Wealthspan Partners, LLC 13F 持仓 · 2026年Q2
Wealthspan Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 129 只证券，申报市值合计 3.17 亿美元。前几大持仓：VUG（12.34%）、VTV（9.28%）、DE（5.68%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $39.2M | 12.34% | 454,623 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $29.4M | 9.28% | 135,058 | 增持 |
| 3 | DE | DEERE & CO | $18.0M | 5.68% | 28,433 | 减持 |
| 4 | IAU | ISHARES GOLD TR | $8.9M | 2.81% | 118,207 | 减持 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $8.8M | 2.78% | 111,507 | 减持 |
| 6 | VUSB | VANGUARD BD INDEX FDS | $8.8M | 2.78% | 177,091 | 增持 |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $8.7M | 2.74% | 171,441 | 增持 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $8.2M | 2.57% | 34,499 | 减持 |
| 9 | VYM | VANGUARD WHITEHALL FDS | $7.7M | 2.43% | 48,769 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $7.3M | 2.29% | 159,569 | 增持 |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $7.2M | 2.28% | 175,753 | 减持 |
| 12 | EVSD | MORGAN STANLEY ETF TRUST | $6.6M | 2.10% | 130,753 | 增持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $6.4M | 2.02% | 201,757 | 增持 |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $6.1M | 1.92% | 144,142 | 减持 |
| 15 | IVW | ISHARES TR | $6.0M | 1.88% | 43,353 | 减持 |
| 16 | VO | VANGUARD INDEX FDS | $6.0M | 1.88% | 74,155 | 增持 |
| 17 | FNDF | SCHWAB STRATEGIC TR | $5.7M | 1.81% | 108,833 | 增持 |
| 18 | AAPL | APPLE INC | $5.6M | 1.76% | 19,311 | 减持 |
| 19 | IWM | ISHARES TR | $5.5M | 1.73% | 18,318 | 增持 |
| 20 | DFAS | DIMENSIONAL ETF TRUST | $5.4M | 1.70% | 65,459 | 增持 |
| 21 | STIP | ISHARES TR | $5.0M | 1.59% | 49,432 | 增持 |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.8M | 1.52% | 85,481 | 增持 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $4.5M | 1.43% | 63,458 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $4.5M | 1.41% | 11,989 | 减持 |
| 25 | CAT | CATERPILLAR INC | $4.5M | 1.40% | 4,184 | 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