Cadia Private Client LLC 13F 持仓 · 2026年Q2
Cadia Private Client 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 1.39 亿美元。前几大持仓：VOO（13.85%）、QQQ（9.95%）、SCHR（7.31%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $19.3M | 13.85% | 28,110 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $13.9M | 9.95% | 18,827 | 减持 |
| 3 | SCHR | SCHWAB STRATEGIC TR | $10.2M | 7.31% | 413,093 | 增持 |
| 4 | ITOT | ISHARES TR | $9.3M | 6.69% | 56,729 | 减持 |
| 5 | DGRO | ISHARES TR | $5.8M | 4.16% | 76,459 | 减持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $5.6M | 4.05% | 178,128 | 减持 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $5.1M | 3.68% | 112,878 | 增持 |
| 8 | TFLO | ISHARES TR | $5.1M | 3.64% | 100,208 | 增持 |
| 9 | IJH | ISHARES TR | $4.7M | 3.35% | 60,529 | 减持 |
| 10 | CORO | BLACKROCK ETF TRUST | $4.3M | 3.11% | 118,325 | 增持 |
| 11 | AGG | ISHARES TR | $4.1M | 2.94% | 41,451 | 减持 |
| 12 | NEAR | ISHARES U S ETF TR | $3.7M | 2.69% | 73,894 | 新建仓 |
| 13 | JPM | JPMORGAN CHASE & CO | $3.1M | 2.21% | 9,403 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $2.4M | 1.73% | 12,036 | 减持 |
| 15 | AAPL | APPLE INC | $2.4M | 1.72% | 8,299 | 减持 |
| 16 | GOVT | ISHARES TR | $2.3M | 1.62% | 99,262 | 减持 |
| 17 | SHV | ISHARES TR | $1.8M | 1.28% | 16,154 | 减持 |
| 18 | TSLA | TESLA INC | $1.8M | 1.28% | 4,227 | 增持 |
| 19 | HALO | HALOZYME THERAPEUTICS INC | $1.7M | 1.21% | 21,500 | 持平 |
| 20 | IEF | ISHARES TR | $1.5M | 1.08% | 15,846 | 增持 |
| 21 | BINC | BLACKROCK ETF TRUST II | $1.3M | 0.95% | 25,231 | 增持 |
| 22 | SHY | ISHARES TR | $1.2M | 0.85% | 14,480 | 减持 |
| 23 | SPYG | SPDR SERIES TRUST | $1.1M | 0.81% | 9,534 | 增持 |
| 24 | SPYV | SPDR SERIES TRUST | $1.1M | 0.81% | 18,590 | 增持 |
| 25 | AMZN | AMAZON COM INC | $1.1M | 0.76% | 4,432 | 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