Baron Silver Stevens Financial Advisors, LLC 13F 持仓 · 2026年Q2
Baron Silver Stevens Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 140 只证券，申报市值合计 7.91 亿美元。前几大持仓：IVV（8.31%）、IWF（7.65%）、VTV（7.32%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $65.7M | 8.31% | 87,712 | 增持 |
| 2 | IWF | ISHARES TR | $60.5M | 7.65% | 487,084 | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $57.8M | 7.32% | 265,398 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $53.9M | 6.82% | 145,696 | 减持 |
| 5 | AGG | ISHARES TR | $45.2M | 5.72% | 456,728 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $43.4M | 5.49% | 183,565 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $31.1M | 3.93% | 423,082 | 增持 |
| 8 | IJH | ISHARES TR | $29.4M | 3.72% | 381,125 | 增持 |
| 9 | VXUS | VANGUARD STAR FDS | $26.5M | 3.36% | 310,372 | 减持 |
| 10 | VUG | VANGUARD INDEX FDS | $25.7M | 3.25% | 298,638 | 增持 |
| 11 | IJR | ISHARES TR | $25.3M | 3.20% | 170,780 | 增持 |
| 12 | USMV | ISHARES TR | $21.3M | 2.70% | 221,195 | 增持 |
| 13 | AAPL | APPLE INC | $19.3M | 2.44% | 66,717 | 增持 |
| 14 | IEMG | ISHARES INC | $18.0M | 2.27% | 217,113 | 增持 |
| 15 | VOO | VANGUARD INDEX FDS | $17.5M | 2.22% | 25,540 | 增持 |
| 16 | ITOT | ISHARES TR | $16.9M | 2.14% | 103,101 | 增持 |
| 17 | ACWV | ISHARES INC | $15.5M | 1.96% | 128,883 | 减持 |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | $13.9M | 1.76% | 274,073 | 增持 |
| 19 | IXUS | ISHARES TR | $13.6M | 1.73% | 142,981 | 增持 |
| 20 | VTEB | VANGUARD MUN BD FDS | $10.6M | 1.34% | 208,792 | 增持 |
| 21 | VYM | VANGUARD WHITEHALL FDS | $10.1M | 1.27% | 63,632 | 减持 |
| 22 | MUB | ISHARES TR | $9.8M | 1.24% | 91,385 | 增持 |
| 23 | IEFA | ISHARES TR | $9.3M | 1.18% | 96,618 | 增持 |
| 24 | VFMF | VANGUARD WELLINGTON FD | $7.6M | 0.96% | 43,048 | 增持 |
| 25 | SCHD | SCHWAB STRATEGIC TR | $7.0M | 0.89% | 221,245 | 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