Wheelhouse Advisory Group LLC 13F 持仓 · 2026年Q2
Wheelhouse Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 3.54 亿美元。前几大持仓：DFSD（10.39%）、SGOV（10.30%）、VOOG（8.94%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | $36.8M | 10.39% | 771,244 | 增持 |
| 2 | SGOV | ISHARES TR | $36.5M | 10.30% | 362,616 | 增持 |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | $31.7M | 8.94% | 383,497 | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $30.9M | 8.71% | 44,932 | 增持 |
| 5 | VHT | VANGUARD WORLD FD | $26.9M | 7.58% | 89,830 | 增持 |
| 6 | VV | VANGUARD INDEX FDS | $23.7M | 6.70% | 69,009 | 增持 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $22.8M | 6.43% | 96,222 | 增持 |
| 8 | VGT | VANGUARD WORLD FD | $22.6M | 6.37% | 188,828 | 增持 |
| 9 | MGK | VANGUARD WORLD FD | $22.4M | 6.32% | 254,581 | 增持 |
| 10 | AVUV | AMERICAN CENTY ETF TR | $20.3M | 5.73% | 162,813 | 减持 |
| 11 | DFNM | DIMENSIONAL ETF TRUST | $15.4M | 4.34% | 318,359 | 增持 |
| 12 | VO | VANGUARD INDEX FDS | $15.3M | 4.31% | 189,521 | 增持 |
| 13 | VFH | VANGUARD WORLD FD | $11.6M | 3.27% | 88,023 | 增持 |
| 14 | BIL | SPDR SERIES TRUST | $6.7M | 1.88% | 72,788 | 增持 |
| 15 | AAPL | APPLE INC | $2.8M | 0.78% | 9,583 | 增持 |
| 16 | BND | VANGUARD BD INDEX FDS | $2.5M | 0.70% | 33,649 | 增持 |
| 17 | VTEB | VANGUARD MUN BD FDS | $2.4M | 0.69% | 48,395 | 增持 |
| 18 | BIV | VANGUARD BD INDEX FDS | $2.2M | 0.63% | 29,153 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $2.2M | 0.63% | 11,088 | 增持 |
| 20 | TSLA | TESLA INC | $1.8M | 0.51% | 4,318 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $1.5M | 0.43% | 4,115 | 增持 |
| 22 | LLY | ELI LILLY & CO | $1.1M | 0.31% | 918 | 减持 |
| 23 | AMZN | AMAZON COM INC | $1.0M | 0.30% | 4,399 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $916,197 | 0.26% | 3,608 | 新建仓 |
| 25 | MA | MASTERCARD INCORPORATED | $779,310 | 0.22% | 1,517 | 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