Carlton Hofferkamp & Jenks Wealth Management, LLC 13F 持仓 · 2026年Q2
Carlton Hofferkamp & Jenks Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 144 只证券，申报市值合计 3.10 亿美元。前几大持仓：RSP（8.24%）、SCHB（7.80%）、SPY（6.74%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $25.6M | 8.24% | 120,123 | 减持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $24.2M | 7.80% | 837,415 | 减持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $20.9M | 6.74% | 27,960 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $14.2M | 4.58% | 38,504 | 减持 |
| 5 | AAPL | APPLE INC | $11.0M | 3.55% | 33,828 | 减持 |
| 6 | VV | VANGUARD INDEX FDS | $10.9M | 3.52% | 31,752 | 增持 |
| 7 | VUG | VANGUARD INDEX FDS | $10.1M | 3.26% | 117,999 | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $9.4M | 3.02% | 13,629 | 增持 |
| 9 | XOM | EXXON MOBIL CORP | $8.8M | 2.84% | 57,129 | 减持 |
| 10 | GOOGL | ALPHABET INC | $6.8M | 2.20% | 19,936 | 减持 |
| 11 | QQQ | INVESCO QQQ TR | $6.8M | 2.20% | 9,664 | 增持 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $5.8M | 1.86% | 6,219 | 减持 |
| 13 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.7M | 1.82% | 8,189 | 减持 |
| 14 | VXUS | VANGUARD STAR FDS | $5.5M | 1.78% | 65,358 | 增持 |
| 15 | IJR | ISHARES TR | $4.7M | 1.50% | 32,020 | 减持 |
| 16 | AMZN | AMAZON COM INC | $4.6M | 1.48% | 18,804 | 减持 |
| 17 | TJX | TJX COS INC NEW | $4.6M | 1.48% | 29,488 | 减持 |
| 18 | XLI | SELECT SECTOR SPDR TR | $4.2M | 1.37% | 23,700 | 减持 |
| 19 | SCHO | SCHWAB STRATEGIC TR | $4.2M | 1.35% | 173,576 | 减持 |
| 20 | VTV | VANGUARD INDEX FDS | $4.0M | 1.30% | 18,333 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.22% | 10,913 | 减持 |
| 22 | KO | COCA COLA CO | $3.8M | 1.22% | 46,064 | 减持 |
| 23 | GOOG | ALPHABET INC | $3.7M | 1.20% | 10,881 | 减持 |
| 24 | SHY | ISHARES TR | $3.4M | 1.09% | 41,394 | 减持 |
| 25 | JNJ | JOHNSON & JOHNSON | $3.3M | 1.06% | 12,846 | 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