Ellevest, Inc. 13F 持仓 · 2026年Q2
Ellevest 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 469 只证券，申报市值合计 8.48 亿美元。前几大持仓：VTI（10.63%）、FRDM（8.62%）、VEA（5.13%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $90.1M | 10.63% | 643,347 | 增持 |
| 2 | FRDM | EA SERIES TRUST | $73.1M | 8.62% | 1.0M | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $43.5M | 5.13% | 615,440 | 增持 |
| 4 | BND | VANGUARD BD INDEX FDS | $25.3M | 2.98% | 502,593 | 增持 |
| 5 | ESGD | ISHARES TR | $24.3M | 2.86% | 519,661 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $21.7M | 2.56% | 366,818 | 增持 |
| 7 | SUSL | ISHARES TR | $21.7M | 2.55% | 163,219 | 增持 |
| 8 | AAPL | APPLE INC | $20.6M | 2.43% | 72,186 | 增持 |
| 9 | SUB | ISHARES TR | $17.7M | 2.09% | 166,205 | 增持 |
| 10 | MUB | ISHARES TR | $14.8M | 1.74% | 137,354 | 增持 |
| 11 | VTV | VANGUARD INDEX FDS | $13.8M | 1.62% | 93,734 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $13.6M | 1.60% | 67,782 | 增持 |
| 13 | VB | VANGUARD INDEX FDS | $12.9M | 1.52% | 86,654 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $10.5M | 1.24% | 28,290 | 增持 |
| 15 | GOOGL | ALPHABET INC | $10.0M | 1.18% | 28,322 | 减持 |
| 16 | VO | VANGUARD INDEX FDS | $9.4M | 1.11% | 175,606 | 增持 |
| 17 | GOOG | ALPHABET INC | $8.5M | 1.00% | 24,137 | 减持 |
| 18 | JMSI | J P MORGAN EXCHANGE TRADED F | $8.5M | 1.00% | 168,729 | 增持 |
| 19 | AMZN | AMAZON COM INC | $8.4M | 0.99% | 35,091 | 增持 |
| 20 | EMB | ISHARES TR | $8.4M | 0.99% | 109,130 | 增持 |
| 21 | BSV | VANGUARD BD INDEX FDS | $7.6M | 0.89% | 212,967 | 增持 |
| 22 | PRF | INVESCO EXCHANGE TRADED FD T | $7.6M | 0.89% | 140,355 | 增持 |
| 23 | NFLX | NETFLIX INC. | $7.5M | 0.88% | 88,690 | 增持 |
| 24 | SCHB | SCHWAB STRATEGIC TR | $7.5M | 0.88% | 258,550 | 减持 |
| 25 | META | META PLATFORMS INC | $7.1M | 0.83% | 13,182 | 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