Chatterton & Associates Inc. 13F 持仓 · 2026年Q2
Chatterton & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 1.70 亿美元。前几大持仓：SPYM（9.23%）、IUSB（5.26%）、SGOV（4.92%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR | $15.7M | 9.23% | 177,211 | 增持 |
| 2 | IUSB | ISHARES TR | $8.9M | 5.26% | 195,195 | 增持 |
| 3 | SGOV | ISHARES TR | $8.4M | 4.92% | 83,239 | 增持 |
| 4 | SCHZ | SCHWAB STRATEGIC TR | $7.0M | 4.09% | 303,056 | 增持 |
| 5 | IVW | ISHARES TR | $6.8M | 4.01% | 49,446 | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $6.4M | 3.76% | 94,336 | 增持 |
| 7 | GLDM | WORLD GOLD TR | $5.8M | 3.41% | 70,991 | 增持 |
| 8 | IVE | ISHARES TR | $5.8M | 3.39% | 25,023 | 减持 |
| 9 | KLAC | BLACKROCK ETF TRUST | $5.0M | 2.95% | 21,810 | 增持 |
| 10 | GOVT | ISHARES TR | $4.6M | 2.71% | 203,659 | 增持 |
| 11 | ACWX | ISHARES TR | $4.6M | 2.68% | 60,334 | 增持 |
| 12 | MBB | ISHARES TR | $4.5M | 2.64% | 47,855 | 增持 |
| 13 | GLD | SPDR GOLD TR | $4.1M | 2.44% | 10,963 | 增持 |
| 14 | CORO | Blackrock ETF Trust | $4.0M | 2.33% | 109,704 | 增持 |
| 15 | PWZ | INVESCO EXCH TRADED FD TR II | $3.5M | 2.08% | 144,898 | 增持 |
| 16 | SPYG | SPDR SER TR | $3.5M | 2.06% | 29,331 | 减持 |
| 17 | XTEN | BONDBLOXX ETF TRUST | $3.1M | 1.80% | 68,234 | 减持 |
| 18 | BAI | Blackrock ETF Trust | $3.0M | 1.77% | 62,697 | 减持 |
| 19 | IVV | ISHARES TR | $3.0M | 1.77% | 3,975 | 增持 |
| 20 | SELV | SEI EXCHANGE TRADED FUNDS | $3.0M | 1.75% | 89,803 | 增持 |
| 21 | IALT | BLACKROCK ETF TRUST | $2.8M | 1.64% | 97,798 | 新建仓 |
| 22 | SPMO | INVESCO EXCH TRADED FD TR II | $2.5M | 1.46% | 16,201 | 减持 |
| 23 | BLCR | BLACKROCK ETF TRUST | $2.4M | 1.43% | 48,792 | 增持 |
| 24 | GGOV | BLACKROCK ETF TRUST II | $2.4M | 1.43% | 48,582 | 新建仓 |
| 25 | MUB | ISHARES TR | $2.2M | 1.31% | 20,808 | 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