marrick wealth, LLC 13F 持仓 · 2026年Q2
marrick wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 1.41 亿美元。前几大持仓：DFAC（24.75%）、DFAX（17.39%）、AVUS（10.70%）。本季前 25 大持仓中：增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $34.9M | 24.75% | 785,884 | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $24.5M | 17.39% | 664,948 | 增持 |
| 3 | AVUS | AMERICAN CENTY ETF TR | $15.1M | 10.70% | 117,661 | 增持 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $8.0M | 5.69% | 189,699 | 增持 |
| 5 | AVDE | AMERICAN CENTY ETF TR | $7.7M | 5.49% | 86,643 | 增持 |
| 6 | DFGP | DIMENSIONAL ETF TRUST | $4.9M | 3.50% | 90,617 | 增持 |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $2.9M | 2.08% | 78,550 | 减持 |
| 8 | AVEM | AMERICAN CENTY ETF TR | $2.7M | 1.89% | 27,612 | 增持 |
| 9 | AVIG | AMERICAN CENTY ETF TR | $2.7M | 1.89% | 64,421 | 增持 |
| 10 | AVRE | AMERICAN CENTY ETF TR | $2.5M | 1.80% | 53,531 | 增持 |
| 11 | DFAT | DIMENSIONAL ETF TRUST | $2.4M | 1.71% | 34,550 | 增持 |
| 12 | DCOR | DIMENSIONAL ETF TRUST | $2.1M | 1.47% | 25,227 | 增持 |
| 13 | AAPL | APPLE INC | $1.9M | 1.37% | 6,674 | 增持 |
| 14 | IVV | ISHARES TR | $1.9M | 1.35% | 2,544 | 增持 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $1.6M | 1.16% | 56,390 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $1.3M | 0.94% | 6,594 | 增持 |
| 17 | DFCA | DIMENSIONAL ETF TRUST | $1.3M | 0.91% | 25,416 | 增持 |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $1.2M | 0.86% | 14,676 | 持平 |
| 19 | VOO | VANGUARD INDEX FDS | $1.1M | 0.81% | 1,664 | 持平 |
| 20 | AVUV | AMERICAN CENTY ETF TR | $1.1M | 0.80% | 9,001 | 增持 |
| 21 | DFEM | DIMENSIONAL ETF TRUST | $999,053 | 0.71% | 24,583 | 减持 |
| 22 | DFAR | DIMENSIONAL ETF TRUST | $980,268 | 0.70% | 37,472 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $991,392 | 0.70% | 2,658 | 增持 |
| 24 | DFUS | DIMENSIONAL ETF TRUST | $928,626 | 0.66% | 11,333 | 减持 |
| 25 | AVGE | AMERICAN CENTY ETF TR | $723,773 | 0.51% | 7,303 | 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