Lakeshore Financial Planning, Inc. 13F 持仓 · 2026年Q2
Lakeshore Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 3.11 亿美元。前几大持仓：IVV（19.45%）、PULS（12.25%）、DFLV（9.76%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $60.4M | 19.45% | 80,686 | 增持 |
| 2 | PULS | PGIM ETF TR | $38.0M | 12.25% | 767,769 | 减持 |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $30.3M | 9.76% | 767,113 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $23.7M | 7.64% | 34,551 | 增持 |
| 5 | XLF | SELECT SECTOR SPDR TR | $23.2M | 7.47% | 432,788 | 增持 |
| 6 | VHT | VANGUARD WORLD FD | $15.4M | 4.95% | 51,457 | 减持 |
| 7 | SCHD | SCHWAB STRATEGIC TR | $11.5M | 3.71% | 363,303 | 减持 |
| 8 | AAPL | APPLE INC | $10.9M | 3.50% | 37,537 | 减持 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $9.0M | 2.89% | 128,433 | 减持 |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $8.0M | 2.57% | 37,547 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $7.9M | 2.55% | 21,272 | 增持 |
| 12 | IJR | ISHARES TR | $6.1M | 1.96% | 41,028 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $5.6M | 1.80% | 7,581 | 减持 |
| 14 | IYW | ISHARES TR | $4.8M | 1.55% | 19,141 | 增持 |
| 15 | IWV | ISHARES TR | $3.8M | 1.22% | 8,897 | 持平 |
| 16 | JPM | JPMORGAN CHASE & CO | $3.7M | 1.20% | 11,366 | 增持 |
| 17 | DFIV | DIMENSIONAL ETF TRUST | $3.5M | 1.14% | 65,342 | 减持 |
| 18 | IVW | ISHARES TR | $3.2M | 1.04% | 23,601 | 增持 |
| 19 | IJH | ISHARES TR | $2.8M | 0.90% | 36,084 | 增持 |
| 20 | IWM | ISHARES TR | $2.4M | 0.78% | 8,104 | 减持 |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $2.2M | 0.70% | 26,354 | 增持 |
| 22 | DTCR | GLOBAL X FDS | $1.6M | 0.50% | 51,381 | 新建仓 |
| 23 | SOFI | SOFI TECHNOLOGIES INC | $1.4M | 0.45% | 78,427 | 减持 |
| 24 | GOOG | ALPHABET INC | $1.3M | 0.42% | 3,695 | 持平 |
| 25 | FITB | FIFTH THIRD BANCORP | $1.1M | 0.36% | 19,689 | 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