Charis Legacy Partners, LLC 13F 持仓 · 2026年Q2
Charis Legacy Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 8,132.82 万美元。前几大持仓：VOO（21.04%）、VXUS（19.65%）、VXF（8.28%）。本季前 25 大持仓中：增持 12 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $17.1M | 21.04% | 24,916 | 增持 |
| 2 | VXUS | VANGUARD STAR FDS | $16.0M | 19.65% | 186,940 | 增持 |
| 3 | VXF | VANGUARD INDEX FDS | $6.7M | 8.28% | 27,350 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $6.6M | 8.12% | 17,847 | 增持 |
| 5 | KLAC | KLA CORP | $5.5M | 6.82% | 18,380 | 增持 |
| 6 | BND | VANGUARD BD INDEX FDS | $5.2M | 6.44% | 71,353 | 增持 |
| 7 | USFR | WISDOMTREE TR | $3.5M | 4.32% | 69,740 | 减持 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $2.5M | 3.12% | 52,319 | 增持 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $2.5M | 3.11% | 30,203 | 减持 |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 2.82% | 10,780 | 增持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $2.3M | 2.81% | 32,101 | 减持 |
| 12 | CAT | CATERPILLAR INC | $1.8M | 2.19% | 1,670 | 持平 |
| 13 | VTV | VANGUARD INDEX FDS | $1.6M | 1.96% | 7,320 | 减持 |
| 14 | VUG | VANGUARD INDEX FDS | $1.1M | 1.37% | 12,955 | 增持 |
| 15 | AAPL | APPLE INC | $1.1M | 1.29% | 3,631 | 减持 |
| 16 | IVV | ISHARES TR | $909,901 | 1.12% | 1,215 | 持平 |
| 17 | VYM | VANGUARD WHITEHALL FDS | $694,226 | 0.85% | 4,393 | 持平 |
| 18 | DVY | ISHARES TR | $502,644 | 0.62% | 3,216 | 增持 |
| 19 | TBG | EA SERIES TRUST | $492,883 | 0.61% | 13,518 | 增持 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $488,755 | 0.60% | 8,188 | 减持 |
| 21 | IJH | ISHARES TR | $421,021 | 0.52% | 5,460 | 持平 |
| 22 | IDEV | ISHARES TR | $330,227 | 0.41% | 3,710 | 持平 |
| 23 | VGSH | VANGUARD SCOTTSDALE FDS | $317,306 | 0.39% | 5,452 | 减持 |
| 24 | IMTB | ISHARES TR | $309,643 | 0.38% | 7,100 | 持平 |
| 25 | META | META PLATFORMS INC | $259,270 | 0.32% | 460 | 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