White Wing Wealth Management 13F 持仓 · 2026年Q2

White Wing Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 1.92 亿美元。前几大持仓：VTI（26.09%）、VEA（10.71%）、JPST（10.25%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	VTI	VANGUARD INDEX FDS	$50.0M	26.09%	135,161	增持
2	VEA	VANGUARD TAX-MANAGED FDS	$20.5M	10.71%	288,188	增持
3	JPST	J P MORGAN EXCHANGE TRADED F	$19.6M	10.25%	388,423	减持
4	VB	VANGUARD INDEX FDS	$16.7M	8.72%	55,140	减持
5	QQQ	INVESCO QQQ TR	$13.4M	7.01%	18,257	减持
6	VIG	VANGUARD SPECIALIZED FUNDS	$13.4M	6.99%	56,630	增持
7	SCHJ	SCHWAB STRATEGIC TR	$10.3M	5.37%	417,474	减持
8	DFSD	DIMENSIONAL ETF TRUST	$6.3M	3.27%	131,430	增持
9	DFAT	DIMENSIONAL ETF TRUST	$5.3M	2.79%	76,449	减持
10	DFEV	DIMENSIONAL ETF TRUST	$4.2M	2.20%	98,866	减持
11	AMD	ADVANCED MICRO DEVICES INC	$4.1M	2.12%	6,989	减持
12	ISCF	ISHARES TR	$3.9M	2.02%	89,517	增持
13	JEPI	J P MORGAN EXCHANGE TRADED F	$2.2M	1.16%	39,435	增持
14	AAPL	APPLE INC	$2.2M	1.15%	7,588	减持
15	NVDA	NVIDIA CORPORATION	$2.0M	1.03%	9,906	增持
16	TSLA	TESLA INC	$1.9M	1.02%	4,631	减持
17	DFNM	DIMENSIONAL ETF TRUST	$1.8M	0.92%	36,648	增持
18	FUMB	FIRST TR EXCH TRADED FD III	$1.6M	0.84%	79,877	新建仓
19	JPIE	J P MORGAN EXCHANGE TRADED F	$1.4M	0.75%	31,176	增持
20	FTSM	FIRST TR EXCHANGE-TRADED FD	$1.1M	0.56%	18,070	减持
21	DUSB	DIMENSIONAL ETF TRUST	$1.0M	0.54%	20,350	减持
22	AMZN	AMAZON COM INC	$828,470	0.43%	3,476	增持
23	CAKE	CHEESECAKE FACTORY INC	$748,365	0.39%	9,409	增持
24	ELF	E L F BEAUTY INC	$701,224	0.37%	9,476	增持
25	FMB	FIRST TR EXCH TRADED FD III	$714,453	0.37%	13,909	新建仓

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