Berkshire Money Management, Inc. 13F 持仓 · 2026年Q2
Berkshire Money Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 10.94 亿美元。前几大持仓：SPY（22.94%）、DIA（9.75%）、QQQ（6.94%）。本季前 25 大持仓中：增持 15 只、减持 10 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 | $251.1M | 22.94% | 336,187 | 减持 |
| 2 | DIA | STATE STR SPDR DOW JONES IND | $106.7M | 9.75% | 204,256 | 减持 |
| 3 | QQQ | INVESCO QQQ TR | $76.0M | 6.94% | 103,208 | 增持 |
| 4 | KNOV | INNOVATOR ETFS TRUST | $74.8M | 6.83% | 2.4M | 增持 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $66.2M | 6.05% | 311,345 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $66.0M | 6.03% | 278,890 | 减持 |
| 7 | SJNK | SPDR SERIES TRUST | $42.1M | 3.85% | 1.7M | 增持 |
| 8 | IVE | ISHARES TR | $34.4M | 3.14% | 151,371 | 增持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $34.3M | 3.13% | 481,545 | 增持 |
| 10 | BSV | VANGUARD BD INDEX FDS | $33.0M | 3.01% | 423,447 | 增持 |
| 11 | IWF | ISHARES TR | $29.4M | 2.69% | 237,171 | 增持 |
| 12 | PNOV | INNOVATOR ETFS TRUST | $27.0M | 2.47% | 608,729 | 增持 |
| 13 | VUG | VANGUARD INDEX FDS | $24.8M | 2.27% | 288,061 | 增持 |
| 14 | IGPT | INVESCO EXCHANGE TRADED FD T | $23.4M | 2.13% | 224,341 | 减持 |
| 15 | BIL | SPDR SERIES TRUST | $23.2M | 2.12% | 252,727 | 减持 |
| 16 | IDV | ISHARES TR | $22.8M | 2.09% | 551,300 | 增持 |
| 17 | MOAT | VANECK ETF TRUST | $22.2M | 2.03% | 213,872 | 减持 |
| 18 | THNQ | EXCHANGE TRADED CONCEPTS TRU | $22.2M | 2.03% | 243,260 | 减持 |
| 19 | JNK | SPDR SERIES TRUST | $16.9M | 1.54% | 174,941 | 增持 |
| 20 | INOV | INNOVATOR ETFS TRUST | $9.7M | 0.89% | 263,759 | 增持 |
| 21 | IWM | ISHARES TR | $9.3M | 0.85% | 31,009 | 增持 |
| 22 | GRNY | TIDAL TRUST I | $8.1M | 0.74% | 294,243 | 减持 |
| 23 | AAPL | APPLE INC | $7.9M | 0.73% | 27,427 | 增持 |
| 24 | KAUG | INNOVATOR ETFS TRUST | $7.7M | 0.71% | 269,755 | 减持 |
| 25 | KJAN | INNOVATOR ETFS TRUST | $6.8M | 0.62% | 148,779 | 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