Great Waters Wealth Management 13F 持仓 · 2026年Q3
Great Waters Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 11.12 亿美元。前几大持仓：DFUS（23.25%）、DFAX（17.80%）、DFCF（15.31%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $258.6M | 23.25% | 3.1M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $198.0M | 17.80% | 5.3M | 增持 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $170.2M | 15.31% | 4.2M | 增持 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $98.3M | 8.84% | 2.1M | 增持 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $95.0M | 8.55% | 1.2M | 增持 |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $62.6M | 5.63% | 942,310 | 增持 |
| 7 | DFGR | DIMENSIONAL ETF TRUST | $28.3M | 2.54% | 1.0M | 增持 |
| 8 | BND | VANGUARD BD INDEX FDS | $23.3M | 2.10% | 332,202 | 减持 |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $18.5M | 1.66% | 491,025 | 减持 |
| 10 | IWM | ISHARES TR | $17.9M | 1.61% | 64,266 | 减持 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $12.7M | 1.14% | 285,686 | 减持 |
| 12 | AAPL | APPLE INC | $10.4M | 0.93% | 31,173 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $8.0M | 0.72% | 34,940 | 增持 |
| 14 | UNH | UNITEDHEALTH GROUP INC | $7.5M | 0.67% | 20,426 | 减持 |
| 15 | DFAE | DIMENSIONAL ETF TRUST | $7.2M | 0.65% | 182,668 | 减持 |
| 16 | MMM | 3M CO | $4.0M | 0.36% | 24,394 | 减持 |
| 17 | MU | MICRON TECHNOLOGY INC | $3.5M | 0.32% | 3,325 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $2.8M | 0.25% | 5,453 | 增持 |
| 19 | DCI | DONALDSON INC | $2.6M | 0.24% | 30,219 | 持平 |
| 20 | SPGM | SPDR INDEX SHS FDS | $2.6M | 0.24% | 30,262 | 减持 |
| 21 | SCHB | SCHWAB STRATEGIC TR | $2.5M | 0.23% | 85,827 | 减持 |
| 22 | SCHD | SCHWAB STRATEGIC TR | $2.6M | 0.23% | 78,784 | 增持 |
| 23 | VTEB | VANGUARD MUN BD FDS | $2.6M | 0.23% | 54,486 | 减持 |
| 24 | IWF | ISHARES TR | $2.5M | 0.22% | 19,755 | 减持 |
| 25 | EFA | ISHARES TR | $2.0M | 0.18% | 19,367 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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