Penobscot Wealth Management 13F 持仓 · 2026年Q2
Penobscot Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 117 只证券，申报市值合计 3.74 亿美元。前几大持仓：SPYM（18.45%）、DFGP（12.26%）、VEA（12.04%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $69.0M | 18.45% | 784,975 | 减持 |
| 2 | DFGP | DIMENSIONAL ETF TRUST | $45.8M | 12.26% | 841,792 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $45.0M | 12.04% | 631,743 | 增持 |
| 4 | IAGG | ISHARES TR | $20.4M | 5.45% | 402,313 | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $14.1M | 3.78% | 236,983 | 增持 |
| 6 | VGT | VANGUARD WORLD FD | $13.2M | 3.54% | 110,659 | 增持 |
| 7 | JGRO | J P MORGAN EXCHANGE TRADED F | $10.5M | 2.82% | 106,960 | 减持 |
| 8 | STIP | ISHARES TR | $10.4M | 2.78% | 101,813 | 增持 |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $9.5M | 2.53% | 254,075 | 增持 |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $6.6M | 1.77% | 164,441 | 增持 |
| 11 | VFH | VANGUARD WORLD FD | $6.4M | 1.70% | 48,290 | 增持 |
| 12 | GLDM | WORLD GOLD TR | $6.0M | 1.60% | 75,295 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $5.2M | 1.40% | 7,629 | 减持 |
| 14 | SPYV | SPDR SERIES TRUST | $4.6M | 1.24% | 76,397 | 减持 |
| 15 | FDIS | FIDELITY COVINGTON TRUST | $4.2M | 1.13% | 41,177 | 增持 |
| 16 | VHT | VANGUARD WORLD FD | $4.2M | 1.13% | 14,093 | 增持 |
| 17 | VOX | VANGUARD WORLD FD | $4.2M | 1.13% | 22,917 | 增持 |
| 18 | FIDU | FIDELITY COVINGTON TRUST | $3.9M | 1.05% | 39,321 | 增持 |
| 19 | SCHX | SCHWAB STRATEGIC TR | $3.7M | 0.99% | 125,787 | 减持 |
| 20 | IXUS | ISHARES TR | $3.4M | 0.90% | 35,249 | 减持 |
| 21 | EWJ | ISHARES INC | $3.1M | 0.84% | 33,729 | 增持 |
| 22 | IGF | ISHARES TR | $2.9M | 0.78% | 43,973 | 增持 |
| 23 | AAPL | APPLE INC | $2.8M | 0.74% | 9,595 | 减持 |
| 24 | FESM | FIDELITY COVINGTON TRUST | $2.7M | 0.72% | 55,570 | 增持 |
| 25 | IEUR | ISHARES TR | $2.6M | 0.71% | 35,145 | 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