M Holdings Securities, Inc. 13F 持仓 · 2026年Q2
M Holdings Securities 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 148 只证券，申报市值合计 7.31 亿美元。前几大持仓：SPY（33.40%）、DFUV（4.20%）、JPM（3.38%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF | $244.2M | 33.40% | 329,216 | 增持 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $30.7M | 4.20% | 557,561 | 减持 |
| 3 | JPM | JPMORGAN CHASE & CO | $24.7M | 3.38% | 75,214 | 减持 |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $23.7M | 3.24% | 438,482 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $23.7M | 3.24% | 119,383 | 减持 |
| 6 | GOOGL | ALPHABET INC | $19.6M | 2.68% | 55,041 | 减持 |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $19.3M | 2.64% | 235,674 | 减持 |
| 8 | VUSB | VANGUARD BD INDEX FDS | $18.1M | 2.47% | 363,073 | 减持 |
| 9 | GOOG | ALPHABET INC | $12.4M | 1.70% | 35,337 | 减持 |
| 10 | DCOR | DIMENSIONAL ETF TRUST | $11.0M | 1.51% | 135,279 | 减持 |
| 11 | SOXL | DIREXION SHARES ETF TRUST | $10.7M | 1.47% | 45,553 | 减持 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $9.6M | 1.31% | 231,062 | 减持 |
| 13 | XOM | EXXON MOBIL CORP | $9.4M | 1.29% | 68,370 | 减持 |
| 14 | GUNR | FLEXSHARES TR | $8.9M | 1.21% | 179,898 | 减持 |
| 15 | META | META PLATFORMS INC | $8.4M | 1.15% | 14,891 | 增持 |
| 16 | MRK | MERCK & CO INC | $8.0M | 1.09% | 62,566 | 增持 |
| 17 | AVGO | BROADCOM INC | $7.7M | 1.05% | 20,639 | 减持 |
| 18 | GLD | SPDR GOLD TR | $7.3M | 0.99% | 19,274 | 减持 |
| 19 | V | VISA INC | $6.3M | 0.87% | 18,746 | 减持 |
| 20 | TSLA | TESLA INC | $6.3M | 0.86% | 15,264 | 减持 |
| 21 | NEE | NEXTERA ENERGY INC | $6.1M | 0.83% | 68,562 | 减持 |
| 22 | VAW | VANGUARD WORLD FD | $5.8M | 0.79% | 25,273 | 减持 |
| 23 | ABBV | ABBVIE INC | $5.7M | 0.77% | 23,422 | 增持 |
| 24 | VDE | VANGUARD WORLD FD | $5.6M | 0.77% | 37,063 | 减持 |
| 25 | DFIS | DIMENSIONAL ETF TRUST | $5.5M | 0.76% | 157,890 | 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