Plum Street Advisors, LLC 13F 持仓 · 2026年Q2
Plum Street Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 3.13 亿美元。前几大持仓：SCHZ（9.46%）、SCHK（7.73%）、VTV（5.76%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $29.6M | 9.46% | 1.3M | 增持 |
| 2 | SCHK | SCHWAB STRATEGIC TR | $24.2M | 7.73% | 670,890 | 减持 |
| 3 | VTV | VANGUARD INDEX FDS | $18.0M | 5.76% | 82,745 | 减持 |
| 4 | VB | VANGUARD INDEX FDS | $17.4M | 5.57% | 57,507 | 减持 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $14.3M | 4.56% | 383,094 | 增持 |
| 6 | EMXC | ISHARES INC | $11.0M | 3.51% | 107,592 | 减持 |
| 7 | GLDM | WORLD GOLD TR | $11.0M | 3.50% | 138,085 | 新建仓 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $10.3M | 3.28% | 13,741 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $10.0M | 3.19% | 140,046 | 增持 |
| 10 | ICSH | ISHARES TR | $9.3M | 2.98% | 184,334 | 增持 |
| 11 | VBR | VANGUARD INDEX FDS | $8.5M | 2.73% | 35,143 | 减持 |
| 12 | AVUV | AMERICAN CENTY ETF | $8.2M | 2.63% | 66,121 | 增持 |
| 13 | IAU | ISHARES GOLD TR | $8.0M | 2.56% | 106,103 | 减持 |
| 14 | ISHG | ISHARES TR | $7.8M | 2.49% | 104,941 | 增持 |
| 15 | VTIP | VANGUARD MALVERN FDS | $7.7M | 2.46% | 153,451 | 增持 |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $7.1M | 2.28% | 147,429 | 减持 |
| 17 | SCHE | SCHWAB STRATEGIC TR | $5.4M | 1.72% | 148,522 | 减持 |
| 18 | SCHF | SCHWAB STRATEGIC TR | $4.3M | 1.38% | 156,174 | 减持 |
| 19 | NULV | NUSHARES ETF TR | $4.3M | 1.36% | 85,371 | 增持 |
| 20 | ESML | ISHARES TR | $4.2M | 1.34% | 74,792 | 减持 |
| 21 | IVV | ISHARES TR | $4.1M | 1.31% | 5,480 | 减持 |
| 22 | AVDE | AMERICAN CENTY ETF | $3.8M | 1.21% | 42,396 | 减持 |
| 23 | AVLV | AMERICAN CENTY ETF | $3.7M | 1.19% | 40,871 | 增持 |
| 24 | EAGG | ISHARES TR | $3.1M | 1.00% | 66,002 | 增持 |
| 25 | MUB | ISHARES TR | $3.0M | 0.95% | 27,699 | 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