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Wealth Advisors Northwest LLC 13F 持仓 · 2026年Q2

Wealth Advisors Northwest 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 65 只证券,申报市值合计 2.93 亿美元。前几大持仓:DFAC(23.98%)、DFGP(10.00%)、DFSV(7.47%)。本季前 25 大持仓中:增持 19 只、减持 6 只。

排名代码公司市值占组合股数变动
1DFACDIMENSIONAL ETF TRUST$70.3M23.98%1.6M增持
2DFGPDIMENSIONAL ETF TRUST$29.3M10.00%538,423增持
3DFSVDIMENSIONAL ETF TRUST$21.9M7.47%565,017增持
4DFICDIMENSIONAL ETF TRUST$21.0M7.16%563,696增持
5DGCBDIMENSIONAL ETF TRUST$20.9M7.13%382,291增持
6DUHPDIMENSIONAL ETF TRUST$18.9M6.46%454,027增持
7AMZNAMAZON COM INC$10.7M3.65%44,887增持
8DFEMDIMENSIONAL ETF TRUST$10.4M3.56%256,711增持
9DISVDIMENSIONAL ETF TRUST$7.3M2.48%181,154增持
10DFAUDIMENSIONAL ETF TRUST$7.1M2.43%137,605减持
11DIHPDIMENSIONAL ETF TRUST$7.1M2.41%206,690增持
12DCORDIMENSIONAL ETF TRUST$5.8M1.98%70,691增持
13DFCFDIMENSIONAL ETF TRUST$4.4M1.49%103,408增持
14DEHPDIMENSIONAL ETF TRUST$4.1M1.39%95,493增持
15DFEVDIMENSIONAL ETF TRUST$4.1M1.39%95,185增持
16DFUVDIMENSIONAL ETF TRUST$3.8M1.29%68,612减持
17DFGRDIMENSIONAL ETF TRUST$3.5M1.18%119,727增持
18DFSDDIMENSIONAL ETF TRUST$2.7M0.93%56,922增持
19DFGXDIMENSIONAL ETF TRUST$2.5M0.87%47,544增持
20SPYGSPDR SERIES TRUST$2.4M0.82%20,230减持
21SPYVSPDR SERIES TRUST$2.3M0.79%38,027减持
22AAPLAPPLE INC$2.3M0.78%7,856增持
23DFAXDIMENSIONAL ETF TRUST$2.3M0.77%61,439减持
24TSLATESLA INC$2.2M0.74%5,172减持
25DFSUDIMENSIONAL ETF TRUST$2.1M0.70%44,189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