NerdWallet Wealth Partners, LLC 13F 持仓 · 2026年Q2
NerdWallet Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 69 只证券，申报市值合计 2.90 亿美元。前几大持仓：IVV（32.78%）、VEA（14.90%）、DLN（8.76%）。本季前 25 大持仓中：增持 21 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $95.1M | 32.78% | 127,022 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $43.2M | 14.90% | 607,015 | 增持 |
| 3 | DLN | WISDOMTREE TR | $25.4M | 8.76% | 263,948 | 增持 |
| 4 | CGCB | CAPITAL GRP FIXED INCM ETF T | $17.2M | 5.94% | 658,570 | 增持 |
| 5 | SHV | ISHARES TR | $15.6M | 5.37% | 141,289 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $10.1M | 3.49% | 27,384 | 减持 |
| 7 | SHY | ISHARES TR | $9.6M | 3.32% | 117,175 | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $7.3M | 2.51% | 122,146 | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $5.9M | 2.05% | 8,643 | 增持 |
| 10 | IJH | ISHARES TR | $4.9M | 1.69% | 63,507 | 增持 |
| 11 | HYG | ISHARES TR | $4.0M | 1.39% | 50,352 | 增持 |
| 12 | VBR | VANGUARD INDEX FDS | $3.5M | 1.19% | 14,263 | 减持 |
| 13 | IJR | ISHARES TR | $3.4M | 1.17% | 22,810 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 1.13% | 4,388 | 增持 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 0.96% | 62,617 | 持平 |
| 16 | AAPL | APPLE INC | $2.6M | 0.90% | 8,987 | 增持 |
| 17 | GOOG | ALPHABET INC | $2.5M | 0.85% | 6,957 | 增持 |
| 18 | EEM | ISHARES TR | $2.2M | 0.75% | 31,891 | 增持 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $1.6M | 0.57% | 23,466 | 持平 |
| 20 | MSFT | MICROSOFT CORP | $1.6M | 0.54% | 4,215 | 增持 |
| 21 | TLT | ISHARES TR | $1.5M | 0.53% | 17,924 | 增持 |
| 22 | XVV | ISHARES TR | $1.5M | 0.53% | 26,929 | 增持 |
| 23 | EFA | ISHARES TR | $1.4M | 0.49% | 13,676 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $1.4M | 0.49% | 7,116 | 增持 |
| 25 | AMZN | AMAZON COM INC | $1.4M | 0.47% | 5,671 | 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