Kondo Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Kondo Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 2.99 亿美元。前几大持仓：ITOT（18.00%）、AVUV（13.00%）、VGIT（9.79%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $53.8M | 18.00% | 327,735 | 增持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $38.9M | 13.00% | 311,684 | 增持 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $29.3M | 9.79% | 496,479 | 增持 |
| 4 | AVDV | AMERICAN CENTY ETF TR | $26.0M | 8.70% | 252,626 | 增持 |
| 5 | IDEV | ISHARES TR | $25.7M | 8.60% | 288,994 | 增持 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $18.9M | 6.31% | 464,509 | 增持 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $15.6M | 5.22% | 327,035 | 增持 |
| 8 | VTIP | VANGUARD MALVERN FDS | $11.0M | 3.68% | 218,914 | 增持 |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $8.7M | 2.92% | 106,652 | 减持 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $8.5M | 2.83% | 156,917 | 减持 |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $7.7M | 2.58% | 140,456 | 减持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $5.4M | 1.81% | 65,648 | 减持 |
| 13 | AAPL | APPLE INC | $3.8M | 1.27% | 13,171 | 增持 |
| 14 | CATY | CATHAY GEN BANCORP | $3.1M | 1.05% | 50,482 | 增持 |
| 15 | CVNA | CARVANA CO | $3.0M | 0.99% | 44,993 | 增持 |
| 16 | DLN | WISDOMTREE TR | $2.1M | 0.71% | 22,030 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $2.1M | 0.69% | 10,267 | 增持 |
| 18 | SUSB | ISHARES TR | $1.8M | 0.60% | 71,253 | 减持 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $1.6M | 0.52% | 22,198 | 增持 |
| 20 | BSV | VANGUARD BD INDEX FDS | $1.4M | 0.48% | 18,370 | 增持 |
| 21 | AMZN | AMAZON COM INC | $1.4M | 0.46% | 5,727 | 增持 |
| 22 | SCHX | SCHWAB STRATEGIC TR | $1.3M | 0.44% | 44,749 | 持平 |
| 23 | IEMG | ISHARES INC | $1.2M | 0.40% | 14,605 | 减持 |
| 24 | DWM | WISDOMTREE TR | $1.1M | 0.38% | 15,412 | 减持 |
| 25 | IVV | ISHARES TR | $1.1M | 0.38% | 1,499 | 增持 |
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