Stolz & Associates, Ps 13F 持仓 · 2026年Q2
Stolz & Associates, Ps 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 1.60 亿美元。前几大持仓：DUHP（19.89%）、AVUV（13.03%）、DFGP（12.94%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $31.9M | 19.89% | 763,427 | 增持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $20.9M | 13.03% | 167,343 | 增持 |
| 3 | DFGP | DIMENSIONAL ETF TRUST | $20.7M | 12.94% | 380,781 | 增持 |
| 4 | DIHP | DIMENSIONAL ETF TRUST | $15.7M | 9.80% | 459,924 | 增持 |
| 5 | SHV | ISHARES TR | $12.3M | 7.70% | 111,743 | 增持 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $12.1M | 7.55% | 300,733 | 增持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $11.6M | 7.23% | 140,188 | 增持 |
| 8 | GOVT | ISHARES TR | $11.4M | 7.12% | 500,701 | 增持 |
| 9 | AVDV | AMERICAN CENTY ETF TR | $8.6M | 5.39% | 83,717 | 增持 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $2.4M | 1.49% | 53,661 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $2.3M | 1.44% | 11,534 | 持平 |
| 12 | CPSD | CALAMOS ETF TR | $1.1M | 0.67% | 40,039 | 减持 |
| 13 | CPRA | CALAMOS ETF TR | $1.0M | 0.64% | 37,060 | 持平 |
| 14 | SCMB | SCHWAB STRATEGIC TR | $996,394 | 0.62% | 38,590 | 增持 |
| 15 | DFAR | DIMENSIONAL ETF TRUST | $882,638 | 0.55% | 33,740 | 增持 |
| 16 | AAPL | APPLE INC | $828,438 | 0.52% | 2,863 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $686,730 | 0.43% | 1,841 | 增持 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $660,442 | 0.41% | 706 | 增持 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $481,821 | 0.30% | 6,893 | 持平 |
| 20 | AMZN | AMAZON COM INC | $466,670 | 0.29% | 1,958 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $449,350 | 0.28% | 898 | 新建仓 |
| 22 | FAUG | FIRST TR EXCHNG TRADED FD VI | $332,701 | 0.21% | 5,888 | 持平 |
| 23 | CPSF | CALAMOS ETF TR | $308,197 | 0.19% | 11,761 | 持平 |
| 24 | CPSR | CALAMOS ETF TR | $296,053 | 0.18% | 11,455 | 持平 |
| 25 | CPRO | CALAMOS ETF TR | $268,508 | 0.17% | 9,530 | 持平 |
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