Trace Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Trace Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 69 只证券，申报市值合计 1.53 亿美元。前几大持仓：VTI（14.03%）、AVUS（13.64%）、VEA（8.57%）。本季前 25 大持仓中：增持 10 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $21.4M | 14.03% | 57,926 | 增持 |
| 2 | AVUS | AMERICAN CENTY ETF TR | $20.8M | 13.64% | 162,744 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $13.1M | 8.57% | 183,718 | 增持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $10.8M | 7.05% | 120,786 | 增持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $10.3M | 6.76% | 82,839 | 增持 |
| 6 | AVEM | AMERICAN CENTY ETF TR | $7.8M | 5.10% | 80,713 | 增持 |
| 7 | TILT | FLEXSHARES TR | $6.8M | 4.43% | 24,508 | 持平 |
| 8 | PG | PROCTER & GAMBLE CO | $6.0M | 3.93% | 40,977 | 持平 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $5.6M | 3.64% | 101,158 | 持平 |
| 10 | AAPL | APPLE INC | $5.1M | 3.34% | 17,647 | 持平 |
| 11 | CAT | CATERPILLAR INC | $2.9M | 1.92% | 2,757 | 持平 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $2.6M | 1.68% | 2,748 | 持平 |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $2.5M | 1.67% | 30,929 | 增持 |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $2.4M | 1.57% | 44,424 | 持平 |
| 15 | QCOM | QUALCOMM INC | $2.3M | 1.51% | 12,493 | 减持 |
| 16 | DE | DEERE & CO | $2.0M | 1.31% | 3,160 | 持平 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $2.0M | 1.29% | 2,650 | 持平 |
| 18 | TLTE | FLEXSHARES TR | $1.9M | 1.24% | 24,403 | 持平 |
| 19 | TLTD | FLEXSHARES TR | $1.3M | 0.84% | 13,150 | 减持 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.83% | 21,245 | 增持 |
| 21 | GOOGL | ALPHABET INC | $1.2M | 0.77% | 3,274 | 持平 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $1.2M | 0.76% | 4,918 | 持平 |
| 23 | AMZN | AMAZON COM INC | $1.1M | 0.70% | 4,514 | 增持 |
| 24 | GOOG | ALPHABET INC | $1.1M | 0.70% | 3,022 | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | $1.0M | 0.66% | 3,969 | 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