Generations Wealth, LLC 13F 持仓 · 2026年Q2
Generations Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 1.05 亿美元。前几大持仓：DFAC（30.31%）、DFAX（16.75%）、AVUS（11.99%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $31.9M | 30.31% | 719,635 | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $17.6M | 16.75% | 478,755 | 减持 |
| 3 | AVUS | AMERICAN CENTY ETF TR | $12.6M | 11.99% | 98,584 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $8.0M | 7.64% | 21,737 | 减持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $4.3M | 4.12% | 34,778 | 减持 |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $3.7M | 3.47% | 52,335 | 减持 |
| 7 | VTIP | VANGUARD MALVERN FDS | $3.0M | 2.84% | 59,460 | 减持 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $2.9M | 2.73% | 52,245 | 减持 |
| 9 | DIHP | DIMENSIONAL ETF TRUST | $2.4M | 2.30% | 70,880 | 增持 |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $2.2M | 2.07% | 26,498 | 减持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 1.95% | 28,888 | 减持 |
| 12 | VOT | VANGUARD INDEX FDS | $1.6M | 1.57% | 5,385 | 减持 |
| 13 | VUG | VANGUARD INDEX FDS | $1.4M | 1.37% | 16,728 | 增持 |
| 14 | VOO | VANGUARD INDEX FDS | $1.1M | 1.04% | 1,602 | 持平 |
| 15 | PG | PROCTER & GAMBLE CO | $1.0M | 0.99% | 7,122 | 减持 |
| 16 | IVV | ISHARES TR | $966,069 | 0.92% | 1,290 | 减持 |
| 17 | DISV | DIMENSIONAL ETF TRUST | $931,703 | 0.88% | 23,217 | 增持 |
| 18 | DFNM | DIMENSIONAL ETF TRUST | $898,935 | 0.85% | 18,598 | 减持 |
| 19 | IEFA | ISHARES TR | $872,118 | 0.83% | 9,030 | 减持 |
| 20 | BSV | VANGUARD BD INDEX FDS | $859,737 | 0.82% | 11,035 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $412,586 | 0.39% | 2,062 | 新建仓 |
| 22 | CINF | CINCINNATI FINL CORP | $399,347 | 0.38% | 2,157 | 持平 |
| 23 | DFIV | DIMENSIONAL ETF TRUST | $401,489 | 0.38% | 7,432 | 增持 |
| 24 | SUB | ISHARES TR | $395,643 | 0.38% | 3,716 | 减持 |
| 25 | SCHB | SCHWAB STRATEGIC TR | $373,903 | 0.36% | 12,911 | 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