Vance Wealth, LLC 13F 持仓 · 2026年Q2
Vance Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 137 只证券，申报市值合计 4.44 亿美元。前几大持仓：DFAC（20.06%）、DFAX（9.24%）、PYLD（5.64%）。本季前 25 大持仓中：新建仓 2 只、增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $89.0M | 20.06% | 2.0M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $41.0M | 9.24% | 1.1M | 增持 |
| 3 | PYLD | PIMCO ETF TR | $25.0M | 5.64% | 944,426 | 新建仓 |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | $16.6M | 3.73% | 129,574 | 增持 |
| 5 | AAPL | APPLE INC | $12.9M | 2.92% | 44,750 | 增持 |
| 6 | MINT | PIMCO ETF TR | $12.1M | 2.72% | 119,567 | 增持 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $11.7M | 2.63% | 167,087 | 增持 |
| 8 | PG | PROCTER & GAMBLE CO | $11.2M | 2.53% | 76,566 | 减持 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $10.8M | 2.44% | 259,581 | 增持 |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $10.2M | 2.29% | 33,509 | 增持 |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $9.3M | 2.10% | 235,682 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $7.6M | 1.72% | 10,336 | 减持 |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $7.2M | 1.62% | 178,912 | 增持 |
| 14 | DFIV | DIMENSIONAL ETF TRUST | $7.1M | 1.60% | 131,564 | 增持 |
| 15 | IWP | ISHARES TR | $7.0M | 1.58% | 47,896 | 增持 |
| 16 | VIGI | VANGUARD WHITEHALL FDS | $6.3M | 1.42% | 67,596 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $5.8M | 1.31% | 29,093 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $5.8M | 1.30% | 22,746 | 增持 |
| 19 | IWO | ISHARES TR | $5.6M | 1.25% | 14,120 | 增持 |
| 20 | IEMG | ISHARES INC | $5.5M | 1.24% | 66,528 | 减持 |
| 21 | IWF | ISHARES TR | $5.3M | 1.19% | 42,353 | 增持 |
| 22 | VONV | VANGUARD SCOTTSDALE FDS | $5.1M | 1.15% | 47,987 | 减持 |
| 23 | BILZ | PIMCO ETF TR | $5.0M | 1.12% | 49,237 | 新建仓 |
| 24 | AMZN | AMAZON COM INC | $4.9M | 1.10% | 20,551 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.9M | 1.09% | 9,704 | 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