Hemington Wealth Management 13F 持仓 · 最近申报 2025年Q3
Hemington Wealth Management 在 2025年Q3(报告期截至 2025-09-30)的 SEC 13F 申报中报告了 1,727 只证券,申报市值合计 7.69 亿美元。前几大持仓:DFCF(14.81%)、DFAU(13.02%)、DFAI(7.41%)。本季前 25 大持仓中:增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | $113.9M | 14.81% | 2.7M | 增持 |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $100.2M | 13.02% | 2.2M | 增持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $57.0M | 7.41% | 1.6M | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $49.0M | 6.38% | 149,465 | 减持 |
| 5 | DXUV | DIMENSIONAL ETF TRUST | $39.4M | 5.13% | 674,841 | 增持 |
| 6 | DFIP | DIMENSIONAL ETF TRUST | $38.5M | 5.01% | 912,827 | 增持 |
| 7 | AAPL | APPLE INC | $37.8M | 4.91% | 148,441 | 增持 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $30.2M | 3.92% | 626,433 | 增持 |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $26.3M | 3.41% | 818,751 | 增持 |
| 10 | VXUS | VANGUARD STAR FDS | $20.6M | 2.68% | 281,057 | 增持 |
| 11 | DXIV | DIMENSIONAL ETF TRUST | $19.5M | 2.53% | 316,361 | 增持 |
| 12 | VTV | VANGUARD INDEX FDS | $17.6M | 2.29% | 94,279 | 减持 |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $15.8M | 2.06% | 410,039 | 减持 |
| 14 | DFAR | DIMENSIONAL ETF TRUST | $11.1M | 1.44% | 465,050 | 增持 |
| 15 | DFAX | DIMENSIONAL ETF TRUST | $10.1M | 1.32% | 323,147 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $8.0M | 1.05% | 15,523 | 增持 |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $7.9M | 1.03% | 109,308 | 减持 |
| 18 | DFGR | DIMENSIONAL ETF TRUST | $5.9M | 0.76% | 215,061 | 增持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $5.3M | 0.69% | 98,405 | 减持 |
| 20 | DFUV | DIMENSIONAL ETF TRUST | $5.2M | 0.67% | 115,604 | 减持 |
| 21 | IDEV | ISHARES TR | $4.9M | 0.63% | 60,830 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $4.8M | 0.62% | 25,465 | 增持 |
| 23 | IVV | ISHARES TR | $4.5M | 0.58% | 6,679 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $4.1M | 0.53% | 22,041 | 减持 |
| 25 | AMZN | AMAZON COM INC | $3.9M | 0.50% | 17,671 | 增持 |
来源:SEC 13F 申报文件 · 截至 2025-09-30
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