Bristlecone Advisors, LLC 13F 持仓 · 最近申报 2025年Q3
Bristlecone Advisors 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 232 只证券，申报市值合计 11.97 亿美元。前几大持仓：MSFT（9.80%）、IVV（5.60%）、NVDA（4.05%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $117.2M | 9.80% | 226,320 | 减持 |
| 2 | IVV | ISHARES TR | $67.0M | 5.60% | 100,119 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $48.5M | 4.05% | 259,999 | 减持 |
| 4 | AAPL | APPLE INC | $45.2M | 3.78% | 177,528 | 减持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $41.8M | 3.49% | 976,872 | 增持 |
| 6 | AGG | ISHARES TR | $38.6M | 3.23% | 385,520 | 减持 |
| 7 | IJH | ISHARES TR | $32.5M | 2.72% | 498,272 | 增持 |
| 8 | SCHX | SCHWAB STRATEGIC TR | $32.3M | 2.70% | 1.2M | 减持 |
| 9 | AMZN | AMAZON COM INC | $26.8M | 2.24% | 122,211 | 减持 |
| 10 | VV | VANGUARD INDEX FDS | $25.8M | 2.15% | 83,711 | 增持 |
| 11 | GOOGL | ALPHABET INC | $25.3M | 2.11% | 104,082 | 减持 |
| 12 | COST | COSTCO WHSL CORP NEW | $24.6M | 2.05% | 26,551 | 减持 |
| 13 | SPAB | SPDR SERIES TRUST | $22.7M | 1.90% | 877,707 | 减持 |
| 14 | BND | VANGUARD BD INDEX FDS | $22.6M | 1.88% | 303,262 | 增持 |
| 15 | XLK | SELECT SECTOR SPDR TR | $21.7M | 1.81% | 77,031 | 增持 |
| 16 | AJG | GALLAGHER ARTHUR J & CO | $21.0M | 1.75% | 67,794 | 持平 |
| 17 | DLN | WISDOMTREE TR | $19.8M | 1.65% | 227,025 | 增持 |
| 18 | IJR | ISHARES TR | $19.4M | 1.62% | 163,270 | 增持 |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $17.5M | 1.46% | 344,989 | 增持 |
| 20 | VB | VANGUARD INDEX FDS | $16.3M | 1.36% | 64,155 | 增持 |
| 21 | SPY | SPDR S&P 500 ETF TR | $16.0M | 1.34% | 23,981 | 增持 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $15.9M | 1.33% | 264,824 | 增持 |
| 23 | VUG | VANGUARD INDEX FDS | $15.9M | 1.33% | 33,251 | 增持 |
| 24 | IWR | ISHARES TR | $15.8M | 1.32% | 163,187 | 增持 |
| 25 | META | META PLATFORMS INC | $14.5M | 1.22% | 19,799 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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