Canopy Partners, LLC 13F 持仓 · 2026年Q2
Canopy Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 256 只证券，申报市值合计 3.32 亿美元。前几大持仓：AAPL（4.67%）、VTI（4.44%）、SPY（3.99%）。本季前 25 大持仓中：增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $15.5M | 4.67% | 53,655 | 减持 |
| 2 | VTI | Vanguard Total Stock Market ETF | $14.8M | 4.44% | 39,895 | 增持 |
| 3 | SPY | SPDR S&P 500 ETF | $13.3M | 3.99% | 17,781 | 持平 |
| 4 | DFAU | Dimensional US Core Equity Markt ETF | $13.0M | 3.92% | 252,296 | 减持 |
| 5 | GOOGL | Alphabet Inc. Class A | $12.3M | 3.70% | 34,397 | 减持 |
| 6 | IEFA | iShares Core MSCI EAFE ETF | $11.5M | 3.46% | 119,021 | 增持 |
| 7 | NVDA | Nvidia Corp | $11.2M | 3.37% | 55,980 | 增持 |
| 8 | MDY | SPDR S&P Midcap 400 ETF | $10.5M | 3.16% | 14,921 | 减持 |
| 9 | MSFT | Microsoft | $9.6M | 2.88% | 25,671 | 增持 |
| 10 | AMZN | Amazon.Com Inc | $9.0M | 2.71% | 37,868 | 减持 |
| 11 | DFAX | Dimensional ETF (trust World Ex US Core) | $7.1M | 2.14% | 193,362 | 增持 |
| 12 | IEMG | iShares Core MSCI Emerging ETF | $6.0M | 1.79% | 71,889 | 增持 |
| 13 | IWR | iShares Russell Mid Cap ETF | $5.7M | 1.72% | 51,719 | 增持 |
| 14 | IJR | iShares Core S&P Small-Cap ETF | $4.8M | 1.46% | 32,624 | 减持 |
| 15 | TSM | Taiwan Semiconductr F Sponsored ADR | $4.8M | 1.45% | 10,070 | 减持 |
| 16 | JPM | JPMorgan Chase | $4.6M | 1.40% | 14,168 | 增持 |
| 17 | BRK/A | Berkshire Hathaway Inc CL A | $4.5M | 1.35% | 6 | 持平 |
| 18 | AVGO | Broadcom Inc | $4.4M | 1.32% | 11,650 | 增持 |
| 19 | META | Meta Platforms Inc Class A | $4.2M | 1.27% | 7,481 | 减持 |
| 20 | GOOG | Alphabet Inc. Class C | $4.1M | 1.25% | 11,725 | 增持 |
| 21 | CAT | Caterpillar | $3.6M | 1.10% | 3,420 | 减持 |
| 22 | WMT | Wal-Mart | $3.5M | 1.04% | 30,644 | 减持 |
| 23 | DFCF | Dimensional Core Fixed Income ETF | $3.3M | 1.00% | 78,586 | 减持 |
| 24 | JNJ | Johnson & Johnson | $3.3M | 1.00% | 13,071 | 减持 |
| 25 | V | Visa Inc Class A | $2.9M | 0.88% | 8,559 | 增持 |
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