LVZ, Inc. 13F 持仓 · 2026年Q2
LVZ 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 9.84 亿美元。前几大持仓：IVW（14.49%）、IVE（13.29%）、DFAI（12.23%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $142.6M | 14.49% | 1.0M | 减持 |
| 2 | IVE | ISHARES TR | $130.8M | 13.29% | 575,983 | 增持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $120.4M | 12.23% | 2.9M | 增持 |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $116.7M | 11.85% | 2.7M | 增持 |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | $73.4M | 7.46% | 1.0M | 减持 |
| 6 | FTCB | FIRST TR EXCHANGE-TRADED FD | $67.6M | 6.87% | 3.2M | 增持 |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | $51.6M | 5.24% | 964,908 | 减持 |
| 8 | AGG | ISHARES TR | $35.6M | 3.61% | 359,346 | 增持 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $29.2M | 2.97% | 700,148 | 增持 |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $10.1M | 1.03% | 123,390 | 增持 |
| 11 | ITOT | ISHARES TR | $8.7M | 0.88% | 52,917 | 增持 |
| 12 | DFCF | DIMENSIONAL ETF TRUST | $8.0M | 0.82% | 190,528 | 增持 |
| 13 | DXUV | DIMENSIONAL ETF TRUST | $7.3M | 0.75% | 110,345 | 增持 |
| 14 | AAPL | APPLE INC | $6.8M | 0.69% | 23,474 | 减持 |
| 15 | IVV | ISHARES TR | $6.7M | 0.68% | 8,927 | 增持 |
| 16 | BIBL | NORTHERN LTS FD TR IV | $6.3M | 0.64% | 108,263 | 减持 |
| 17 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.7M | 0.58% | 70,880 | 减持 |
| 18 | FTC | FIRST TR EXCHANGE-TRADED ALP | $5.1M | 0.52% | 26,298 | 减持 |
| 19 | ELCV | STRATEGY SHS | $5.0M | 0.51% | 152,464 | 减持 |
| 20 | TPIF | TIMOTHY PLAN | $4.8M | 0.49% | 129,799 | 减持 |
| 21 | IBD | NORTHERN LTS FD TR IV | $4.7M | 0.48% | 197,625 | 增持 |
| 22 | IJH | ISHARES TR | $4.5M | 0.46% | 58,601 | 增持 |
| 23 | TPLC | TIMOTHY PLAN | $4.4M | 0.44% | 86,396 | 增持 |
| 24 | FDT | FIRST TR EXCH TRD ALPHDX FD | $3.9M | 0.40% | 41,666 | 减持 |
| 25 | AMZN | AMAZON COM INC | $3.4M | 0.34% | 14,080 | 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