Juncture Wealth Strategies, LLC 13F 持仓 · 2026年Q3
Juncture Wealth Strategies 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 185 只证券，申报市值合计 3.90 亿美元。前几大持仓：VV（14.54%）、SCHB（9.08%）、DFUV（4.49%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $56.8M | 14.54% | 161,292 | 减持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $35.4M | 9.08% | 1.2M | 减持 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $17.5M | 4.49% | 318,553 | 减持 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $14.8M | 3.79% | 71,026 | 增持 |
| 5 | AGG | ISHARES TR | $10.7M | 2.74% | 113,074 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $10.5M | 2.69% | 322,879 | 减持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $9.2M | 2.36% | 117,383 | 增持 |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $9.1M | 2.34% | 137,257 | 增持 |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | $7.8M | 1.99% | 89,380 | 增持 |
| 10 | XYLD | GLOBAL X FDS | $6.6M | 1.70% | 160,049 | 增持 |
| 11 | EEM | ISHARES TR | $6.1M | 1.56% | 91,251 | 增持 |
| 12 | PDBC | INVESCO ACTVELY MNGD ETC FD | $6.1M | 1.56% | 314,643 | 新建仓 |
| 13 | IVV | ISHARES TR | $5.7M | 1.46% | 7,464 | 增持 |
| 14 | SPYV | SPDR SERIES TRUST | $5.6M | 1.43% | 91,094 | 减持 |
| 15 | QQQ | INVESCO QQQ TR | $4.9M | 1.26% | 6,635 | 新建仓 |
| 16 | SDY | SPDR SERIES TRUST | $4.8M | 1.24% | 32,991 | 减持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $4.5M | 1.15% | 5,896 | 减持 |
| 18 | MCHI | ISHARES TR | $4.3M | 1.10% | 82,542 | 增持 |
| 19 | PPA | INVESCO EXCHANGE TRADED FD T | $4.3M | 1.10% | 27,652 | 减持 |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS | $4.2M | 1.08% | 54,559 | 增持 |
| 21 | IJR | ISHARES TR | $4.1M | 1.06% | 30,295 | 减持 |
| 22 | URA | GLOBAL X FDS | $4.1M | 1.05% | 102,918 | 增持 |
| 23 | IGSB | ISHARES TR | $4.0M | 1.02% | 77,560 | 减持 |
| 24 | FLIN | FRANKLIN TEMPLETON ETF TR | $3.9M | 0.99% | 115,343 | 增持 |
| 25 | VLUE | ISHARES TR | $3.8M | 0.97% | 19,091 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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