Betterment LLC 13F 持仓 · 2026年Q2
Betterment 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 675 只证券，申报市值合计 591.25 亿美元。前几大持仓：VEA（16.72%）、VTI（14.99%）、SPYM（14.55%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | $9.88B | 16.72% | 138.7M | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $8.86B | 14.99% | 23.9M | 减持 |
| 3 | SPYM | SPDR State Street Global Advisors | $8.60B | 14.55% | 97.9M | 增持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $3.22B | 5.44% | 53.9M | 增持 |
| 5 | MUB | ISHARES TR | $2.26B | 3.83% | 21.0M | 增持 |
| 6 | ITOT | ISHARES TR | $1.70B | 2.87% | 10.3M | 减持 |
| 7 | AGG | ISHARES TR | $1.55B | 2.62% | 15.6M | 减持 |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED | $1.33B | 2.26% | 28.4M | 增持 |
| 9 | SPMD | SPDR State Street Global Advisors | $1.27B | 2.16% | 18.9M | 减持 |
| 10 | SPSM | SPDR State Street Global Advisors | $1.11B | 1.87% | 19.2M | 增持 |
| 11 | VTV | VANGUARD INDEX FDS | $1.04B | 1.75% | 4.8M | 减持 |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $983.2M | 1.66% | 20.3M | 增持 |
| 13 | IEFA | ISHARES TR | $864.9M | 1.46% | 9.0M | 减持 |
| 14 | SCHX | SCHWAB STRATEGIC TR | $842.5M | 1.42% | 28.6M | 增持 |
| 15 | GSLC | Goldman Sachs | $810.4M | 1.37% | 5.7M | 减持 |
| 16 | JPST | JP Morgan | $695.8M | 1.18% | 13.8M | 增持 |
| 17 | VOE | VANGUARD INDEX FDS | $692.9M | 1.17% | 3.5M | 减持 |
| 18 | VBR | VANGUARD INDEX FDS | $683.5M | 1.16% | 2.8M | 减持 |
| 19 | ESGU | iShares | $664.3M | 1.12% | 4.1M | 增持 |
| 20 | GBIL | Goldman Sachs | $627.0M | 1.06% | 6.3M | 增持 |
| 21 | SCHF | SCHWAB STRATEGIC TR | $569.5M | 0.96% | 20.6M | 减持 |
| 22 | VWOB | VANGUARD WHITEHALL FDS INC | $505.7M | 0.86% | 7.5M | 增持 |
| 23 | TFI | SPDR SERIES TRUST | $505.2M | 0.85% | 11.0M | 减持 |
| 24 | STIP | iShares | $465.2M | 0.79% | 4.6M | 增持 |
| 25 | IEMG | ISHARES INC | $447.3M | 0.76% | 5.4M | 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