Fischer Investment Strategies, LLC 13F 持仓 · 2026年Q2

Fischer Investment Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 2.10 亿美元。前几大持仓：DFUV（13.49%）、SPMO（10.76%）、DFIV（10.29%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	DFUV	DIMENSIONAL ETF TRUST	$28.3M	13.49%	513,880	增持
2	SPMO	INVESCO EXCH TRADED FD TR II	$22.6M	10.76%	139,640	减持
3	DFIV	DIMENSIONAL ETF TRUST	$21.6M	10.29%	399,195	增持
4	BUFD	FIRST TR EXCHNG TRADED FD VI	$21.0M	10.04%	708,015	减持
5	BOXX	EA SERIES TRUST	$11.4M	5.45%	97,552	增持
6	ACYN	FIRST TR EXCHANGE-TRADED FD	$9.7M	4.61%	464,467	新建仓
7	DISV	DIMENSIONAL ETF TRUST	$9.1M	4.36%	227,493	减持
8	AIRR	FIRST TR EXCHANGE TRADED FD	$8.8M	4.20%	66,045	增持
9	QTUM	ETF SER SOLUTIONS	$8.6M	4.11%	52,023	增持
10	NUKZ	EXCHANGE TRADED CONCEPTS TRU	$5.9M	2.81%	86,371	增持
11	UMI	USCF ETF TR	$5.4M	2.59%	92,242	增持
12	PPA	INVESCO EXCHANGE TRADED FD T	$5.0M	2.39%	28,402	减持
13	SPY	STATE STR SPDR S&P 500 ETF T	$4.5M	2.14%	6,001	减持
14	TBUX	T ROWE PRICE EXCHANGE-TRADED	$4.4M	2.10%	88,530	增持
15	DFUS	DIMENSIONAL ETF TRUST	$4.4M	2.09%	53,423	减持
16	QQQ	INVESCO QQQ TR	$3.9M	1.86%	5,296	减持
17	DEHP	DIMENSIONAL ETF TRUST	$3.8M	1.81%	88,719	减持
18	RDVI	FIRST TR EXCHANGE-TRADED FD	$3.5M	1.65%	117,905	增持
19	DFAE	DIMENSIONAL ETF TRUST	$2.9M	1.37%	71,418	减持
20	URTH	ISHARES INC	$2.4M	1.13%	11,702	减持
21	NVDA	NVIDIA CORPORATION	$2.2M	1.03%	10,746	增持
22	IOO	ISHARES TR	$1.9M	0.89%	13,675	增持
23	MGK	VANGUARD WORLD FD	$1.8M	0.85%	20,373	增持
24	AAPL	APPLE INC	$1.5M	0.71%	5,120	增持
25	UFOX	ETF SER SOLUTIONS	$1.5M	0.71%	15,688	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