OMNI 360 Wealth, Inc. 13F 持仓 · 2026年Q2
OMNI 360 Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 135 只证券，申报市值合计 2.16 亿美元。前几大持仓：SPYM（8.04%）、ITOT（7.30%）、DFAT（4.84%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $17.4M | 8.04% | 198,077 | 增持 |
| 2 | ITOT | ISHARES TR | $15.8M | 7.30% | 96,159 | 减持 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $10.5M | 4.84% | 149,852 | 减持 |
| 4 | IWF | ISHARES TR | $9.6M | 4.42% | 77,021 | 增持 |
| 5 | IDEV | ISHARES TR | $8.4M | 3.86% | 93,948 | 减持 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $6.6M | 3.04% | 111,489 | 减持 |
| 7 | IEMG | ISHARES INC | $6.4M | 2.95% | 77,032 | 减持 |
| 8 | VCRB | VANGUARD MALVERN FDS | $5.8M | 2.70% | 75,743 | 增持 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $5.8M | 2.69% | 107,933 | 减持 |
| 10 | QUAL | ISHARES TR | $5.2M | 2.41% | 23,756 | 减持 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $5.0M | 2.31% | 31,583 | 增持 |
| 12 | BSV | VANGUARD BD INDEX FDS | $4.8M | 2.21% | 61,378 | 减持 |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $4.3M | 1.98% | 93,154 | 增持 |
| 14 | VPLS | VANGUARD MALVERN FDS | $3.9M | 1.79% | 49,818 | 增持 |
| 15 | DYNF | BLACKROCK ETF TRUST | $3.7M | 1.73% | 55,004 | 增持 |
| 16 | IVW | ISHARES TR | $3.6M | 1.68% | 26,494 | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $3.4M | 1.58% | 9,215 | 增持 |
| 18 | AAPL | APPLE INC | $3.4M | 1.56% | 11,648 | 减持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 1.54% | 4,454 | 增持 |
| 20 | VTIP | VANGUARD MALVERN FDS | $2.9M | 1.33% | 57,326 | 减持 |
| 21 | EFV | ISHARES TR | $2.7M | 1.23% | 34,862 | 减持 |
| 22 | IQLT | ISHARES TR | $2.7M | 1.22% | 53,485 | 减持 |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $2.6M | 1.21% | 12,291 | 增持 |
| 24 | DGRO | ISHARES TR | $2.4M | 1.12% | 32,009 | 减持 |
| 25 | IVE | ISHARES TR | $2.2M | 1.02% | 9,716 | 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