Wealth Dimensions Group, Ltd. 13F 持仓 · 2026年Q2
Wealth Dimensions Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 178 只证券，申报市值合计 5.58 亿美元。前几大持仓：DFAI（10.81%）、VGSH（9.20%）、VONV（6.32%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $60.4M | 10.81% | 1.5M | 增持 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $51.4M | 9.20% | 882,471 | 增持 |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $35.3M | 6.32% | 331,956 | 减持 |
| 4 | PG | PROCTER & GAMBLE CO | $29.9M | 5.36% | 203,926 | 减持 |
| 5 | IVV | ISHARES TR | $27.5M | 4.93% | 36,763 | 减持 |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $26.3M | 4.70% | 205,402 | 增持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $24.6M | 4.41% | 155,902 | 增持 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $23.1M | 4.13% | 573,500 | 增持 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $22.8M | 4.08% | 587,003 | 增持 |
| 10 | BSV | VANGUARD BD INDEX FDS | $19.5M | 3.49% | 250,190 | 减持 |
| 11 | DFAR | DIMENSIONAL ETF TRUST | $18.8M | 3.36% | 717,843 | 增持 |
| 12 | AAPL | APPLE INC | $17.6M | 3.15% | 60,690 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $13.5M | 2.41% | 18,037 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $9.9M | 1.78% | 50,134 | 增持 |
| 15 | DFCF | DIMENSIONAL ETF TRUST | $8.7M | 1.56% | 206,965 | 减持 |
| 16 | IEFA | ISHARES TR | $7.2M | 1.29% | 74,650 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $6.5M | 1.16% | 17,299 | 增持 |
| 18 | IOT | SAMSARA INC | $5.2M | 0.93% | 160,011 | 增持 |
| 19 | LLY | ELI LILLY & CO | $4.4M | 0.78% | 3,627 | 增持 |
| 20 | VTWO | VANGUARD SCOTTSDALE FDS | $3.7M | 0.66% | 30,358 | 减持 |
| 21 | IWF | ISHARES TR | $3.6M | 0.64% | 28,602 | 增持 |
| 22 | GOOG | ALPHABET INC | $3.5M | 0.62% | 9,860 | 减持 |
| 23 | IEMG | ISHARES INC | $3.4M | 0.61% | 40,852 | 减持 |
| 24 | GE | GE AEROSPACE | $3.2M | 0.58% | 8,654 | 增持 |
| 25 | AMZN | AMAZON COM INC | $3.2M | 0.57% | 13,269 | 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