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 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $38.0M | 14.41% | 735,418 | 增持 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $22.9M | 8.69% | 542,729 | 增持 |
| 3 | DFIP | DIMENSIONAL ETF TRUST | $19.1M | 7.24% | 462,726 | 增持 |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $15.9M | 6.05% | 411,042 | 减持 |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $13.7M | 5.20% | 337,691 | 减持 |
| 6 | AVRE | AMERICAN CENTY ETF TR | $13.4M | 5.10% | 283,674 | 减持 |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $12.9M | 4.90% | 157,689 | 持平 |
| 8 | DFIC | DIMENSIONAL ETF TRUST | $12.7M | 4.80% | 339,783 | 减持 |
| 9 | AVUV | AMERICAN CENTY ETF TR | $12.1M | 4.57% | 96,685 | 增持 |
| 10 | VTEB | VANGUARD MUN BD FDS | $11.7M | 4.44% | 231,559 | 增持 |
| 11 | DISV | DIMENSIONAL ETF TRUST | $11.1M | 4.20% | 276,090 | 减持 |
| 12 | AVDE | AMERICAN CENTY ETF TR | $10.1M | 3.82% | 112,850 | 增持 |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $8.3M | 3.17% | 172,397 | 增持 |
| 14 | AVDV | AMERICAN CENTY ETF TR | $7.9M | 2.98% | 76,304 | 增持 |
| 15 | AVEM | AMERICAN CENTY ETF TR | $7.3M | 2.78% | 75,871 | 减持 |
| 16 | VCRM | VANGUARD MUN BD FDS | $5.7M | 2.16% | 74,716 | 增持 |
| 17 | AVUS | AMERICAN CENTY ETF TR | $5.4M | 2.06% | 42,521 | 增持 |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $5.1M | 1.94% | 73,270 | 减持 |
| 19 | DFGR | DIMENSIONAL ETF TRUST | $4.8M | 1.83% | 166,172 | 增持 |
| 20 | DFAS | DIMENSIONAL ETF TRUST | $4.4M | 1.65% | 52,865 | 持平 |
| 21 | MUB | ISHARES TR | $2.7M | 1.01% | 24,681 | 减持 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.77% | 3,500 | 减持 |
| 23 | BIV | VANGUARD BD INDEX FDS | $2.0M | 0.76% | 26,285 | 减持 |
| 24 | SCHP | SCHWAB STRATEGIC TR | $1.9M | 0.72% | 72,007 | 持平 |
| 25 | SCHB | SCHWAB STRATEGIC TR | $1.4M | 0.54% | 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