Marquette Asset Management, LLC 13F 持仓 · 2026年Q3
Marquette Asset Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 784 只证券，申报市值合计 7.66 亿美元。前几大持仓：SCHG（20.17%）、IWD（12.84%）、DFAI（12.23%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $154.5M | 20.17% | 4.3M | 增持 |
| 2 | IWD | ISHARES TR | $98.4M | 12.84% | 396,744 | 减持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $93.7M | 12.23% | 2.3M | 增持 |
| 4 | IWF | ISHARES TR | $58.8M | 7.68% | 469,425 | 减持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $53.8M | 7.02% | 456,549 | 增持 |
| 6 | VO | VANGUARD INDEX FDS | $41.0M | 5.36% | 523,109 | 增持 |
| 7 | RPG | INVESCO EXCHANGE TRADED FD T | $40.4M | 5.28% | 692,817 | 持平 |
| 8 | AVDV | AMERICAN CENTY ETF TR | $36.0M | 4.70% | 329,101 | 减持 |
| 9 | AGG | ISHARES TR | $32.5M | 4.24% | 343,872 | 增持 |
| 10 | DFEV | DIMENSIONAL ETF TRUST | $28.4M | 3.71% | 670,713 | 减持 |
| 11 | USTB | VICTORY PORTFOLIOS II | $28.1M | 3.67% | 563,466 | 增持 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $27.3M | 3.57% | 695,001 | 减持 |
| 13 | META | META PLATFORMS INC | $9.1M | 1.19% | 6,614 | 增持 |
| 14 | SCHA | SCHWAB STRATEGIC TR | $8.2M | 1.06% | 249,947 | 减持 |
| 15 | DWUSX | DFA INVT DIMENSIONS GROUP IN | $5.5M | 0.72% | 148,069 | 新建仓 |
| 16 | IWM | ISHARES TR | $5.0M | 0.66% | 18,067 | 减持 |
| 17 | SCHF | SCHWAB STRATEGIC TR | $3.0M | 0.39% | 108,931 | 减持 |
| 18 | AAPL | APPLE INC | $2.7M | 0.35% | 7,964 | 持平 |
| 19 | EFA | ISHARES TR | $2.6M | 0.34% | 25,383 | 减持 |
| 20 | SCHM | SCHWAB STRATEGIC TR | $2.6M | 0.33% | 75,304 | 减持 |
| 21 | IWR | ISHARES TR | $2.5M | 0.32% | 22,966 | 减持 |
| 22 | VUG | VANGUARD INDEX FDS | $2.1M | 0.27% | 22,862 | 减持 |
| 23 | AMCR | AMCOR PLC | $1.9M | 0.25% | 45,455 | 持平 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.22% | 3,322 | 增持 |
| 25 | VB | VANGUARD INDEX FDS | $1.7M | 0.22% | 5,967 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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