Syverson Strege & Co 13F 持仓 · 2026年Q2
Syverson Strege & 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 186 只证券,申报市值合计 4.59 亿美元。前几大持仓:DFAC(30.90%)、DFIC(16.55%)、DFEM(6.28%)。本季前 25 大持仓中:增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $141.8M | 30.90% | 3.2M | 增持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $75.9M | 16.55% | 2.0M | 增持 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $28.8M | 6.28% | 709,279 | 减持 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $19.1M | 4.17% | 458,250 | 增持 |
| 5 | DFGR | DIMENSIONAL ETF TRUST | $13.9M | 3.02% | 478,322 | 增持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $10.7M | 2.34% | 212,175 | 增持 |
| 7 | DFAU | DIMENSIONAL ETF TRUST | $10.4M | 2.27% | 201,662 | 减持 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $10.0M | 2.18% | 121,633 | 减持 |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $5.3M | 1.16% | 129,124 | 减持 |
| 10 | AAPL | APPLE INC | $4.8M | 1.04% | 16,501 | 减持 |
| 11 | BOND | PIMCO ETF TR | $4.8M | 1.04% | 51,574 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $4.7M | 1.02% | 23,344 | 减持 |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $4.6M | 1.01% | 131,864 | 减持 |
| 14 | DFSU | DIMENSIONAL ETF TRUST | $4.1M | 0.89% | 87,793 | 减持 |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.3M | 0.73% | 72,670 | 减持 |
| 16 | USMV | ISHARES TR | $3.1M | 0.67% | 31,775 | 减持 |
| 17 | MU | MICRON TECHNOLOGY INC | $2.9M | 0.62% | 2,471 | 减持 |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.59% | 53,011 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $2.7M | 0.59% | 7,307 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.6M | 0.57% | 5,201 | 减持 |
| 21 | WMT | WALMART INC | $2.5M | 0.55% | 22,256 | 增持 |
| 22 | DFUS | DIMENSIONAL ETF TRUST | $2.4M | 0.51% | 28,797 | 增持 |
| 23 | META | META PLATFORMS INC | $2.3M | 0.51% | 4,132 | 减持 |
| 24 | XOM | EXXON MOBIL CORP | $2.1M | 0.47% | 15,691 | 增持 |
| 25 | DFAW | DIMENSIONAL ETF TRUST | $2.1M | 0.46% | 25,236 | 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