Sanchez Levi Garrett 13F 持仓 · 2026年Q2
Sanchez Levi Garrett 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 74 只证券,申报市值合计 1.84 亿美元。前几大持仓:VOO(16.45%)、VEA(11.83%)、ESGV(6.61%)。本季前 25 大持仓中:增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $30.3M | 16.45% | 44,132 | 减持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $21.8M | 11.83% | 305,851 | 增持 |
| 3 | ESGV | VANGUARD WORLD FD | $12.2M | 6.61% | 92,130 | 增持 |
| 4 | AVUV | AMERICAN CENTY ETF TR | $9.4M | 5.11% | 75,406 | 增持 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $8.9M | 4.81% | 212,437 | 增持 |
| 6 | VSGX | VANGUARD WORLD FD | $7.6M | 4.11% | 91,904 | 增持 |
| 7 | VXF | VANGUARD INDEX FDS | $7.3M | 3.98% | 29,822 | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $6.0M | 3.27% | 100,884 | 增持 |
| 9 | DFAU | DIMENSIONAL ETF TRUST | $6.0M | 3.25% | 115,989 | 增持 |
| 10 | VTEB | VANGUARD MUN BD FDS | $5.6M | 3.03% | 110,359 | 增持 |
| 11 | AAPL | APPLE INC | $5.0M | 2.71% | 17,245 | 增持 |
| 12 | SUB | ISHARES TR | $4.1M | 2.22% | 38,400 | 增持 |
| 13 | VTES | VANGUARD WELLINGTON FD | $4.1M | 2.21% | 40,227 | 持平 |
| 14 | DFAE | DIMENSIONAL ETF TRUST | $3.7M | 2.00% | 91,573 | 增持 |
| 15 | DIHP | DIMENSIONAL ETF TRUST | $3.6M | 1.95% | 105,307 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $3.2M | 1.75% | 8,647 | 增持 |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $3.1M | 1.69% | 75,441 | 增持 |
| 18 | AVDV | AMERICAN CENTY ETF TR | $3.1M | 1.66% | 29,716 | 增持 |
| 19 | XJH | ISHARES TR | $2.1M | 1.16% | 41,096 | 减持 |
| 20 | VB | VANGUARD INDEX FDS | $2.1M | 1.12% | 6,831 | 减持 |
| 21 | AVUS | AMERICAN CENTY ETF TR | $1.7M | 0.93% | 13,421 | 增持 |
| 22 | SPAB | SPDR SERIES TRUST | $1.6M | 0.88% | 63,301 | 增持 |
| 23 | CAT | CATERPILLAR INC | $1.6M | 0.85% | 1,463 | 增持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 0.84% | 1,655 | 减持 |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $1.5M | 0.79% | 29,999 | 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