Comprehensive Money Management Services LLC 13F 持仓 · 2026年Q2
Comprehensive Money Management Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 200 只证券，申报市值合计 1.59 亿美元。前几大持仓：VTIP（2.85%）、VNQI（2.59%）、VPU（2.04%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | $4.5M | 2.85% | 89,976 | 增持 |
| 2 | VNQI | VANGUARD INTL EQUITY INDEX F | $4.1M | 2.59% | 91,834 | 增持 |
| 3 | VPU | VANGUARD WORLD FD | $3.2M | 2.04% | 16,569 | 增持 |
| 4 | VWOB | VANGUARD WHITEHALL FDS | $3.1M | 1.95% | 46,162 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $2.9M | 1.84% | 7,911 | 减持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 1.71% | 38,109 | 减持 |
| 7 | USRT | ISHARES TR | $2.6M | 1.61% | 38,419 | 增持 |
| 8 | WOOD | ISHARES TR | $2.4M | 1.53% | 36,745 | 减持 |
| 9 | SCHP | SCHWAB STRATEGIC TR | $2.4M | 1.51% | 90,456 | 增持 |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $2.3M | 1.42% | 46,719 | 增持 |
| 11 | SPDW | SPDR INDEX SHS FDS | $2.2M | 1.40% | 44,039 | 减持 |
| 12 | ICSH | ISHARES TR | $2.1M | 1.35% | 42,414 | 增持 |
| 13 | GOOG | ALPHABET INC | $2.0M | 1.27% | 5,701 | 减持 |
| 14 | KMI | KINDER MORGAN INC DEL | $2.0M | 1.27% | 62,895 | 增持 |
| 15 | WY | WEYERHAEUSER CO | $1.9M | 1.21% | 80,431 | 增持 |
| 16 | MOO | VANECK ETF TRUST | $1.9M | 1.17% | 23,430 | 增持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.17% | 31,040 | 减持 |
| 18 | RYN | RAYONIER INC | $1.8M | 1.14% | 85,187 | 增持 |
| 19 | WIP | SPDR SERIES TRUST | $1.8M | 1.12% | 45,179 | 增持 |
| 20 | PAVE | GLOBAL X FDS | $1.7M | 1.07% | 28,834 | 减持 |
| 21 | IHY | VANECK ETF TRUST | $1.7M | 1.06% | 78,027 | 减持 |
| 22 | IRM | IRON MTN INC DEL | $1.6M | 1.02% | 12,851 | 增持 |
| 23 | SCHH | SCHWAB STRATEGIC TR | $1.5M | 0.95% | 63,479 | 增持 |
| 24 | KOMP | SPDR SERIES TRUST | $1.4M | 0.90% | 20,049 | 减持 |
| 25 | NEM | NEWMONT CORP | $1.4M | 0.90% | 15,275 | 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