Spectrum Investment Advisors, Inc. 13F 持仓 · 2026年Q2
Spectrum Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 2.45 亿美元。前几大持仓：DFAU（13.10%）、FELG（11.40%）、DFAI（9.78%）。本季前 25 大持仓中：新建仓 2 只、增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $32.0M | 13.10% | 620,035 | 减持 |
| 2 | FELG | FIDELITY COVINGTON TRUST | $27.9M | 11.40% | 637,144 | 减持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $23.9M | 9.78% | 580,123 | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $22.7M | 9.27% | 33,019 | 减持 |
| 5 | IXUS | ISHARES TR | $19.2M | 7.87% | 201,581 | 减持 |
| 6 | GOVI | INVESCO EXCH TRADED FD TR II | $15.1M | 6.18% | 556,899 | 增持 |
| 7 | PMBS | PIMCO ETF TR | $12.4M | 5.06% | 250,856 | 新建仓 |
| 8 | VBR | VANGUARD INDEX FDS | $11.4M | 4.66% | 46,917 | 增持 |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $10.4M | 4.25% | 258,619 | 减持 |
| 10 | CGBL | CAPITAL GROUP CORE BALANCED | $7.9M | 3.24% | 208,664 | 新建仓 |
| 11 | VO | VANGUARD INDEX FDS | $7.0M | 2.86% | 86,954 | 增持 |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $6.3M | 2.59% | 139,298 | 增持 |
| 13 | SMTH | ALPS ETF TR | $6.3M | 2.59% | 246,241 | 增持 |
| 14 | VONG | VANGUARD SCOTTSDALE FDS | $4.1M | 1.68% | 32,137 | 增持 |
| 15 | AAPL | APPLE INC | $3.6M | 1.48% | 12,472 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $3.3M | 1.36% | 16,672 | 增持 |
| 17 | MBB | ISHARES TR | $1.9M | 0.78% | 20,282 | 减持 |
| 18 | VOE | VANGUARD INDEX FDS | $1.6M | 0.64% | 7,966 | 增持 |
| 19 | FVAL | FIDELITY COVINGTON TRUST | $1.5M | 0.60% | 18,860 | 增持 |
| 20 | ORCL | ORACLE CORP | $1.5M | 0.60% | 10,094 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.51% | 2,489 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $1.2M | 0.50% | 3,282 | 增持 |
| 23 | AVGO | BROADCOM INC | $1.1M | 0.46% | 2,990 | 增持 |
| 24 | AMZN | AMAZON COM INC | $1.1M | 0.45% | 4,616 | 增持 |
| 25 | ABBV | ABBVIE INC | $882,652 | 0.36% | 3,508 | 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