GeoWealth Management, LLC 13F 持仓 · 2026年Q2
GeoWealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 881 只证券，申报市值合计 31.80 亿美元。前几大持仓：VOO（7.72%）、IUSB（6.95%）、DFAC（6.83%）。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 | VOO | VANGUARD INDEX FDS | $245.5M | 7.72% | 357,401 | 增持 |
| 2 | IUSB | ISHARES TR | $221.0M | 6.95% | 4.8M | 增持 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $217.1M | 6.83% | 4.9M | 减持 |
| 4 | VV | VANGUARD INDEX FDS | $149.3M | 4.70% | 434,122 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $125.1M | 3.94% | 338,170 | 增持 |
| 6 | SPDW | SPDR INDEX SHS FDS | $115.4M | 3.63% | 2.3M | 增持 |
| 7 | VTEB | VANGUARD MUN BD FDS | $95.7M | 3.01% | 1.9M | 增持 |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $85.2M | 2.68% | 2.3M | 减持 |
| 9 | VXF | VANGUARD INDEX FDS | $58.5M | 1.84% | 237,457 | 增持 |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $58.3M | 1.83% | 1.4M | 增持 |
| 11 | IAGG | ISHARES TR | $53.8M | 1.69% | 1.1M | 增持 |
| 12 | DFNM | DIMENSIONAL ETF TRUST | $51.0M | 1.60% | 1.1M | 增持 |
| 13 | VXUS | VANGUARD STAR FDS | $48.8M | 1.53% | 570,737 | 减持 |
| 14 | PYLD | PIMCO ETF TR | $48.0M | 1.51% | 1.8M | 增持 |
| 15 | SECT | NORTHERN LTS FD TR IV | $44.2M | 1.39% | 613,483 | 增持 |
| 16 | SPEM | SPDR INDEX SHS FDS | $40.4M | 1.27% | 780,430 | 增持 |
| 17 | DYNF | BLACKROCK ETF TRUST | $38.1M | 1.20% | 560,438 | 增持 |
| 18 | ZECP | ZACKS TRUST | $36.6M | 1.15% | 968,590 | 增持 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $32.7M | 1.03% | 783,936 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $30.8M | 0.97% | 154,112 | 减持 |
| 21 | VO | VANGUARD INDEX FDS | $26.7M | 0.84% | 331,122 | 增持 |
| 22 | AAPL | APPLE INC | $23.5M | 0.74% | 81,260 | 减持 |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $22.8M | 0.72% | 470,493 | 增持 |
| 24 | GSLC | GOLDMAN SACHS ETF TR | $20.1M | 0.63% | 141,518 | 增持 |
| 25 | TFLO | ISHARES TR | $18.9M | 0.60% | 373,979 | 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