One Degree Advisors Inc 13F 持仓 · 2026年Q2
One Degree Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 82 只证券,申报市值合计 4.48 亿美元。前几大持仓:DFAC(19.55%)、VTI(9.96%)、DFIC(9.83%)。本季前 25 大持仓中:新建仓 2 只、增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $87.6M | 19.55% | 2.0M | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $44.6M | 9.96% | 120,821 | 增持 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $44.1M | 9.83% | 1.2M | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $26.7M | 5.96% | 379,221 | 增持 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $16.5M | 3.69% | 346,273 | 增持 |
| 6 | DFCF | DIMENSIONAL ETF TRUST | $13.8M | 3.08% | 327,344 | 增持 |
| 7 | SGOV | ISHARES TR | $12.8M | 2.85% | 127,371 | 增持 |
| 8 | SPYM | SPDR SERIES TRUST | $12.7M | 2.83% | 144,457 | 增持 |
| 9 | VBR | VANGUARD INDEX FDS | $12.4M | 2.76% | 51,012 | 增持 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $11.8M | 2.63% | 296,679 | 增持 |
| 11 | QVAL | EA SERIES TRUST | $10.5M | 2.34% | 188,514 | 增持 |
| 12 | QMOM | EA SERIES TRUST | $10.4M | 2.32% | 134,618 | 增持 |
| 13 | SCHR | SCHWAB STRATEGIC TR | $9.3M | 2.08% | 379,789 | 减持 |
| 14 | AAPL | APPLE INC | $8.9M | 1.98% | 30,140 | 增持 |
| 15 | AAUS | EA SERIES TRUST | $8.2M | 1.83% | 137,571 | 持平 |
| 16 | AVGO | BROADCOM INC | $8.1M | 1.81% | 21,929 | 新建仓 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $7.1M | 1.59% | 30,095 | 减持 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $6.3M | 1.41% | 106,332 | 增持 |
| 19 | IEFA | ISHARES TR | $6.3M | 1.40% | 65,430 | 增持 |
| 20 | DFCA | DIMENSIONAL ETF TRUST | $6.1M | 1.37% | 122,336 | 增持 |
| 21 | VGSH | VANGUARD SCOTTSDALE FDS | $5.7M | 1.28% | 98,991 | 新建仓 |
| 22 | VNQ | VANGUARD INDEX FDS | $5.7M | 1.28% | 59,074 | 增持 |
| 23 | DFGP | DIMENSIONAL ETF TRUST | $5.5M | 1.22% | 100,576 | 增持 |
| 24 | COMB | GRANITESHARES ETF TR | $5.0M | 1.12% | 209,681 | 减持 |
| 25 | VTEB | VANGUARD MUN BD FDS | $5.0M | 1.11% | 98,640 | 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