Bordeaux Wealth Advisors LLC 13F 持仓 · 最近申报 2025年Q2
Bordeaux Wealth Advisors 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 158 只证券，申报市值合计 7.81 亿美元。前几大持仓：NVDA（40.70%）、VTI（5.72%）、GOOG（4.11%）。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 | NVDA | NVIDIA CORPORATION | $317.9M | 40.70% | 2.0M | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $44.6M | 5.72% | 146,892 | 减持 |
| 3 | GOOG | ALPHABET INC | $32.1M | 4.11% | 180,846 | 减持 |
| 4 | AAPL | APPLE INC | $31.8M | 4.07% | 154,831 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $29.6M | 3.79% | 59,497 | 增持 |
| 6 | BA | BOEING CO | $21.5M | 2.75% | 102,407 | 减持 |
| 7 | GOOGL | ALPHABET INC | $17.6M | 2.25% | 99,866 | 减持 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $16.7M | 2.14% | 292,597 | 增持 |
| 9 | IWB | ISHARES TR | $16.5M | 2.12% | 48,706 | 增持 |
| 10 | META | META PLATFORMS INC | $15.0M | 1.93% | 20,370 | 增持 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $13.5M | 1.73% | 101,065 | 增持 |
| 12 | VFH | VANGUARD WORLD FD | $13.3M | 1.71% | 104,677 | 减持 |
| 13 | VGT | VANGUARD WORLD FD | $11.8M | 1.50% | 17,715 | 增持 |
| 14 | VHT | VANGUARD WORLD FD | $11.4M | 1.46% | 45,823 | 减持 |
| 15 | VXUS | VANGUARD STAR FDS | $10.9M | 1.40% | 157,788 | 增持 |
| 16 | MDY | SPDR S&P MIDCAP 400 ETF TR | $9.3M | 1.20% | 16,500 | 减持 |
| 17 | IXN | ISHARES TR | $8.8M | 1.13% | 95,380 | 增持 |
| 18 | VGK | VANGUARD INTL EQUITY INDEX F | $8.5M | 1.09% | 109,816 | 增持 |
| 19 | IJH | ISHARES TR | $7.2M | 0.93% | 116,652 | 减持 |
| 20 | AMZN | AMAZON COM INC | $6.7M | 0.86% | 30,607 | 减持 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $4.9M | 0.63% | 99,259 | 减持 |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $4.8M | 0.61% | 74,609 | 增持 |
| 23 | V | VISA INC | $4.7M | 0.60% | 13,248 | 减持 |
| 24 | ORCL | ORACLE CORP | $4.2M | 0.54% | 19,269 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $4.1M | 0.52% | 7,206 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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