Cape Investment Advisory, Inc. 13F 持仓 · 2026年Q2
Cape Investment Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,449 只证券，申报市值合计 3.74 亿美元。前几大持仓：SCHB（12.37%）、SCHV（5.60%）、BINC（3.13%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $46.3M | 12.37% | 1.6M | 增持 |
| 2 | SCHV | SCHWAB STRATEGIC TR | $21.0M | 5.60% | 601,890 | 增持 |
| 3 | BINC | BLACKROCK ETF TRUST II | $11.7M | 3.13% | 223,537 | 增持 |
| 4 | SCHG | SCHWAB STRATEGIC TR | $8.6M | 2.29% | 252,801 | 减持 |
| 5 | SCHJ | SCHWAB STRATEGIC TR | $8.5M | 2.28% | 346,191 | 增持 |
| 6 | SCHM | SCHWAB STRATEGIC TR | $7.2M | 1.92% | 194,841 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $6.4M | 1.72% | 17,276 | 增持 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $6.4M | 1.71% | 30,062 | 减持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $6.4M | 1.70% | 8,508 | 增持 |
| 10 | GOOGL | ALPHABET INC | $5.9M | 1.58% | 16,553 | 减持 |
| 11 | IVV | ISHARES TR | $5.7M | 1.53% | 7,644 | 增持 |
| 12 | SCHD | SCHWAB STRATEGIC TR | $5.7M | 1.52% | 179,537 | 减持 |
| 13 | AMZN | AMAZON COM INC | $5.3M | 1.41% | 22,055 | 增持 |
| 14 | AAPL | APPLE INC | $4.7M | 1.26% | 16,316 | 增持 |
| 15 | SCHE | SCHWAB STRATEGIC TR | $4.4M | 1.19% | 122,438 | 增持 |
| 16 | SCHF | SCHWAB STRATEGIC TR | $4.3M | 1.16% | 156,102 | 增持 |
| 17 | MGMT | UNIFIED SER TR | $4.1M | 1.11% | 81,430 | 增持 |
| 18 | KO | COCA COLA CO | $4.1M | 1.09% | 50,084 | 减持 |
| 19 | VNLA | JANUS DETROIT STR TR | $4.1M | 1.09% | 83,657 | 增持 |
| 20 | SPYM | SPDR SERIES TRUST | $4.0M | 1.08% | 46,081 | 增持 |
| 21 | MU | MICRON TECHNOLOGY INC | $3.6M | 0.95% | 3,088 | 减持 |
| 22 | GOOG | ALPHABET INC | $3.4M | 0.92% | 9,688 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $3.3M | 0.87% | 16,354 | 增持 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.2M | 0.87% | 6,801 | 减持 |
| 25 | CVX | CHEVRON CORPORATION | $3.1M | 0.84% | 18,937 | 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