Parker Financial LLC 13F 持仓 · 2026年Q2
Parker Financial 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 37 只证券,申报市值合计 2.73 亿美元。前几大持仓:VEA(20.47%)、DFAC(15.81%)、VUG(12.17%)。本季前 25 大持仓中:增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $56.0M | 20.47% | 785,493 | 减持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $43.2M | 15.81% | 974,952 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $33.3M | 12.17% | 386,251 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $28.9M | 10.57% | 132,585 | 减持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $19.2M | 7.01% | 321,406 | 减持 |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $18.9M | 6.91% | 390,210 | 增持 |
| 7 | BSV | VANGUARD BD INDEX FDS | $11.8M | 4.33% | 152,001 | 减持 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $7.8M | 2.84% | 94,250 | 增持 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $7.8M | 2.84% | 184,346 | 增持 |
| 10 | BIV | VANGUARD BD INDEX FDS | $7.7M | 2.80% | 99,771 | 增持 |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $7.5M | 2.73% | 156,510 | 增持 |
| 12 | BLV | VANGUARD BD INDEX FDS | $7.3M | 2.67% | 105,916 | 增持 |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $6.1M | 2.25% | 131,299 | 减持 |
| 14 | VB | VANGUARD INDEX FDS | $3.2M | 1.15% | 10,409 | 减持 |
| 15 | AAPL | APPLE INC | $1.6M | 0.59% | 5,581 | 减持 |
| 16 | IWM | ISHARES TR | $1.3M | 0.48% | 4,379 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $1.2M | 0.42% | 3,109 | 减持 |
| 18 | AMZN | AMAZON COM INC | $1.0M | 0.38% | 4,343 | 减持 |
| 19 | IWF | ISHARES TR | $952,135 | 0.35% | 7,668 | 增持 |
| 20 | IEI | ISHARES TR | $912,236 | 0.33% | 7,767 | 增持 |
| 21 | IVV | ISHARES TR | $768,629 | 0.28% | 1,026 | 减持 |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $723,937 | 0.26% | 8,644 | 减持 |
| 23 | VIGI | VANGUARD WHITEHALL FDS | $618,550 | 0.23% | 6,624 | 持平 |
| 24 | AVGO | BROADCOM INC | $567,381 | 0.21% | 1,502 | 减持 |
| 25 | QQQ | INVESCO QQQ TR | $552,300 | 0.20% | 750 | 持平 |
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