ESG Planning DBA Harper Investing 13F 持仓 · 2026年Q2
ESG Planning DBA Harper Investing 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 2.97 亿美元。前几大持仓：NVDA（7.51%）、BND（7.40%）、MUB（6.35%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $22.3M | 7.51% | 111,349 | 减持 |
| 2 | BND | VANGUARD BD INDEX FDS | $21.9M | 7.40% | 298,902 | 增持 |
| 3 | MUB | ISHARES TR | $18.8M | 6.35% | 174,883 | 增持 |
| 4 | VGT | VANGUARD WORLD FD | $13.5M | 4.55% | 112,944 | 增持 |
| 5 | JNK | SPDR SERIES TRUST | $12.1M | 4.08% | 125,451 | 增持 |
| 6 | AAPL | APPLE INC | $11.8M | 3.98% | 40,782 | 增持 |
| 7 | NFLX | NETFLIX INC. | $11.6M | 3.90% | 162,096 | 新建仓 |
| 8 | GOOGL | ALPHABET INC | $8.7M | 2.93% | 24,348 | 减持 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $8.5M | 2.86% | 101,131 | 增持 |
| 10 | MUNI | PIMCO ETF TR | $8.2M | 2.77% | 156,043 | 减持 |
| 11 | AMZN | AMAZON COM INC | $8.0M | 2.69% | 33,497 | 增持 |
| 12 | VCR | VANGUARD WORLD FD | $7.8M | 2.62% | 19,595 | 增持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $7.7M | 2.58% | 107,529 | 增持 |
| 14 | IVOG | VANGUARD ADMIRAL FDS INC | $6.5M | 2.19% | 44,466 | 增持 |
| 15 | VFH | VANGUARD WORLD FD | $5.9M | 1.98% | 44,706 | 增持 |
| 16 | VIS | VANGUARD WORLD FD | $5.7M | 1.93% | 15,843 | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $5.2M | 1.75% | 14,007 | 增持 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $4.5M | 1.53% | 5,962 | 增持 |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $4.5M | 1.52% | 54,590 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $4.5M | 1.52% | 12,078 | 增持 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $4.3M | 1.44% | 71,481 | 增持 |
| 22 | VB | VANGUARD INDEX FDS | $4.0M | 1.34% | 13,124 | 增持 |
| 23 | VDC | VANGUARD WORLD FD | $3.8M | 1.29% | 16,970 | 增持 |
| 24 | VOX | VANGUARD WORLD FD | $3.8M | 1.28% | 20,570 | 增持 |
| 25 | XLRE | SELECT SECTOR SPDR TR | $3.7M | 1.25% | 84,441 | 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