Wescott Financial Advisory Group, LLC 13F 持仓 · 2026年Q2
Wescott Financial Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 200 只证券，申报市值合计 12.91 亿美元。前几大持仓：VOO（15.16%）、QQQ（8.64%）、VTES（5.80%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $195.8M | 15.16% | 285,055 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $111.6M | 8.64% | 151,529 | 增持 |
| 3 | VTES | VANGUARD WELLINGTON FD | $74.9M | 5.80% | 739,648 | 增持 |
| 4 | IVV | ISHARES TR | $57.6M | 4.46% | 76,939 | 增持 |
| 5 | IEFA | ISHARES TR | $52.3M | 4.05% | 541,423 | 增持 |
| 6 | IWP | ISHARES TR | $49.6M | 3.84% | 338,838 | 增持 |
| 7 | IEMG | ISHARES INC | $49.5M | 3.83% | 597,473 | 减持 |
| 8 | DFIS | DIMENSIONAL ETF TRUST | $42.0M | 3.25% | 1.2M | 增持 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $41.5M | 3.21% | 754,353 | 减持 |
| 10 | IWB | ISHARES TR | $34.9M | 2.70% | 85,288 | 减持 |
| 11 | BIV | VANGUARD BD INDEX FDS | $32.1M | 2.49% | 418,386 | 增持 |
| 12 | DFLV | DIMENSIONAL ETF TRUST | $31.7M | 2.46% | 802,407 | 增持 |
| 13 | IWS | ISHARES TR | $28.8M | 2.23% | 175,179 | 减持 |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $26.0M | 2.02% | 898,892 | 减持 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $25.1M | 1.95% | 318,076 | 增持 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $22.6M | 1.75% | 418,590 | 增持 |
| 17 | DFAE | DIMENSIONAL ETF TRUST | $20.0M | 1.55% | 496,979 | 增持 |
| 18 | AAPL | APPLE INC | $19.5M | 1.51% | 67,427 | 增持 |
| 19 | MRK | MERCK & CO INC | $17.0M | 1.32% | 132,230 | 增持 |
| 20 | IJH | ISHARES TR | $15.7M | 1.22% | 203,801 | 增持 |
| 21 | DFAS | DIMENSIONAL ETF TRUST | $15.6M | 1.21% | 189,932 | 增持 |
| 22 | IVW | ISHARES TR | $15.4M | 1.19% | 111,735 | 增持 |
| 23 | ISTB | ISHARES TR | $12.7M | 0.98% | 262,339 | 增持 |
| 24 | AGG | ISHARES TR | $11.9M | 0.92% | 120,222 | 增持 |
| 25 | LLY | ELI LILLY & CO | $11.3M | 0.88% | 9,460 | 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