Capital Management Associates, Inc 13F 持仓 · 2026年Q2
Capital Management Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 153 只证券，申报市值合计 4.98 亿美元。前几大持仓：SPY（15.47%）、SCHB（10.42%）、VOO（9.72%）。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 | SPY | STATE STR SPDR S&P 500 ETF T | $77.0M | 15.47% | 103,045 | 减持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $51.8M | 10.42% | 1.8M | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $48.3M | 9.72% | 70,396 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $29.1M | 5.84% | 39,468 | 减持 |
| 5 | AAPL | APPLE INC | $16.2M | 3.26% | 55,983 | 增持 |
| 6 | DIA | STATE STR SPDR DOW JONES IND | $15.3M | 3.07% | 29,261 | 增持 |
| 7 | HYS | PIMCO ETF TR | $14.7M | 2.95% | 156,854 | 减持 |
| 8 | VB | VANGUARD INDEX FDS | $13.0M | 2.61% | 42,847 | 增持 |
| 9 | SIVR | ABRDN SILVER ETF TRUST | $12.6M | 2.54% | 224,604 | 减持 |
| 10 | CGBL | CAPITAL GROUP CORE BALANCED | $12.2M | 2.44% | 320,084 | 增持 |
| 11 | VBK | VANGUARD INDEX FDS | $10.4M | 2.10% | 28,535 | 减持 |
| 12 | VUG | VANGUARD INDEX FDS | $9.3M | 1.87% | 108,116 | 增持 |
| 13 | SGOL | ETFS GOLD TR | $8.7M | 1.76% | 228,670 | 减持 |
| 14 | CAT | CATERPILLAR INC | $7.8M | 1.57% | 7,312 | 增持 |
| 15 | VO | VANGUARD INDEX FDS | $6.5M | 1.30% | 80,127 | 增持 |
| 16 | XEL | XCEL ENERGY INC | $5.3M | 1.07% | 66,325 | 增持 |
| 17 | MINT | PIMCO ETF TR | $5.3M | 1.06% | 52,501 | 增持 |
| 18 | AGG | ISHARES TR | $5.2M | 1.05% | 52,527 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $4.9M | 0.98% | 13,123 | 增持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.8M | 0.97% | 9,608 | 减持 |
| 21 | VGT | VANGUARD WORLD FD | $4.6M | 0.93% | 38,870 | 增持 |
| 22 | GIS | GENERAL MILLS INC | $4.3M | 0.86% | 123,249 | 减持 |
| 23 | CGUS | CAPITAL GROUP CORE EQUITY ET | $3.9M | 0.79% | 88,225 | 减持 |
| 24 | RUNN | STRATEGIC TRUST | $3.8M | 0.76% | 116,288 | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | $3.2M | 0.65% | 12,672 | 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