Tru Independence Asset Management 2, LLC 13F 持仓 · 2026年Q2
Tru Independence Asset Management 2 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 1.85 亿美元。前几大持仓:DFAC(10.94%)、QQQ(4.50%)、IVV(4.21%)。本季前 25 大持仓中:增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $20.2M | 10.94% | 455,590 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $8.3M | 4.50% | 11,272 | 增持 |
| 3 | IVV | ISHARES TR | $7.8M | 4.21% | 10,374 | 增持 |
| 4 | AMZN | AMAZON COM INC | $7.7M | 4.15% | 32,176 | 增持 |
| 5 | DFGP | DIMENSIONAL ETF TRUST | $7.6M | 4.09% | 138,782 | 增持 |
| 6 | GOOGL | ALPHABET INC | $7.2M | 3.89% | 20,121 | 增持 |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $7.0M | 3.77% | 145,907 | 减持 |
| 8 | VTIP | VANGUARD MALVERN FDS | $6.7M | 3.62% | 132,902 | 增持 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $5.6M | 3.02% | 132,027 | 减持 |
| 10 | IEI | ISHARES TR | $5.5M | 2.99% | 46,974 | 增持 |
| 11 | IEF | ISHARES TR | $5.4M | 2.94% | 57,412 | 增持 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $5.1M | 2.78% | 122,817 | 增持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 2.70% | 9,976 | 增持 |
| 14 | DFGX | DIMENSIONAL ETF TRUST | $4.9M | 2.68% | 92,181 | 增持 |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $4.3M | 2.35% | 116,363 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $4.0M | 2.16% | 19,974 | 增持 |
| 17 | DGCB | DIMENSIONAL ETF TRUST | $3.6M | 1.98% | 66,714 | 增持 |
| 18 | DFSV | DIMENSIONAL ETF TRUST | $3.3M | 1.79% | 85,061 | 减持 |
| 19 | GBIL | GOLDMAN SACHS ETF TR | $3.0M | 1.63% | 30,000 | 减持 |
| 20 | IEUR | ISHARES TR | $2.9M | 1.55% | 38,044 | 增持 |
| 21 | IJH | ISHARES TR | $2.8M | 1.50% | 35,921 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $2.8M | 1.50% | 7,441 | 增持 |
| 23 | IEMG | ISHARES INC | $2.8M | 1.49% | 33,257 | 增持 |
| 24 | AAPL | APPLE INC | $2.6M | 1.41% | 8,987 | 增持 |
| 25 | TLT | ISHARES TR | $2.4M | 1.28% | 27,402 | 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