Intelligent Financial Strategies 13F 持仓 · 2026年Q2
Intelligent Financial Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 2.08 亿美元。前几大持仓：BRKB（28.99%）、VOO（13.34%）、VT（11.77%）。本季前 25 大持仓中：增持 4 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $60.2M | 28.99% | 120,403 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $27.7M | 13.34% | 40,378 | 减持 |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $24.5M | 11.77% | 155,814 | 持平 |
| 4 | VTI | VANGUARD INDEX FDS | $15.8M | 7.59% | 42,620 | 减持 |
| 5 | VXUS | VANGUARD STAR FDS | $11.8M | 5.70% | 138,507 | 减持 |
| 6 | BND | VANGUARD BD INDEX FDS | $9.1M | 4.37% | 123,649 | 增持 |
| 7 | AVGE | AMERICAN CENTY ETF TR | $6.4M | 3.08% | 64,521 | 减持 |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 2.52% | 7 | 持平 |
| 9 | IVV | ISHARES TR | $4.8M | 2.29% | 6,350 | 减持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $4.6M | 2.24% | 19,644 | 增持 |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $4.6M | 2.22% | 83,718 | 持平 |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $4.2M | 2.01% | 94,014 | 增持 |
| 13 | AAPL | APPLE INC | $3.4M | 1.64% | 11,750 | 减持 |
| 14 | GOOG | ALPHABET INC | $3.3M | 1.59% | 9,339 | 持平 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $3.1M | 1.48% | 39,017 | 减持 |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.6M | 1.25% | 3,678 | 减持 |
| 17 | MA | MASTERCARD INCORPORATED | $1.6M | 0.78% | 3,170 | 减持 |
| 18 | V | VISA INC | $1.5M | 0.73% | 4,419 | 减持 |
| 19 | SGOV | ISHARES TR | $1.4M | 0.68% | 14,045 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $1.4M | 0.67% | 3,751 | 减持 |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $1.3M | 0.63% | 35,705 | 持平 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $1.1M | 0.52% | 1,156 | 持平 |
| 23 | FEGE | RBB FUND TRUST | $1.0M | 0.49% | 20,903 | 持平 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $893,745 | 0.43% | 1,194 | 持平 |
| 25 | DFUS | DIMENSIONAL ETF TRUST | $746,883 | 0.36% | 9,115 | 持平 |
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