BigSur Wealth Management LLC 13F 持仓 · 2026年Q2
BigSur Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 169 只证券，申报市值合计 4.15 亿美元。前几大持仓：SPY（7.41%）、BRK/A（4.87%）、NVDA（3.83%）。本季前 25 大持仓中：增持 15 只、减持 7 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 | $30.8M | 7.41% | 41,135 | 增持 |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $20.2M | 4.87% | 27 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $15.9M | 3.83% | 79,531 | 增持 |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | $13.0M | 3.12% | 146,390 | 减持 |
| 5 | JPM | JPMORGAN CHASE & CO | $12.2M | 2.94% | 37,290 | 增持 |
| 6 | PANW | PALO ALTO NETWORKS INC | $11.3M | 2.72% | 33,150 | 减持 |
| 7 | IWV | ISHARES TR | $10.7M | 2.59% | 25,200 | 持平 |
| 8 | GOOGL | ALPHABET INC | $10.5M | 2.53% | 29,409 | 增持 |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $9.9M | 2.38% | 297,451 | 增持 |
| 10 | XLK | SELECT SECTOR SPDR TR | $9.3M | 2.24% | 48,864 | 增持 |
| 11 | AAPL | APPLE INC | $7.7M | 1.85% | 26,516 | 减持 |
| 12 | XLV | SELECT SECTOR SPDR TR | $7.6M | 1.84% | 48,203 | 增持 |
| 13 | GEV | GE VERNOVA INC | $7.4M | 1.78% | 6,283 | 增持 |
| 14 | BBJP | J P MORGAN EXCHANGE TRADED F | $7.3M | 1.76% | 96,920 | 减持 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.70% | 33,229 | 增持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.4M | 1.55% | 12,852 | 增持 |
| 17 | GOOG | ALPHABET INC | $6.2M | 1.50% | 17,615 | 增持 |
| 18 | GLD | SPDR GOLD TR | $5.9M | 1.42% | 16,038 | 增持 |
| 19 | GS | GOLDMAN SACHS GROUP INC | $5.8M | 1.39% | 5,709 | 增持 |
| 20 | GE | GE AEROSPACE | $5.6M | 1.36% | 15,100 | 减持 |
| 21 | BX | BLACKSTONE INC | $5.4M | 1.30% | 45,905 | 减持 |
| 22 | SUSA | ISHARES TR | $4.9M | 1.19% | 32,000 | 持平 |
| 23 | AMZN | AMAZON COM INC | $4.3M | 1.05% | 18,245 | 持平 |
| 24 | ITA | ISHARES TR | $4.3M | 1.02% | 17,564 | 减持 |
| 25 | RTX | RTX CORPORATION | $4.0M | 0.96% | 20,922 | 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