Prism Planning Partners LLC 13F 持仓 · 2026年Q2
Prism Planning Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 9,448.21 万美元。前几大持仓：ITOT（30.30%）、IDEV（12.03%）、VGIT（10.55%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $28.6M | 30.30% | 174,303 | 增持 |
| 2 | IDEV | ISHARES TR | $11.4M | 12.03% | 127,728 | 增持 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $10.0M | 10.55% | 169,001 | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $6.0M | 6.38% | 148,271 | 增持 |
| 5 | BSVO | EA SERIES TRUST | $5.9M | 6.28% | 203,141 | 增持 |
| 6 | AVDV | AMERICAN CENTY ETF TR | $5.5M | 5.86% | 53,754 | 增持 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $5.1M | 5.38% | 106,528 | 增持 |
| 8 | VTIP | VANGUARD MALVERN FDS | $3.9M | 4.16% | 78,204 | 增持 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $2.8M | 3.00% | 52,411 | 增持 |
| 10 | AAPL | APPLE INC | $1.7M | 1.78% | 5,826 | 增持 |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $1.4M | 1.46% | 16,806 | 增持 |
| 12 | IUSV | ISHARES TR | $1.4M | 1.44% | 12,340 | 持平 |
| 13 | DFUV | DIMENSIONAL ETF TRUST | $1.1M | 1.21% | 20,830 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $1.1M | 1.18% | 5,578 | 减持 |
| 15 | AMZN | AMAZON COM INC | $797,247 | 0.84% | 3,345 | 增持 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $739,203 | 0.78% | 8,977 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $669,232 | 0.71% | 1,794 | 增持 |
| 18 | IVW | ISHARES TR | $637,864 | 0.68% | 4,638 | 减持 |
| 19 | GOOGL | ALPHABET INC | $617,178 | 0.65% | 1,727 | 减持 |
| 20 | ABBV | ABBVIE INC | $577,299 | 0.61% | 2,294 | 减持 |
| 21 | IQLT | ISHARES TR | $447,602 | 0.47% | 9,033 | 增持 |
| 22 | META | META PLATFORMS INC | $429,801 | 0.45% | 763 | 增持 |
| 23 | IEMG | ISHARES INC | $352,242 | 0.37% | 4,252 | 减持 |
| 24 | T | AT&T INC | $345,514 | 0.37% | 16,692 | 增持 |
| 25 | IWF | ISHARES TR | $335,671 | 0.36% | 2,703 | 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