Helen Stephens Group, LLC 13F 持仓 · 2026年Q2
Helen Stephens Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 132 只证券，申报市值合计 5.89 亿美元。前几大持仓：DFUS（11.52%）、DFIC（9.62%）、QUAL（9.12%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $67.8M | 11.52% | 827,733 | 增持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $56.7M | 9.62% | 1.5M | 增持 |
| 3 | QUAL | ISHARES TR | $53.7M | 9.12% | 244,746 | 增持 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $40.9M | 6.94% | 584,682 | 增持 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $40.0M | 6.80% | 852,446 | 增持 |
| 6 | IUSG | ISHARES TR | $39.8M | 6.75% | 211,338 | 增持 |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $34.5M | 5.87% | 778,572 | 减持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $22.4M | 3.80% | 374,483 | 增持 |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | $15.4M | 2.62% | 304,147 | 增持 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $13.3M | 2.25% | 262,094 | 增持 |
| 11 | DFAR | DIMENSIONAL ETF TRUST | $11.5M | 1.95% | 438,451 | 增持 |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $10.8M | 1.83% | 260,807 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $10.5M | 1.79% | 14,048 | 增持 |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | $10.0M | 1.69% | 195,619 | 增持 |
| 15 | VUG | VANGUARD INDEX FDS | $9.9M | 1.69% | 115,233 | 增持 |
| 16 | MUB | ISHARES TR | $9.2M | 1.55% | 85,027 | 减持 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $8.4M | 1.43% | 162,547 | 减持 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $7.1M | 1.21% | 29,997 | 减持 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $6.6M | 1.12% | 157,779 | 增持 |
| 20 | WMT | WALMART INC | $5.9M | 1.00% | 52,101 | 增持 |
| 21 | DFEM | DIMENSIONAL ETF TRUST | $5.7M | 0.97% | 140,669 | 增持 |
| 22 | XOM | EXXON MOBIL CORP | $5.4M | 0.92% | 39,440 | 增持 |
| 23 | ITOT | ISHARES TR | $5.1M | 0.86% | 30,991 | 增持 |
| 24 | DFAS | DIMENSIONAL ETF TRUST | $4.6M | 0.77% | 55,413 | 减持 |
| 25 | AAPL | APPLE INC | $4.0M | 0.69% | 13,945 | 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