Spinnaker Investment Group, LLC 13F 持仓 · 2026年Q2
Spinnaker Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 179 只证券，申报市值合计 6.24 亿美元。前几大持仓：DFAU（21.91%）、DGRW（9.84%）、SCHD（9.82%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $136.7M | 21.91% | 2.6M | 增持 |
| 2 | DGRW | WISDOMTREE TR | $61.4M | 9.84% | 642,340 | 增持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $61.3M | 9.82% | 1.9M | 增持 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $52.0M | 8.34% | 1.3M | 增持 |
| 5 | CGCB | CAPITAL GRP FIXED INCM ETF T | $30.4M | 4.87% | 1.2M | 增持 |
| 6 | SCHM | SCHWAB STRATEGIC TR | $17.4M | 2.79% | 472,438 | 增持 |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $17.2M | 2.76% | 23 | 持平 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $15.8M | 2.53% | 192,134 | 增持 |
| 9 | SCHB | SCHWAB STRATEGIC TR | $15.0M | 2.40% | 516,662 | 增持 |
| 10 | JPLD | J P MORGAN EXCHANGE TRADED F | $14.0M | 2.25% | 269,007 | 新建仓 |
| 11 | MSFT | MICROSOFT CORP | $14.0M | 2.24% | 37,457 | 减持 |
| 12 | STOT | SSGA ACTIVE TR | $14.0M | 2.24% | 297,491 | 减持 |
| 13 | AAPL | APPLE INC | $13.6M | 2.18% | 46,933 | 增持 |
| 14 | TBIL | RBB FD INC | $7.5M | 1.20% | 150,256 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $6.2M | 0.99% | 30,937 | 增持 |
| 16 | AVGO | BROADCOM INC | $5.9M | 0.94% | 15,585 | 减持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.5M | 0.88% | 11,024 | 增持 |
| 18 | VTI | VANGUARD INDEX FDS | $4.8M | 0.76% | 12,874 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $4.5M | 0.72% | 6,004 | 增持 |
| 20 | XBIL | RBB FD INC | $4.3M | 0.70% | 86,853 | 增持 |
| 21 | XLV | SELECT SECTOR SPDR TR | $3.7M | 0.60% | 23,425 | 增持 |
| 22 | IALT | BLACKROCK ETF TRUST | $3.7M | 0.59% | 130,254 | 增持 |
| 23 | DFAW | DIMENSIONAL ETF TRUST | $3.2M | 0.52% | 38,873 | 增持 |
| 24 | XAR | SPDR SERIES TRUST | $3.2M | 0.51% | 11,274 | 增持 |
| 25 | MUB | ISHARES TR | $3.0M | 0.48% | 27,702 | 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