Ridgeline Wealth, LLC 13F 持仓 · 2026年Q2
Ridgeline Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 1.71 亿美元。前几大持仓：AVLC（23.72%）、DFIC（8.36%）、SPYM（7.71%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVLC | AMERICAN CENTY ETF TR | $40.5M | 23.72% | 450,687 | 增持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $14.3M | 8.36% | 383,536 | 增持 |
| 3 | SPYM | SPDR SERIES TRUST | $13.2M | 7.71% | 150,016 | 增持 |
| 4 | AVLV | AMERICAN CENTY ETF TR | $10.7M | 6.25% | 117,201 | 增持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $7.9M | 4.62% | 96,370 | 减持 |
| 6 | AVNV | AMERICAN CENTY ETF TR | $7.6M | 4.42% | 91,502 | 增持 |
| 7 | AVUS | AMERICAN CENTY ETF TR | $7.1M | 4.17% | 55,692 | 减持 |
| 8 | AVTM | AMERICAN CENTY ETF TR | $7.0M | 4.08% | 128,110 | 新建仓 |
| 9 | JAAA | JANUS DETROIT STR TR | $6.1M | 3.59% | 121,588 | 增持 |
| 10 | AVSC | AMERICAN CENTY ETF TR | $5.5M | 3.23% | 75,375 | 增持 |
| 11 | OEF | ISHARES TR | $5.1M | 3.00% | 14,013 | 减持 |
| 12 | AVXC | AMERICAN CENTY ETF TR | $4.9M | 2.89% | 57,665 | 减持 |
| 13 | QUAL | ISHARES TR | $3.3M | 1.93% | 15,025 | 减持 |
| 14 | ESGU | ISHARES TR | $3.0M | 1.74% | 18,213 | 减持 |
| 15 | AVGE | AMERICAN CENTY ETF TR | $2.7M | 1.60% | 27,621 | 减持 |
| 16 | PULS | PGIM ETF TR | $2.5M | 1.47% | 50,817 | 增持 |
| 17 | JBBB | JANUS DETROIT STR TR | $2.3M | 1.32% | 47,575 | 减持 |
| 18 | EFV | ISHARES TR | $2.0M | 1.18% | 26,401 | 减持 |
| 19 | DFGR | DIMENSIONAL ETF TRUST | $1.7M | 0.99% | 58,466 | 增持 |
| 20 | IYW | ISHARES TR | $1.7M | 0.98% | 6,617 | 减持 |
| 21 | IEV | ISHARES TR | $1.7M | 0.97% | 22,746 | 减持 |
| 22 | VTI | VANGUARD INDEX FDS | $1.6M | 0.95% | 4,367 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $1.6M | 0.91% | 4,192 | 增持 |
| 24 | BLES | NORTHERN LTS FD TR IV | $958,262 | 0.56% | 20,094 | 增持 |
| 25 | DFEM | DIMENSIONAL ETF TRUST | $889,344 | 0.52% | 21,883 | 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