JDH Wealth Management, LLC 13F 持仓 · 2026年Q2
JDH Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 1.64 亿美元。前几大持仓：DFAC（12.93%）、DFIV（9.46%）、DFAT（9.27%）。本季前 25 大持仓中：增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $21.2M | 12.93% | 478,822 | 减持 |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $15.5M | 9.46% | 287,818 | 减持 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $15.2M | 9.27% | 217,913 | 减持 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $11.7M | 7.15% | 213,484 | 减持 |
| 5 | BSVO | EA SERIES TRUST | $10.2M | 6.22% | 350,048 | 减持 |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $9.1M | 5.53% | 110,958 | 减持 |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $8.1M | 4.92% | 98,258 | 减持 |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $7.1M | 4.33% | 137,571 | 减持 |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $6.8M | 4.13% | 181,966 | 减持 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $6.2M | 3.76% | 104,682 | 增持 |
| 11 | DFGR | DIMENSIONAL ETF TRUST | $5.5M | 3.35% | 190,149 | 增持 |
| 12 | DISV | DIMENSIONAL ETF TRUST | $4.7M | 2.85% | 116,833 | 减持 |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $3.9M | 2.35% | 94,943 | 增持 |
| 14 | AVUV | AMERICAN CENTY ETF TR | $3.8M | 2.34% | 30,806 | 减持 |
| 15 | VLUE | ISHARES TR | $3.2M | 1.96% | 16,094 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $2.5M | 1.51% | 12,426 | 增持 |
| 17 | DFAX | DIMENSIONAL ETF TRUST | $2.0M | 1.19% | 53,045 | 减持 |
| 18 | AAPL | APPLE INC | $1.9M | 1.16% | 6,580 | 增持 |
| 19 | DFAE | DIMENSIONAL ETF TRUST | $1.8M | 1.10% | 45,026 | 减持 |
| 20 | ITOT | ISHARES TR | $1.7M | 1.05% | 10,476 | 减持 |
| 21 | DFSD | DIMENSIONAL ETF TRUST | $1.7M | 1.01% | 34,705 | 增持 |
| 22 | EFV | ISHARES TR | $1.4M | 0.86% | 18,424 | 减持 |
| 23 | DFIS | DIMENSIONAL ETF TRUST | $1.4M | 0.83% | 39,028 | 持平 |
| 24 | VTIP | VANGUARD MALVERN FDS | $1.3M | 0.79% | 25,747 | 增持 |
| 25 | VSS | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.75% | 7,936 | 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