Meritas Wealth Management, LLC 13F 持仓 · 2026年Q2
Meritas Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 2.56 亿美元。前几大持仓：AVUV（11.99%）、DFUV（11.93%）、DFAT（11.01%）。本季前 25 大持仓中：增持 13 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 | $30.7M | 11.99% | 246,111 | 增持 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $30.6M | 11.93% | 555,354 | 减持 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $28.2M | 11.01% | 403,496 | 减持 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $26.8M | 10.48% | 327,390 | 增持 |
| 5 | AVLV | AMERICAN CENTY ETF TR | $22.6M | 8.84% | 248,212 | 增持 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $18.7M | 7.30% | 345,878 | 增持 |
| 7 | DISV | DIMENSIONAL ETF TRUST | $12.8M | 4.99% | 318,207 | 增持 |
| 8 | AAPL | APPLE INC | $10.6M | 4.15% | 36,682 | 减持 |
| 9 | BND | VANGUARD BD INDEX FDS | $9.6M | 3.77% | 131,333 | 增持 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $9.1M | 3.54% | 265,453 | 增持 |
| 11 | S | SENTINELONE INC | $7.6M | 2.96% | 446,000 | 持平 |
| 12 | VTIP | VANGUARD MALVERN FDS | $6.7M | 2.61% | 132,871 | 增持 |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $3.2M | 1.25% | 62,102 | 持平 |
| 14 | VGSR | MANAGER DIRECTED PORTFOLIOS | $3.0M | 1.16% | 260,974 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $2.4M | 0.95% | 6,531 | 增持 |
| 16 | DFSV | DIMENSIONAL ETF TRUST | $2.3M | 0.90% | 59,549 | 减持 |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $2.1M | 0.83% | 44,099 | 增持 |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $2.1M | 0.83% | 52,707 | 减持 |
| 19 | DFGR | DIMENSIONAL ETF TRUST | $2.1M | 0.83% | 73,460 | 增持 |
| 20 | DFEM | DIMENSIONAL ETF TRUST | $1.8M | 0.72% | 45,295 | 减持 |
| 21 | DFAI | DIMENSIONAL ETF TRUST | $1.7M | 0.65% | 40,093 | 持平 |
| 22 | VBR | VANGUARD INDEX FDS | $1.3M | 0.50% | 5,283 | 增持 |
| 23 | DFSU | DIMENSIONAL ETF TRUST | $1.1M | 0.45% | 24,651 | 减持 |
| 24 | IVV | ISHARES TR | $1.1M | 0.44% | 1,510 | 持平 |
| 25 | ORCL | ORACLE CORP | $970,747 | 0.38% | 6,624 | 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