Moller Wealth Partners 13F 持仓 · 2026年Q2
Moller Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 5.53 亿美元。前几大持仓：GUNR（9.35%）、FNDA（8.46%）、VTIP（7.34%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GUNR | FLEXSHARES TR | $51.7M | 9.35% | 1.0M | 增持 |
| 2 | FNDA | SCHWAB STRATEGIC TR | $46.8M | 8.46% | 1.2M | 减持 |
| 3 | VTIP | VANGUARD MALVERN FDS | $40.6M | 7.34% | 807,517 | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $40.1M | 7.25% | 132,140 | 减持 |
| 5 | IVV | ISHARES TR | $30.3M | 5.48% | 40,463 | 减持 |
| 6 | FNDX | SCHWAB STRATEGIC TR | $29.8M | 5.39% | 958,661 | 减持 |
| 7 | VV | VANGUARD INDEX FDS | $27.2M | 4.91% | 78,984 | 减持 |
| 8 | VNQI | VANGUARD INTL EQUITY INDEX F | $22.9M | 4.15% | 511,167 | 增持 |
| 9 | VTEB | VANGUARD MUN BD FDS | $21.5M | 3.89% | 425,059 | 增持 |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $21.0M | 3.80% | 497,866 | 增持 |
| 11 | FNDF | SCHWAB STRATEGIC TR | $20.5M | 3.71% | 388,978 | 增持 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $17.4M | 3.15% | 244,220 | 减持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $16.1M | 2.91% | 269,212 | 增持 |
| 14 | VPL | VANGUARD INTL EQUITY INDEX F | $14.8M | 2.67% | 127,817 | 减持 |
| 15 | FNDE | SCHWAB STRATEGIC TR | $14.7M | 2.66% | 370,133 | 增持 |
| 16 | VGK | VANGUARD INTL EQUITY INDEX F | $13.9M | 2.51% | 156,477 | 增持 |
| 17 | USRT | ISHARES TR | $13.8M | 2.49% | 206,928 | 新建仓 |
| 18 | IWM | ISHARES TR | $10.8M | 1.95% | 35,903 | 减持 |
| 19 | VNQ | VANGUARD INDEX FDS | $10.4M | 1.87% | 107,370 | 减持 |
| 20 | SPHY | SPDR SERIES TRUST | $9.2M | 1.67% | 392,827 | 增持 |
| 21 | DLN | WISDOMTREE TR | $8.8M | 1.60% | 91,793 | 减持 |
| 22 | MUB | ISHARES TR | $7.5M | 1.35% | 69,518 | 减持 |
| 23 | DWM | WISDOMTREE TR | $7.2M | 1.29% | 97,736 | 减持 |
| 24 | VSS | VANGUARD INTL EQUITY INDEX F | $6.2M | 1.13% | 40,487 | 增持 |
| 25 | EFA | ISHARES TR | $6.0M | 1.09% | 57,755 | 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