Envision Financial LLC 13F 持仓 · 2026年Q2
Envision Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 2.17 亿美元。前几大持仓：VOO（13.77%）、FNDX（8.86%）、SCHF（8.12%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $29.9M | 13.77% | 43,539 | 增持 |
| 2 | FNDX | SCHWAB STRATEGIC TR | $19.2M | 8.86% | 618,699 | 减持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $17.6M | 8.12% | 636,123 | 增持 |
| 4 | UITB | VICTORY PORTFOLIOS II | $16.2M | 7.45% | 345,285 | 增持 |
| 5 | USFR | WISDOMTREE TR | $16.0M | 7.35% | 317,105 | 增持 |
| 6 | SCHX | SCHWAB STRATEGIC TR | $12.1M | 5.58% | 411,698 | 减持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $10.3M | 4.73% | 124,185 | 增持 |
| 8 | VO | VANGUARD INDEX FDS | $9.9M | 4.55% | 122,683 | 增持 |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $9.6M | 4.41% | 118,126 | 增持 |
| 10 | EMXC | ISHARES INC | $7.5M | 3.45% | 73,148 | 减持 |
| 11 | AGG | ISHARES TR | $6.1M | 2.80% | 61,322 | 增持 |
| 12 | VTEB | VANGUARD MUN BD FDS | $5.3M | 2.44% | 104,618 | 减持 |
| 13 | USRT | ISHARES TR | $5.1M | 2.36% | 76,982 | 增持 |
| 14 | DFIC | DIMENSIONAL ETF TRUST | $5.0M | 2.31% | 134,784 | 增持 |
| 15 | FESM | FIDELITY COVINGTON TRUST | $4.5M | 2.09% | 94,116 | 新建仓 |
| 16 | DTD | WISDOMTREE TR | $4.1M | 1.89% | 44,109 | 减持 |
| 17 | SCHM | SCHWAB STRATEGIC TR | $3.3M | 1.52% | 89,605 | 减持 |
| 18 | VBR | VANGUARD INDEX FDS | $3.0M | 1.37% | 12,227 | 减持 |
| 19 | VOE | VANGUARD INDEX FDS | $2.9M | 1.33% | 14,659 | 减持 |
| 20 | IVV | ISHARES TR | $2.8M | 1.27% | 3,690 | 减持 |
| 21 | DWM | WISDOMTREE TR | $2.6M | 1.19% | 35,344 | 减持 |
| 22 | VONV | VANGUARD SCOTTSDALE FDS | $2.5M | 1.14% | 23,231 | 减持 |
| 23 | IEFA | ISHARES TR | $2.3M | 1.04% | 23,331 | 减持 |
| 24 | SCHB | SCHWAB STRATEGIC TR | $2.2M | 1.03% | 76,886 | 增持 |
| 25 | FDM | FIRST TR EXCHANGE-TRADED FD | $2.0M | 0.90% | 20,984 | 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