M Wealth Management, LLC 13F 持仓 · 2026年Q2
M Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 1.27 亿美元。前几大持仓：DFAU（24.20%）、PULS（11.08%）、TOTL（8.81%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $30.8M | 24.20% | 596,038 | 减持 |
| 2 | PULS | PGIM ETF TR | $14.1M | 11.08% | 284,707 | 增持 |
| 3 | TOTL | SSGA ACTIVE ETF TR | $11.2M | 8.81% | 284,278 | 增持 |
| 4 | VXUS | VANGUARD STAR FDS | $10.6M | 8.29% | 123,490 | 增持 |
| 5 | SCHP | SCHWAB STRATEGIC TR | $5.4M | 4.24% | 203,863 | 增持 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $5.1M | 3.98% | 114,363 | 减持 |
| 7 | PDBC | INVESCO ACTVELY MNGD ETC FD | $4.3M | 3.36% | 269,421 | 减持 |
| 8 | USFR | WISDOMTREE TR | $3.8M | 3.02% | 76,432 | 减持 |
| 9 | IAUM | ISHARES GOLD TRUST MICRO | $3.1M | 2.42% | 77,013 | 增持 |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $3.0M | 2.37% | 36,592 | 减持 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $2.3M | 1.81% | 57,241 | 增持 |
| 12 | AVGV | AMERICAN CENTY ETF TR | $2.3M | 1.80% | 26,914 | 增持 |
| 13 | AAPL | APPLE INC | $2.0M | 1.54% | 6,791 | 持平 |
| 14 | JAAA | JANUS DETROIT STR TR | $1.7M | 1.30% | 32,912 | 减持 |
| 15 | AVUS | AMERICAN CENTY ETF TR | $1.6M | 1.25% | 12,474 | 减持 |
| 16 | REZ | ISHARES TR | $1.6M | 1.25% | 16,842 | 增持 |
| 17 | UYLD | ANGEL OAK FUNDS TRUST | $1.6M | 1.22% | 30,401 | 减持 |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $1.5M | 1.14% | 26,461 | 持平 |
| 19 | MMSD | NEW YORK LIFE INVTS ACTIVE E | $1.2M | 0.96% | 48,503 | 增持 |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $1.1M | 0.89% | 30,838 | 减持 |
| 21 | TSLA | TESLA INC | $1.0M | 0.82% | 2,486 | 减持 |
| 22 | DSCO | DOUBLELINE ETF TRUST | $953,349 | 0.75% | 38,241 | 增持 |
| 23 | QQQ | INVESCO QQQ TR | $935,965 | 0.74% | 1,271 | 增持 |
| 24 | AVES | AMERICAN CENTY ETF TR | $820,000 | 0.64% | 12,500 | 新建仓 |
| 25 | EWJV | ISHARES TR | $791,007 | 0.62% | 17,993 | 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