Parkshore Wealth Management, Inc. 13F 持仓 · 2026年Q2
Parkshore Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 72 只证券,申报市值合计 3.48 亿美元。前几大持仓:DFAC(30.24%)、DFCF(10.89%)、AVUV(7.14%)。本季前 25 大持仓中:增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $105.3M | 30.24% | 2.4M | 增持 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $37.9M | 10.89% | 898,068 | 增持 |
| 3 | AVUV | AMERICAN CENTY ETF TR | $24.9M | 7.14% | 199,235 | 增持 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $23.1M | 6.62% | 558,989 | 增持 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $15.5M | 4.46% | 372,203 | 增持 |
| 6 | DFSD | DIMENSIONAL ETF TRUST | $15.3M | 4.40% | 321,133 | 增持 |
| 7 | DFSB | DIMENSIONAL ETF TRUST | $12.3M | 3.53% | 235,814 | 增持 |
| 8 | AAPL | APPLE INC | $11.1M | 3.19% | 38,406 | 增持 |
| 9 | AVUS | AMERICAN CENTY ETF TR | $11.0M | 3.15% | 85,738 | 增持 |
| 10 | AVDV | AMERICAN CENTY ETF TR | $10.8M | 3.09% | 104,377 | 增持 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $10.1M | 2.91% | 251,957 | 增持 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $7.5M | 2.15% | 107,010 | 减持 |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $5.6M | 1.62% | 195,023 | 减持 |
| 14 | TSLA | TESLA INC | $4.5M | 1.28% | 10,629 | 增持 |
| 15 | AMZN | AMAZON COM INC | $4.4M | 1.27% | 18,616 | 持平 |
| 16 | DFAW | DIMENSIONAL ETF TRUST | $4.2M | 1.20% | 50,659 | 增持 |
| 17 | AXP | AMERICAN EXPRESS CO | $3.2M | 0.93% | 9,585 | 增持 |
| 18 | AVES | AMERICAN CENTY ETF TR | $3.2M | 0.91% | 48,114 | 减持 |
| 19 | DFEV | DIMENSIONAL ETF TRUST | $2.6M | 0.75% | 60,796 | 增持 |
| 20 | DFAU | DIMENSIONAL ETF TRUST | $2.3M | 0.66% | 44,210 | 减持 |
| 21 | LMT | LOCKHEED MARTIN CORP | $2.2M | 0.63% | 4,277 | 减持 |
| 22 | AVLV | AMERICAN CENTY ETF TR | $2.1M | 0.60% | 23,084 | 减持 |
| 23 | MSI | MOTOROLA SOLUTIONS INC | $1.9M | 0.55% | 4,627 | 增持 |
| 24 | DFIC | DIMENSIONAL ETF TRUST | $1.8M | 0.53% | 49,601 | 增持 |
| 25 | PG | PROCTER & GAMBLE CO | $1.5M | 0.42% | 9,975 | 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