Strata Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Strata Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 4.10 亿美元。前几大持仓：FNDF（14.86%）、VUG（12.45%）、VGSH（12.28%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $60.9M | 14.86% | 1.2M | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $51.0M | 12.45% | 592,408 | 增持 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $50.3M | 12.28% | 865,062 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $30.4M | 7.41% | 60,758 | 减持 |
| 5 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $22.8M | 5.57% | 659,184 | 增持 |
| 6 | DFEV | DIMENSIONAL ETF TRUST | $19.4M | 4.73% | 455,010 | 增持 |
| 7 | FNDX | SCHWAB STRATEGIC TR | $19.2M | 4.68% | 617,597 | 增持 |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $11.2M | 2.74% | 15 | 持平 |
| 9 | CGHM | CAPITAL GRP FIXED INCM ETF T | $10.1M | 2.47% | 392,344 | 增持 |
| 10 | PYLD | PIMCO ETF TR | $9.5M | 2.31% | 356,720 | 增持 |
| 11 | CAOS | EA SERIES TRUST | $8.5M | 2.08% | 94,341 | 增持 |
| 12 | FMDE | FIDELITY COVINGTON TRUST | $8.2M | 2.01% | 202,799 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $8.0M | 1.96% | 11,679 | 增持 |
| 14 | FBND | FIDELITY MERRIMACK STR TR | $7.6M | 1.85% | 166,308 | 增持 |
| 15 | AAPL | APPLE INC | $6.5M | 1.58% | 22,447 | 增持 |
| 16 | GOOG | ALPHABET INC | $6.3M | 1.54% | 17,909 | 增持 |
| 17 | ANET | ARISTA NETWORKS INC | $6.0M | 1.46% | 35,160 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $5.1M | 1.25% | 25,600 | 增持 |
| 19 | AXP | AMERICAN EXPRESS CO | $4.4M | 1.06% | 12,861 | 增持 |
| 20 | ADI | ANALOG DEVICES INC | $4.1M | 0.99% | 10,202 | 增持 |
| 21 | CVX | CHEVRON CORPORATION | $3.3M | 0.82% | 20,180 | 增持 |
| 22 | SCHW | SCHWAB CHARLES CORP | $2.9M | 0.72% | 31,904 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $2.9M | 0.71% | 7,805 | 减持 |
| 24 | BKNG | BOOKING HOLDINGS INC | $2.5M | 0.62% | 14,153 | 增持 |
| 25 | AWI | ARMSTRONG WORLD INDS INC NEW | $2.5M | 0.61% | 15,518 | 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