Astoria Strategic Wealth, Inc. 13F 持仓 · 2026年Q2
Astoria Strategic Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 4.38 亿美元。前几大持仓：VTI（33.11%）、IXUS（11.83%）、BND（8.90%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $145.0M | 33.11% | 391,737 | 增持 |
| 2 | IXUS | ISHARES TR | $51.8M | 11.83% | 542,748 | 增持 |
| 3 | BND | VANGUARD BD INDEX FDS | $39.0M | 8.90% | 530,899 | 增持 |
| 4 | VTEB | VANGUARD MUN BD FDS | $33.1M | 7.56% | 654,348 | 增持 |
| 5 | ITOT | ISHARES TR | $25.7M | 5.88% | 156,723 | 减持 |
| 6 | STIP | ISHARES TR | $24.0M | 5.48% | 234,927 | 新建仓 |
| 7 | IVE | ISHARES TR | $17.6M | 4.01% | 77,387 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $16.3M | 3.71% | 194,175 | 减持 |
| 9 | IEMG | ISHARES INC | $15.3M | 3.49% | 184,406 | 减持 |
| 10 | SPAB | SPDR SERIES TRUST | $9.6M | 2.18% | 374,431 | 减持 |
| 11 | IVV | ISHARES TR | $8.8M | 2.00% | 11,718 | 增持 |
| 12 | IWD | ISHARES TR | $8.6M | 1.95% | 35,283 | 减持 |
| 13 | AGG | ISHARES TR | $7.2M | 1.65% | 72,910 | 增持 |
| 14 | IJR | ISHARES TR | $6.7M | 1.53% | 45,174 | 增持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $3.7M | 0.85% | 62,287 | 减持 |
| 16 | VB | VANGUARD INDEX FDS | $3.6M | 0.83% | 12,038 | 减持 |
| 17 | IJH | ISHARES TR | $2.8M | 0.65% | 36,942 | 减持 |
| 18 | MUB | ISHARES TR | $2.7M | 0.62% | 25,263 | 增持 |
| 19 | ACWX | ISHARES TR | $2.5M | 0.58% | 33,497 | 减持 |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.58% | 16,308 | 减持 |
| 21 | ACWI | ISHARES TR | $1.9M | 0.45% | 12,422 | 减持 |
| 22 | NYF | ISHARES TR | $1.8M | 0.42% | 34,121 | 增持 |
| 23 | SPTM | SPDR SERIES TRUST | $1.7M | 0.38% | 18,459 | 增持 |
| 24 | VV | VANGUARD INDEX FDS | $1.0M | 0.23% | 2,967 | 持平 |
| 25 | VOO | VANGUARD INDEX FDS | $975,270 | 0.22% | 1,420 | 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