Cooke Wealth Management, LLC 13F 持仓 · 2026年Q2
Cooke Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.22 亿美元。前几大持仓：VTI（25.47%）、SCHF（6.98%）、SPSB（6.35%）。本季前 25 大持仓中：增持 7 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $31.1M | 25.47% | 84,052 | 减持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $8.5M | 6.98% | 307,641 | 减持 |
| 3 | SPSB | SPDR SERIES TRUST | $7.8M | 6.35% | 258,544 | 增持 |
| 4 | EFA | ISHARES TR | $7.7M | 6.30% | 74,031 | 减持 |
| 5 | SCHR | SCHWAB STRATEGIC TR | $6.6M | 5.43% | 269,027 | 增持 |
| 6 | IJR | ISHARES TR | $6.1M | 4.97% | 40,910 | 减持 |
| 7 | FNDF | SCHWAB STRATEGIC TR | $5.5M | 4.54% | 105,037 | 减持 |
| 8 | BSV | VANGUARD BD INDEX FDS | $5.5M | 4.51% | 70,730 | 增持 |
| 9 | VB | VANGUARD INDEX FDS | $5.4M | 4.46% | 17,952 | 减持 |
| 10 | SCZ | ISHARES TR | $4.5M | 3.65% | 54,179 | 减持 |
| 11 | SYK | STRYKER CORPORATION | $4.2M | 3.40% | 13,200 | 持平 |
| 12 | VOE | VANGUARD INDEX FDS | $3.8M | 3.11% | 19,242 | 增持 |
| 13 | IJJ | ISHARES TR | $3.1M | 2.53% | 20,918 | 减持 |
| 14 | VTV | VANGUARD INDEX FDS | $2.3M | 1.89% | 10,600 | 减持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 1.68% | 34,286 | 减持 |
| 16 | MDYV | SPDR SERIES TRUST | $1.9M | 1.54% | 19,785 | 减持 |
| 17 | VNQ | VANGUARD INDEX FDS | $1.6M | 1.33% | 16,804 | 增持 |
| 18 | IWD | ISHARES TR | $1.6M | 1.32% | 6,628 | 减持 |
| 19 | ASML | ASML HLDG NV | $1.4M | 1.14% | 700 | 持平 |
| 20 | IAU | ISHARES GOLD TR | $1.2M | 0.96% | 15,583 | 增持 |
| 21 | ORCL | ORACLE CORP | $1.0M | 0.86% | 7,139 | 持平 |
| 22 | SCHH | SCHWAB STRATEGIC TR | $1.0M | 0.84% | 43,081 | 减持 |
| 23 | SPGI | S&P GLOBAL INC | $977,424 | 0.80% | 2,400 | 增持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $972,295 | 0.80% | 1,302 | 持平 |
| 25 | TSCO | TRACTOR SUPPLY CO | $674,840 | 0.55% | 21,349 | 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