Focus Partners Advisor Solutions, LLC 13F 持仓 · 2026年Q2
Focus Partners Advisor Solutions 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 1,243 只证券,申报市值合计 117.97 亿美元。前几大持仓:ITOT(8.16%)、DFAC(6.62%)、BSVO(5.22%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $962.4M | 8.16% | 5.9M | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $781.1M | 6.62% | 17.6M | 减持 |
| 3 | BSVO | EA SERIES TRUST | $616.0M | 5.22% | 21.1M | 增持 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $566.3M | 4.80% | 9.6M | 增持 |
| 5 | AVDV | AMERICAN CENTY ETF TR | $483.5M | 4.10% | 4.7M | 增持 |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $393.7M | 3.34% | 5.6M | 减持 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $374.3M | 3.17% | 3.0M | 增持 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $358.6M | 3.04% | 8.8M | 增持 |
| 9 | IDEV | ISHARES TR | $356.4M | 3.02% | 4.0M | 增持 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $320.4M | 2.72% | 5.9M | 减持 |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $302.7M | 2.57% | 6.3M | 增持 |
| 12 | DFUV | DIMENSIONAL ETF TRUST | $275.0M | 2.33% | 5.0M | 增持 |
| 13 | VTIP | VANGUARD MALVERN FDS | $250.9M | 2.13% | 5.0M | 增持 |
| 14 | VTI | VANGUARD INDEX FDS | $228.3M | 1.93% | 616,844 | 增持 |
| 15 | DFUS | DIMENSIONAL ETF TRUST | $221.2M | 1.87% | 2.7M | 增持 |
| 16 | AAPL | APPLE INC | $168.6M | 1.43% | 582,828 | 增持 |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $160.7M | 1.36% | 3.9M | 增持 |
| 18 | DFAX | DIMENSIONAL ETF TRUST | $128.5M | 1.09% | 3.5M | 减持 |
| 19 | DIHP | DIMENSIONAL ETF TRUST | $127.4M | 1.08% | 3.7M | 增持 |
| 20 | DISV | DIMENSIONAL ETF TRUST | $125.2M | 1.06% | 3.1M | 增持 |
| 21 | DFAI | DIMENSIONAL ETF TRUST | $99.6M | 0.84% | 2.4M | 增持 |
| 22 | IVV | ISHARES TR | $97.5M | 0.83% | 130,156 | 增持 |
| 23 | DFAU | DIMENSIONAL ETF TRUST | $91.9M | 0.78% | 1.8M | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $90.1M | 0.76% | 450,413 | 减持 |
| 25 | DFSV | DIMENSIONAL ETF TRUST | $86.3M | 0.73% | 2.2M | 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