Coston, McIsaac & Partners 13F 持仓 · 2026年Q2
Coston, McIsaac & Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 939 只证券，申报市值合计 4.97 亿美元。前几大持仓：VIG（5.29%）、SNSXX（4.73%）、VGUS（4.41%）。本季前 25 大持仓中：增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $26.3M | 5.29% | 111,164 | 增持 |
| 2 | SNSXX | SCHWAB US TREASURY MONEY INVESTOR | $23.5M | 4.73% | 23.5M | 增持 |
| 3 | VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | $21.9M | 4.41% | 289,749 | 增持 |
| 4 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $21.4M | 4.30% | 255,461 | 增持 |
| 5 | DGEIX | DFA GLOBAL EQUITY I | $19.5M | 3.92% | 439,939 | 增持 |
| 6 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $17.9M | 3.60% | 48,417 | 增持 |
| 7 | BRKB | BERKSHIRE HATHAWAY CLASS B | $15.7M | 3.17% | 31,458 | 增持 |
| 8 | AAPL | APPLE INC | $14.6M | 2.93% | 50,410 | 增持 |
| 9 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $12.9M | 2.60% | 157,646 | 增持 |
| 10 | WSM | WILLIAMS SONOMA INC | $11.6M | 2.34% | 49,908 | 增持 |
| 11 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $11.4M | 2.29% | 269,657 | 增持 |
| 12 | WMT | WALMART INC | $10.4M | 2.09% | 91,769 | 增持 |
| 13 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $9.9M | 1.99% | 176,431 | 增持 |
| 14 | JNJ | JOHNSON & JOHNSON | $9.7M | 1.95% | 38,170 | 增持 |
| 15 | TXN | TEXAS INSTRS INC | $9.5M | 1.90% | 31,759 | 增持 |
| 16 | KO | THE COCA-COLA CO | $8.3M | 1.66% | 101,599 | 增持 |
| 17 | PM | PHILIP MORRIS INTL INC | $8.0M | 1.61% | 44,271 | 增持 |
| 18 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $7.4M | 1.49% | 155,449 | 增持 |
| 19 | SO | SOUTHERN CO | $7.3M | 1.48% | 76,737 | 增持 |
| 20 | ED | CONSOLIDATED EDISON INC | $7.2M | 1.44% | 64,904 | 增持 |
| 21 | NEE | NEXTERA ENERGY INC | $7.1M | 1.43% | 80,844 | 增持 |
| 22 | PG | PROCTER & GAMBLE CO | $6.8M | 1.37% | 46,307 | 增持 |
| 23 | MO | ALTRIA GROUP INC | $6.4M | 1.30% | 89,599 | 增持 |
| 24 | MCD | MCDONALDS CORP | $6.4M | 1.28% | 23,542 | 增持 |
| 25 | PEP | PEPSICO INC | $6.0M | 1.21% | 44,331 | 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