Constant Guidance Financial LLC 13F 持仓 · 2026年Q2
Constant Guidance Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 1.59 亿美元。前几大持仓：SPY（18.01%）、BRKB（17.15%）、EFA（8.28%）。本季前 25 大持仓中：新建仓 7 只、增持 13 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $28.7M | 18.01% | 38,397 | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $27.3M | 17.15% | 54,572 | 减持 |
| 3 | EFA | ISHARES TR | $13.2M | 8.28% | 126,969 | 增持 |
| 4 | IWM | ISHARES TR | $6.1M | 3.84% | 20,362 | 新建仓 |
| 5 | BIL | SPDR SERIES TRUST | $5.9M | 3.72% | 64,683 | 减持 |
| 6 | AAPL | APPLE INC | $5.8M | 3.67% | 20,166 | 增持 |
| 7 | EEM | ISHARES TR | $5.2M | 3.24% | 75,444 | 增持 |
| 8 | DIA | STATE STR SPDR DOW JONES IND | $4.0M | 2.53% | 7,707 | 增持 |
| 9 | AMZN | AMAZON COM INC | $3.8M | 2.37% | 15,842 | 增持 |
| 10 | BAC | BANK OF AMERICA CORP | $3.3M | 2.09% | 58,435 | 新建仓 |
| 11 | QQQ | INVESCO QQQ TR | $2.8M | 1.79% | 3,863 | 减持 |
| 12 | DUK | DUKE ENERGY CORP NEW | $2.8M | 1.73% | 21,780 | 增持 |
| 13 | GOOGL | ALPHABET INC | $2.6M | 1.62% | 7,214 | 增持 |
| 14 | DIS | DISNEY WALT CO | $2.3M | 1.45% | 24,001 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $2.2M | 1.36% | 10,860 | 增持 |
| 16 | SCHW | CHARLES SCHWAB CORP | $2.1M | 1.31% | 22,663 | 新建仓 |
| 17 | D | DOMINION ENERGY INC | $1.9M | 1.22% | 28,355 | 增持 |
| 18 | HD | HOME DEPOT INC | $1.9M | 1.17% | 5,269 | 增持 |
| 19 | BKNG | BOOKING HOLDINGS INC | $1.7M | 1.09% | 9,710 | 新建仓 |
| 20 | SO | SOUTHERN CO | $1.6M | 1.03% | 17,120 | 新建仓 |
| 21 | NFLX | NETFLIX INC | $1.5M | 0.95% | 21,093 | 减持 |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.93% | 35,123 | 新建仓 |
| 23 | AVGO | BROADCOM INC | $1.5M | 0.91% | 3,846 | 增持 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.4M | 0.91% | 3,030 | 增持 |
| 25 | CEG | CONSTELLATION ENERGY CORP | $1.3M | 0.83% | 5,352 | 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