Regimen Wealth, LLC 13F 持仓 · 2026年Q2
Regimen Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 3.71 亿美元。前几大持仓：HDV（8.89%）、SCHD（8.08%）、DFCF（7.62%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HDV | ISHARES TR | $33.0M | 8.89% | 1.2M | 增持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $30.0M | 8.08% | 945,328 | 增持 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $28.3M | 7.62% | 669,870 | 增持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $26.9M | 7.25% | 591,500 | 增持 |
| 5 | VTEB | VANGUARD MUN BD FDS | $26.3M | 7.09% | 519,938 | 增持 |
| 6 | VWOB | VANGUARD WHITEHALL FDS | $23.0M | 6.21% | 342,544 | 增持 |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $17.8M | 4.81% | 361,848 | 增持 |
| 8 | FDVV | FIDELITY COVINGTON TRUST | $16.8M | 4.53% | 278,629 | 增持 |
| 9 | USFR | WISDOMTREE TR | $15.1M | 4.07% | 300,141 | 增持 |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $14.1M | 3.80% | 143,731 | 增持 |
| 11 | AVUV | AMERICAN CENTY ETF TR | $13.6M | 3.67% | 109,114 | 增持 |
| 12 | EFG | ISHARES TR | $13.0M | 3.51% | 104,650 | 增持 |
| 13 | DFAX | DIMENSIONAL ETF TRUST | $12.9M | 3.48% | 350,091 | 增持 |
| 14 | VOT | VANGUARD INDEX FDS | $12.9M | 3.48% | 42,211 | 增持 |
| 15 | SCHG | SCHWAB STRATEGIC TR | $12.1M | 3.26% | 357,556 | 增持 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $11.3M | 3.04% | 189,253 | 增持 |
| 17 | SPYG | SPDR SERIES TRUST | $5.0M | 1.36% | 42,357 | 增持 |
| 18 | AAPL | APPLE INC | $4.7M | 1.27% | 16,277 | 增持 |
| 19 | IUSB | ISHARES TR | $3.5M | 0.94% | 75,655 | 减持 |
| 20 | IVE | ISHARES TR | $3.2M | 0.85% | 13,875 | 减持 |
| 21 | DYNF | BLACKROCK ETF TRUST | $2.8M | 0.75% | 40,633 | 减持 |
| 22 | IVV | ISHARES TR | $2.6M | 0.71% | 3,518 | 减持 |
| 23 | IVW | ISHARES TR | $2.4M | 0.64% | 17,141 | 减持 |
| 24 | IEMG | ISHARES INC | $1.9M | 0.52% | 23,136 | 增持 |
| 25 | OEF | ISHARES TR | $1.9M | 0.52% | 5,221 | 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