Financial Planning Navigators CORP 13F 持仓 · 2026年Q2
Financial Planning Navigators 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 2.67 亿美元。前几大持仓：VV（23.25%）、VEA（18.97%）、SCHM（10.09%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $62.1M | 23.25% | 180,597 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $50.7M | 18.97% | 711,256 | 减持 |
| 3 | SCHM | SCHWAB STRATEGIC TR | $26.9M | 10.09% | 730,881 | 减持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $18.3M | 6.85% | 450,591 | 减持 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $9.4M | 3.50% | 193,302 | 增持 |
| 6 | AGG | ISHARES TR | $9.3M | 3.49% | 94,162 | 增持 |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | $9.3M | 3.49% | 174,507 | 增持 |
| 8 | SPIB | SPDR SERIES TRUST | $9.3M | 3.49% | 278,312 | 增持 |
| 9 | STIP | ISHARES TR | $9.3M | 3.48% | 91,095 | 增持 |
| 10 | VTEB | VANGUARD MUN BD FDS | $6.6M | 2.47% | 130,562 | 增持 |
| 11 | GLDM | WORLD GOLD TR | $6.0M | 2.26% | 75,868 | 新建仓 |
| 12 | IEFA | ISHARES TR | $4.6M | 1.71% | 47,388 | 增持 |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $4.1M | 1.55% | 50,384 | 增持 |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.23% | 39,339 | 增持 |
| 15 | SPYM | SPDR SERIES TRUST | $2.8M | 1.05% | 31,899 | 增持 |
| 16 | AAPL | APPLE INC | $2.4M | 0.89% | 8,217 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $2.3M | 0.85% | 11,405 | 增持 |
| 18 | CEF | SPROTT ASSET MANAGEMENT LP | $2.2M | 0.84% | 55,515 | 减持 |
| 19 | MUNI | PIMCO ETF TR | $1.9M | 0.73% | 36,905 | 增持 |
| 20 | VO | VANGUARD INDEX FDS | $1.3M | 0.50% | 16,475 | 增持 |
| 21 | VTIP | VANGUARD MALVERN FDS | $1.3M | 0.50% | 26,662 | 增持 |
| 22 | AMZN | AMAZON COM INC | $1.2M | 0.47% | 5,230 | 增持 |
| 23 | IVV | ISHARES TR | $1.3M | 0.47% | 1,673 | 减持 |
| 24 | GOOGL | ALPHABET INC | $1.2M | 0.44% | 3,270 | 增持 |
| 25 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $1.1M | 0.43% | 27,143 | 减持 |
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