Courage Miller Partners, LLC 13F 持仓 · 2026年Q2
Courage Miller Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 87 只证券,申报市值合计 3.79 亿美元。前几大持仓:SCHX(13.44%)、SCHF(8.98%)、ISTB(7.57%)。本季前 25 大持仓中:增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $50.9M | 13.44% | 1.7M | 减持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $34.0M | 8.98% | 1.2M | 减持 |
| 3 | ISTB | ISHARES TR | $28.7M | 7.57% | 594,284 | 增持 |
| 4 | IGSB | ISHARES TR | $24.4M | 6.44% | 465,818 | 增持 |
| 5 | SCHO | SCHWAB STRATEGIC TR | $20.5M | 5.42% | 850,858 | 增持 |
| 6 | BND | VANGUARD BD INDEX FDS | $19.2M | 5.08% | 262,115 | 增持 |
| 7 | SCHM | SCHWAB STRATEGIC TR | $16.8M | 4.43% | 455,266 | 减持 |
| 8 | SCHD | SCHWAB STRATEGIC TR | $14.8M | 3.92% | 468,296 | 减持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $13.2M | 3.48% | 62,067 | 增持 |
| 10 | SCHA | SCHWAB STRATEGIC TR | $13.0M | 3.42% | 358,542 | 减持 |
| 11 | SCHH | SCHWAB STRATEGIC TR | $12.3M | 3.24% | 518,727 | 减持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $9.3M | 2.47% | 276,144 | 增持 |
| 13 | SCHV | SCHWAB STRATEGIC TR | $9.3M | 2.46% | 268,344 | 减持 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $9.1M | 2.41% | 152,857 | 减持 |
| 15 | GLTR | ABRDN PRECIOUS METALS BASKET | $8.3M | 2.19% | 45,792 | 增持 |
| 16 | SCHC | SCHWAB STRATEGIC TR | $8.1M | 2.14% | 168,438 | 减持 |
| 17 | CWI | SPDR INDEX SHS FDS | $7.6M | 2.00% | 186,320 | 减持 |
| 18 | SCHE | SCHWAB STRATEGIC TR | $7.6M | 1.99% | 208,377 | 减持 |
| 19 | BSV | VANGUARD BD INDEX FDS | $4.4M | 1.15% | 55,838 | 增持 |
| 20 | MDYG | SPDR SERIES TRUST | $3.4M | 0.90% | 30,326 | 减持 |
| 21 | IVV | ISHARES TR | $3.3M | 0.86% | 4,351 | 减持 |
| 22 | IGE | ISHARES TR | $3.1M | 0.82% | 55,580 | 增持 |
| 23 | MDYV | SPDR SERIES TRUST | $2.9M | 0.77% | 30,840 | 减持 |
| 24 | IGIB | ISHARES TR | $2.7M | 0.73% | 51,690 | 增持 |
| 25 | AAPL | APPLE INC | $2.4M | 0.62% | 8,179 | 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