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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
1BRKBBERKSHIRE HATHAWAY INC DEL$95.4M56.49%190,681新建仓
2VEUVANGUARD INTL EQUITY INDEX F$10.5M6.23%125,639新建仓
3BNBROOKFIELD CORP$10.0M5.93%235,072新建仓
4JPMJPMORGAN CHASE & CO$7.2M4.25%21,906新建仓
5VIGVANGUARD SPECIALIZED FUNDS$5.6M3.33%23,748新建仓
6GOOGALPHABET INC$4.7M2.80%13,371新建仓
7RSPINVESCO EXCHANGE TRADED FD T$4.5M2.66%21,153新建仓
8MKLMARKEL GROUP INC$4.1M2.43%2,101新建仓
9VBVANGUARD INDEX FDS$3.6M2.10%11,725新建仓
10AAPLAPPLE INC$3.4M2.04%11,905新建仓
11VIGIVANGUARD WHITEHALL FDS$3.1M1.83%33,096新建仓
12VOVANGUARD INDEX FDS$2.7M1.59%33,253新建仓
13VWOVANGUARD INTL EQUITY INDEX F$2.3M1.36%38,501新建仓
14BRK/ABERKSHIRE HATHAWAY INC DEL$2.2M1.33%3新建仓
15AMZNAMAZON COM INC$1.4M0.81%5,718新建仓
16VOOVANGUARD INDEX FDS$1.3M0.77%1,894新建仓
17GOOGLALPHABET INC$990,2730.59%2,771新建仓
18METAMETA PLATFORMS INC$669,7520.40%1,189新建仓
19MSFTMICROSOFT CORP$633,5770.38%1,699新建仓
20GRPMINVESCO EXCHANGE TRADED FD T$569,4810.34%4,375新建仓
21SUISUN CMNTYS INC$503,1420.30%4,196新建仓
22ALLALLSTATE CORP$475,8800.28%2,000新建仓
23NVDANVIDIA CORPORATION$431,7570.26%2,158新建仓
24PGRPROGRESSIVE CORP$415,8410.25%1,904新建仓
25CMSCMS ENERGY CORP$384,8720.23%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