Wealthstream Advisors, Inc. 13F 持仓 · 最近申报 2025年Q3
Wealthstream Advisors 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 204 只证券，申报市值合计 6.61 亿美元。前几大持仓：DFAC（29.65%）、DFIC（16.06%）、DFEM（7.21%）。本季前 25 大持仓中：增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $196.1M | 29.65% | 5.1M | 增持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $106.2M | 16.06% | 3.2M | 增持 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $47.7M | 7.21% | 1.5M | 增持 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $41.6M | 6.29% | 1.1M | 增持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $35.2M | 5.32% | 485,558 | 减持 |
| 6 | IWV | ISHARES TR | $20.4M | 3.09% | 53,882 | 持平 |
| 7 | AVGE | AMERICAN CENTY ETF TR | $14.1M | 2.14% | 169,428 | 增持 |
| 8 | IEFA | ISHARES TR | $9.4M | 1.43% | 107,997 | 减持 |
| 9 | VTHR | VANGUARD SCOTTSDALE FDS | $9.2M | 1.38% | 31,114 | 减持 |
| 10 | LIF | LIFE360 INC | $7.7M | 1.17% | 72,553 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $7.3M | 1.10% | 14,089 | 增持 |
| 12 | DFUV | DIMENSIONAL ETF TRUST | $6.9M | 1.04% | 153,470 | 减持 |
| 13 | VTI | VANGUARD INDEX FDS | $6.3M | 0.96% | 19,267 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $5.9M | 0.89% | 31,560 | 增持 |
| 15 | TILT | FLEXSHARES TR | $5.7M | 0.86% | 23,446 | 增持 |
| 16 | EAGL | 2023 ETF SERIES TRUST | $5.5M | 0.83% | 175,834 | 持平 |
| 17 | AAPL | APPLE INC | $4.9M | 0.74% | 19,340 | 增持 |
| 18 | SPY | SPDR S&P 500 ETF TR | $4.7M | 0.71% | 7,042 | 减持 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $4.2M | 0.63% | 71,368 | 减持 |
| 20 | VOO | VANGUARD INDEX FDS | $3.8M | 0.58% | 6,214 | 减持 |
| 21 | IWF | ISHARES TR | $3.7M | 0.56% | 7,963 | 减持 |
| 22 | AMZN | AMAZON COM INC | $3.4M | 0.51% | 15,489 | 增持 |
| 23 | GOOGL | ALPHABET INC | $3.2M | 0.48% | 13,112 | 增持 |
| 24 | AVSU | AMERICAN CENTY ETF TR | $3.1M | 0.46% | 41,486 | 增持 |
| 25 | META | META PLATFORMS INC | $2.8M | 0.42% | 3,772 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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