Elevate Wealth Advisory, Inc 13F 持仓 · 2026年Q2
Elevate Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 1.75 亿美元。前几大持仓：ITOT（10.38%）、DFIV（7.86%）、VGIT（7.36%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $18.2M | 10.38% | 110,597 | 增持 |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $13.8M | 7.86% | 254,738 | 增持 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $12.9M | 7.36% | 218,445 | 增持 |
| 4 | BSV | VANGUARD BD INDEX FDS | $12.8M | 7.30% | 164,155 | 增持 |
| 5 | STIP | ISHARES TR | $9.3M | 5.31% | 91,045 | 增持 |
| 6 | AVUV | AMERICAN CENTY ETF TR | $9.3M | 5.29% | 74,255 | 增持 |
| 7 | AVDV | AMERICAN CENTY ETF TR | $7.9M | 4.49% | 76,258 | 增持 |
| 8 | IEMG | ISHARES INC | $7.1M | 4.07% | 86,115 | 减持 |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $6.1M | 3.50% | 154,974 | 增持 |
| 10 | IDEV | ISHARES TR | $5.7M | 3.27% | 64,235 | 减持 |
| 11 | EFV | ISHARES TR | $5.7M | 3.23% | 73,816 | 增持 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $4.8M | 2.72% | 68,249 | 减持 |
| 13 | VNQ | VANGUARD INDEX FDS | $4.5M | 2.59% | 47,112 | 增持 |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $4.1M | 2.35% | 50,275 | 增持 |
| 15 | DFAU | DIMENSIONAL ETF TRUST | $2.7M | 1.55% | 52,418 | 增持 |
| 16 | VTIP | VANGUARD MALVERN FDS | $2.4M | 1.36% | 47,469 | 增持 |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $2.2M | 1.25% | 26,481 | 减持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 1.17% | 64,670 | 增持 |
| 19 | FTNT | FORTINET INC | $2.0M | 1.12% | 12,799 | 增持 |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $1.8M | 1.04% | 49,201 | 增持 |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 1.00% | 36,355 | 减持 |
| 22 | VSS | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.00% | 11,386 | 增持 |
| 23 | DFAI | DIMENSIONAL ETF TRUST | $1.7M | 0.97% | 41,355 | 减持 |
| 24 | USMV | ISHARES TR | $1.7M | 0.95% | 17,219 | 减持 |
| 25 | ICSH | ISHARES TR | $1.6M | 0.93% | 32,054 | 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