FMFE Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q2
FMFE Wealth Management 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 1.08 亿美元。前几大持仓：DFAT（25.82%）、DFUV（21.95%）、DFUS（20.54%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 3 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $27.8M | 25.82% | 535,869 | 增持 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $23.6M | 21.95% | 601,606 | 增持 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $22.1M | 20.54% | 375,643 | 增持 |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $13.5M | 12.49% | 374,246 | 增持 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $12.3M | 11.40% | 204,265 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $1.6M | 1.47% | 3,531 | 减持 |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $1.2M | 1.08% | 35,902 | 增持 |
| 8 | BRO | BROWN & BROWN INC | $941,331 | 0.87% | 10,528 | 持平 |
| 9 | CET | CENTRAL SECS CORP | $602,106 | 0.56% | 13,678 | 持平 |
| 10 | LLY | ELI LILLY & CO | $535,080 | 0.50% | 591 | 减持 |
| 11 | GE | GE AEROSPACE | $474,049 | 0.44% | 2,982 | 持平 |
| 12 | SPY | SPDR S&P 500 ETF TR | $393,600 | 0.37% | 723 | 持平 |
| 13 | AAPL | APPLE INC | $332,148 | 0.31% | 1,577 | 持平 |
| 14 | MNST | MONSTER BEVERAGE CORP NEW | $299,700 | 0.28% | 6,000 | 持平 |
| 15 | V | VISA INC | $266,407 | 0.25% | 1,015 | 持平 |
| 16 | ACN | ACCENTURE PLC IRELAND | $232,715 | 0.22% | 767 | 持平 |
| 17 | DCO | DUCOMMUN INC DEL | $232,240 | 0.22% | 4,000 | 持平 |
| 18 | NEE | NEXTERA ENERGY INC | $237,709 | 0.22% | 3,357 | 持平 |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $221,504 | 0.21% | 928 | 持平 |
| 20 | JPM | JPMORGAN CHASE & CO. | $224,509 | 0.21% | 1,110 | 持平 |
| 21 | XOM | EXXON MOBIL CORP | $220,340 | 0.20% | 1,914 | 持平 |
| 22 | AFL | AFLAC INC | $209,521 | 0.19% | 2,346 | 持平 |
| 23 | TJX | TJX COS INC NEW | $204,786 | 0.19% | 1,860 | 新建仓 |
| 24 | QVCGA | QURATE RETAIL INC | $33,385 | 0.03% | 52,992 | 持平 |
| 25 | MCD | MCDONALDS CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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