Heritage Wealth Management, Inc./Texas 13F 持仓 · 2026年Q2
Heritage Wealth Management, Inc./Texas 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 2.60 亿美元。前几大持仓：DFUS（28.07%）、DFUV（14.14%）、DFAS（13.52%）。本季前 25 大持仓中：新建仓 1 只、增持 8 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 | $72.9M | 28.07% | 889,725 | 减持 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $36.7M | 14.14% | 667,599 | 减持 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $35.1M | 13.52% | 426,641 | 减持 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $25.6M | 9.86% | 621,176 | 减持 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $14.5M | 5.56% | 346,325 | 增持 |
| 6 | DFCF | DIMENSIONAL ETF TRUST | $14.1M | 5.44% | 334,600 | 增持 |
| 7 | MUB | ISHARES TR | $10.5M | 4.03% | 97,202 | 增持 |
| 8 | VNQ | VANGUARD INDEX FDS | $9.2M | 3.55% | 95,612 | 增持 |
| 9 | SGOV | ISHARES TR | $9.0M | 3.46% | 89,205 | 增持 |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $8.0M | 3.08% | 198,791 | 减持 |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $4.1M | 1.57% | 110,663 | 减持 |
| 12 | IJR | ISHARES TR | $2.5M | 0.98% | 17,114 | 减持 |
| 13 | IJH | ISHARES TR | $2.2M | 0.84% | 28,408 | 减持 |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $1.6M | 0.63% | 30,505 | 减持 |
| 15 | AAPL | APPLE INC | $1.6M | 0.61% | 5,475 | 增持 |
| 16 | TRGP | TARGA RES CORP | $1.3M | 0.50% | 4,799 | 持平 |
| 17 | XOM | EXXON MOBIL CORP | $1.2M | 0.48% | 9,141 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $894,697 | 0.34% | 1,788 | 持平 |
| 19 | IVV | ISHARES TR | $720,825 | 0.28% | 963 | 减持 |
| 20 | PFE | PFIZER INC | $568,230 | 0.22% | 23,597 | 新建仓 |
| 21 | AVGO | BROADCOM INC | $548,671 | 0.21% | 1,452 | 持平 |
| 22 | DLN | WISDOMTREE TR | $515,207 | 0.20% | 5,349 | 增持 |
| 23 | CVX | CHEVRON CORPORATION | $437,727 | 0.17% | 2,641 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $435,124 | 0.17% | 1,166 | 持平 |
| 25 | JPM | JPMORGAN CHASE & CO | $404,730 | 0.16% | 1,236 | 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