Two West Capital Advisors LLC 13F 持仓 · 2026年Q2
Two West Capital Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 101 只证券,申报市值合计 2.01 亿美元。前几大持仓:DFAU(20.18%)、BNDW(9.01%)、DFAC(7.42%)。本季前 25 大持仓中:增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $40.6M | 20.18% | 790,439 | 减持 |
| 2 | BNDW | VANGUARD SCOTTSDALE FDS | $18.1M | 9.01% | 267,551 | 增持 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $14.9M | 7.42% | 338,967 | 减持 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $11.3M | 5.62% | 275,631 | 增持 |
| 5 | SCHP | SCHWAB STRATEGIC TR | $10.0M | 4.99% | 383,217 | 增持 |
| 6 | IVV | ISHARES TR | $9.6M | 4.75% | 12,819 | 增持 |
| 7 | IUSB | ISHARES TR | $5.8M | 2.90% | 127,755 | 增持 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $5.2M | 2.60% | 139,990 | 减持 |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $3.6M | 1.80% | 97,696 | 减持 |
| 10 | DFSV | DIMENSIONAL ETF TRUST | $3.6M | 1.79% | 92,154 | 减持 |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $3.6M | 1.77% | 86,766 | 减持 |
| 12 | DYNF | BLACKROCK ETF TRUST | $3.2M | 1.57% | 47,252 | 增持 |
| 13 | IVW | ISHARES TR | $3.1M | 1.55% | 23,119 | 增持 |
| 14 | IVE | ISHARES TR | $2.6M | 1.31% | 11,481 | 减持 |
| 15 | VUSB | VANGUARD BD INDEX FDS | $2.4M | 1.18% | 47,913 | 增持 |
| 16 | DFGP | DIMENSIONAL ETF TRUST | $2.3M | 1.15% | 42,916 | 增持 |
| 17 | DGCB | DIMENSIONAL ETF TRUST | $1.9M | 0.97% | 36,030 | 增持 |
| 18 | BDYN | BLACKROCK ETF TRUST | $1.9M | 0.92% | 67,781 | 增持 |
| 19 | IEMG | ISHARES INC | $1.8M | 0.92% | 23,959 | 减持 |
| 20 | MUB | ISHARES TR | $1.9M | 0.92% | 17,477 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.89% | 3,628 | 减持 |
| 22 | EFG | ISHARES TR | $1.8M | 0.89% | 15,087 | 增持 |
| 23 | MBB | ISHARES TR | $1.7M | 0.84% | 17,989 | 增持 |
| 24 | GOVT | ISHARES TR | $1.6M | 0.81% | 72,530 | 增持 |
| 25 | SCHG | SCHWAB STRATEGIC TR | $1.6M | 0.80% | 47,372 | 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