Woodward Financial Advisors, Inc. 13F 持仓 · 2026年Q2
Woodward Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 2.99 亿美元。前几大持仓：IVV（14.85%）、DFSD（13.69%）、DUHP（11.97%）。本季前 25 大持仓中：增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $44.4M | 14.85% | 59,306 | 增持 |
| 2 | DFSD | DIMENSIONAL ETF TRUST | $41.0M | 13.69% | 857,876 | 增持 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $35.8M | 11.97% | 858,310 | 增持 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $28.7M | 9.58% | 769,245 | 增持 |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $22.9M | 7.66% | 563,555 | 减持 |
| 6 | VTIP | VANGUARD MALVERN FDS | $21.7M | 7.26% | 432,340 | 增持 |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $13.5M | 4.52% | 348,538 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $12.6M | 4.22% | 57,923 | 减持 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $8.4M | 2.81% | 152,581 | 减持 |
| 10 | IWB | ISHARES TR | $6.5M | 2.16% | 15,755 | 减持 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $6.0M | 2.00% | 72,662 | 减持 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $4.9M | 1.64% | 70,151 | 减持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 1.59% | 66,935 | 减持 |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $4.7M | 1.56% | 113,429 | 减持 |
| 15 | VBR | VANGUARD INDEX FDS | $3.8M | 1.27% | 15,592 | 减持 |
| 16 | IVW | ISHARES TR | $3.1M | 1.02% | 22,221 | 持平 |
| 17 | AAPL | APPLE INC | $2.9M | 0.96% | 9,953 | 增持 |
| 18 | STPZ | PIMCO ETF TR | $2.5M | 0.84% | 47,242 | 减持 |
| 19 | DFAE | DIMENSIONAL ETF TRUST | $2.3M | 0.77% | 57,137 | 减持 |
| 20 | DFAC | DIMENSIONAL ETF TRUST | $2.2M | 0.75% | 50,558 | 减持 |
| 21 | IWC | ISHARES TR | $2.1M | 0.69% | 10,336 | 减持 |
| 22 | IVE | ISHARES TR | $1.8M | 0.61% | 8,072 | 持平 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.3M | 0.45% | 4,097 | 增持 |
| 24 | VNQ | VANGUARD INDEX FDS | $1.3M | 0.44% | 13,626 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $1.3M | 0.42% | 3,356 | 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