WPWealth LLP 13F 持仓 · 2026年Q2
WPWealth 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 6.74 亿美元。前几大持仓：DFAU（14.01%）、DFIC（13.06%）、DFCF（12.90%）。本季前 25 大持仓中：增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $94.4M | 14.01% | 1.8M | 减持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $88.0M | 13.06% | 2.4M | 减持 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $86.9M | 12.90% | 2.1M | 增持 |
| 4 | DFGP | DIMENSIONAL ETF TRUST | $58.6M | 8.70% | 1.1M | 减持 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $56.8M | 8.42% | 1.2M | 减持 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $33.2M | 4.92% | 824,717 | 减持 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $30.1M | 4.47% | 547,549 | 减持 |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $29.8M | 4.43% | 754,491 | 减持 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $29.0M | 4.30% | 695,197 | 增持 |
| 10 | DFGR | DIMENSIONAL ETF TRUST | $26.9M | 3.99% | 927,899 | 减持 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $20.9M | 3.10% | 253,917 | 减持 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $17.6M | 2.62% | 252,326 | 减持 |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $6.1M | 0.91% | 137,866 | 增持 |
| 14 | AAPL | APPLE INC | $6.0M | 0.89% | 20,821 | 减持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $5.9M | 0.88% | 7,941 | 减持 |
| 16 | POCT | INNOVATOR ETFS TRUST | $4.6M | 0.68% | 99,124 | 减持 |
| 17 | DFAX | DIMENSIONAL ETF TRUST | $4.2M | 0.62% | 113,602 | 增持 |
| 18 | PAPR | INNOVATOR ETFS TRUST | $3.5M | 0.52% | 82,889 | 减持 |
| 19 | VTI | VANGUARD INDEX FDS | $3.3M | 0.49% | 8,997 | 增持 |
| 20 | PMAR | INNOVATOR ETFS TRUST | $2.8M | 0.42% | 59,279 | 持平 |
| 21 | NVDA | NVIDIA CORPORATION | $2.6M | 0.39% | 13,193 | 减持 |
| 22 | PMAY | INNOVATOR ETFS TRUST | $2.7M | 0.39% | 64,404 | 减持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.34% | 4,634 | 减持 |
| 24 | IJAN | INNOVATOR ETFS TRUST | $2.2M | 0.33% | 58,977 | 减持 |
| 25 | IOCT | INNOVATOR ETFS TRUST | $2.0M | 0.30% | 54,176 | 减持 |
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