Box Hill Private Wealth LLC 13F 持仓 · 2026年Q3
Box Hill Private Wealth 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 1.38 亿美元。前几大持仓：VV（16.46%）、IVV（14.33%）、QQQ（7.19%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $22.6M | 16.46% | 64,323 | 增持 |
| 2 | IVV | ISHARES TR | $19.7M | 14.33% | 25,738 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $9.9M | 7.19% | 13,368 | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $5.9M | 4.27% | 20,623 | 增持 |
| 5 | IEFA | ISHARES TR | $5.6M | 4.08% | 57,907 | 增持 |
| 6 | IEMG | ISHARES INC | $5.0M | 3.61% | 61,147 | 增持 |
| 7 | BINC | BLACKROCK ETF TRUST II | $3.9M | 2.81% | 76,127 | 增持 |
| 8 | AAPL | APPLE INC | $3.6M | 2.61% | 10,775 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $3.4M | 2.47% | 14,900 | 减持 |
| 10 | XLK | SELECT SECTOR SPDR TR | $3.4M | 2.47% | 17,368 | 增持 |
| 11 | IWB | ISHARES TR | $3.2M | 2.34% | 7,744 | 增持 |
| 12 | QQQM | INVESCO EXCH TRADED FD TR II | $2.9M | 2.07% | 9,367 | 增持 |
| 13 | GOOG | ALPHABET INC | $2.4M | 1.78% | 7,168 | 增持 |
| 14 | SMH | VANECK ETF TRUST | $2.4M | 1.73% | 3,917 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $2.3M | 1.64% | 4,409 | 增持 |
| 16 | CHAT | TIDAL TRUST II | $2.2M | 1.57% | 23,420 | 增持 |
| 17 | ITOT | ISHARES TR | $2.1M | 1.55% | 12,833 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.47% | 4,057 | 减持 |
| 19 | IQLT | ISHARES TR | $2.0M | 1.44% | 39,955 | 增持 |
| 20 | EMXC | ISHARES INC | $1.8M | 1.29% | 17,945 | 增持 |
| 21 | AVGO | BROADCOM INC | $1.7M | 1.25% | 4,903 | 减持 |
| 22 | TSLA | TESLA INC | $1.7M | 1.22% | 4,716 | 减持 |
| 23 | AMZN | AMAZON COM INC | $1.5M | 1.07% | 5,933 | 增持 |
| 24 | GOOGL | ALPHABET INC | $1.4M | 1.05% | 4,208 | 减持 |
| 25 | IJH | ISHARES TR | $1.4M | 1.03% | 19,733 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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