Shakespeare Wealth Management, LLC 13F 持仓 · 2026年Q2
Shakespeare 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 3.78 亿美元。前几大持仓：VOOV（20.23%）、VOOG（18.36%）、FBND（11.34%）。本季前 25 大持仓中：新建仓 2 只、增持 8 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOOV | VANGUARD ADMIRAL FDS INC | $76.4M | 20.23% | 348,545 | 增持 |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | $69.3M | 18.36% | 839,154 | 增持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $42.8M | 11.34% | 941,225 | 增持 |
| 4 | SCZ | ISHARES TR | $25.3M | 6.69% | 307,098 | 增持 |
| 5 | VOE | VANGUARD INDEX FDS | $23.1M | 6.12% | 117,058 | 减持 |
| 6 | MDYG | SPDR SERIES TRUST | $20.5M | 5.44% | 183,300 | 减持 |
| 7 | IEMG | ISHARES INC | $18.9M | 4.99% | 227,592 | 减持 |
| 8 | DISV | DIMENSIONAL ETF TRUST | $17.5M | 4.64% | 436,894 | 增持 |
| 9 | SLYG | SPDR SERIES TRUST | $14.2M | 3.77% | 119,563 | 减持 |
| 10 | VTI | VANGUARD INDEX FDS | $5.5M | 1.47% | 14,982 | 增持 |
| 11 | FNDX | SCHWAB STRATEGIC TR | $5.2M | 1.38% | 167,354 | 持平 |
| 12 | AAPL | APPLE INC | $3.0M | 0.80% | 10,430 | 增持 |
| 13 | WEC | WEC ENERGY GROUP INC | $3.0M | 0.80% | 25,877 | 增持 |
| 14 | SCHC | SCHWAB STRATEGIC TR | $2.3M | 0.60% | 47,356 | 减持 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $2.2M | 0.59% | 49,898 | 减持 |
| 16 | IWP | ISHARES TR | $2.2M | 0.59% | 15,332 | 减持 |
| 17 | IWO | ISHARES TR | $2.0M | 0.54% | 5,194 | 减持 |
| 18 | DWM | WISDOMTREE TR | $1.9M | 0.52% | 26,612 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $1.9M | 0.50% | 5,821 | 减持 |
| 20 | PRF | INVESCO EXCHANGE TRADED FD T | $1.9M | 0.50% | 34,894 | 持平 |
| 21 | FNDC | SCHWAB STRATEGIC TR | $1.8M | 0.49% | 37,856 | 减持 |
| 22 | HBAN | HUNTINGTON BANCSHARES INC | $1.8M | 0.46% | 98,749 | 持平 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 0.42% | 2,131 | 新建仓 |
| 24 | NVDA | NVIDIA CORPORATION | $1.5M | 0.40% | 7,561 | 减持 |
| 25 | RTX | RTX CORPORATION | $1.5M | 0.39% | 7,797 | 新建仓 |
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