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Schulz Wealth, LTD. 13F 持仓 · 2026年Q2

Schulz Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 70 只证券,申报市值合计 1.94 亿美元。前几大持仓:DFAC(21.83%)、VXUS(7.88%)、BUFR(6.46%)。本季前 25 大持仓中:新建仓 4 只、增持 10 只、减持 7 只。

排名代码公司市值占组合股数变动
1DFACDIMENSIONAL ETF TRUST$42.3M21.83%953,100增持
2VXUSVANGUARD STAR FDS$15.3M7.88%178,505增持
3BUFRFIRST TR EXCHNG TRADED FD VI$12.5M6.46%342,573增持
4AVDVAMERICAN CENTY ETF TR$10.6M5.49%103,193增持
5VUSBVANGUARD BD INDEX FDS$8.7M4.49%174,683减持
6FDECFIRST TR EXCHNG TRADED FD VI$8.1M4.17%148,313减持
7ACYNFIRST TR EXCHANGE-TRADED FD$7.1M3.68%343,070新建仓
8GJANFIRST TR EXCHNG TRADED FD VI$6.6M3.39%145,960增持
9FSEPFIRST TR EXCHNG TRADED FD VI$5.7M2.93%103,086增持
10GAPRFIRST TR EXCHNG TRADED FD VI$5.2M2.71%125,868增持
11ACYSFIRST TR EXCHANGE-TRADED FD$4.4M2.27%214,146新建仓
12GJULFIRST TR EXCHNG TRADED FD VI$4.4M2.27%101,095持平
13GSEPFIRST TR EXCHNG TRADED FD VI$3.9M2.01%95,087减持
14GNOVFIRST TR EXCHNG TRADED FD VI$3.8M1.96%90,959减持
15DFCFDIMENSIONAL ETF TRUST$3.7M1.91%87,540增持
16VGSHVANGUARD SCOTTSDALE FDS$3.6M1.85%61,505增持
17GAUGFIRST TR EXCHNG TRADED FD VI$3.2M1.63%76,101减持
18AVUSAMERICAN CENTY ETF TR$3.0M1.56%23,664新建仓
19DDFYINNOVATOR ETFS TRUST$2.4M1.26%121,446新建仓
20GJUNFIRST TR EXCHNG TRADED FD VI$2.3M1.19%55,886减持
21GMAYFIRST TR EXCHNG TRADED FD VI$2.1M1.10%49,653增持
22FJULFIRST TR EXCHNG TRADED FD VI$2.0M1.04%33,695减持
23FMARFIRST TR EXCHNG TRADED FD VI$2.0M1.03%38,105持平
24BJANINNOVATOR ETFS TRUST$1.9M0.98%32,130持平
25GOCTFIRST TR EXCHNG TRADED FD VI$1.7M0.90%42,065持平

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