Future You Wealth LLC 13F 持仓 · 最近申报 2025年Q2
Future You Wealth 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 1.84 亿美元。前几大持仓：IVV（31.30%）、VEA（10.00%）、DLN（8.51%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $57.6M | 31.30% | 92,851 | 减持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $18.4M | 10.00% | 323,288 | 增持 |
| 3 | DLN | WISDOMTREE TR | $15.7M | 8.51% | 190,803 | 增持 |
| 4 | SHV | ISHARES TR | $14.8M | 8.05% | 134,271 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $11.3M | 6.14% | 37,173 | 减持 |
| 6 | SHY | ISHARES TR | $8.9M | 4.81% | 106,856 | 增持 |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | $6.7M | 3.65% | 255,289 | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $4.9M | 2.66% | 8,636 | 增持 |
| 9 | VBR | VANGUARD INDEX FDS | $3.1M | 1.70% | 16,063 | 减持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $3.1M | 1.68% | 62,620 | 增持 |
| 11 | SPY | SPDR S&P 500 ETF TR | $2.5M | 1.38% | 4,125 | 减持 |
| 12 | HYG | ISHARES TR | $2.5M | 1.35% | 30,887 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $2.3M | 1.25% | 4,616 | 减持 |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $2.2M | 1.22% | 62,617 | 持平 |
| 15 | AAPL | APPLE INC | $2.0M | 1.11% | 9,917 | 减持 |
| 16 | EFA | ISHARES TR | $1.6M | 0.87% | 18,063 | 增持 |
| 17 | EEM | ISHARES TR | $1.6M | 0.86% | 32,664 | 增持 |
| 18 | VNQ | VANGUARD INDEX FDS | $1.4M | 0.77% | 15,937 | 减持 |
| 19 | TLT | ISHARES TR | $1.4M | 0.74% | 15,402 | 增持 |
| 20 | META | META PLATFORMS INC | $1.3M | 0.72% | 1,784 | 增持 |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $1.3M | 0.69% | 23,466 | 持平 |
| 22 | CGIC | CAPITAL GROUP INTERNATIONAL | $1.2M | 0.67% | 42,561 | 新建仓 |
| 23 | AMZN | AMAZON COM INC | $1.1M | 0.60% | 5,073 | 增持 |
| 24 | GCC | WISDOMTREE TR | $983,287 | 0.53% | 49,468 | 新建仓 |
| 25 | XVV | ISHARES TR | $921,169 | 0.50% | 19,319 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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