Pillar Financial Advisors, LLC 13F 持仓 · 2026年Q2
Pillar Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 114 只证券,申报市值合计 1.91 亿美元。前几大持仓:DFAS(12.48%)、DFUS(11.89%)、DFIC(10.75%)。本季前 25 大持仓中:增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAS | DIMENSIONAL ETF TRUST | $23.9M | 12.48% | 289,794 | 减持 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $22.7M | 11.89% | 277,505 | 增持 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $20.6M | 10.75% | 551,834 | 增持 |
| 4 | DUSB | DIMENSIONAL ETF TRUST | $19.6M | 10.26% | 386,385 | 增持 |
| 5 | DFUV | DIMENSIONAL ETF TRUST | $18.3M | 9.57% | 332,448 | 减持 |
| 6 | DFLV | DIMENSIONAL ETF TRUST | $12.7M | 6.64% | 321,024 | 增持 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $10.4M | 5.42% | 148,338 | 减持 |
| 8 | DFAR | DIMENSIONAL ETF TRUST | $9.5M | 4.96% | 362,169 | 增持 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $7.5M | 3.93% | 193,526 | 增持 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $5.4M | 2.82% | 132,817 | 增持 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $4.0M | 2.09% | 73,799 | 减持 |
| 12 | MGK | VANGUARD WORLD FD | $3.8M | 2.01% | 43,793 | 增持 |
| 13 | VUSB | VANGUARD BD INDEX FDS | $3.5M | 1.83% | 70,387 | 减持 |
| 14 | VTV | VANGUARD INDEX FDS | $3.4M | 1.78% | 15,581 | 减持 |
| 15 | VBK | VANGUARD INDEX FDS | $3.2M | 1.68% | 8,807 | 持平 |
| 16 | VBR | VANGUARD INDEX FDS | $3.2M | 1.66% | 13,062 | 减持 |
| 17 | DFSD | DIMENSIONAL ETF TRUST | $1.8M | 0.94% | 37,826 | 减持 |
| 18 | BIV | VANGUARD BD INDEX FDS | $1.8M | 0.93% | 23,060 | 增持 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 0.63% | 16,982 | 增持 |
| 20 | DFAI | DIMENSIONAL ETF TRUST | $1.2M | 0.61% | 28,229 | 减持 |
| 21 | VTES | VANGUARD WELLINGTON FD | $943,703 | 0.49% | 9,315 | 减持 |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $937,409 | 0.49% | 15,705 | 减持 |
| 23 | VUG | VANGUARD INDEX FDS | $809,630 | 0.42% | 9,399 | 增持 |
| 24 | IWF | ISHARES TR | $640,718 | 0.34% | 5,160 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $628,662 | 0.33% | 915 | 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