Prospect Financial Group LLC 13F 持仓 · 2026年Q2
Prospect Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.24 亿美元。前几大持仓：DFEM（9.75%）、DCOR（7.45%）、BND（7.00%）。本季前 25 大持仓中：增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFEM | DIMENSIONAL ETF TRUST | $12.1M | 9.75% | 297,935 | 减持 |
| 2 | DCOR | DIMENSIONAL ETF TRUST | $9.2M | 7.45% | 112,825 | 减持 |
| 3 | BND | VANGUARD BD INDEX FDS | $8.7M | 7.00% | 118,297 | 增持 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $7.6M | 6.08% | 202,685 | 减持 |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $7.3M | 5.92% | 165,652 | 增持 |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $7.3M | 5.90% | 151,161 | 增持 |
| 7 | VTI | VANGUARD INDEX FDS | $6.3M | 5.09% | 17,067 | 减持 |
| 8 | VOO | VANGUARD INDEX FDS | $4.9M | 3.97% | 7,180 | 持平 |
| 9 | AVDV | AMERICAN CENTY ETF TR | $4.1M | 3.32% | 39,966 | 持平 |
| 10 | FREL | FIDELITY COVINGTON TRUST | $3.7M | 2.94% | 124,636 | 增持 |
| 11 | AVDE | AMERICAN CENTY ETF TR | $3.6M | 2.88% | 40,017 | 增持 |
| 12 | AVEM | AMERICAN CENTY ETF TR | $2.9M | 2.32% | 29,892 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $2.8M | 2.28% | 14,120 | 减持 |
| 14 | AAPL | APPLE INC | $2.7M | 2.21% | 9,494 | 减持 |
| 15 | VTEB | VANGUARD MUN BD FDS | $2.6M | 2.09% | 51,288 | 增持 |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $2.1M | 1.72% | 60,906 | 增持 |
| 17 | GOOGL | ALPHABET INC | $1.9M | 1.56% | 5,427 | 减持 |
| 18 | COMB | GRANITESHARES ETF TR | $1.8M | 1.44% | 74,015 | 减持 |
| 19 | USRT | ISHARES TR | $1.8M | 1.44% | 26,936 | 增持 |
| 20 | VNQ | VANGUARD INDEX FDS | $1.7M | 1.39% | 17,928 | 增持 |
| 21 | AVUS | AMERICAN CENTY ETF TR | $1.7M | 1.37% | 13,234 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $1.6M | 1.33% | 4,411 | 减持 |
| 23 | SPAB | SPDR SERIES TRUST | $1.6M | 1.30% | 63,072 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.09% | 2,711 | 增持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $1.3M | 1.03% | 1,706 | 持平 |
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