Captrust Financial Advisors 13F 持仓 · 2026年Q2
Captrust Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 3,168 只证券，申报市值合计 654.78 亿美元。前几大持仓：IVV（5.32%）、AAPL（3.60%）、VEA（3.33%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $3.49B | 5.32% | 4.7M | 增持 |
| 2 | AAPL | APPLE INC COM | $2.36B | 3.60% | 8.2M | 增持 |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.18B | 3.33% | 30.6M | 减持 |
| 4 | NVDA | NVIDIA CORPORATION COM | $1.79B | 2.73% | 8.9M | 增持 |
| 5 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.73B | 2.64% | 21.1M | 增持 |
| 6 | VTV | VANGUARD VALUE | $1.48B | 2.26% | 6.8M | 增持 |
| 7 | MSFT | MICROSOFT CORP COM | $1.36B | 2.08% | 3.6M | 增持 |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | $1.25B | 1.91% | 3.5M | 增持 |
| 9 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.02B | 1.56% | 10.7M | 减持 |
| 10 | AMZN | AMAZON COM INC COM | $930.0M | 1.42% | 3.9M | 增持 |
| 11 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $897.1M | 1.37% | 28.8M | 增持 |
| 12 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $883.6M | 1.35% | 2.9M | 增持 |
| 13 | VOO | VANGUARD S&P 500 ETF | $822.7M | 1.26% | 1.2M | 增持 |
| 14 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $803.1M | 1.23% | 6.8M | 增持 |
| 15 | IEMG | ISHARES CORE MSCI EMERGING MARKET ETF | $787.5M | 1.20% | 9.5M | 减持 |
| 16 | AVGO | BROADCOM INC COM | $782.0M | 1.19% | 2.1M | 增持 |
| 17 | VUG | VANGUARD MORNINGSTAR GROWTH ETF | $733.6M | 1.12% | 8.5M | 增持 |
| 18 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $663.5M | 1.01% | 6.7M | 增持 |
| 19 | SPY | STATE STREET SPDR S&P 500 ETF | $636.7M | 0.97% | 852,601 | 减持 |
| 20 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $599.3M | 0.92% | 20.4M | 增持 |
| 21 | BSV | VANGUARD SHORT-TERM BOND ETF | $562.2M | 0.86% | 7.2M | 增持 |
| 22 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $545.5M | 0.83% | 5.8M | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $534.0M | 0.82% | 1.1M | 增持 |
| 24 | IWB | ISHARES RUSSELL 1000 ETF | $520.3M | 0.79% | 1.3M | 减持 |
| 25 | ABBV | ABBVIE INC COM | $457.3M | 0.70% | 1.8M | 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