McCartney Wealth Management LLC 13F 持仓 · 2026年Q2
McCartney Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 1.32 亿美元。前几大持仓：AVUS（13.15%）、DFAC（10.09%）、DFLV（4.19%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $17.3M | 13.15% | 135,414 | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $13.3M | 10.09% | 300,110 | 减持 |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $5.5M | 4.19% | 139,676 | 增持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $5.3M | 4.03% | 59,599 | 增持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $5.2M | 3.96% | 41,841 | 增持 |
| 6 | DFEV | DIMENSIONAL ETF TRUST | $5.1M | 3.86% | 119,413 | 增持 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $5.0M | 3.81% | 91,253 | 减持 |
| 8 | AVSF | AMERICAN CENTY ETF TR | $4.5M | 3.43% | 97,038 | 增持 |
| 9 | DFIP | DIMENSIONAL ETF TRUST | $4.4M | 3.32% | 106,130 | 增持 |
| 10 | AVIG | AMERICAN CENTY ETF TR | $4.3M | 3.24% | 103,305 | 增持 |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 3.02% | 108,197 | 减持 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $3.9M | 2.94% | 92,770 | 增持 |
| 13 | AVEM | AMERICAN CENTY ETF TR | $3.7M | 2.77% | 37,863 | 减持 |
| 14 | DFGX | DIMENSIONAL ETF TRUST | $3.4M | 2.58% | 63,426 | 增持 |
| 15 | VTV | VANGUARD INDEX FDS | $3.1M | 2.35% | 14,232 | 增持 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $2.7M | 2.02% | 49,342 | 增持 |
| 17 | AVDV | AMERICAN CENTY ETF TR | $2.6M | 1.99% | 25,526 | 增持 |
| 18 | AVGV | AMERICAN CENTY ETF TR | $2.5M | 1.89% | 29,256 | 增持 |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | $2.5M | 1.87% | 41,873 | 增持 |
| 20 | MTUM | ISHARES TR | $2.1M | 1.58% | 6,073 | 增持 |
| 21 | DIHP | DIMENSIONAL ETF TRUST | $1.8M | 1.38% | 53,244 | 增持 |
| 22 | CL | COLGATE PALMOLIVE CO | $1.8M | 1.34% | 19,243 | 持平 |
| 23 | STIP | ISHARES TR | $1.7M | 1.29% | 16,643 | 增持 |
| 24 | GNMA | ISHARES TR | $1.6M | 1.24% | 37,008 | 增持 |
| 25 | DUSB | DIMENSIONAL ETF TRUST | $1.4M | 1.05% | 27,346 | 减持 |
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