Retirement Solution LLC 13F 持仓 · 2026年Q2
Retirement Solution 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 5.11 亿美元。前几大持仓：DFSU（49.95%）、DUHP（10.75%）、DFUS（7.18%）。本季前 25 大持仓中：新建仓 4 只、增持 16 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFSU | DIMENSIONAL ETF TRUST | $255.5M | 49.95% | 5.5M | 增持 |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $55.0M | 10.75% | 1.3M | 增持 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $36.7M | 7.18% | 448,251 | 增持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $30.9M | 6.04% | 696,213 | 增持 |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $25.5M | 4.99% | 658,005 | 增持 |
| 6 | DFSI | DIMENSIONAL ETF TRUST | $15.8M | 3.08% | 349,466 | 减持 |
| 7 | DFSE | DIMENSIONAL ETF TRUST | $12.6M | 2.45% | 256,769 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $12.1M | 2.36% | 32,396 | 增持 |
| 9 | AAPL | APPLE INC | $9.4M | 1.85% | 32,654 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $7.3M | 1.43% | 9,935 | 增持 |
| 11 | MU | MICRON TECHNOLOGY INC | $5.0M | 0.98% | 4,336 | 增持 |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $4.5M | 0.88% | 87,483 | 减持 |
| 13 | AES | AES CORP | $2.7M | 0.52% | 182,925 | 新建仓 |
| 14 | DFAX | DIMENSIONAL ETF TRUST | $2.7M | 0.52% | 72,393 | 减持 |
| 15 | AMZN | AMAZON COM INC | $2.6M | 0.50% | 10,800 | 增持 |
| 16 | SBUX | STARBUCKS CORP | $2.3M | 0.45% | 22,367 | 增持 |
| 17 | VOO | VANGUARD INDEX FDS | $2.1M | 0.40% | 2,988 | 减持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 0.32% | 2,204 | 增持 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $1.6M | 0.31% | 1,706 | 增持 |
| 20 | LOW | LOWES COS INC | $1.4M | 0.28% | 6,547 | 新建仓 |
| 21 | CDNS | CADENCE DESIGN SYSTEM INC | $1.3M | 0.26% | 3,595 | 新建仓 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.23% | 2,386 | 新建仓 |
| 23 | GOOGL | ALPHABET INC | $1.1M | 0.21% | 2,969 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $962,202 | 0.19% | 2,600 | 增持 |
| 25 | IWF | ISHARES TR | $926,781 | 0.18% | 7,464 | 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