Cooper/Haims Advisors, LLC 13F 持仓 · 2026年Q2
Cooper/Haims Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 115 只证券，申报市值合计 2.32 亿美元。前几大持仓：SCHE（15.49%）、VGK（10.89%）、IVV（9.00%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHE | SCHWAB STRATEGIC TR | $36.0M | 15.49% | 992,925 | 减持 |
| 2 | VGK | VANGUARD INTL EQUITY INDEX F | $25.3M | 10.89% | 285,793 | 增持 |
| 3 | IVV | ISHARES TR | $20.9M | 9.00% | 27,945 | 减持 |
| 4 | REET | ISHARES TR | $16.6M | 7.13% | 600,310 | 增持 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $15.1M | 6.50% | 322,008 | 减持 |
| 6 | SCHX | SCHWAB STRATEGIC TR | $12.2M | 5.24% | 414,073 | 减持 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $9.7M | 4.17% | 200,030 | 增持 |
| 8 | VTEB | VANGUARD MUN BD FDS | $7.4M | 3.20% | 147,219 | 减持 |
| 9 | AAPL | APPLE INC | $6.4M | 2.76% | 22,201 | 减持 |
| 10 | PAYX | PAYCHEX INC | $6.1M | 2.61% | 61,616 | 减持 |
| 11 | VOO | VANGUARD INDEX FDS | $4.8M | 2.07% | 7,017 | 增持 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $4.5M | 1.92% | 154,325 | 增持 |
| 13 | SCHZ | SCHWAB STRATEGIC TR | $3.3M | 1.44% | 144,694 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 1.40% | 4,350 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $2.6M | 1.11% | 12,877 | 增持 |
| 16 | AMZN | AMAZON COM INC | $2.5M | 1.09% | 10,607 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $2.4M | 1.03% | 6,389 | 减持 |
| 18 | SCHG | SCHWAB STRATEGIC TR | $2.3M | 0.97% | 66,531 | 减持 |
| 19 | GLW | CORNING INC | $2.1M | 0.90% | 8,210 | 增持 |
| 20 | AVUS | AMERICAN CENTY ETF TR | $1.8M | 0.78% | 14,112 | 增持 |
| 21 | CAT | CATERPILLAR INC | $1.8M | 0.75% | 1,646 | 增持 |
| 22 | SCHA | SCHWAB STRATEGIC TR | $1.7M | 0.75% | 48,141 | 减持 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.4M | 0.62% | 6,086 | 持平 |
| 24 | SCHF | SCHWAB STRATEGIC TR | $1.4M | 0.58% | 48,810 | 减持 |
| 25 | BNL | BROADSTONE NET LEASE INC | $1.3M | 0.56% | 62,670 | 增持 |
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