跳到正文

Fort Vancouver Investment Management, LLC 13F 持仓 · 2026年Q2

Fort Vancouver Investment Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 62 只证券,申报市值合计 2.14 亿美元。前几大持仓:DFLV(14.32%)、VOO(12.12%)、AVUV(10.76%)。本季前 25 大持仓中:新建仓 1 只、增持 9 只、减持 14 只。

排名代码公司市值占组合股数变动
1DFLVDIMENSIONAL ETF TRUST$30.7M14.32%775,331减持
2VOOVANGUARD INDEX FDS$26.0M12.12%37,795减持
3AVUVAMERICAN CENTY ETF TR$23.0M10.76%184,679减持
4DFICDIMENSIONAL ETF TRUST$15.3M7.16%411,589减持
5AVEMAMERICAN CENTY ETF TR$14.5M6.75%149,838减持
6SCHFSCHWAB STRATEGIC TR$13.8M6.47%499,990减持
7VXFVANGUARD INDEX FDS$13.8M6.46%56,215减持
8DFGPDIMENSIONAL ETF TRUST$10.0M4.67%183,660增持
9AVSFAMERICAN CENTY ETF TR$9.7M4.54%208,610增持
10SCHCSCHWAB STRATEGIC TR$8.9M4.18%185,849减持
11VCSHVANGUARD SCOTTSDALE FDS$8.5M3.95%106,961增持
12AVDVAMERICAN CENTY ETF TR$8.4M3.94%81,859减持
13VTIPVANGUARD MALVERN FDS$6.4M2.99%127,650增持
14BNDXVANGUARD CHARLOTTE FDS$5.9M2.75%121,748增持
15SCHXSCHWAB STRATEGIC TR$4.2M1.98%144,354减持
16VUGVANGUARD INDEX FDS$3.8M1.76%43,830增持
17AVLVAMERICAN CENTY ETF TR$1.8M0.82%19,317减持
18AVLCAMERICAN CENTY ETF TR$1.7M0.79%18,755新建仓
19SCHESCHWAB STRATEGIC TR$1.2M0.54%31,802增持
20VEAVANGUARD TAX-MANAGED FDS$969,6420.45%13,609减持
21DFAEDIMENSIONAL ETF TRUST$794,1880.37%19,751增持
22DFSVDIMENSIONAL ETF TRUST$719,7100.34%18,554持平
23VOVANGUARD INDEX FDS$690,0830.32%8,565增持
24AVDEAMERICAN CENTY ETF TR$434,8500.20%4,875减持
25SCHMSCHWAB STRATEGIC TR$401,4040.19%10,887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