Websterrogers Financial Advisors, LLC 13F 持仓 · 2026年Q2
Websterrogers Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 3.90 亿美元。前几大持仓：VUG（9.19%）、AVUS（7.58%）、DIHP（5.17%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $35.9M | 9.19% | 416,280 | 增持 |
| 2 | AVUS | AMERICAN CENTY ETF TR | $29.6M | 7.58% | 230,978 | 减持 |
| 3 | DIHP | DIMENSIONAL ETF TRUST | $20.2M | 5.17% | 591,850 | 增持 |
| 4 | AVEM | AMERICAN CENTY ETF TR | $17.8M | 4.55% | 184,217 | 减持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $16.6M | 4.26% | 70,298 | 增持 |
| 6 | AVDE | AMERICAN CENTY ETF TR | $16.6M | 4.25% | 185,862 | 减持 |
| 7 | AVLV | AMERICAN CENTY ETF TR | $16.6M | 4.25% | 181,790 | 减持 |
| 8 | AVIV | AMERICAN CENTY ETF TR | $16.4M | 4.19% | 211,302 | 增持 |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | $15.4M | 3.94% | 328,187 | 增持 |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $14.6M | 3.75% | 251,714 | 增持 |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $13.8M | 3.55% | 331,798 | 减持 |
| 12 | VOO | VANGUARD INDEX FDS | $13.5M | 3.46% | 19,639 | 增持 |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $10.8M | 2.76% | 182,835 | 增持 |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $9.9M | 2.54% | 223,457 | 减持 |
| 15 | DFIS | DIMENSIONAL ETF TRUST | $9.0M | 2.31% | 257,792 | 减持 |
| 16 | VGLT | VANGUARD SCOTTSDALE FDS | $8.7M | 2.23% | 157,455 | 增持 |
| 17 | VTEB | VANGUARD MUN BD FDS | $8.5M | 2.17% | 167,385 | 减持 |
| 18 | SMMU | PIMCO ETF TR | $8.2M | 2.09% | 161,569 | 增持 |
| 19 | VCLT | VANGUARD SCOTTSDALE FDS | $8.2M | 2.09% | 108,330 | 增持 |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $7.6M | 1.96% | 92,516 | 增持 |
| 21 | AVSC | AMERICAN CENTY ETF TR | $7.6M | 1.95% | 103,819 | 增持 |
| 22 | JMST | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.64% | 125,377 | 减持 |
| 23 | VSLU | ETF OPPORTUNITIES TRUST | $5.1M | 1.30% | 110,158 | 新建仓 |
| 24 | VCSH | VANGUARD SCOTTSDALE FDS | $4.6M | 1.17% | 57,769 | 增持 |
| 25 | VUSB | VANGUARD BD INDEX FDS | $4.5M | 1.16% | 90,672 | 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