Buttonwood Financial Advisors Inc. 13F 持仓 · 2026年Q2
Buttonwood Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 3.29 亿美元。前几大持仓：MOAT（8.58%）、GOOGL（6.69%）、FBND（5.90%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $28.2M | 8.58% | 271,209 | 减持 |
| 2 | GOOGL | ALPHABET INC | $22.0M | 6.69% | 61,556 | 减持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $19.4M | 5.90% | 426,451 | 增持 |
| 4 | FHLC | FIDELITY COVINGTON TRUST | $15.5M | 4.72% | 200,861 | 减持 |
| 5 | VIGI | VANGUARD WHITEHALL FDS | $12.8M | 3.88% | 136,583 | 增持 |
| 6 | ISTB | ISHARES TR | $12.6M | 3.84% | 261,384 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $11.6M | 3.53% | 31,133 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.4M | 3.48% | 22,874 | 增持 |
| 9 | ARW | ARROW ELECTRS INC | $10.5M | 3.20% | 49,343 | 减持 |
| 10 | TER | TERADYNE INC | $10.2M | 3.11% | 21,130 | 减持 |
| 11 | SHY | ISHARES TR | $9.4M | 2.86% | 114,361 | 增持 |
| 12 | AMAT | APPLIED MATLS INC | $8.9M | 2.69% | 12,250 | 减持 |
| 13 | META | META PLATFORMS INC | $8.1M | 2.46% | 14,339 | 减持 |
| 14 | MKL | MARKEL GROUP INC | $7.0M | 2.13% | 3,590 | 增持 |
| 15 | ASML | ASML HLDG NV | $6.6M | 2.01% | 3,329 | 减持 |
| 16 | AMZN | AMAZON COM INC | $6.6M | 2.00% | 27,552 | 减持 |
| 17 | MCHP | MICROCHIP TECHNOLOGY INC. | $5.7M | 1.73% | 62,382 | 减持 |
| 18 | V | VISA INC | $5.0M | 1.51% | 14,501 | 减持 |
| 19 | AAPL | APPLE INC | $4.2M | 1.27% | 14,395 | 减持 |
| 20 | CNQ | CANADIAN NAT RES LTD MED TER | $4.1M | 1.25% | 104,258 | 减持 |
| 21 | NOW | SERVICENOW INC | $4.0M | 1.22% | 40,304 | 增持 |
| 22 | SCHW | SCHWAB CHARLES CORP | $3.9M | 1.18% | 42,083 | 减持 |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $3.8M | 1.15% | 85,038 | 减持 |
| 24 | XOM | EXXON MOBIL CORP | $3.7M | 1.14% | 27,322 | 减持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $3.6M | 1.11% | 15,424 | 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