Crestmont Private Wealth LLC 13F 持仓 · 2026年Q2
Crestmont Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 3.56 亿美元。前几大持仓：IVV（19.15%）、VOO（17.74%）、PYLD（9.94%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $68.3M | 19.15% | 91,163 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $63.2M | 17.74% | 92,063 | 减持 |
| 3 | PYLD | PIMCO ETF TR | $35.4M | 9.94% | 1.3M | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $24.6M | 6.90% | 345,012 | 增持 |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $21.5M | 6.02% | 306,999 | 增持 |
| 6 | BOND | PIMCO ETF TR | $20.5M | 5.76% | 222,787 | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $18.0M | 5.06% | 302,361 | 增持 |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $14.1M | 3.95% | 278,757 | 增持 |
| 9 | MUNI | PIMCO ETF TR | $11.2M | 3.13% | 212,399 | 增持 |
| 10 | DFAR | DIMENSIONAL ETF TRUST | $10.2M | 2.87% | 390,810 | 增持 |
| 11 | IJH | ISHARES TR | $9.3M | 2.61% | 120,687 | 增持 |
| 12 | TH | TARGET HOSPITALITY CORP | $3.0M | 0.84% | 146,566 | 持平 |
| 13 | IBDR | ISHARES TR | $2.4M | 0.68% | 100,355 | 增持 |
| 14 | IBTG | ISHARES TR | $2.4M | 0.68% | 106,221 | 增持 |
| 15 | LRCX | LAM RESEARCH CORP | $2.1M | 0.59% | 4,869 | 减持 |
| 16 | IWB | ISHARES TR | $2.1M | 0.58% | 5,078 | 增持 |
| 17 | GOOGL | ALPHABET INC | $1.8M | 0.50% | 5,005 | 减持 |
| 18 | QCOM | QUALCOMM INC | $1.3M | 0.36% | 6,940 | 增持 |
| 19 | AAPL | APPLE INC | $1.2M | 0.33% | 4,017 | 减持 |
| 20 | MLI | MUELLER INDS INC | $1.2M | 0.33% | 9,485 | 减持 |
| 21 | ITW | ILLINOIS TOOL WKS INC | $1.1M | 0.32% | 4,209 | 增持 |
| 22 | FDX | FEDEX CORP | $1.1M | 0.30% | 3,362 | 新建仓 |
| 23 | CAT | CATERPILLAR INC | $963,735 | 0.27% | 905 | 减持 |
| 24 | DGX | QUEST DIAGNOSTICS INC | $978,785 | 0.27% | 4,618 | 减持 |
| 25 | EME | EMCOR GROUP INC | $962,661 | 0.27% | 1,160 | 新建仓 |
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