D L Carlson Investment Group Inc 13F 持仓 · 2026年Q2
D L Carlson Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 6.28 亿美元。前几大持仓：SCHB（11.95%）、GVI（9.33%）、GOOGL（4.08%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $75.1M | 11.95% | 2.6M | 增持 |
| 2 | GVI | ISHARES TR | $58.6M | 9.33% | 552,150 | 增持 |
| 3 | GOOGL | ALPHABET INC | $25.6M | 4.08% | 71,640 | 减持 |
| 4 | AAPL | APPLE INC | $25.0M | 3.98% | 86,421 | 减持 |
| 5 | AVDE | AMERICAN CENTY ETF TR | $23.3M | 3.71% | 261,549 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $22.9M | 3.65% | 114,511 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $15.6M | 2.49% | 41,937 | 减持 |
| 8 | AMZN | AMAZON COM INC | $13.5M | 2.14% | 56,526 | 减持 |
| 9 | IGSB | ISHARES TR | $12.3M | 1.96% | 235,028 | 增持 |
| 10 | AGG | ISHARES TR | $11.4M | 1.81% | 114,989 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $11.1M | 1.77% | 33,895 | 减持 |
| 12 | XLK | SELECT SECTOR SPDR TR | $9.5M | 1.51% | 49,672 | 增持 |
| 13 | AVEM | AMERICAN CENTY ETF TR | $9.1M | 1.45% | 94,654 | 增持 |
| 14 | AVGO | BROADCOM INC | $8.8M | 1.40% | 23,214 | 减持 |
| 15 | TXN | TEXAS INSTRS INC | $8.6M | 1.38% | 28,990 | 减持 |
| 16 | HPE | HEWLETT PACKARD ENTERPRISE C | $8.5M | 1.36% | 189,252 | 减持 |
| 17 | RTX | RTX CORPORATION | $8.1M | 1.28% | 42,469 | 减持 |
| 18 | LLY | ELI LILLY & CO | $7.9M | 1.25% | 6,558 | 增持 |
| 19 | META | META PLATFORMS INC | $7.9M | 1.25% | 13,965 | 减持 |
| 20 | GE | GE AEROSPACE | $7.7M | 1.23% | 20,601 | 减持 |
| 21 | XLE | SELECT SECTOR SPDR TR | $7.5M | 1.19% | 141,025 | 减持 |
| 22 | IGIB | ISHARES TR | $7.4M | 1.17% | 138,502 | 减持 |
| 23 | GEV | GE VERNOVA INC | $7.1M | 1.13% | 6,040 | 减持 |
| 24 | HGER | HARBOR ETF TRUST | $7.1M | 1.13% | 242,817 | 增持 |
| 25 | TSLA | TESLA INC | $7.1M | 1.13% | 16,899 | 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