Riverchase Wealth Management, LLC 13F 持仓 · 2026年Q2
Riverchase Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 79 只证券，申报市值合计 2.15 亿美元。前几大持仓：DCOR（12.60%）、JCPB（8.83%）、PYLD（8.54%）。本季前 25 大持仓中：增持 15 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DCOR | DIMENSIONAL ETF TRUST | $27.0M | 12.60% | 329,785 | 增持 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $18.9M | 8.83% | 403,571 | 增持 |
| 3 | PYLD | PIMCO ETF TR | $18.3M | 8.54% | 691,288 | 增持 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $17.2M | 8.03% | 408,292 | 增持 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $17.1M | 7.96% | 458,556 | 增持 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $17.0M | 7.94% | 384,140 | 减持 |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $15.4M | 7.17% | 368,577 | 增持 |
| 8 | AVUS | AMERICAN CENTY ETF TR | $5.2M | 2.41% | 40,334 | 增持 |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $5.2M | 2.41% | 127,302 | 增持 |
| 10 | VOO | VANGUARD INDEX FDS | $4.9M | 2.27% | 7,092 | 减持 |
| 11 | SPYV | SPDR SERIES TRUST | $2.9M | 1.35% | 47,549 | 持平 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 1.34% | 40,253 | 减持 |
| 13 | IBDS | ISHARES TR | $2.7M | 1.26% | 112,074 | 增持 |
| 14 | FNDX | SCHWAB STRATEGIC TR | $2.7M | 1.24% | 85,748 | 减持 |
| 15 | IBDR | ISHARES TR | $2.6M | 1.23% | 108,551 | 增持 |
| 16 | VTV | VANGUARD INDEX FDS | $2.4M | 1.14% | 11,180 | 持平 |
| 17 | PFEB | INNOVATOR ETFS TRUST | $2.4M | 1.12% | 55,663 | 持平 |
| 18 | HELO | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.04% | 33,015 | 增持 |
| 19 | WFC | WELLS FARGO & CO | $2.0M | 0.93% | 24,222 | 减持 |
| 20 | IBDT | ISHARES TR | $2.0M | 0.92% | 77,898 | 增持 |
| 21 | PXF | INVESCO EXCH TRADED FD TR II | $1.9M | 0.89% | 25,378 | 持平 |
| 22 | SCHB | SCHWAB STRATEGIC TR | $1.7M | 0.77% | 57,249 | 持平 |
| 23 | PAAA | PGIM ETF TR | $1.6M | 0.76% | 31,773 | 增持 |
| 24 | AVDE | AMERICAN CENTY ETF TR | $1.5M | 0.70% | 16,849 | 增持 |
| 25 | DFIV | DIMENSIONAL ETF TRUST | $1.5M | 0.69% | 27,467 | 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