Capital Planning Advisors, LLC 13F 持仓 · 2026年Q1
Capital Planning Advisors 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 6.92 亿美元。前几大持仓：VEA（7.80%）、GLDM（5.93%）、USFR（5.88%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $54.0M | 7.80% | 842,318 | 增持 |
| 2 | GLDM | WORLD GOLD TR | $41.0M | 5.93% | 442,711 | 减持 |
| 3 | USFR | WISDOMTREE TR | $40.7M | 5.88% | 807,604 | 增持 |
| 4 | IEMG | ISHARES INC | $32.9M | 4.75% | 471,250 | 增持 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $31.1M | 4.50% | 413,627 | 减持 |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | $29.1M | 4.20% | 281,267 | 增持 |
| 7 | IWF | ISHARES TR | $27.9M | 4.03% | 65,424 | 增持 |
| 8 | AVDE | AMERICAN CENTY ETF TR | $26.8M | 3.87% | 315,497 | 增持 |
| 9 | DYNF | BLACKROCK ETF TRUST | $25.1M | 3.63% | 431,324 | 减持 |
| 10 | JIRE | J P MORGAN EXCHANGE TRADED F | $24.6M | 3.56% | 325,345 | 增持 |
| 11 | GOOGL | ALPHABET INC | $23.2M | 3.35% | 80,561 | 减持 |
| 12 | AAPL | APPLE INC | $22.3M | 3.23% | 88,021 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $16.9M | 2.44% | 45,570 | 减持 |
| 14 | GOVT | ISHARES TR | $16.8M | 2.42% | 731,365 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $14.1M | 2.04% | 81,055 | 减持 |
| 16 | HELO | J P MORGAN EXCHANGE TRADED F | $12.3M | 1.78% | 192,856 | 增持 |
| 17 | AMZN | AMAZON COM INC | $11.2M | 1.62% | 53,848 | 减持 |
| 18 | AVUV | AMERICAN CENTY ETF TR | $10.8M | 1.56% | 97,387 | 增持 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $10.8M | 1.56% | 10,860 | 减持 |
| 20 | DGRW | WISDOMTREE TR | $10.0M | 1.45% | 114,118 | 增持 |
| 21 | VOO | VANGUARD INDEX FDS | $8.7M | 1.26% | 14,588 | 增持 |
| 22 | AVGO | BROADCOM INC | $8.0M | 1.16% | 25,898 | 减持 |
| 23 | META | META PLATFORMS INC | $7.7M | 1.11% | 13,371 | 减持 |
| 24 | WMT | WALMART INC | $7.4M | 1.07% | 59,664 | 减持 |
| 25 | CVX | CHEVRON CORPORATION | $7.2M | 1.04% | 34,601 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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