Meredith Wealth Planning 13F 持仓 · 2026年Q2
Meredith Wealth Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 4.24 亿美元。前几大持仓：AVUV（17.33%）、AVGV（12.30%）、DUHP（11.71%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $73.4M | 17.33% | 588,447 | 减持 |
| 2 | AVGV | AMERICAN CENTY ETF TR | $52.1M | 12.30% | 613,056 | 增持 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $49.6M | 11.71% | 1.2M | 减持 |
| 4 | AVDV | AMERICAN CENTY ETF TR | $32.8M | 7.73% | 317,877 | 增持 |
| 5 | AVGE | AMERICAN CENTY ETF TR | $29.5M | 6.95% | 297,253 | 增持 |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $24.9M | 5.88% | 729,518 | 增持 |
| 7 | AVES | AMERICAN CENTY ETF TR | $19.0M | 4.48% | 289,074 | 增持 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $15.9M | 3.75% | 376,067 | 增持 |
| 9 | AVUS | AMERICAN CENTY ETF TR | $14.3M | 3.37% | 111,324 | 增持 |
| 10 | MTUM | ISHARES TR | $13.3M | 3.13% | 38,700 | 增持 |
| 11 | DFGP | DIMENSIONAL ETF TRUST | $12.4M | 2.94% | 228,393 | 增持 |
| 12 | DFSD | DIMENSIONAL ETF TRUST | $8.6M | 2.03% | 180,461 | 增持 |
| 13 | AVDE | AMERICAN CENTY ETF TR | $5.8M | 1.36% | 64,643 | 减持 |
| 14 | IMTM | ISHARES TR | $4.6M | 1.09% | 86,855 | 增持 |
| 15 | DEHP | DIMENSIONAL ETF TRUST | $4.5M | 1.05% | 104,333 | 减持 |
| 16 | AAEQ | EA SERIES TRUST | $4.3M | 1.02% | 80,965 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $3.8M | 0.89% | 18,873 | 增持 |
| 18 | VOO | VANGUARD INDEX FDS | $3.5M | 0.82% | 5,076 | 减持 |
| 19 | SLYV | SPDR SERIES TRUST | $3.4M | 0.81% | 31,354 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $3.1M | 0.74% | 8,503 | 减持 |
| 21 | GOOGL | ALPHABET INC | $2.7M | 0.64% | 7,548 | 增持 |
| 22 | DFNM | DIMENSIONAL ETF TRUST | $2.7M | 0.63% | 55,527 | 增持 |
| 23 | VBIL | VANGUARD INSTL INDEX FD | $2.4M | 0.57% | 32,003 | 增持 |
| 24 | DGCB | DIMENSIONAL ETF TRUST | $2.2M | 0.51% | 39,405 | 减持 |
| 25 | AAPL | APPLE INC | $2.1M | 0.49% | 7,181 | 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