Straight Path Wealth Management 13F 持仓 · 2026年Q2
Straight Path Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 4.28 亿美元。前几大持仓：DFAC（19.53%）、TSLA（11.64%）、DFIC（9.25%）。本季前 25 大持仓中：增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $83.6M | 19.53% | 1.9M | 增持 |
| 2 | TSLA | TESLA INC | $49.8M | 11.64% | 118,395 | 减持 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $39.6M | 9.25% | 1.1M | 增持 |
| 4 | DFGP | DIMENSIONAL ETF TRUST | $28.2M | 6.59% | 517,408 | 增持 |
| 5 | MTUM | ISHARES TR | $24.6M | 5.75% | 71,699 | 减持 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $18.3M | 4.28% | 451,026 | 减持 |
| 7 | IMTM | ISHARES TR | $15.9M | 3.72% | 298,739 | 增持 |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $11.4M | 2.66% | 559,555 | 增持 |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | $11.1M | 2.60% | 599,064 | 增持 |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | $10.9M | 2.55% | 556,563 | 增持 |
| 11 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $9.8M | 2.29% | 501,253 | 增持 |
| 12 | DFAR | DIMENSIONAL ETF TRUST | $8.6M | 2.02% | 329,831 | 增持 |
| 13 | STIP | ISHARES TR | $7.2M | 1.69% | 70,819 | 增持 |
| 14 | IVV | ISHARES TR | $5.5M | 1.30% | 7,400 | 增持 |
| 15 | BND | VANGUARD BD INDEX FDS | $4.7M | 1.10% | 64,077 | 增持 |
| 16 | BSCU | INVESCO EXCH TRD SLF IDX FD | $4.5M | 1.06% | 272,762 | 增持 |
| 17 | BSCV | INVESCO EXCH TRD SLF IDX FD | $4.3M | 1.01% | 263,721 | 增持 |
| 18 | BSCW | INVESCO EXCH TRD SLF IDX FD | $3.8M | 0.88% | 183,072 | 增持 |
| 19 | PJUL | INNOVATOR ETFS TRUST | $3.5M | 0.83% | 72,431 | 增持 |
| 20 | IBHH | ISHARES TR | $3.2M | 0.75% | 136,499 | 增持 |
| 21 | ALAB | ASTERA LABS INC | $3.0M | 0.71% | 6,250 | 持平 |
| 22 | IBHG | ISHARES TR | $3.0M | 0.70% | 135,333 | 增持 |
| 23 | IBHI | ISHARES TR | $3.0M | 0.70% | 128,362 | 增持 |
| 24 | IBHF | ISHARES TR | $2.8M | 0.66% | 124,858 | 增持 |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $2.1M | 0.49% | 17,959 | 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