Cathy Pareto & Associates, Inc 13F 持仓 · 2026年Q2
Cathy Pareto & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 102 只证券，申报市值合计 1.71 亿美元。前几大持仓：SCHV（8.34%）、AAPL（5.91%）、OPPE（5.33%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $14.2M | 8.34% | 408,803 | 增持 |
| 2 | AAPL | APPLE INC | $10.1M | 5.91% | 34,846 | 减持 |
| 3 | OPPE | WISDOMTREE TR | $9.1M | 5.33% | 162,891 | 增持 |
| 4 | SCHM | SCHWAB STRATEGIC TR | $9.0M | 5.30% | 245,233 | 增持 |
| 5 | VB | VANGUARD INDEX FDS | $7.3M | 4.28% | 24,073 | 增持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $7.0M | 4.10% | 138,326 | 增持 |
| 7 | SCHX | SCHWAB STRATEGIC TR | $6.3M | 3.72% | 215,652 | 增持 |
| 8 | VGT | VANGUARD WORLD FD | $5.8M | 3.39% | 48,431 | 增持 |
| 9 | COWZ | PACER FDS TR | $5.7M | 3.36% | 92,053 | 减持 |
| 10 | HEDJ | WISDOMTREE TR | $5.3M | 3.11% | 93,087 | 减持 |
| 11 | VBR | VANGUARD INDEX FDS | $5.2M | 3.05% | 21,432 | 增持 |
| 12 | VOE | VANGUARD INDEX FDS | $4.8M | 2.84% | 24,518 | 减持 |
| 13 | FNDX | SCHWAB STRATEGIC TR | $4.7M | 2.73% | 149,823 | 增持 |
| 14 | CLOI | VANECK ETF TRUST | $4.4M | 2.58% | 83,234 | 增持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.8M | 2.26% | 7,692 | 减持 |
| 16 | QTUM | ETF SER SOLUTIONS | $3.3M | 1.94% | 19,983 | 增持 |
| 17 | SCHB | SCHWAB STRATEGIC TR | $3.2M | 1.87% | 109,888 | 增持 |
| 18 | FNDF | SCHWAB STRATEGIC TR | $3.1M | 1.84% | 59,325 | 增持 |
| 19 | AMZN | AMAZON COM INC | $2.4M | 1.43% | 10,266 | 增持 |
| 20 | IAU | ISHARES GOLD TR | $2.3M | 1.33% | 30,022 | 减持 |
| 21 | NLR | VANECK ETF TRUST | $2.2M | 1.27% | 18,721 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $2.1M | 1.21% | 5,544 | 增持 |
| 23 | GOOG | ALPHABET INC | $1.9M | 1.10% | 5,298 | 增持 |
| 24 | VHT | VANGUARD WORLD FD | $1.9M | 1.10% | 6,298 | 减持 |
| 25 | SCHD | SCHWAB STRATEGIC TR | $1.8M | 1.08% | 58,169 | 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