Daniel Investment Group, Inc. 13F 持仓 · 2026年Q2
Daniel Investment Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 33 只证券,申报市值合计 1.69 亿美元。前几大持仓:BRKB(56.49%)、VEU(6.23%)、BN(5.93%)。本季前 25 大持仓中:新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $95.4M | 56.49% | 190,681 | 新建仓 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $10.5M | 6.23% | 125,639 | 新建仓 |
| 3 | BN | BROOKFIELD CORP | $10.0M | 5.93% | 235,072 | 新建仓 |
| 4 | JPM | JPMORGAN CHASE & CO | $7.2M | 4.25% | 21,906 | 新建仓 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $5.6M | 3.33% | 23,748 | 新建仓 |
| 6 | GOOG | ALPHABET INC | $4.7M | 2.80% | 13,371 | 新建仓 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $4.5M | 2.66% | 21,153 | 新建仓 |
| 8 | MKL | MARKEL GROUP INC | $4.1M | 2.43% | 2,101 | 新建仓 |
| 9 | VB | VANGUARD INDEX FDS | $3.6M | 2.10% | 11,725 | 新建仓 |
| 10 | AAPL | APPLE INC | $3.4M | 2.04% | 11,905 | 新建仓 |
| 11 | VIGI | VANGUARD WHITEHALL FDS | $3.1M | 1.83% | 33,096 | 新建仓 |
| 12 | VO | VANGUARD INDEX FDS | $2.7M | 1.59% | 33,253 | 新建仓 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.36% | 38,501 | 新建仓 |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.33% | 3 | 新建仓 |
| 15 | AMZN | AMAZON COM INC | $1.4M | 0.81% | 5,718 | 新建仓 |
| 16 | VOO | VANGUARD INDEX FDS | $1.3M | 0.77% | 1,894 | 新建仓 |
| 17 | GOOGL | ALPHABET INC | $990,273 | 0.59% | 2,771 | 新建仓 |
| 18 | META | META PLATFORMS INC | $669,752 | 0.40% | 1,189 | 新建仓 |
| 19 | MSFT | MICROSOFT CORP | $633,577 | 0.38% | 1,699 | 新建仓 |
| 20 | GRPM | INVESCO EXCHANGE TRADED FD T | $569,481 | 0.34% | 4,375 | 新建仓 |
| 21 | SUI | SUN CMNTYS INC | $503,142 | 0.30% | 4,196 | 新建仓 |
| 22 | ALL | ALLSTATE CORP | $475,880 | 0.28% | 2,000 | 新建仓 |
| 23 | NVDA | NVIDIA CORPORATION | $431,757 | 0.26% | 2,158 | 新建仓 |
| 24 | PGR | PROGRESSIVE CORP | $415,841 | 0.25% | 1,904 | 新建仓 |
| 25 | CMS | CMS ENERGY CORP | $384,872 | 0.23% | 5,031 | 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