Platform Wealth Management, LLC 13F 持仓 · 2026年Q2
Platform Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 2.73 亿美元。前几大持仓：DFAC（17.78%）、AAPL（10.96%）、AVUV（5.83%）。本季前 25 大持仓中：增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $48.6M | 17.78% | 1.1M | 增持 |
| 2 | AAPL | APPLE INC | $29.9M | 10.96% | 103,471 | 减持 |
| 3 | AVUV | AMERICAN CENTY ETF TR | $15.9M | 5.83% | 127,675 | 增持 |
| 4 | GOOGL | ALPHABET INC | $14.4M | 5.27% | 40,323 | 减持 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $14.0M | 5.12% | 270,773 | 增持 |
| 6 | GOOG | ALPHABET INC | $13.6M | 4.98% | 38,514 | 减持 |
| 7 | AVO | MISSION PRODUCE INC | $12.3M | 4.51% | 1.0M | 持平 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $12.2M | 4.45% | 295,064 | 增持 |
| 9 | AMZN | AMAZON COM INC | $10.4M | 3.82% | 43,840 | 减持 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $9.4M | 3.44% | 10,041 | 减持 |
| 11 | MAR | MARRIOTT INTL INC NEW | $5.9M | 2.16% | 15,918 | 减持 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $5.8M | 2.14% | 201,799 | 增持 |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $5.8M | 2.13% | 83,404 | 减持 |
| 14 | DFAX | DIMENSIONAL ETF TRUST | $5.1M | 1.86% | 137,892 | 减持 |
| 15 | BLK | BLACKROCK INC | $4.7M | 1.72% | 4,890 | 减持 |
| 16 | CVS | CVS HEALTH CORP | $4.4M | 1.61% | 42,600 | 减持 |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $4.4M | 1.61% | 80,137 | 增持 |
| 18 | CRM | SALESFORCE INC | $4.3M | 1.58% | 27,484 | 减持 |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $4.3M | 1.57% | 105,365 | 增持 |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $4.2M | 1.54% | 51,470 | 减持 |
| 21 | AVDV | AMERICAN CENTY ETF TR | $4.2M | 1.52% | 40,373 | 增持 |
| 22 | TJX | TJX COS INC NEW | $3.2M | 1.18% | 21,337 | 减持 |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $3.1M | 1.14% | 77,268 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.03% | 8,613 | 减持 |
| 25 | DFNM | DIMENSIONAL ETF TRUST | $2.8M | 1.01% | 57,058 | 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