Triune Financial Partners, LLC 13F 持仓 · 2026年Q2
Triune Financial Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 49 只证券,申报市值合计 4.79 亿美元。前几大持仓:DFAC(34.97%)、DFAX(28.41%)、DFUV(11.28%)。本季前 25 大持仓中:增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $167.5M | 34.97% | 3.8M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $136.0M | 28.41% | 3.7M | 增持 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $54.0M | 11.28% | 981,939 | 增持 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $25.6M | 5.35% | 366,685 | 增持 |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $16.2M | 3.38% | 193,062 | 减持 |
| 6 | DFSU | DIMENSIONAL ETF TRUST | $13.1M | 2.74% | 281,794 | 增持 |
| 7 | DFAW | DIMENSIONAL ETF TRUST | $12.2M | 2.56% | 147,925 | 增持 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $8.2M | 1.72% | 195,428 | 增持 |
| 9 | IWV | ISHARES TR | $7.4M | 1.55% | 17,410 | 增持 |
| 10 | DFSI | DIMENSIONAL ETF TRUST | $5.0M | 1.05% | 111,174 | 增持 |
| 11 | IVV | ISHARES TR | $4.8M | 1.00% | 6,421 | 减持 |
| 12 | VTV | VANGUARD INDEX FDS | $4.5M | 0.93% | 20,451 | 增持 |
| 13 | AVUS | AMERICAN CENTY ETF TR | $4.1M | 0.86% | 31,971 | 减持 |
| 14 | DFSE | DIMENSIONAL ETF TRUST | $2.2M | 0.45% | 44,576 | 减持 |
| 15 | VBR | VANGUARD INDEX FDS | $2.1M | 0.44% | 8,696 | 增持 |
| 16 | DFNM | DIMENSIONAL ETF TRUST | $1.7M | 0.35% | 34,227 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.28% | 2,633 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $954,670 | 0.20% | 2,580 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $908,780 | 0.19% | 1,217 | 增持 |
| 20 | AAPL | APPLE INC | $728,008 | 0.15% | 2,516 | 增持 |
| 21 | AVUV | AMERICAN CENTY ETF TR | $738,102 | 0.15% | 5,916 | 减持 |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $600,431 | 0.13% | 11,616 | 持平 |
| 23 | LLY | ELI LILLY & CO | $617,435 | 0.13% | 515 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $513,091 | 0.11% | 1,376 | 增持 |
| 25 | GOOG | ALPHABET INC | $484,211 | 0.10% | 1,370 | 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