Shearwater Capital LLC 13F 持仓 · 2026年Q2
Shearwater Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 2.09 亿美元。前几大持仓：DFAC（36.29%）、DFAX（16.20%）、DFIV（8.83%）。本季前 25 大持仓中：增持 7 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $76.0M | 36.29% | 1.7M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $33.9M | 16.20% | 920,770 | 增持 |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $18.5M | 8.83% | 342,478 | 持平 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $6.8M | 3.24% | 123,241 | 减持 |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $5.7M | 2.74% | 82,111 | 持平 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.2M | 2.50% | 10,467 | 持平 |
| 7 | DOCU | DOCUSIGN INC | $5.0M | 2.41% | 113,428 | 持平 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $3.8M | 1.83% | 94,261 | 增持 |
| 9 | AMZN | AMAZON COM INC | $3.4M | 1.64% | 14,379 | 减持 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $3.1M | 1.47% | 74,469 | 增持 |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $2.8M | 1.35% | 34,543 | 减持 |
| 12 | IVV | ISHARES TR | $2.7M | 1.27% | 3,564 | 减持 |
| 13 | SCHX | SCHWAB STRATEGIC TR | $2.3M | 1.09% | 77,331 | 持平 |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $1.9M | 0.92% | 23,472 | 持平 |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $1.9M | 0.92% | 39,791 | 减持 |
| 16 | TSLA | TESLA INC | $1.9M | 0.91% | 4,521 | 减持 |
| 17 | DISV | DIMENSIONAL ETF TRUST | $1.7M | 0.80% | 41,969 | 增持 |
| 18 | STLD | STEEL DYNAMICS INC | $1.7M | 0.80% | 7,291 | 持平 |
| 19 | DFIP | DIMENSIONAL ETF TRUST | $1.6M | 0.78% | 39,646 | 减持 |
| 20 | GLD | SPDR GOLD TR | $1.6M | 0.75% | 4,278 | 持平 |
| 21 | DFCF | DIMENSIONAL ETF TRUST | $1.4M | 0.69% | 33,988 | 减持 |
| 22 | SCHA | SCHWAB STRATEGIC TR | $1.4M | 0.68% | 39,703 | 持平 |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $1.4M | 0.65% | 33,970 | 增持 |
| 24 | SCHM | SCHWAB STRATEGIC TR | $1.3M | 0.64% | 36,275 | 持平 |
| 25 | DFSV | DIMENSIONAL ETF TRUST | $1.3M | 0.62% | 33,503 | 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