Robinson Smith Wealth Advisors LLC 13F 持仓 · 2026年Q2
Robinson Smith Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 1.67 亿美元。前几大持仓：SCHB（18.61%）、PVAL（6.02%）、DFIC（5.64%）。本季前 25 大持仓中：增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $31.1M | 18.61% | 1.1M | 减持 |
| 2 | PVAL | PUTNAM ETF TRUST | $10.1M | 6.02% | 197,348 | 增持 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $9.4M | 5.64% | 252,631 | 增持 |
| 4 | CGMU | CAPITAL GRP FIXED INCM ETF T | $9.0M | 5.37% | 326,095 | 减持 |
| 5 | JNJ | JOHNSON & JOHNSON | $8.3M | 4.97% | 32,649 | 减持 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $6.3M | 3.78% | 151,174 | 增持 |
| 7 | DFAU | DIMENSIONAL ETF TRUST | $5.7M | 3.43% | 110,734 | 增持 |
| 8 | NBSD | NEUBERGER BERMAN ETF TRUST | $5.2M | 3.13% | 103,592 | 减持 |
| 9 | VOO | VANGUARD INDEX FDS | $4.3M | 2.56% | 6,229 | 增持 |
| 10 | IWF | ISHARES TR | $4.0M | 2.41% | 32,361 | 增持 |
| 11 | QUAL | ISHARES TR | $3.7M | 2.21% | 16,811 | 减持 |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $3.6M | 2.15% | 87,042 | 减持 |
| 13 | FLMI | FRANKLIN TEMPLETON ETF TR | $3.5M | 2.13% | 140,980 | 减持 |
| 14 | IUSV | ISHARES TR | $3.0M | 1.82% | 27,648 | 减持 |
| 15 | JMST | J P MORGAN EXCHANGE TRADED F | $2.9M | 1.76% | 57,495 | 减持 |
| 16 | AAPL | APPLE INC | $2.5M | 1.49% | 8,598 | 减持 |
| 17 | OEF | ISHARES TR | $2.4M | 1.42% | 6,479 | 持平 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $2.3M | 1.39% | 9,807 | 减持 |
| 19 | ITOT | ISHARES TR | $2.3M | 1.35% | 13,764 | 持平 |
| 20 | IUSG | ISHARES TR | $2.2M | 1.33% | 11,772 | 增持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.17% | 2,609 | 增持 |
| 22 | VUG | VANGUARD INDEX FDS | $1.8M | 1.08% | 20,954 | 增持 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $1.8M | 1.07% | 53,025 | 增持 |
| 24 | AMZN | AMAZON COM INC | $1.5M | 0.88% | 6,159 | 增持 |
| 25 | RTX | RTX CORPORATION | $1.4M | 0.84% | 7,423 | 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