Unison Advisors LLC 13F 持仓 · 2026年Q2
Unison Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 173 只证券,申报市值合计 14.34 亿美元。前几大持仓:VTEI(16.80%)、VTV(12.31%)、AVUV(11.62%)。本季前 25 大持仓中:增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTEI | VANGUARD MUN BD FDS | $240.9M | 16.80% | 2.4M | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $176.5M | 12.31% | 810,094 | 增持 |
| 3 | AVUV | AMERICAN CENTY ETF TR | $166.7M | 11.62% | 1.3M | 增持 |
| 4 | QUAL | ISHARES TR | $134.4M | 9.37% | 612,288 | 增持 |
| 5 | AVDV | AMERICAN CENTY ETF TR | $85.7M | 5.98% | 831,796 | 增持 |
| 6 | IQLT | ISHARES TR | $44.3M | 3.09% | 893,135 | 增持 |
| 7 | FNDF | SCHWAB STRATEGIC TR | $41.4M | 2.89% | 784,702 | 减持 |
| 8 | DEHP | DIMENSIONAL ETF TRUST | $39.0M | 2.72% | 912,565 | 增持 |
| 9 | FNDE | SCHWAB STRATEGIC TR | $38.6M | 2.69% | 971,847 | 减持 |
| 10 | DGS | WISDOMTREE TR | $29.0M | 2.02% | 448,588 | 增持 |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $23.8M | 1.66% | 300,763 | 增持 |
| 12 | VYM | VANGUARD WHITEHALL FDS | $18.8M | 1.31% | 118,785 | 增持 |
| 13 | VTEB | VANGUARD MUN BD FDS | $16.7M | 1.17% | 330,407 | 增持 |
| 14 | COF | CAPITAL ONE FINL CORP | $15.5M | 1.08% | 77,480 | 增持 |
| 15 | VGSH | VANGUARD SCOTTSDALE FDS | $14.4M | 1.00% | 247,405 | 增持 |
| 16 | VYMI | VANGUARD WHITEHALL FDS | $13.4M | 0.94% | 136,603 | 增持 |
| 17 | MTUM | ISHARES TR | $10.0M | 0.69% | 29,042 | 增持 |
| 18 | NUE | NUCOR CORP | $9.7M | 0.67% | 43,244 | 增持 |
| 19 | META | META PLATFORMS INC | $8.8M | 0.61% | 15,641 | 增持 |
| 20 | SYF | SYNCHRONY FINANCIAL | $8.1M | 0.57% | 107,115 | 增持 |
| 21 | GRMN | GARMIN LTD | $6.8M | 0.47% | 28,560 | 增持 |
| 22 | PFG | PRINCIPAL FINANCIAL GROUP IN | $6.7M | 0.47% | 62,272 | 增持 |
| 23 | DHI | D R HORTON INC | $6.4M | 0.45% | 39,283 | 增持 |
| 24 | VMBS | VANGUARD SCOTTSDALE FDS | $6.3M | 0.44% | 134,964 | 增持 |
| 25 | FITB | FIFTH THIRD BANCORP | $6.1M | 0.43% | 108,021 | 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