RF&L Wealth Management, LLC 13F 持仓 · 2026年Q2
RF&L Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 1.48 亿美元。前几大持仓：DFAT（13.67%）、DFAC（8.49%）、DFUS（8.08%）。本季前 25 大持仓中：增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $20.2M | 13.67% | 288,960 | 减持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $12.5M | 8.49% | 282,692 | 减持 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $11.9M | 8.08% | 145,653 | 减持 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $10.9M | 7.37% | 198,014 | 减持 |
| 5 | BSV | VANGUARD BD INDEX FDS | $9.7M | 6.55% | 124,199 | 增持 |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $7.5M | 5.07% | 91,061 | 增持 |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $6.9M | 4.64% | 126,816 | 减持 |
| 8 | VOO | VANGUARD INDEX FDS | $6.3M | 4.29% | 9,222 | 增持 |
| 9 | VTI | VANGUARD INDEX FDS | $5.3M | 3.61% | 14,427 | 减持 |
| 10 | VBR | VANGUARD INDEX FDS | $5.2M | 3.49% | 21,211 | 减持 |
| 11 | FNDC | SCHWAB STRATEGIC TR | $5.1M | 3.47% | 105,517 | 减持 |
| 12 | ITOT | ISHARES TR | $4.9M | 3.34% | 30,006 | 增持 |
| 13 | IEMG | ISHARES INC | $4.3M | 2.89% | 51,614 | 减持 |
| 14 | LLY | ELI LILLY & CO | $3.9M | 2.65% | 3,269 | 减持 |
| 15 | IDEV | ISHARES TR | $2.8M | 1.87% | 31,106 | 减持 |
| 16 | IWD | ISHARES TR | $2.3M | 1.55% | 9,455 | 减持 |
| 17 | FNDF | SCHWAB STRATEGIC TR | $2.2M | 1.51% | 42,205 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $2.2M | 1.48% | 10,910 | 持平 |
| 19 | ABBV | ABBVIE INC | $2.1M | 1.44% | 8,470 | 减持 |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $1.6M | 1.05% | 42,216 | 减持 |
| 21 | AAPL | APPLE INC | $1.5M | 1.00% | 5,105 | 增持 |
| 22 | DISV | DIMENSIONAL ETF TRUST | $1.4M | 0.92% | 33,735 | 减持 |
| 23 | BSVO | EA SERIES TRUST | $1.2M | 0.83% | 41,776 | 减持 |
| 24 | IWM | ISHARES TR | $1.2M | 0.79% | 3,901 | 减持 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.76% | 18,859 | 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