Richard Young Associates, Ltd. 13F 持仓 · 2026年Q2
Richard Young Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 1.50 亿美元。前几大持仓：DFAT（25.95%）、DFUV（25.90%）、DFAS（25.38%）。本季前 25 大持仓中：新建仓 5 只、增持 8 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | $39.0M | 25.95% | 558,629 | 减持 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $39.0M | 25.90% | 708,429 | 减持 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $38.2M | 25.38% | 463,838 | 增持 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $9.9M | 6.57% | 120,676 | 减持 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $7.8M | 5.19% | 144,566 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $3.5M | 2.31% | 17,392 | 减持 |
| 7 | AAPL | APPLE INC | $2.2M | 1.49% | 7,741 | 增持 |
| 8 | TSLA | TESLA INC | $1.3M | 0.83% | 2,975 | 减持 |
| 9 | KO | COCA COLA CO | $1.2M | 0.79% | 14,565 | 减持 |
| 10 | AMZN | AMAZON COM INC | $871,873 | 0.58% | 3,658 | 增持 |
| 11 | CARE | CARTER BANKSHARES INC | $832,259 | 0.55% | 24,471 | 减持 |
| 12 | GE | GE AEROSPACE | $685,047 | 0.46% | 1,833 | 新建仓 |
| 13 | MSFT | MICROSOFT CORP | $661,924 | 0.44% | 1,775 | 减持 |
| 14 | META | META PLATFORMS INC | $498,194 | 0.33% | 884 | 持平 |
| 15 | RTX | RTX CORPORATION | $458,767 | 0.30% | 2,418 | 新建仓 |
| 16 | SSB | SOUTHSTATE BK CORP | $429,970 | 0.29% | 4,304 | 持平 |
| 17 | GOOGL | ALPHABET INC | $402,115 | 0.27% | 1,125 | 持平 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $370,289 | 0.25% | 740 | 增持 |
| 19 | CEFS | EXCHANGE LISTED FDS TR | $378,857 | 0.25% | 14,776 | 新建仓 |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $374,798 | 0.25% | 8,982 | 增持 |
| 21 | GEV | GE VERNOVA INC | $327,786 | 0.22% | 279 | 新建仓 |
| 22 | XOM | EXXON MOBIL CORP | $331,585 | 0.22% | 2,425 | 增持 |
| 23 | SO | SOUTHERN CO | $316,897 | 0.21% | 3,311 | 增持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $311,403 | 0.21% | 417 | 新建仓 |
| 25 | T | AT&T INC | $295,108 | 0.20% | 14,256 | 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