Clayton Financial Group LLC 13F 持仓 · 2026年Q2
Clayton Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 1.81 亿美元。前几大持仓：VUG（16.55%）、VTV（15.82%）、VOE（9.53%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $29.9M | 16.55% | 347,445 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $28.6M | 15.82% | 131,275 | 增持 |
| 3 | VOE | VANGUARD INDEX FDS | $17.2M | 9.53% | 87,231 | 增持 |
| 4 | VOT | VANGUARD INDEX FDS | $16.6M | 9.17% | 54,129 | 增持 |
| 5 | VBR | VANGUARD INDEX FDS | $11.4M | 6.32% | 47,019 | 增持 |
| 6 | IJT | ISHARES TR | $8.6M | 4.73% | 47,914 | 增持 |
| 7 | VBK | VANGUARD INDEX FDS | $8.2M | 4.52% | 22,375 | 增持 |
| 8 | IEFA | ISHARES TR | $6.4M | 3.51% | 65,826 | 减持 |
| 9 | IJS | ISHARES TR | $5.3M | 2.96% | 39,132 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $5.2M | 2.87% | 7,051 | 持平 |
| 11 | VTI | VANGUARD INDEX FDS | $3.3M | 1.83% | 8,937 | 减持 |
| 12 | VNQ | VANGUARD INDEX FDS | $2.7M | 1.49% | 27,953 | 减持 |
| 13 | IEMG | ISHARES INC | $2.4M | 1.32% | 28,827 | 增持 |
| 14 | EFG | ISHARES TR | $2.3M | 1.25% | 18,122 | 减持 |
| 15 | EFV | ISHARES TR | $2.0M | 1.10% | 26,007 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.99% | 3,574 | 持平 |
| 17 | ITOT | ISHARES TR | $1.7M | 0.96% | 10,547 | 增持 |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.83% | 2 | 持平 |
| 19 | ABBV | ABBVIE INC | $1.4M | 0.80% | 5,762 | 减持 |
| 20 | IVW | ISHARES TR | $1.3M | 0.73% | 9,580 | 增持 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $1.3M | 0.73% | 44,595 | 减持 |
| 22 | AAPL | APPLE INC | $1.3M | 0.70% | 4,380 | 减持 |
| 23 | VO | VANGUARD INDEX FDS | $1.3M | 0.70% | 15,602 | 增持 |
| 24 | AXP | AMERICAN EXPRESS CO | $1.2M | 0.69% | 3,683 | 减持 |
| 25 | BA | BOEING CO | $1.2M | 0.64% | 5,372 | 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