Gradient Capital Advisors, LLC 13F 持仓 · 2026年Q2

Gradient Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 179 只证券，申报市值合计 4.32 亿美元。前几大持仓：IVV（9.08%）、AAPL（4.76%）、SPDW（3.61%）。本季前 25 大持仓中：增持 11 只、减持 14 只。

排名	代码	公司	市值	占组合	股数	变动
1	IVV	ISHARES CORE S&P 500 ETF	$39.2M	9.08%	52,370	减持
2	AAPL	APPLE INC COM	$20.6M	4.76%	71,073	减持
3	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$15.6M	3.61%	309,462	减持
4	VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	$14.2M	3.30%	180,069	增持
5	DFGP	DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	$12.8M	2.96%	234,833	增持
6	DFSD	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	$12.3M	2.84%	257,184	增持
7	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	$11.8M	2.72%	424,587	减持
8	SCHM	SCHWAB U.S. MID-CAP ETF	$11.1M	2.57%	300,477	减持
9	DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	$9.4M	2.18%	134,622	减持
10	GOOGL	ALPHABET INC CAP STK CL A	$9.4M	2.17%	26,189	增持
11	DFEM	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	$9.0M	2.09%	222,157	减持
12	VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	$8.5M	1.98%	169,781	增持
13	VV	VANGUARD LARGE-CAP ETF	$8.5M	1.98%	24,826	减持
14	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$8.1M	1.89%	114,282	减持
15	DFSV	DIMENSIONAL US SMALL CAP VALUE ETF	$8.1M	1.88%	209,792	增持
16	SCHX	SCHWAB U.S. LARGE-CAP ETF	$7.6M	1.77%	259,820	减持
17	JPM	JPMORGAN CHASE & CO COM	$7.4M	1.72%	22,691	增持
18	DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	$6.9M	1.59%	124,809	减持
19	LRCX	LAM RESEARCH CORP COM NEW	$6.8M	1.57%	15,624	减持
20	NVDA	NVIDIA CORPORATION COM	$6.5M	1.50%	32,307	减持
21	DFAR	DIMENSIONAL US REAL ESTATE ETF	$5.7M	1.33%	219,228	增持
22	BRKB	BERKSHIRE HATHAWAY INC DEL CL B NEW	$5.5M	1.28%	11,052	增持
23	TSLA	TESLA INC COM	$5.5M	1.28%	13,172	减持
24	JPST	JPMORGAN ULTRA-SHORT INCOME ETF	$5.5M	1.27%	108,737	增持
25	DFAX	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	$5.4M	1.25%	147,029	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