Colter Lewis Investment Partners LLC 13F 持仓 · 2026年Q2
Colter Lewis Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 114 只证券，申报市值合计 2.25 亿美元。前几大持仓：VONE（27.94%）、VGT（10.80%）、BSV（5.65%）。本季前 25 大持仓中：新建仓 8 只、增持 15 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | $62.9M | 27.94% | 185,576 | 新建仓 |
| 2 | VGT | VANGUARD WORLD FD | $24.3M | 10.80% | 203,251 | 增持 |
| 3 | BSV | VANGUARD BD INDEX FDS | $12.7M | 5.65% | 163,265 | 增持 |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | $8.2M | 3.63% | 177,357 | 增持 |
| 5 | RIVN | RIVIAN AUTOMOTIVE INC | $6.4M | 2.85% | 369,707 | 新建仓 |
| 6 | VOO | VANGUARD INDEX FDS | $5.2M | 2.32% | 7,614 | 增持 |
| 7 | ESGU | ISHARES TR | $4.5M | 2.02% | 27,794 | 新建仓 |
| 8 | VXUS | VANGUARD STAR FDS | $4.2M | 1.85% | 48,614 | 增持 |
| 9 | AXP | AMERICAN EXPRESS CO | $4.0M | 1.80% | 11,955 | 减持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 1.50% | 4,506 | 增持 |
| 11 | VIOO | VANGUARD ADMIRAL FDS INC | $3.1M | 1.38% | 22,637 | 增持 |
| 12 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.35% | 60,000 | 新建仓 |
| 13 | VTI | VANGUARD INDEX FDS | $2.8M | 1.26% | 7,666 | 增持 |
| 14 | QQQ | INVESCO QQQ TR | $2.8M | 1.23% | 3,760 | 增持 |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $2.7M | 1.21% | 17,406 | 增持 |
| 16 | AAPL | APPLE INC | $2.7M | 1.19% | 9,284 | 增持 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $2.6M | 1.17% | 11,150 | 减持 |
| 18 | IEFA | ISHARES TR | $2.5M | 1.09% | 25,417 | 增持 |
| 19 | VSGX | VANGUARD WORLD FD | $2.4M | 1.07% | 29,325 | 新建仓 |
| 20 | DSI | ISHARES TR | $2.2M | 0.98% | 15,515 | 新建仓 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $2.2M | 0.97% | 36,387 | 增持 |
| 22 | IVOO | VANGUARD ADMIRAL FDS INC | $2.0M | 0.87% | 15,021 | 增持 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $1.9M | 0.86% | 22,988 | 增持 |
| 24 | EFA | ISHARES TR | $1.9M | 0.83% | 17,996 | 新建仓 |
| 25 | DASH | DOORDASH INC | $1.6M | 0.73% | 8,899 | 新建仓 |
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