McLean Asset Management Corp 13F 持仓 · 2026年Q2
McLean Asset Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 181 只证券,申报市值合计 7.57 亿美元。前几大持仓:AVUS(12.67%)、AVDE(7.06%)、DFUS(6.70%)。本季前 25 大持仓中:新建仓 2 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $95.8M | 12.67% | 751,137 | 增持 |
| 2 | AVDE | AMERICAN CENTY ETF TR | $53.4M | 7.06% | 585,863 | 增持 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $50.7M | 6.70% | 621,126 | 减持 |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $44.6M | 5.90% | 767,727 | 增持 |
| 5 | AVEM | AMERICAN CENTY ETF TR | $43.8M | 5.79% | 489,332 | 减持 |
| 6 | AGG | ISHARES TR | $36.2M | 4.78% | 371,519 | 增持 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $33.4M | 4.41% | 600,061 | 减持 |
| 8 | AAPL | APPLE INC | $29.9M | 3.95% | 96,785 | 减持 |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $26.4M | 3.49% | 552,563 | 增持 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $20.2M | 2.67% | 353,172 | 减持 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $19.6M | 2.59% | 241,473 | 减持 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $19.3M | 2.54% | 236,905 | 新建仓 |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $16.0M | 2.12% | 226,497 | 减持 |
| 14 | AVLV | AMERICAN CENTY ETF TR | $14.4M | 1.90% | 156,329 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $14.0M | 1.86% | 18,790 | 减持 |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $13.4M | 1.78% | 302,109 | 减持 |
| 17 | IWM | ISHARES TR | $13.1M | 1.73% | 45,058 | 减持 |
| 18 | DFGR | DIMENSIONAL ETF TRUST | $12.8M | 1.70% | 430,559 | 增持 |
| 19 | VTIP | VANGUARD MALVERN FDS | $12.7M | 1.68% | 256,247 | 新建仓 |
| 20 | EFV | ISHARES TR | $10.9M | 1.45% | 135,356 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $9.7M | 1.28% | 48,273 | 减持 |
| 22 | DFSV | DIMENSIONAL ETF TRUST | $9.6M | 1.27% | 241,894 | 增持 |
| 23 | VTI | VANGUARD INDEX FDS | $9.4M | 1.24% | 25,430 | 增持 |
| 24 | IWN | ISHARES TR | $6.4M | 0.85% | 29,030 | 减持 |
| 25 | VTV | VANGUARD INDEX FDS | $6.4M | 0.85% | 29,181 | 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