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Physician Wealth Solutions Inc. 13F 持仓 · 2026年Q2

Physician Wealth Solutions 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 45 只证券,申报市值合计 2.64 亿美元。前几大持仓:DFAU(14.41%)、DFCF(8.69%)、DFIP(7.24%)。本季前 25 大持仓中:增持 11 只、减持 11 只。

排名代码公司市值占组合股数变动
1DFAUDIMENSIONAL ETF TRUST$38.0M14.41%735,418增持
2DFCFDIMENSIONAL ETF TRUST$22.9M8.69%542,729增持
3DFIPDIMENSIONAL ETF TRUST$19.1M7.24%462,726增持
4DFSVDIMENSIONAL ETF TRUST$15.9M6.05%411,042减持
5DFEMDIMENSIONAL ETF TRUST$13.7M5.20%337,691减持
6AVREAMERICAN CENTY ETF TR$13.4M5.10%283,674减持
7DFUSDIMENSIONAL ETF TRUST$12.9M4.90%157,689持平
8DFICDIMENSIONAL ETF TRUST$12.7M4.80%339,783减持
9AVUVAMERICAN CENTY ETF TR$12.1M4.57%96,685增持
10VTEBVANGUARD MUN BD FDS$11.7M4.44%231,559增持
11DISVDIMENSIONAL ETF TRUST$11.1M4.20%276,090减持
12AVDEAMERICAN CENTY ETF TR$10.1M3.82%112,850增持
13BNDXVANGUARD CHARLOTTE FDS$8.3M3.17%172,397增持
14AVDVAMERICAN CENTY ETF TR$7.9M2.98%76,304增持
15AVEMAMERICAN CENTY ETF TR$7.3M2.78%75,871减持
16VCRMVANGUARD MUN BD FDS$5.7M2.16%74,716增持
17AVUSAMERICAN CENTY ETF TR$5.4M2.06%42,521增持
18DFATDIMENSIONAL ETF TRUST$5.1M1.94%73,270减持
19DFGRDIMENSIONAL ETF TRUST$4.8M1.83%166,172增持
20DFASDIMENSIONAL ETF TRUST$4.4M1.65%52,865持平
21MUBISHARES TR$2.7M1.01%24,681减持
22AMDADVANCED MICRO DEVICES INC$2.0M0.77%3,500减持
23BIVVANGUARD BD INDEX FDS$2.0M0.76%26,285减持
24SCHPSCHWAB STRATEGIC TR$1.9M0.72%72,007持平
25SCHBSCHWAB STRATEGIC TR$1.4M0.54%49,224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