Berkeley Capital Partners, LLC 13F 持仓 · 2026年Q2
Berkeley Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 203 只证券，申报市值合计 4.86 亿美元。前几大持仓：SPY（20.40%）、VYM（7.11%）、VCIT（5.41%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $99.1M | 20.40% | 132,746 | 增持 |
| 2 | VYM | VANGUARD WHITEHALL FDS | $34.5M | 7.11% | 218,601 | 增持 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $26.3M | 5.41% | 318,145 | 减持 |
| 4 | VCLT | VANGUARD SCOTTSDALE FDS | $17.9M | 3.69% | 238,015 | 增持 |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $15.6M | 3.21% | 186,294 | 增持 |
| 6 | QQQ | INVESCO QQQ TR | $14.1M | 2.90% | 19,146 | 减持 |
| 7 | SPSM | SPDR SERIES TRUST | $10.6M | 2.18% | 183,928 | 增持 |
| 8 | SPMD | SPDR SERIES TRUST | $10.3M | 2.13% | 152,978 | 增持 |
| 9 | COSO | COASTALSOUTH BANCSHARES INC | $9.6M | 1.97% | 356,390 | 减持 |
| 10 | VAW | VANGUARD WORLD FD | $9.3M | 1.91% | 40,463 | 新建仓 |
| 11 | TLT | ISHARES TR | $6.9M | 1.43% | 80,150 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $6.2M | 1.28% | 16,632 | 增持 |
| 13 | VO | VANGUARD INDEX FDS | $5.9M | 1.22% | 73,665 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $5.7M | 1.18% | 28,733 | 减持 |
| 15 | BIL | SPDR SERIES TRUST | $5.7M | 1.17% | 61,789 | 增持 |
| 16 | BIZD | VANECK ETF TRUST | $5.6M | 1.15% | 441,601 | 增持 |
| 17 | AAPL | APPLE INC | $4.6M | 0.95% | 15,993 | 增持 |
| 18 | VIS | VANGUARD WORLD FD | $4.3M | 0.89% | 11,992 | 增持 |
| 19 | GDX | VANECK ETF TRUST | $4.0M | 0.82% | 53,036 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $3.7M | 0.76% | 10,030 | 增持 |
| 21 | GOOGL | ALPHABET INC | $3.6M | 0.74% | 10,020 | 增持 |
| 22 | AMLP | ALPS ETF TR | $3.4M | 0.71% | 66,109 | 增持 |
| 23 | JNJ | JOHNSON & JOHNSON | $3.1M | 0.65% | 12,370 | 减持 |
| 24 | AVGO | BROADCOM INC | $3.1M | 0.64% | 8,199 | 增持 |
| 25 | CVX | CHEVRON CORPORATION | $3.0M | 0.62% | 18,131 | 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