Ritholtz Wealth Management 13F 持仓 · 2026年Q2
Ritholtz Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,290 只证券，申报市值合计 67.05 亿美元。前几大持仓：VTI（9.33%）、IVV（5.31%）、STIP（3.84%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $625.2M | 9.33% | 1.7M | 增持 |
| 2 | IVV | ISHARES TR | $356.0M | 5.31% | 475,333 | 减持 |
| 3 | STIP | ISHARES TR | $257.7M | 3.84% | 2.5M | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $249.4M | 3.72% | 338,708 | 增持 |
| 5 | AAPL | APPLE INC | $195.9M | 2.92% | 677,062 | 增持 |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $185.0M | 2.76% | 4.1M | 增持 |
| 7 | VFMO | VANGUARD WELLINGTON FD | $184.0M | 2.75% | 737,643 | 增持 |
| 8 | BND | VANGUARD BD INDEX FDS | $163.4M | 2.44% | 2.2M | 增持 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $157.8M | 2.35% | 4.1M | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $142.3M | 2.12% | 711,311 | 增持 |
| 11 | IEFA | ISHARES TR | $132.5M | 1.98% | 1.4M | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $132.1M | 1.97% | 176,908 | 增持 |
| 13 | AGG | ISHARES TR | $127.0M | 1.89% | 1.3M | 增持 |
| 14 | IMTM | ISHARES TR | $97.3M | 1.45% | 1.8M | 增持 |
| 15 | DISV | DIMENSIONAL ETF TRUST | $95.7M | 1.43% | 2.4M | 增持 |
| 16 | IEMG | ISHARES INC | $75.2M | 1.12% | 907,508 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $69.4M | 1.03% | 185,928 | 增持 |
| 18 | DFEV | DIMENSIONAL ETF TRUST | $62.3M | 0.93% | 1.5M | 增持 |
| 19 | AMZN | AMAZON COM INC | $60.0M | 0.89% | 251,648 | 减持 |
| 20 | GOOGL | ALPHABET INC | $59.4M | 0.89% | 166,229 | 增持 |
| 21 | GOOG | ALPHABET INC | $55.0M | 0.82% | 155,536 | 增持 |
| 22 | GTND | EA SERIES TRUST | $48.4M | 0.72% | 1.9M | 新建仓 |
| 23 | IGSB | ISHARES TR | $45.0M | 0.67% | 858,952 | 增持 |
| 24 | MU | MICRON TECHNOLOGY INC | $44.3M | 0.66% | 38,412 | 增持 |
| 25 | LQD | ISHARES TR | $41.0M | 0.61% | 375,824 | 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