Evensky & Katz LLC 13F 持仓 · 2026年Q2
Evensky & Katz 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 19.36 亿美元。前几大持仓：ITOT（13.54%）、SCHB（11.95%）、DFIC（11.72%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET | $262.2M | 13.54% | 1.6M | 增持 |
| 2 | SCHB | SCHWAB US BROAD MARKET - ETF | $231.3M | 11.95% | 8.0M | 减持 |
| 3 | DFIC | DFA INTL CORE EQUITY 2- ETF | $227.0M | 11.72% | 6.1M | 增持 |
| 4 | AVUV | AVANTIS SMALL CAP VALUE - ETF | $144.7M | 7.47% | 1.2M | 减持 |
| 5 | IWV | ISHARES RUSSELL 3000 INDEX - ETF | $143.5M | 7.41% | 336,531 | 减持 |
| 6 | DFEM | DFA EMERGING MKTS CORE EQUITY 2 - ETF | $92.9M | 4.80% | 2.3M | 减持 |
| 7 | VGSH | VANGUARD SHORT TERM GOVT BOND ETF | $80.4M | 4.15% | 1.4M | 增持 |
| 8 | VTI | VANGUARD TOTAL STOCK MARKET - ETF | $77.0M | 3.97% | 207,968 | 减持 |
| 9 | SPHQ | INVESCO S&P 500 QUALITY - ETF | $68.9M | 3.56% | 765,065 | 减持 |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION - ETF | $61.9M | 3.20% | 261,759 | 增持 |
| 11 | AVMV | AVANTIS US MID CAP VALUE ETF | $60.7M | 3.14% | 753,800 | 增持 |
| 12 | QQQ | NASDAQ 100 - ETF | $59.0M | 3.05% | 80,111 | 减持 |
| 13 | URTH | iSHARES -MSCI WORLD INDEX - ETF | $58.6M | 3.03% | 289,110 | 增持 |
| 14 | COWZ | PACER US CASH COWS 100 ETF | $52.9M | 2.73% | 850,580 | 增持 |
| 15 | IJJ | ISHARES S&P 400 MID VALUE INDEX - ETF | $48.7M | 2.51% | 329,371 | 减持 |
| 16 | JHMD | JHANCOCK/DFA MULTIFACTOR DEVELOPED INTL | $33.5M | 1.73% | 753,584 | 减持 |
| 17 | JPST | JP MORGAN ULTRA-SHORT INCOME ETF | $27.7M | 1.43% | 547,556 | 增持 |
| 18 | SLYV | SPDR S&P 600 SMALL CAP VALUE IDX - ETF | $27.8M | 1.43% | 254,349 | 减持 |
| 19 | VOE | VANGUARD MID-CAP VALUE - ETF | $15.9M | 0.82% | 80,442 | 减持 |
| 20 | AGG | ISHARES TR BARCLAYS AGG BOND - ETF | $15.3M | 0.79% | 155,002 | 增持 |
| 21 | VTHR | VANGUARD RUSSELL 3000 INDEX - ETF | $13.4M | 0.69% | 40,556 | 减持 |
| 22 | QQQM | INVESCO QQQ TRUST - ETF | $13.0M | 0.67% | 42,827 | 增持 |
| 23 | SPTM | SPDR TOTAL STOCK MARKET ETF | $12.4M | 0.64% | 136,729 | 减持 |
| 24 | IEMG | ISHARES CORE MSCI EMG MKTS - ETF | $9.5M | 0.49% | 115,060 | 减持 |
| 25 | CORP | PIMCO INVESTMENT GRADE CORPORATE - ETF | $8.0M | 0.42% | 82,927 | 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