Elite Life Management LLC 13F 持仓 · 2026年Q2
Elite Life Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 61 只证券,申报市值合计 8,542.04 万美元。前几大持仓:SCHX(17.08%)、VCRM(17.02%)、VEA(14.15%)。本季前 25 大持仓中:增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $14.6M | 17.08% | 480,523 | 减持 |
| 2 | VCRM | VANGUARD MUN BD FDS | $14.5M | 17.02% | 193,761 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $12.1M | 14.15% | 167,050 | 增持 |
| 4 | DFVX | DIMENSIONAL ETF TRUST | $7.4M | 8.62% | 86,039 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $3.6M | 4.20% | 16,377 | 减持 |
| 6 | VCRB | VANGUARD MALVERN FDS | $3.3M | 3.90% | 43,787 | 增持 |
| 7 | AAPL | APPLE INC | $2.5M | 2.98% | 8,180 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $2.1M | 2.46% | 4,311 | 增持 |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $1.9M | 2.25% | 49,089 | 增持 |
| 10 | GOOG | ALPHABET INC | $1.6M | 1.82% | 4,324 | 减持 |
| 11 | AMZN | AMAZON COM INC | $1.5M | 1.73% | 5,423 | 减持 |
| 12 | META | META PLATFORMS INC | $1.1M | 1.26% | 1,825 | 减持 |
| 13 | AVGO | BROADCOM INC | $1.0M | 1.22% | 2,486 | 增持 |
| 14 | GOOGL | ALPHABET INC | $948,501 | 1.11% | 2,617 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $942,646 | 1.10% | 2,624 | 减持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $858,944 | 1.01% | 1,116 | 增持 |
| 17 | V | VISA INC | $786,045 | 0.92% | 2,133 | 增持 |
| 18 | LLY | ELI LILLY & CO | $721,230 | 0.84% | 617 | 增持 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $707,434 | 0.83% | 751 | 减持 |
| 20 | VOO | VANGUARD INDEX FDS | $562,542 | 0.66% | 795 | 持平 |
| 21 | TSLA | TESLA INC | $545,992 | 0.64% | 1,698 | 减持 |
| 22 | ANET | ARISTA NETWORKS INC | $524,253 | 0.61% | 2,657 | 增持 |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $487,295 | 0.57% | 2,322 | 增持 |
| 24 | VONG | VANGUARD SCOTTSDALE FDS | $470,986 | 0.55% | 3,692 | 减持 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $461,804 | 0.54% | 958 | 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