Planning Center, Inc. 13F 持仓 · 2026年Q2
Planning Center 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 10.60 亿美元。前几大持仓：DUSB（17.63%）、DFSD（13.09%）、DFAX（8.31%）。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 | DUSB | DIMENSIONAL ETF TRUST | $186.8M | 17.63% | 3.7M | 增持 |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $138.7M | 13.09% | 2.9M | 增持 |
| 3 | DFAX | DIMENSIONAL ETF TRUST | $88.1M | 8.31% | 2.4M | 减持 |
| 4 | DFGX | DIMENSIONAL ETF TRUST | $85.5M | 8.07% | 1.6M | 增持 |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $82.9M | 7.82% | 1.9M | 减持 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $69.8M | 6.59% | 1.7M | 增持 |
| 7 | DIHP | DIMENSIONAL ETF TRUST | $63.6M | 6.00% | 1.9M | 增持 |
| 8 | DFIP | DIMENSIONAL ETF TRUST | $44.8M | 4.23% | 1.1M | 增持 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $38.5M | 3.63% | 699,135 | 减持 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $36.4M | 3.43% | 673,128 | 减持 |
| 11 | DFAT | DIMENSIONAL ETF TRUST | $32.7M | 3.08% | 467,301 | 减持 |
| 12 | DISV | DIMENSIONAL ETF TRUST | $28.0M | 2.64% | 697,483 | 增持 |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $24.7M | 2.33% | 300,501 | 增持 |
| 14 | DFEM | DIMENSIONAL ETF TRUST | $18.3M | 1.73% | 450,063 | 减持 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $16.0M | 1.51% | 551,990 | 增持 |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $14.5M | 1.37% | 413,172 | 增持 |
| 17 | DFSB | DIMENSIONAL ETF TRUST | $10.1M | 0.95% | 193,316 | 增持 |
| 18 | AAPL | APPLE INC | $9.0M | 0.85% | 31,138 | 减持 |
| 19 | DE | DEERE & CO | $9.0M | 0.85% | 14,238 | 增持 |
| 20 | DFSU | DIMENSIONAL ETF TRUST | $8.7M | 0.82% | 186,762 | 增持 |
| 21 | DFSI | DIMENSIONAL ETF TRUST | $8.4M | 0.79% | 185,179 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 0.32% | 6,819 | 增持 |
| 23 | VBIL | VANGUARD INSTL INDEX FD | $2.9M | 0.27% | 38,435 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $2.0M | 0.18% | 9,752 | 增持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 0.18% | 8,163 | 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