Navigoe, LLC 13F 持仓 · 2026年Q2
Navigoe 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,224 只证券，申报市值合计 1.91 亿美元。前几大持仓：DFIV（10.80%）、DFUV（9.16%）、DFAU（8.55%）。本季前 25 大持仓中：增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | $20.7M | 10.80% | 382,374 | 减持 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $17.5M | 9.16% | 318,299 | 减持 |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $16.3M | 8.55% | 316,252 | 增持 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $15.4M | 8.07% | 220,712 | 减持 |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $14.5M | 7.57% | 373,205 | 增持 |
| 6 | IVV | ISHARES TR | $9.5M | 4.99% | 12,752 | 增持 |
| 7 | DIHP | DIMENSIONAL ETF TRUST | $9.5M | 4.96% | 278,019 | 增持 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $7.9M | 4.11% | 95,551 | 减持 |
| 9 | AVUV | AMERICAN CENTY ETF TR | $7.5M | 3.95% | 60,499 | 增持 |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $6.7M | 3.49% | 157,994 | 增持 |
| 11 | AVIV | AMERICAN CENTY ETF TR | $6.0M | 3.14% | 77,617 | 增持 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $5.8M | 3.05% | 144,950 | 增持 |
| 13 | AVLV | AMERICAN CENTY ETF TR | $5.1M | 2.69% | 56,347 | 增持 |
| 14 | DISV | DIMENSIONAL ETF TRUST | $5.2M | 2.69% | 128,427 | 增持 |
| 15 | AAPL | APPLE INC | $5.1M | 2.65% | 17,530 | 增持 |
| 16 | DUSB | DIMENSIONAL ETF TRUST | $4.6M | 2.38% | 89,744 | 增持 |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.96% | 5 | 持平 |
| 18 | AVEM | AMERICAN CENTY ETF TR | $3.3M | 1.75% | 34,645 | 增持 |
| 19 | AVSF | AMERICAN CENTY ETF TR | $3.3M | 1.75% | 71,760 | 增持 |
| 20 | DFIS | DIMENSIONAL ETF TRUST | $2.7M | 1.40% | 76,222 | 减持 |
| 21 | DFSE | DIMENSIONAL ETF TRUST | $2.6M | 1.38% | 54,019 | 减持 |
| 22 | AVDV | AMERICAN CENTY ETF TR | $2.3M | 1.22% | 22,594 | 增持 |
| 23 | META | META PLATFORMS INC | $1.2M | 0.64% | 2,168 | 持平 |
| 24 | GOOG | ALPHABET INC | $769,000 | 0.40% | 2,179 | 增持 |
| 25 | DFSD | DIMENSIONAL ETF TRUST | $740,000 | 0.39% | 15,501 | 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