Onyx Financial Advisors, LLC 13F 持仓 · 2026年Q2
Onyx Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 2.78 亿美元。前几大持仓：DFAC（60.48%）、DFAX（15.72%）、DFSD（7.03%）。本季前 25 大持仓中：增持 14 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $167.9M | 60.48% | 3.8M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $43.6M | 15.72% | 1.2M | 增持 |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $19.5M | 7.03% | 408,896 | 增持 |
| 4 | DUSB | DIMENSIONAL ETF TRUST | $12.9M | 4.64% | 253,807 | 增持 |
| 5 | DFAR | DIMENSIONAL ETF TRUST | $11.6M | 4.16% | 441,767 | 增持 |
| 6 | DFCF | DIMENSIONAL ETF TRUST | $4.6M | 1.67% | 109,828 | 增持 |
| 7 | GBCI | GLACIER BANCORP INC NEW | $4.2M | 1.50% | 80,810 | 持平 |
| 8 | MSFT | MICROSOFT CORP | $2.7M | 0.97% | 7,235 | 增持 |
| 9 | DFIP | DIMENSIONAL ETF TRUST | $2.2M | 0.81% | 54,231 | 增持 |
| 10 | DCOR | DIMENSIONAL ETF TRUST | $1.7M | 0.63% | 21,266 | 增持 |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $1.3M | 0.46% | 15,416 | 减持 |
| 12 | FDVV | FIDELITY COVINGTON TRUST | $1.3M | 0.46% | 21,061 | 增持 |
| 13 | RVTY | REVVITY INC | $1.3M | 0.46% | 11,369 | 持平 |
| 14 | CAT | CATERPILLAR INC | $1.1M | 0.41% | 1,066 | 增持 |
| 15 | ORCL | ORACLE CORP | $613,068 | 0.22% | 4,183 | 增持 |
| 16 | JPC | NUVEEN PFD & INCOME OPPORTUN | $395,174 | 0.14% | 50,149 | 持平 |
| 17 | SYK | STRYKER CORPORATION | $351,084 | 0.13% | 1,115 | 增持 |
| 18 | PM | PHILIP MORRIS INTL INC | $297,916 | 0.11% | 1,647 | 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