Cumberland Advisors Inc 13F 持仓 · 2026年Q2
Cumberland Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 2.84 亿美元。前几大持仓：SPY（21.94%）、MDY（10.48%）、XAR（7.26%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $62.3M | 21.94% | 83,393 | 减持 |
| 2 | MDY | STATE STR SPDR S&P MIDCAP 40 | $29.8M | 10.48% | 42,307 | 减持 |
| 3 | XAR | SPDR SERIES TRUST | $20.6M | 7.26% | 72,577 | 减持 |
| 4 | ACWX | ISHARES TR | $12.6M | 4.43% | 165,185 | 减持 |
| 5 | IBB | ISHARES TR | $12.2M | 4.29% | 64,018 | 增持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.9M | 4.18% | 23,716 | 增持 |
| 7 | CAT | CATERPILLAR INC | $9.2M | 3.24% | 8,640 | 减持 |
| 8 | VUG | VANGUARD INDEX FDS | $9.2M | 3.23% | 106,358 | 增持 |
| 9 | IJR | ISHARES TR | $9.0M | 3.16% | 60,420 | 减持 |
| 10 | URI | UNITED RENTALS INC | $8.6M | 3.04% | 7,610 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $8.1M | 2.86% | 21,745 | 增持 |
| 12 | KIE | SPDR SERIES TRUST | $7.5M | 2.65% | 123,140 | 增持 |
| 13 | XLI | SELECT SECTOR SPDR TR | $7.3M | 2.57% | 39,441 | 增持 |
| 14 | GOOG | ALPHABET INC | $6.6M | 2.32% | 18,600 | 减持 |
| 15 | IHI | ISHARES TR | $6.5M | 2.29% | 131,470 | 增持 |
| 16 | CMI | CUMMINS INC | $5.7M | 2.00% | 7,975 | 减持 |
| 17 | AAPL | APPLE INC | $5.5M | 1.92% | 18,880 | 持平 |
| 18 | FCX | FREEPORT MCMORAN INC | $5.4M | 1.89% | 85,350 | 减持 |
| 19 | META | META PLATFORMS INC | $4.3M | 1.51% | 7,600 | 持平 |
| 20 | EWT | ISHARES INC | $4.0M | 1.41% | 36,920 | 减持 |
| 21 | MELI | MERCADOLIBRE INC | $3.7M | 1.30% | 2,180 | 增持 |
| 22 | FDX | FEDEX CORP | $3.1M | 1.11% | 10,050 | 持平 |
| 23 | XME | SPDR SERIES TRUST | $3.0M | 1.06% | 28,065 | 新建仓 |
| 24 | EWC | ISHARES INC | $2.9M | 1.02% | 50,070 | 减持 |
| 25 | EWJ | ISHARES INC | $2.7M | 0.97% | 29,410 | 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