CBIZ Investment Advisory Services, LLC 13F 持仓 · 2026年Q2
CBIZ Investment Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 413 只证券，申报市值合计 27.35 亿美元。前几大持仓：BND（23.10%）、VTV（19.38%）、VEU（14.69%）。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $631.8M | 23.10% | 8.6M | 持平 |
| 2 | VTV | VANGUARD INDEX FDS | $530.1M | 19.38% | 2.7M | 持平 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $401.9M | 14.69% | 5.4M | 持平 |
| 4 | VUG | VANGUARD INDEX FDS | $394.9M | 14.44% | 904,105 | 持平 |
| 5 | QQQ | INVESCO QQQ TR | $242.8M | 8.88% | 420,595 | 持平 |
| 6 | VB | VANGUARD INDEX FDS | $124.7M | 4.56% | 476,205 | 持平 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $106.7M | 3.90% | 2.0M | 持平 |
| 8 | VO | VANGUARD INDEX FDS | $85.4M | 3.12% | 297,343 | 持平 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $49.3M | 1.80% | 257,035 | 持平 |
| 10 | IVV | ISHARES TR | $38.2M | 1.40% | 58,356 | 持平 |
| 11 | HYG | ISHARES TR | $35.1M | 1.28% | 441,115 | 持平 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $33.1M | 1.21% | 400,595 | 持平 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $10.8M | 0.40% | 169,197 | 持平 |
| 14 | VTI | VANGUARD INDEX FDS | $7.2M | 0.26% | 22,438 | 持平 |
| 15 | VONE | VANGUARD SCOTTSDALE FDS | $5.2M | 0.19% | 17,674 | 持平 |
| 16 | ESML | ISHARES TR | $4.7M | 0.17% | 99,939 | 持平 |
| 17 | AAPL | APPLE INC | $3.6M | 0.13% | 14,214 | 持平 |
| 18 | EMXC | ISHARES INC | $3.6M | 0.13% | 46,241 | 持平 |
| 19 | VOE | VANGUARD INDEX FDS | $3.0M | 0.11% | 16,027 | 持平 |
| 20 | VXUS | VANGUARD STAR FDS | $2.1M | 0.08% | 27,307 | 持平 |
| 21 | IJH | ISHARES TR | $1.4M | 0.05% | 20,952 | 持平 |
| 22 | IWF | ISHARES TR | $1.4M | 0.05% | 3,353 | 持平 |
| 23 | BSV | VANGUARD BD INDEX FDS | $1.1M | 0.04% | 14,299 | 持平 |
| 24 | VONV | VANGUARD SCOTTSDALE FDS | $1.1M | 0.04% | 11,672 | 持平 |
| 25 | JPM | JPMORGAN CHASE & CO | $735,370 | 0.03% | 2,500 | 持平 |
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