Powerhouse Assets LLC 13F 持仓 · 2026年Q2
Powerhouse Assets 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 1.23 亿美元。前几大持仓:VOO(26.24%)、IVV(24.47%)、ICSH(4.70%)。本季前 25 大持仓中:增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $32.2M | 26.24% | 46,931 | 减持 |
| 2 | IVV | ISHARES TR | $30.1M | 24.47% | 40,136 | 减持 |
| 3 | ICSH | ISHARES TR | $5.8M | 4.70% | 114,054 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $4.3M | 3.46% | 19,506 | 减持 |
| 5 | EMXC | ISHARES INC | $3.4M | 2.74% | 32,940 | 减持 |
| 6 | IEFA | ISHARES TR | $3.2M | 2.63% | 33,417 | 减持 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $3.0M | 2.48% | 63,824 | 减持 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $3.0M | 2.44% | 72,691 | 减持 |
| 9 | SPSB | SPDR SERIES TRUST | $2.8M | 2.25% | 91,955 | 增持 |
| 10 | VBR | VANGUARD INDEX FDS | $2.6M | 2.13% | 10,767 | 减持 |
| 11 | VTI | VANGUARD INDEX FDS | $2.0M | 1.61% | 5,356 | 减持 |
| 12 | IJR | ISHARES TR | $1.8M | 1.50% | 12,386 | 减持 |
| 13 | BSV | VANGUARD BD INDEX FDS | $1.6M | 1.30% | 20,500 | 增持 |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $1.6M | 1.26% | 28,698 | 减持 |
| 15 | EFV | ISHARES TR | $1.4M | 1.16% | 18,648 | 增持 |
| 16 | AVDV | AMERICAN CENTY ETF TR | $1.4M | 1.15% | 13,724 | 减持 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $1.2M | 1.00% | 23,653 | 减持 |
| 18 | IJS | ISHARES TR | $1.1M | 0.92% | 8,285 | 减持 |
| 19 | DFUV | DIMENSIONAL ETF TRUST | $1.0M | 0.84% | 18,673 | 增持 |
| 20 | EDIV | SPDR INDEX SHS FDS | $1.0M | 0.84% | 25,205 | 增持 |
| 21 | IGSB | ISHARES TR | $1.0M | 0.84% | 19,629 | 增持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $992,176 | 0.81% | 1,329 | 减持 |
| 23 | VUSB | VANGUARD BD INDEX FDS | $998,119 | 0.81% | 20,051 | 增持 |
| 24 | VNQ | VANGUARD INDEX FDS | $910,632 | 0.74% | 9,443 | 减持 |
| 25 | EWX | SPDR INDEX SHS FDS | $858,511 | 0.70% | 11,554 | 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