Johnson Wealth Management, LLC 13F 持仓 · 2026年Q2
Johnson Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 58 只证券,申报市值合计 2.36 亿美元。前几大持仓:DFAC(21.82%)、DFAX(21.04%)、DFCF(6.40%)。本季前 25 大持仓中:增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $51.5M | 21.82% | 1.2M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $49.7M | 21.04% | 1.3M | 增持 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $15.1M | 6.40% | 358,179 | 增持 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $14.2M | 6.03% | 298,214 | 增持 |
| 5 | DUSB | DIMENSIONAL ETF TRUST | $13.1M | 5.56% | 258,411 | 增持 |
| 6 | DFGX | DIMENSIONAL ETF TRUST | $13.0M | 5.53% | 243,427 | 增持 |
| 7 | DFAU | DIMENSIONAL ETF TRUST | $12.8M | 5.43% | 247,940 | 减持 |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $7.2M | 3.03% | 180,888 | 增持 |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $6.5M | 2.76% | 157,683 | 减持 |
| 10 | DFNM | DIMENSIONAL ETF TRUST | $5.6M | 2.39% | 116,659 | 增持 |
| 11 | VV | VANGUARD INDEX FDS | $5.1M | 2.18% | 14,942 | 减持 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $3.6M | 1.52% | 51,250 | 减持 |
| 13 | DFAR | DIMENSIONAL ETF TRUST | $3.4M | 1.44% | 129,673 | 增持 |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $3.2M | 1.34% | 78,470 | 减持 |
| 15 | AAPL | APPLE INC | $2.7M | 1.16% | 9,478 | 减持 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $2.4M | 1.03% | 29,476 | 减持 |
| 17 | GILD | GILEAD SCIENCES INC | $2.4M | 1.02% | 19,097 | 减持 |
| 18 | VNQ | VANGUARD INDEX FDS | $2.2M | 0.93% | 22,815 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $2.0M | 0.85% | 10,058 | 增持 |
| 20 | PG | PROCTER & GAMBLE CO | $1.6M | 0.68% | 10,904 | 减持 |
| 21 | GOOGL | ALPHABET INC | $1.2M | 0.49% | 3,232 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $1.1M | 0.49% | 3,076 | 增持 |
| 23 | VTV | VANGUARD INDEX FDS | $1.1M | 0.46% | 4,945 | 减持 |
| 24 | QQQ | INVESCO QQQ TR | $1.0M | 0.43% | 1,364 | 持平 |
| 25 | SCHG | SCHWAB STRATEGIC TR | $906,506 | 0.38% | 26,788 | 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