Foundry Financial LLC 13F 持仓 · 2026年Q2
Foundry Financial 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 85 只证券,申报市值合计 2.97 亿美元。前几大持仓:DFUS(21.08%)、DUHP(7.83%)、DFLV(6.36%)。本季前 25 大持仓中:增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $62.6M | 21.08% | 763,870 | 增持 |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $23.3M | 7.83% | 557,469 | 增持 |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $18.9M | 6.36% | 477,912 | 增持 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $18.5M | 6.23% | 496,731 | 增持 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $17.5M | 5.88% | 365,502 | 增持 |
| 6 | DUSB | DIMENSIONAL ETF TRUST | $13.5M | 4.54% | 265,312 | 增持 |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $11.4M | 3.86% | 271,200 | 增持 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $8.6M | 2.89% | 193,597 | 增持 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $8.5M | 2.85% | 217,958 | 增持 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $7.1M | 2.41% | 175,767 | 增持 |
| 11 | VBIL | VANGUARD INSTL INDEX FD | $6.3M | 2.13% | 83,378 | 增持 |
| 12 | DISV | DIMENSIONAL ETF TRUST | $6.2M | 2.08% | 153,910 | 增持 |
| 13 | BINC | BLACKROCK ETF TRUST II | $6.1M | 2.05% | 116,134 | 增持 |
| 14 | DIHP | DIMENSIONAL ETF TRUST | $5.8M | 1.96% | 170,606 | 增持 |
| 15 | DFIP | DIMENSIONAL ETF TRUST | $5.7M | 1.93% | 138,594 | 增持 |
| 16 | PYLD | PIMCO ETF TR | $5.7M | 1.93% | 216,643 | 增持 |
| 17 | DFAX | DIMENSIONAL ETF TRUST | $5.1M | 1.71% | 138,162 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 1.66% | 6,615 | 增持 |
| 19 | DEHP | DIMENSIONAL ETF TRUST | $3.9M | 1.31% | 90,669 | 增持 |
| 20 | DFEV | DIMENSIONAL ETF TRUST | $3.6M | 1.20% | 83,616 | 增持 |
| 21 | NVDA | NVIDIA CORPORATION | $3.6M | 1.20% | 17,831 | 增持 |
| 22 | LRCX | LAM RESEARCH CORP | $3.3M | 1.13% | 7,714 | 减持 |
| 23 | DFGR | DIMENSIONAL ETF TRUST | $3.0M | 1.01% | 103,291 | 增持 |
| 24 | IDXX | IDEXX LABS INC | $2.4M | 0.81% | 3,892 | 增持 |
| 25 | META | META PLATFORMS INC | $2.3M | 0.79% | 4,160 | 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