Coyle Financial Counsel LLC 13F 持仓 · 2026年Q2
Coyle Financial Counsel 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 125 只证券,申报市值合计 5.48 亿美元。前几大持仓:IVV(16.77%)、VEA(13.15%)、FRDM(7.67%)。本季前 25 大持仓中:增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $91.9M | 16.77% | 122,731 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $72.1M | 13.15% | 1.0M | 增持 |
| 3 | FRDM | EA SERIES TRUST | $42.0M | 7.67% | 576,703 | 减持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $37.7M | 6.87% | 827,671 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $36.3M | 6.62% | 49,250 | 增持 |
| 6 | IJH | ISHARES TR | $26.3M | 4.81% | 341,501 | 增持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $26.0M | 4.75% | 329,479 | 增持 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $23.2M | 4.23% | 147,778 | 增持 |
| 9 | VUSB | VANGUARD BD INDEX FDS | $18.9M | 3.44% | 378,923 | 增持 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $15.7M | 2.86% | 189,477 | 增持 |
| 11 | VOO | VANGUARD INDEX FDS | $13.9M | 2.55% | 20,307 | 减持 |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $11.7M | 2.14% | 284,051 | 增持 |
| 13 | VXUS | VANGUARD STAR FDS | $7.4M | 1.35% | 86,730 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $7.0M | 1.27% | 34,891 | 增持 |
| 15 | VTI | VANGUARD INDEX FDS | $6.4M | 1.16% | 17,222 | 增持 |
| 16 | AAPL | APPLE INC | $6.0M | 1.09% | 20,566 | 增持 |
| 17 | DFIC | DIMENSIONAL ETF TRUST | $5.6M | 1.02% | 150,299 | 减持 |
| 18 | VXF | VANGUARD INDEX FDS | $5.2M | 0.94% | 20,962 | 减持 |
| 19 | AMZN | AMAZON COM INC | $4.5M | 0.83% | 19,054 | 增持 |
| 20 | GOOG | ALPHABET INC | $4.0M | 0.73% | 11,359 | 增持 |
| 21 | FENI | FIDELITY COVINGTON TRUST | $3.8M | 0.70% | 95,803 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $3.4M | 0.62% | 9,134 | 增持 |
| 23 | GOOGL | ALPHABET INC | $3.3M | 0.61% | 9,286 | 增持 |
| 24 | BIL | SPDR SERIES TRUST | $2.5M | 0.46% | 27,542 | 增持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 0.46% | 3,371 | 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