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Crescent Grove Advisors, LLC 13F 持仓 · 2026年Q2

Crescent Grove Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 297 只证券,申报市值合计 11.98 亿美元。前几大持仓:ZWS(9.91%)、IVV(6.19%)、VOO(5.04%)。本季前 25 大持仓中:增持 15 只、减持 9 只。

排名代码公司市值占组合股数变动
1ZWSZurn Elkay Water Solutions$118.7M9.91%2.3M增持
2IVViShares S&P 500 ETF$74.2M6.19%99,058增持
3VOOVanguard 500 Index Fund ETF$60.4M5.04%87,946增持
4SPYSPDR S&P 500 ETF$52.5M4.38%74,722减持
5VTIVanguard Total Stock Market ETF$32.5M2.71%87,864增持
6IEMGiShares Core MSCI Emerging Markets ETF$31.7M2.64%382,246增持
7QQQInvesco Powershares QQQ ETF$26.7M2.23%36,276减持
8IJRiShares Core S&P Small-Cap ETF$24.9M2.08%168,109减持
9CDWCDW Corporation (Computershare - Pre-IPO Shares)$24.8M2.07%176,298增持
10IJHiShares Core S&P Mid-Cap ETF$23.9M1.99%309,593增持
11MANManpowergroup Inc$23.1M1.93%684,963增持
12AAPLApple$21.3M1.78%73,594减持
13IEFAiShares Core MSCI EAFE ETF$20.7M1.73%214,655增持
14IWFiShares Russell 1000 Growth ETF$20.2M1.68%162,305增持
15IEFiShares 7-10 Year Treasury ETF$18.0M1.51%190,711减持
16IUSViShares Core S&P US Value ETF$18.1M1.51%164,622增持
17FNFFidelity National Financial, Inc.$17.4M1.46%370,001增持
18ICEIntercontinental Exchange$15.7M1.31%127,363持平
19NATLNCR Atleos$14.7M1.23%338,916减持
20SGOViShares 0-3 Month Treasury ETF$14.1M1.17%139,719减持
21ITOTiShares Core S&P Total US Stock Market ETF$13.2M1.10%80,078减持
22VYMVanguard High Dividend Yield ETF$12.9M1.08%81,898增持
23UYLDAngel Oak Ultrashort Income ETF$12.0M1.00%233,432减持
24ASCEAllspring Smid Core ETF$11.8M0.98%335,588增持
25CARYAngel Oak Income ETF$11.7M0.98%561,797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