SIMA Wealth Partners, LLC 13F 持仓 · 2026年Q2
SIMA Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 130 只证券，申报市值合计 1.41 亿美元。前几大持仓：IVV（14.29%）、DFAI（7.74%）、SPYG（7.49%）。本季前 25 大持仓中：增持 5 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $20.2M | 14.29% | 26,925 | 减持 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $10.9M | 7.74% | 264,669 | 减持 |
| 3 | SPYG | SPDR SERIES TRUST | $10.6M | 7.49% | 88,798 | 减持 |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | $10.5M | 7.47% | 127,757 | 减持 |
| 5 | USIG | ISHARES TR | $10.1M | 7.18% | 197,581 | 增持 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $9.6M | 6.83% | 239,647 | 增持 |
| 7 | MBB | ISHARES TR | $7.7M | 5.45% | 81,410 | 减持 |
| 8 | JAVA | J P MORGAN EXCHANGE TRADED F | $7.4M | 5.22% | 92,826 | 减持 |
| 9 | SCHR | SCHWAB STRATEGIC TR | $6.9M | 4.90% | 280,499 | 减持 |
| 10 | SPYV | SPDR SERIES TRUST | $6.5M | 4.61% | 106,953 | 增持 |
| 11 | IVW | ISHARES TR | $4.9M | 3.44% | 35,338 | 减持 |
| 12 | IVE | ISHARES TR | $3.4M | 2.44% | 15,138 | 减持 |
| 13 | SCHO | SCHWAB STRATEGIC TR | $2.9M | 2.07% | 120,850 | 减持 |
| 14 | SPMD | SPDR SERIES TRUST | $2.7M | 1.92% | 40,008 | 增持 |
| 15 | SCHV | SCHWAB STRATEGIC TR | $1.9M | 1.34% | 54,238 | 减持 |
| 16 | IEFA | ISHARES TR | $1.8M | 1.25% | 18,320 | 减持 |
| 17 | VTV | VANGUARD INDEX FDS | $1.5M | 1.08% | 7,016 | 持平 |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $1.3M | 0.90% | 15,390 | 增持 |
| 19 | SCHG | SCHWAB STRATEGIC TR | $1.1M | 0.79% | 33,072 | 减持 |
| 20 | MUB | ISHARES TR | $1.1M | 0.78% | 10,200 | 持平 |
| 21 | IGSB | ISHARES TR | $1.0M | 0.74% | 19,854 | 减持 |
| 22 | SCHM | SCHWAB STRATEGIC TR | $900,307 | 0.64% | 24,418 | 减持 |
| 23 | PM | PHILIP MORRIS INTL INC | $781,894 | 0.55% | 4,322 | 减持 |
| 24 | IWY | ISHARES TR | $765,494 | 0.54% | 2,634 | 持平 |
| 25 | IJH | ISHARES TR | $725,995 | 0.51% | 9,415 | 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