Wealth Advisory Team LLC 13F 持仓 · 2026年Q2
Wealth Advisory Team 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.23 亿美元。前几大持仓：ACIO（15.62%）、DFUS（10.40%）、DRSK（10.03%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | $19.2M | 15.62% | 416,378 | 增持 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $12.8M | 10.40% | 156,140 | 增持 |
| 3 | DRSK | ETF SER SOLUTIONS | $12.3M | 10.03% | 429,155 | 增持 |
| 4 | DBEF | DBX ETF TR | $12.2M | 9.92% | 223,278 | 增持 |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | $8.0M | 6.51% | 321,889 | 增持 |
| 6 | BIV | VANGUARD BD INDEX FDS | $6.7M | 5.41% | 86,829 | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $5.8M | 4.71% | 97,012 | 增持 |
| 8 | UITB | VICTORY PORTFOLIOS II | $5.8M | 4.70% | 123,467 | 减持 |
| 9 | VYM | VANGUARD WHITEHALL FDS | $5.7M | 4.62% | 35,949 | 减持 |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | $5.6M | 4.58% | 44,100 | 增持 |
| 11 | USSG | DBX ETF TR | $3.7M | 3.03% | 53,606 | 增持 |
| 12 | ESGD | ISHARES TR | $3.5M | 2.81% | 33,679 | 增持 |
| 13 | XMHQ | INVESCO EXCHANGE TRADED FD T | $2.6M | 2.09% | 22,747 | 减持 |
| 14 | NULG | NUSHARES ETF TR | $2.2M | 1.79% | 18,857 | 减持 |
| 15 | ESGE | ISHARES INC | $1.8M | 1.46% | 32,895 | 增持 |
| 16 | ESML | ISHARES TR | $1.5M | 1.26% | 27,681 | 增持 |
| 17 | FNDF | SCHWAB STRATEGIC TR | $1.3M | 1.05% | 24,510 | 增持 |
| 18 | SUSB | ISHARES TR | $1.1M | 0.87% | 42,713 | 增持 |
| 19 | XJH | ISHARES TR | $1.0M | 0.85% | 20,016 | 增持 |
| 20 | EAGG | ISHARES TR | $1.0M | 0.84% | 21,841 | 增持 |
| 21 | DSI | ISHARES TR | $946,129 | 0.77% | 6,645 | 减持 |
| 22 | SMH | VANECK ETF TRUST | $914,876 | 0.74% | 1,395 | 持平 |
| 23 | FNDX | SCHWAB STRATEGIC TR | $860,919 | 0.70% | 27,682 | 增持 |
| 24 | PG | PROCTER & GAMBLE CO | $799,186 | 0.65% | 5,450 | 减持 |
| 25 | GRNB | VANECK ETF TRUST | $787,205 | 0.64% | 32,617 | 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