Valued Wealth Advisors LLC 13F 持仓 · 2026年Q2
Valued Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 911 只证券，申报市值合计 2.75 亿美元。前几大持仓：DFAU（18.03%）、AVUV（12.92%）、DFAI（12.19%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $49.6M | 18.03% | 959,941 | 减持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $35.6M | 12.92% | 284,951 | 减持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $33.5M | 12.19% | 813,233 | 增持 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $28.7M | 10.43% | 601,233 | 增持 |
| 5 | AVEM | AMERICAN CENTY ETF TR | $17.1M | 6.20% | 176,723 | 减持 |
| 6 | AVLV | AMERICAN CENTY ETF TR | $16.8M | 6.09% | 183,729 | 减持 |
| 7 | AVDV | AMERICAN CENTY ETF TR | $16.7M | 6.08% | 162,263 | 增持 |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $7.0M | 2.56% | 100,807 | 减持 |
| 9 | AVUS | AMERICAN CENTY ETF TR | $6.4M | 2.34% | 50,270 | 增持 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $6.0M | 2.16% | 134,138 | 增持 |
| 11 | AVRE | AMERICAN CENTY ETF TR | $4.6M | 1.69% | 97,930 | 增持 |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $4.5M | 1.62% | 82,598 | 增持 |
| 13 | AVDE | AMERICAN CENTY ETF TR | $4.3M | 1.56% | 48,178 | 增持 |
| 14 | IVLU | ISHARES TR | $2.8M | 1.04% | 68,115 | 减持 |
| 15 | FNDC | SCHWAB STRATEGIC TR | $2.5M | 0.91% | 51,623 | 减持 |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $2.2M | 0.80% | 39,978 | 减持 |
| 17 | ISVL | ISHARES TR | $2.2M | 0.78% | 42,745 | 增持 |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $2.1M | 0.76% | 51,753 | 增持 |
| 19 | SCHE | SCHWAB STRATEGIC TR | $2.1M | 0.76% | 57,311 | 减持 |
| 20 | AVSF | AMERICAN CENTY ETF TR | $1.8M | 0.65% | 38,403 | 减持 |
| 21 | DFSV | DIMENSIONAL ETF TRUST | $1.7M | 0.64% | 45,093 | 减持 |
| 22 | SGOV | ISHARES TR | $1.7M | 0.62% | 16,912 | 新建仓 |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $1.3M | 0.49% | 16,327 | 减持 |
| 24 | AAPL | APPLE INC | $1.2M | 0.44% | 4,179 | 减持 |
| 25 | SPEM | SPDR INDEX SHS FDS | $851,041 | 0.31% | 16,436 | 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