Keyes, Stange & Wooten Wealth Management, LLC 13F 持仓 · 2026年Q2
Keyes, Stange & Wooten Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 2.51 亿美元。前几大持仓：DCOR（13.26%）、DFAI（12.83%）、BIV（12.09%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | $33.2M | 13.26% | 405,324 | 增持 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $32.2M | 12.83% | 779,443 | 增持 |
| 3 | BIV | VANGUARD BD INDEX FDS | $30.3M | 12.09% | 394,939 | 增持 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $25.9M | 10.33% | 541,966 | 增持 |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $21.1M | 8.42% | 301,743 | 增持 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $15.7M | 6.27% | 390,741 | 减持 |
| 7 | DFAW | DIMENSIONAL ETF TRUST | $13.1M | 5.21% | 157,672 | 减持 |
| 8 | AVLV | AMERICAN CENTY ETF TR | $12.7M | 5.08% | 139,604 | 减持 |
| 9 | DISV | DIMENSIONAL ETF TRUST | $11.6M | 4.64% | 290,048 | 减持 |
| 10 | VTI | VANGUARD INDEX FDS | $7.6M | 3.01% | 20,412 | 减持 |
| 11 | AAPL | APPLE INC | $3.6M | 1.45% | 12,525 | 增持 |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $2.6M | 1.05% | 64,855 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $2.3M | 0.92% | 7,010 | 增持 |
| 14 | AVUS | AMERICAN CENTY ETF TR | $1.7M | 0.69% | 13,511 | 增持 |
| 15 | AVGO | BROADCOM INC | $1.6M | 0.63% | 4,208 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $1.5M | 0.61% | 4,122 | 减持 |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $1.5M | 0.59% | 38,181 | 减持 |
| 18 | IEMG | ISHARES INC | $1.3M | 0.53% | 16,170 | 减持 |
| 19 | MPC | MARATHON PETE CORP | $1.3M | 0.53% | 5,220 | 减持 |
| 20 | JNJ | JOHNSON & JOHNSON | $1.2M | 0.50% | 4,906 | 减持 |
| 21 | ETN | EATON CORP PLC | $1.2M | 0.49% | 2,862 | 减持 |
| 22 | WMT | WALMART INC | $1.1M | 0.45% | 9,886 | 减持 |
| 23 | JCI | JOHNSON CONTROLS INTERNATION | $1.1M | 0.43% | 7,300 | 减持 |
| 24 | CB | CHUBB LIMITED | $918,635 | 0.37% | 2,696 | 减持 |
| 25 | HD | HOME DEPOT INC | $937,819 | 0.37% | 2,659 | 减持 |
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