Financial Consulate, Inc 13F 持仓 · 2026年Q2
Financial Consulate 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,445 只证券，申报市值合计 8.99 亿美元。前几大持仓：SCHX（17.25%）、DUHP（9.80%）、MFDX（7.90%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $155.0M | 17.25% | 5.3M | 增持 |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $88.0M | 9.80% | 2.1M | 增持 |
| 3 | MFDX | PIMCO EQUITY SER | $71.0M | 7.90% | 1.7M | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $53.3M | 5.93% | 1.9M | 增持 |
| 5 | DIHP | DIMENSIONAL ETF TRUST | $44.4M | 4.94% | 1.3M | 增持 |
| 6 | SHV | ISHARES TR | $38.4M | 4.27% | 347,758 | 增持 |
| 7 | VTIP | VANGUARD MALVERN FDS | $37.1M | 4.13% | 738,693 | 增持 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $35.7M | 3.97% | 433,095 | 增持 |
| 9 | FNDB | SCHWAB STRATEGIC TR | $32.8M | 3.66% | 1.1M | 增持 |
| 10 | SHY | ISHARES TR | $27.0M | 3.00% | 328,601 | 增持 |
| 11 | AAPL | APPLE INC | $22.0M | 2.45% | 76,017 | 减持 |
| 12 | FLQM | FRANKLIN TEMPLETON ETF TR | $22.0M | 2.44% | 379,294 | 增持 |
| 13 | PULS | PGIM ETF TR | $21.2M | 2.36% | 427,177 | 增持 |
| 14 | FNDE | SCHWAB STRATEGIC TR | $18.8M | 2.09% | 473,791 | 增持 |
| 15 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $18.8M | 2.09% | 456,246 | 增持 |
| 16 | MFUS | PIMCO EQUITY SER | $18.5M | 2.06% | 276,018 | 增持 |
| 17 | SCHD | SCHWAB STRATEGIC TR | $13.5M | 1.51% | 426,828 | 增持 |
| 18 | FNDF | SCHWAB STRATEGIC TR | $13.1M | 1.46% | 247,859 | 增持 |
| 19 | GMF | SPDR INDEX SHS FDS | $10.5M | 1.17% | 67,180 | 减持 |
| 20 | MKC | MCCORMICK & CO INC | $9.1M | 1.01% | 180,036 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $5.8M | 0.64% | 28,859 | 增持 |
| 22 | TXG | 10X GENOMICS INC | $4.8M | 0.54% | 126,356 | 减持 |
| 23 | PATK | PATRICK INDS INC | $4.7M | 0.53% | 52,645 | 持平 |
| 24 | VOO | VANGUARD INDEX FDS | $4.4M | 0.49% | 6,394 | 减持 |
| 25 | SCHB | SCHWAB STRATEGIC TR | $3.3M | 0.37% | 114,378 | 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