Kooman & Associates 13F 持仓 · 2026年Q2
Kooman & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 3.72 亿美元。前几大持仓：DFAU（39.76%）、DFIC（15.37%）、DFEM（10.42%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $148.1M | 39.76% | 2.9M | 减持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $57.3M | 15.37% | 1.5M | 减持 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $38.8M | 10.42% | 954,934 | 减持 |
| 4 | AVLV | AMERICAN CENTY ETF TR | $18.3M | 4.92% | 201,011 | 新建仓 |
| 5 | IVV | ISHARES TR | $15.9M | 4.27% | 21,248 | 增持 |
| 6 | AVUQ | AMERICAN CENTY ETF TR | $15.3M | 4.10% | 231,427 | 新建仓 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $7.4M | 1.98% | 134,098 | 减持 |
| 8 | AVUV | AMERICAN CENTY ETF TR | $7.0M | 1.88% | 56,122 | 新建仓 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $6.8M | 1.83% | 162,967 | 减持 |
| 10 | SHY | ISHARES TR | $6.8M | 1.81% | 82,245 | 增持 |
| 11 | BILZ | PIMCO ETF TR | $6.6M | 1.76% | 65,055 | 增持 |
| 12 | IAGG | ISHARES TR | $6.4M | 1.71% | 126,182 | 增持 |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $6.3M | 1.69% | 131,485 | 增持 |
| 14 | AAPL | APPLE INC | $2.5M | 0.67% | 8,569 | 增持 |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $2.3M | 0.62% | 28,126 | 减持 |
| 16 | JMST | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.48% | 35,030 | 增持 |
| 17 | IEFA | ISHARES TR | $1.7M | 0.45% | 17,366 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $1.7M | 0.45% | 8,464 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $1.6M | 0.44% | 2,382 | 减持 |
| 20 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.41% | 30,353 | 增持 |
| 21 | GOOG | ALPHABET INC | $1.4M | 0.38% | 4,014 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 0.34% | 3,424 | 减持 |
| 23 | IJH | ISHARES TR | $1.1M | 0.30% | 14,463 | 减持 |
| 24 | MUNI | PIMCO ETF TR | $1.0M | 0.27% | 19,376 | 增持 |
| 25 | AMZN | AMAZON COM INC | $901,402 | 0.24% | 3,782 | 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