Capital Insight Partners, LLC 13F 持仓 · 最近申报 2025年Q4
Capital Insight Partners 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 4.73 亿美元。前几大持仓：IVV（5.02%）、AGG（4.96%）、VMBS（3.47%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.7M | 5.02% | 34,660 | 减持 |
| 2 | AGG | ISHARES TR | $23.4M | 4.96% | 234,552 | 减持 |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | $16.4M | 3.47% | 347,920 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $16.4M | 3.46% | 87,461 | 减持 |
| 5 | IXUS | ISHARES TR | $16.0M | 3.38% | 188,484 | 减持 |
| 6 | XLK | SELECT SECTOR SPDR TR | $15.5M | 3.29% | 107,866 | 增持 |
| 7 | BIV | VANGUARD BD INDEX FDS | $14.6M | 3.08% | 186,865 | 减持 |
| 8 | MUB | ISHARES TR | $14.1M | 2.98% | 131,357 | 减持 |
| 9 | CGMU | CAPITAL GRP FIXED INCM ETF T | $13.1M | 2.78% | 479,150 | 减持 |
| 10 | ISTB | ISHARES TR | $13.1M | 2.76% | 267,939 | 减持 |
| 11 | AAPL | APPLE INC | $12.6M | 2.68% | 46,516 | 减持 |
| 12 | GOOGL | ALPHABET INC | $11.6M | 2.46% | 37,104 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $8.9M | 1.89% | 18,471 | 减持 |
| 14 | ISRG | INTUITIVE SURGICAL INC | $8.5M | 1.79% | 14,979 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO. | $8.4M | 1.78% | 26,141 | 减持 |
| 16 | META | META PLATFORMS INC | $8.0M | 1.68% | 12,054 | 减持 |
| 17 | XLE | SELECT SECTOR SPDR TR | $7.9M | 1.67% | 176,410 | 增持 |
| 18 | IGIB | ISHARES TR | $7.7M | 1.62% | 142,102 | 减持 |
| 19 | XLV | SELECT SECTOR SPDR TR | $7.4M | 1.57% | 47,997 | 减持 |
| 20 | XLP | SELECT SECTOR SPDR TR | $6.9M | 1.46% | 88,515 | 减持 |
| 21 | BKNG | BOOKING HOLDINGS INC | $6.6M | 1.40% | 1,238 | 减持 |
| 22 | HYMB | SPDR SERIES TRUST | $6.2M | 1.31% | 247,535 | 减持 |
| 23 | AVGO | BROADCOM INC | $6.0M | 1.27% | 17,342 | 减持 |
| 24 | SCHP | SCHWAB STRATEGIC TR | $6.0M | 1.26% | 225,583 | 新建仓 |
| 25 | ICE | INTERCONTINENTAL EXCHANGE IN | $5.9M | 1.24% | 36,403 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
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