Planwiser Financial, LLC 13F 持仓 · 2026年Q2
Planwiser Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 1.44 亿美元。前几大持仓：AVUS（11.22%）、IVV（9.90%）、VMBS（4.77%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $16.1M | 11.22% | 126,080 | 减持 |
| 2 | IVV | ISHARES TR | $14.2M | 9.90% | 19,023 | 减持 |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | $6.9M | 4.77% | 146,485 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $6.7M | 4.65% | 77,711 | 增持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $6.7M | 4.63% | 132,304 | 减持 |
| 6 | IGIB | ISHARES TR | $5.7M | 3.93% | 106,302 | 增持 |
| 7 | ICVT | ISHARES TR | $5.0M | 3.47% | 41,005 | 新建仓 |
| 8 | VTV | VANGUARD INDEX FDS | $4.2M | 2.93% | 19,347 | 减持 |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $3.9M | 2.73% | 47,652 | 增持 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $3.8M | 2.66% | 92,813 | 减持 |
| 11 | AVEM | AMERICAN CENTY ETF TR | $3.8M | 2.65% | 39,579 | 增持 |
| 12 | SPEM | SPDR INDEX SHS FDS | $3.8M | 2.64% | 73,229 | 增持 |
| 13 | AVIG | AMERICAN CENTY ETF TR | $3.7M | 2.60% | 90,260 | 增持 |
| 14 | SPHY | SPDR SERIES TRUST | $3.7M | 2.57% | 157,816 | 增持 |
| 15 | ISTB | ISHARES TR | $3.6M | 2.53% | 75,402 | 增持 |
| 16 | SCHM | SCHWAB STRATEGIC TR | $3.4M | 2.33% | 91,116 | 减持 |
| 17 | XLK | SELECT SECTOR SPDR TR | $3.3M | 2.26% | 17,096 | 减持 |
| 18 | XLI | SELECT SECTOR SPDR TR | $3.2M | 2.25% | 17,448 | 增持 |
| 19 | VB | VANGUARD INDEX FDS | $3.2M | 2.23% | 10,599 | 增持 |
| 20 | VTEB | VANGUARD MUN BD FDS | $3.1M | 2.18% | 62,046 | 增持 |
| 21 | TMFC | RBB FD INC | $3.1M | 2.15% | 40,670 | 减持 |
| 22 | SPTI | SPDR SERIES TRUST | $3.1M | 2.14% | 108,302 | 减持 |
| 23 | HGER | HARBOR ETF TRUST | $3.1M | 2.12% | 104,199 | 增持 |
| 24 | XLC | SELECT SECTOR SPDR TR | $2.8M | 1.94% | 26,001 | 增持 |
| 25 | XLE | SELECT SECTOR SPDR TR | $2.7M | 1.91% | 51,665 | 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