My Personal CFO, LLC 13F 持仓 · 2026年Q2
My Personal CFO 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 2.56 亿美元。前几大持仓：VTI（15.49%）、MSFT（7.58%）、DFAI（6.22%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $39.7M | 15.49% | 107,227 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $19.4M | 7.58% | 52,047 | 增持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $15.9M | 6.22% | 386,579 | 增持 |
| 4 | AVUS | AMERICAN CENTY ETF TR | $14.1M | 5.52% | 110,443 | 减持 |
| 5 | AAPL | APPLE INC | $11.8M | 4.60% | 40,697 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $10.6M | 4.14% | 14,401 | 增持 |
| 7 | OKTA | OKTA INC | $9.2M | 3.60% | 67,657 | 减持 |
| 8 | TFLR | T ROWE PRICE EXCHANGE-TRADED | $9.2M | 3.60% | 183,192 | 增持 |
| 9 | DFAU | DIMENSIONAL ETF TRUST | $8.9M | 3.47% | 171,829 | 增持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $7.5M | 2.92% | 10,008 | 增持 |
| 11 | SCZ | ISHARES TR | $6.0M | 2.34% | 72,844 | 增持 |
| 12 | DVY | ISHARES TR | $4.3M | 1.68% | 27,546 | 增持 |
| 13 | BFEB | INNOVATOR ETFS TRUST | $3.8M | 1.49% | 72,470 | 减持 |
| 14 | BAPR | INNOVATOR ETFS TRUST | $3.6M | 1.42% | 68,328 | 减持 |
| 15 | AMAT | APPLIED MATLS INC | $3.4M | 1.34% | 4,741 | 减持 |
| 16 | BDEC | INNOVATOR ETFS TRUST | $3.4M | 1.33% | 63,841 | 减持 |
| 17 | VNQ | VANGUARD INDEX FDS | $3.3M | 1.29% | 34,247 | 增持 |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $3.3M | 1.27% | 33,194 | 增持 |
| 19 | VDE | VANGUARD WORLD FD | $3.2M | 1.26% | 21,496 | 增持 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $3.1M | 1.22% | 5,391 | 减持 |
| 21 | VO | VANGUARD INDEX FDS | $3.0M | 1.17% | 37,052 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.12% | 5,730 | 持平 |
| 23 | BNOV | INNOVATOR ETFS TRUST | $2.8M | 1.10% | 58,915 | 减持 |
| 24 | IQLT | ISHARES TR | $2.8M | 1.08% | 55,612 | 减持 |
| 25 | VYM | VANGUARD WHITEHALL FDS | $2.7M | 1.03% | 16,777 | 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