Decker Retirement Planning Inc. 13F 持仓 · 2026年Q2
Decker Retirement Planning 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 440 只证券,申报市值合计 2.94 亿美元。前几大持仓:SGOV(26.04%)、TAN(4.29%)、XLE(4.14%)。本季前 25 大持仓中:新建仓 7 只、增持 17 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $76.5M | 26.04% | 759,734 | 增持 |
| 2 | TAN | INVESCO EXCH TRADED FD TR II | $12.6M | 4.29% | 212,823 | 增持 |
| 3 | XLE | SELECT SECTOR SPDR TR | $12.2M | 4.14% | 228,903 | 增持 |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.9M | 3.71% | 193,043 | 增持 |
| 5 | ESGU | ISHARES TR | $9.6M | 3.27% | 58,583 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $8.9M | 3.04% | 24,150 | 增持 |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $7.0M | 2.38% | 23,459 | 新建仓 |
| 8 | USXF | ISHARES TR | $6.9M | 2.34% | 99,061 | 增持 |
| 9 | ARM | ARM HOLDINGS PLC | $6.7M | 2.29% | 18,952 | 新建仓 |
| 10 | SMH | VANECK ETF TRUST | $6.3M | 2.16% | 9,672 | 增持 |
| 11 | SCHD | SCHWAB STRATEGIC TR | $5.9M | 2.00% | 185,246 | 增持 |
| 12 | CEVA | CEVA INC | $5.8M | 1.98% | 123,393 | 新建仓 |
| 13 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $5.5M | 1.89% | 5,744 | 减持 |
| 14 | ESGD | ISHARES TR | $4.9M | 1.65% | 47,245 | 增持 |
| 15 | SCHP | SCHWAB STRATEGIC TR | $4.6M | 1.56% | 172,963 | 增持 |
| 16 | LITE | LUMENTUM HLDGS INC | $4.5M | 1.55% | 5,289 | 新建仓 |
| 17 | EUSB | ISHARES TR | $4.5M | 1.53% | 103,122 | 增持 |
| 18 | ESML | ISHARES TR | $4.3M | 1.45% | 76,149 | 增持 |
| 19 | VSTS | VESTIS CORPORATION | $4.2M | 1.42% | 286,744 | 新建仓 |
| 20 | BAND | BANDWIDTH INC | $4.1M | 1.41% | 65,193 | 新建仓 |
| 21 | AVLV | AMERICAN CENTY ETF TR | $4.1M | 1.40% | 45,063 | 增持 |
| 22 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $3.8M | 1.31% | 616,881 | 新建仓 |
| 23 | VYMI | VANGUARD WHITEHALL FDS | $3.8M | 1.30% | 39,017 | 增持 |
| 24 | VNQ | VANGUARD INDEX FDS | $3.8M | 1.29% | 39,378 | 增持 |
| 25 | GLW | CORNING INC | $3.7M | 1.26% | 14,487 | 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