Sculati Wealth Management, LLC 13F 持仓 · 2026年Q2
Sculati Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 123 只证券，申报市值合计 3.00 亿美元。前几大持仓：BRKB（7.98%）、IWY（5.68%）、AAPL（5.46%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $23.9M | 7.98% | 48,753 | 减持 |
| 2 | IWY | ISHARES TR | $17.0M | 5.68% | 60,965 | 增持 |
| 3 | AAPL | APPLE INC | $16.4M | 5.46% | 49,099 | 减持 |
| 4 | FDVV | FIDELITY COVINGTON TRUST | $11.6M | 3.86% | 186,220 | 增持 |
| 5 | QUAL | ISHARES TR | $10.5M | 3.49% | 47,970 | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $9.0M | 2.99% | 133,628 | 增持 |
| 7 | AMZN | AMAZON COM INC | $8.9M | 2.96% | 35,954 | 增持 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $8.1M | 2.69% | 144,983 | 增持 |
| 9 | GOOG | ALPHABET INC | $7.9M | 2.63% | 22,809 | 增持 |
| 10 | GS | GOLDMAN SACHS GROUP INC | $7.4M | 2.48% | 6,974 | 减持 |
| 11 | IEFA | ISHARES TR | $7.3M | 2.43% | 75,806 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $7.2M | 2.39% | 18,191 | 减持 |
| 13 | MS | MORGAN STANLEY | $6.5M | 2.17% | 30,255 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.88% | 16,559 | 减持 |
| 15 | META | META PLATFORMS INC | $5.1M | 1.70% | 7,872 | 持平 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $5.0M | 1.66% | 132,803 | 增持 |
| 17 | VFMV | VANGUARD WELLINGTON FD | $4.9M | 1.63% | 34,373 | 增持 |
| 18 | IVV | ISHARES TR | $4.4M | 1.47% | 5,913 | 增持 |
| 19 | AVUV | AMERICAN CENTY ETF TR | $4.1M | 1.38% | 33,058 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $4.0M | 1.32% | 15,618 | 减持 |
| 21 | SCHW | SCHWAB CHARLES CORP | $4.0M | 1.32% | 38,918 | 减持 |
| 22 | GOOGL | ALPHABET INC | $3.8M | 1.28% | 11,056 | 增持 |
| 23 | CVX | CHEVRON CORPORATION | $3.4M | 1.14% | 18,230 | 增持 |
| 24 | ORCL | ORACLE CORP | $3.2M | 1.08% | 25,666 | 增持 |
| 25 | UNM | UNUM GROUP | $3.2M | 1.06% | 35,576 | 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