Center for Financial Planning, Inc. 13F 持仓 · 2026年Q2
Center for Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 665 只证券，申报市值合计 10.70 亿美元。前几大持仓：VOO（35.26%）、AGG（10.03%）、SPDW（7.85%）。本季前 25 大持仓中：增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $377.2M | 35.26% | 549,217 | 增持 |
| 2 | AGG | ISHARES TR | $107.3M | 10.03% | 1.1M | 增持 |
| 3 | SPDW | SPDR INDEX SHS FDS | $84.0M | 7.85% | 1.7M | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $77.9M | 7.29% | 257,140 | 增持 |
| 5 | VO | VANGUARD INDEX FDS | $54.6M | 5.11% | 678,271 | 增持 |
| 6 | IEFA | ISHARES TR | $41.9M | 3.91% | 433,664 | 减持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $35.3M | 3.30% | 592,187 | 增持 |
| 8 | QUAL | ISHARES TR | $19.7M | 1.84% | 89,819 | 减持 |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.2M | 1.33% | 19 | 持平 |
| 10 | VBR | VANGUARD INDEX FDS | $13.6M | 1.27% | 56,015 | 增持 |
| 11 | VXUS | VANGUARD STAR FDS | $11.2M | 1.05% | 131,198 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $9.8M | 0.92% | 26,365 | 减持 |
| 13 | AAPL | APPLE INC | $9.3M | 0.87% | 32,001 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.6M | 0.71% | 15,254 | 增持 |
| 15 | GOOG | ALPHABET INC | $6.9M | 0.65% | 19,567 | 增持 |
| 16 | AMZN | AMAZON COM INC | $6.0M | 0.56% | 25,220 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $5.7M | 0.53% | 17,273 | 减持 |
| 18 | VUG | VANGUARD INDEX FDS | $4.6M | 0.43% | 53,009 | 增持 |
| 19 | ABBV | ABBVIE INC | $4.4M | 0.41% | 17,400 | 持平 |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $4.4M | 0.41% | 28,194 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON | $4.0M | 0.37% | 15,794 | 减持 |
| 22 | VGT | VANGUARD WORLD FD | $3.9M | 0.37% | 32,791 | 增持 |
| 23 | AVGO | BROADCOM INC | $3.8M | 0.35% | 9,980 | 增持 |
| 24 | IJH | ISHARES TR | $3.8M | 0.35% | 48,654 | 减持 |
| 25 | VBK | VANGUARD INDEX FDS | $3.7M | 0.35% | 10,099 | 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