Integris Wealth Management, LLC 13F 持仓 · 2026年Q2
Integris Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 4.95 亿美元。前几大持仓：BSV（14.14%）、VEA（8.97%）、VTI（8.30%）。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 | BSV | VANGUARD BD INDEX FDS | $70.0M | 14.14% | 898,698 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $44.4M | 8.97% | 623,449 | 增持 |
| 3 | VTI | VANGUARD INDEX FDS | $41.1M | 8.30% | 111,124 | 增持 |
| 4 | IVV | ISHARES TR | $40.7M | 8.21% | 54,302 | 减持 |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $26.2M | 5.29% | 644,883 | 减持 |
| 6 | CAT | CATERPILLAR INC | $25.8M | 5.21% | 24,236 | 持平 |
| 7 | DISV | DIMENSIONAL ETF TRUST | $25.1M | 5.08% | 626,662 | 减持 |
| 8 | DFSV | DIMENSIONAL ETF TRUST | $22.7M | 4.59% | 585,899 | 减持 |
| 9 | DFGR | DIMENSIONAL ETF TRUST | $18.7M | 3.78% | 646,737 | 增持 |
| 10 | VV | VANGUARD INDEX FDS | $16.9M | 3.41% | 49,080 | 减持 |
| 11 | VGK | VANGUARD INTL EQUITY INDEX F | $14.7M | 2.97% | 166,315 | 减持 |
| 12 | AAPL | APPLE INC | $12.5M | 2.52% | 43,103 | 增持 |
| 13 | SGOV | ISHARES TR | $11.9M | 2.41% | 118,657 | 增持 |
| 14 | IEUR | ISHARES TR | $10.1M | 2.04% | 134,183 | 减持 |
| 15 | VPL | VANGUARD INTL EQUITY INDEX F | $9.1M | 1.83% | 78,510 | 减持 |
| 16 | SUSB | ISHARES TR | $7.6M | 1.53% | 303,735 | 增持 |
| 17 | STIP | ISHARES TR | $7.5M | 1.52% | 73,776 | 增持 |
| 18 | IPAC | ISHARES TR | $6.0M | 1.20% | 72,703 | 减持 |
| 19 | MSFT | MICROSOFT CORP | $5.3M | 1.07% | 14,232 | 增持 |
| 20 | ESGD | ISHARES TR | $4.1M | 0.83% | 39,848 | 减持 |
| 21 | ESML | ISHARES TR | $3.9M | 0.78% | 69,298 | 减持 |
| 22 | ESGU | ISHARES TR | $3.6M | 0.73% | 21,972 | 减持 |
| 23 | AFRM | AFFIRM HLDGS INC | $2.8M | 0.57% | 34,568 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $2.3M | 0.47% | 9,085 | 增持 |
| 25 | NFLX | NETFLIX INC. | $2.2M | 0.45% | 31,378 | 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