Coquina Private Wealth LLC 13F 持仓 · 2026年Q2
Coquina Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 1.47 亿美元。前几大持仓：ITOT（26.29%）、SCHD（6.72%）、MGK（6.49%）。本季前 25 大持仓中：增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $38.7M | 26.29% | 235,715 | 增持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $9.9M | 6.72% | 312,259 | 增持 |
| 3 | MGK | VANGUARD WORLD FD | $9.6M | 6.49% | 108,719 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $6.2M | 4.22% | 31,066 | 增持 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $5.8M | 3.96% | 19,243 | 增持 |
| 6 | AAPL | APPLE INC | $5.2M | 3.56% | 18,137 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $4.3M | 2.90% | 5,807 | 增持 |
| 8 | AMZN | AMAZON COM INC | $3.3M | 2.23% | 13,778 | 增持 |
| 9 | VBR | VANGUARD INDEX FDS | $3.2M | 2.16% | 13,116 | 增持 |
| 10 | VTI | VANGUARD INDEX FDS | $2.9M | 1.97% | 7,835 | 增持 |
| 11 | GOOG | ALPHABET INC | $2.9M | 1.95% | 8,130 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.51% | 6,776 | 增持 |
| 13 | AVGO | BROADCOM INC | $2.2M | 1.49% | 5,822 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $2.2M | 1.49% | 5,874 | 增持 |
| 15 | META | META PLATFORMS INC | $2.1M | 1.45% | 3,799 | 增持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.1M | 1.40% | 4,129 | 减持 |
| 17 | IEFA | ISHARES TR | $1.8M | 1.19% | 18,190 | 减持 |
| 18 | PANW | PALO ALTO NETWORKS INC | $1.7M | 1.16% | 5,000 | 持平 |
| 19 | COWZ | PACER FDS TR | $1.7M | 1.15% | 27,210 | 减持 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $1.5M | 1.05% | 2,650 | 减持 |
| 21 | VTEB | VANGUARD MUN BD FDS | $1.4M | 0.94% | 27,233 | 增持 |
| 22 | VOO | VANGUARD INDEX FDS | $1.3M | 0.86% | 1,836 | 增持 |
| 23 | AVDE | AMERICAN CENTY ETF TR | $1.2M | 0.84% | 13,885 | 增持 |
| 24 | WMT | WALMART INC | $1.2M | 0.82% | 10,679 | 增持 |
| 25 | NEE | NEXTERA ENERGY INC | $1.1M | 0.75% | 12,538 | 持平 |
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