L.K. Benson & Company, P.C. 13F 持仓 · 2026年Q2
L.K. Benson & Company, P.C. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 115 只证券，申报市值合计 3.32 亿美元。前几大持仓：TROW（41.27%）、VXUS（4.30%）、HIDE（3.73%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | $136.8M | 41.27% | 1.2M | 减持 |
| 2 | VXUS | VANGUARD STAR FDS | $14.3M | 4.30% | 166,775 | 减持 |
| 3 | HIDE | EA SERIES TRUST | $12.4M | 3.73% | 517,076 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $10.9M | 3.30% | 29,559 | 增持 |
| 5 | BND | VANGUARD BD INDEX FDS | $8.1M | 2.46% | 110,982 | 增持 |
| 6 | CAOS | EA SERIES TRUST | $7.7M | 2.32% | 85,138 | 增持 |
| 7 | SCHF | SCHWAB STRATEGIC TR | $7.3M | 2.19% | 262,265 | 减持 |
| 8 | SCHR | SCHWAB STRATEGIC TR | $7.2M | 2.18% | 293,466 | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $5.4M | 1.62% | 7,810 | 增持 |
| 10 | VXF | VANGUARD INDEX FDS | $5.3M | 1.61% | 21,656 | 增持 |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $4.5M | 1.35% | 54,817 | 增持 |
| 12 | IVV | ISHARES TR | $4.5M | 1.34% | 5,947 | 减持 |
| 13 | VV | VANGUARD INDEX FDS | $4.3M | 1.31% | 12,599 | 增持 |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $4.2M | 1.27% | 77,970 | 增持 |
| 15 | VTEB | VANGUARD MUN BD FDS | $4.1M | 1.24% | 81,043 | 增持 |
| 16 | AVUV | AMERICAN CENTY ETF TR | $3.7M | 1.13% | 29,926 | 减持 |
| 17 | VTV | VANGUARD INDEX FDS | $3.5M | 1.06% | 16,085 | 增持 |
| 18 | SCHA | SCHWAB STRATEGIC TR | $3.2M | 0.97% | 88,842 | 增持 |
| 19 | AVDE | AMERICAN CENTY ETF TR | $2.8M | 0.86% | 31,824 | 增持 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $2.8M | 0.86% | 39,994 | 增持 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $2.5M | 0.76% | 85,214 | 增持 |
| 22 | FNDF | SCHWAB STRATEGIC TR | $2.5M | 0.74% | 46,656 | 增持 |
| 23 | AGG | ISHARES TR | $2.3M | 0.69% | 23,021 | 增持 |
| 24 | VT | VANGUARD INTL EQUITY INDEX F | $2.1M | 0.65% | 13,632 | 增持 |
| 25 | QVAL | EA SERIES TRUST | $2.0M | 0.61% | 36,625 | 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