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Fmb Wealth Management 13F 持仓 · 2026年Q2

Fmb Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 74 只证券,申报市值合计 2.72 亿美元。前几大持仓:DFAC(18.81%)、DXUV(8.01%)、AVUS(7.99%)。本季前 25 大持仓中:增持 11 只、减持 12 只。

排名代码公司市值占组合股数变动
1DFACDIMENSIONAL ETF TRUST$51.1M18.81%1.2M增持
2DXUVDIMENSIONAL ETF TRUST$21.8M8.01%327,365减持
3AVUSAMERICAN CENTY ETF TR$21.7M7.99%169,588增持
4DFAXDIMENSIONAL ETF TRUST$17.1M6.30%464,628减持
5DXIVDIMENSIONAL ETF TRUST$14.1M5.20%201,822减持
6DFICDIMENSIONAL ETF TRUST$11.3M4.15%302,523增持
7DFAUDIMENSIONAL ETF TRUST$11.2M4.12%216,757减持
8DFUSDIMENSIONAL ETF TRUST$9.1M3.34%110,953减持
9DFSDDIMENSIONAL ETF TRUST$8.5M3.13%178,238增持
10DFATDIMENSIONAL ETF TRUST$7.2M2.65%103,198减持
11AVDEAMERICAN CENTY ETF TR$6.9M2.53%77,234增持
12AVGEAMERICAN CENTY ETF TR$6.2M2.26%62,065增持
13DFUVDIMENSIONAL ETF TRUST$5.7M2.10%103,735减持
14DFAIDIMENSIONAL ETF TRUST$5.2M1.92%126,843增持
15DFASDIMENSIONAL ETF TRUST$5.1M1.86%61,391减持
16AAPLAPPLE INC$4.7M1.72%16,127减持
17DCORDIMENSIONAL ETF TRUST$4.6M1.70%56,412增持
18DFIVDIMENSIONAL ETF TRUST$4.4M1.60%80,607减持
19DFAEDIMENSIONAL ETF TRUST$3.4M1.25%84,259减持
20VTIVANGUARD INDEX FDS$3.3M1.20%8,806持平
21DUSBDIMENSIONAL ETF TRUST$3.1M1.13%60,507减持
22AVUVAMERICAN CENTY ETF TR$2.9M1.07%23,373持平
23NVDANVIDIA CORPORATION$2.9M1.06%14,350增持
24AVEMAMERICAN CENTY ETF TR$2.5M0.93%26,283增持
25DFARDIMENSIONAL ETF TRUST$2.5M0.93%96,325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