Stage Harbor Financial, LLC 13F 持仓 · 2026年Q2
Stage Harbor Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 1.73 亿美元。前几大持仓：DFLV（16.08%）、VUG（14.16%）、MUB（9.22%）。本季前 25 大持仓中：增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFLV | DIMENSIONAL ETF TRUST | $27.8M | 16.08% | 703,973 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $24.5M | 14.16% | 284,550 | 增持 |
| 3 | MUB | ISHARES TR | $16.0M | 9.22% | 148,320 | 减持 |
| 4 | NBSM | NEUBERGER BERMAN ETF TRUST | $7.3M | 4.22% | 254,627 | 增持 |
| 5 | EFV | ISHARES TR | $7.1M | 4.10% | 92,606 | 减持 |
| 6 | ACWX | ISHARES TR | $6.7M | 3.88% | 88,140 | 增持 |
| 7 | IWF | ISHARES TR | $6.6M | 3.82% | 53,280 | 增持 |
| 8 | EVTR | MORGAN STANLEY ETF TRUST | $6.3M | 3.65% | 124,474 | 增持 |
| 9 | VB | VANGUARD INDEX FDS | $6.2M | 3.60% | 20,579 | 减持 |
| 10 | DXUV | DIMENSIONAL ETF TRUST | $6.1M | 3.54% | 92,079 | 增持 |
| 11 | VTEB | VANGUARD MUN BD FDS | $5.7M | 3.30% | 112,971 | 减持 |
| 12 | FNDX | SCHWAB STRATEGIC TR | $5.6M | 3.21% | 178,629 | 减持 |
| 13 | IVV | ISHARES TR | $5.4M | 3.11% | 7,188 | 减持 |
| 14 | VOE | VANGUARD INDEX FDS | $4.0M | 2.32% | 20,323 | 减持 |
| 15 | VTV | VANGUARD INDEX FDS | $3.6M | 2.05% | 16,322 | 增持 |
| 16 | IWD | ISHARES TR | $3.1M | 1.80% | 12,840 | 持平 |
| 17 | FNDF | SCHWAB STRATEGIC TR | $2.1M | 1.24% | 40,732 | 减持 |
| 18 | BND | VANGUARD BD INDEX FDS | $2.0M | 1.15% | 27,165 | 减持 |
| 19 | EFG | ISHARES TR | $1.5M | 0.87% | 12,077 | 增持 |
| 20 | VOO | VANGUARD INDEX FDS | $1.5M | 0.85% | 2,142 | 减持 |
| 21 | DFIV | DIMENSIONAL ETF TRUST | $1.4M | 0.81% | 25,914 | 增持 |
| 22 | VTI | VANGUARD INDEX FDS | $1.3M | 0.76% | 3,576 | 持平 |
| 23 | IWP | ISHARES TR | $1.3M | 0.74% | 8,759 | 增持 |
| 24 | IWM | ISHARES TR | $1.2M | 0.68% | 3,889 | 持平 |
| 25 | NVDA | NVIDIA CORPORATION | $1.0M | 0.60% | 5,230 | 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