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 135 只证券，申报市值合计 2.38 亿美元。前几大持仓：DFUS（11.87%）、AVNM（5.10%）、SPY（4.91%）。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 | $28.2M | 11.87% | 380,180 | 增持 |
| 2 | AVNM | AMERICAN CENTY ETF TR | $12.1M | 5.10% | 164,799 | 增持 |
| 3 | SPY | SPDR S&P 500 ETF TR | $11.7M | 4.91% | 17,118 | 减持 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $10.1M | 4.25% | 265,613 | 增持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $10.0M | 4.21% | 164,620 | 增持 |
| 6 | ITOT | ISHARES TR | $9.5M | 3.98% | 63,572 | 减持 |
| 7 | JQUA | J P MORGAN EXCHANGE TRADED F | $9.0M | 3.80% | 143,068 | 增持 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $8.6M | 3.62% | 226,035 | 增持 |
| 9 | AAPL | APPLE INC | $8.2M | 3.44% | 30,067 | 增持 |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $6.2M | 2.62% | 106,196 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO. | $5.4M | 2.29% | 8,452 | 增持 |
| 12 | IXUS | ISHARES TR | $4.8M | 2.04% | 57,235 | 减持 |
| 13 | VUG | VANGUARD INDEX FDS | $4.3M | 1.82% | 8,856 | 减持 |
| 14 | IVV | ISHARES TR | $3.9M | 1.66% | 5,758 | 减持 |
| 15 | AGG | ISHARES TR | $3.8M | 1.59% | 37,794 | 增持 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $3.3M | 1.38% | 100,959 | 增持 |
| 17 | VV | VANGUARD INDEX FDS | $2.9M | 1.21% | 9,132 | 减持 |
| 18 | QUAL | ISHARES TR | $2.8M | 1.19% | 14,271 | 减持 |
| 19 | DIHP | DIMENSIONAL ETF TRUST | $2.6M | 1.09% | 81,458 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $2.1M | 0.90% | 5,733 | 减持 |
| 21 | APLU | ALLSPRING EXCHANGE TRADED FU | $2.1M | 0.88% | 83,691 | 增持 |
| 22 | EFA | ISHARES TR | $2.1M | 0.88% | 21,718 | 减持 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 0.86% | 32,890 | 增持 |
| 24 | ILCV | ISHARES TR | $2.0M | 0.85% | 21,363 | 增持 |
| 25 | TSLA | TESLA INC | $2.0M | 0.84% | 2,213 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
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