Financial Planning Hawaii, Inc. 13F 持仓 · 2026年Q2
Financial Planning Hawaii 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 1.86 亿美元。前几大持仓：AAPL（9.72%）、VIG（5.79%）、VTI（5.49%）。本季前 25 大持仓中：增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.1M | 9.72% | 62,641 | 增持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $10.8M | 5.79% | 45,622 | 增持 |
| 3 | VTI | VANGUARD INDEX FDS | $10.2M | 5.49% | 27,657 | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $8.8M | 4.70% | 12,771 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $7.7M | 4.13% | 20,621 | 增持 |
| 6 | GOOG | ALPHABET INC | $4.0M | 2.12% | 11,200 | 增持 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 2.11% | 18,452 | 减持 |
| 8 | GOOGL | ALPHABET INC | $3.8M | 2.06% | 10,721 | 减持 |
| 9 | SDY | SPDR SERIES TRUST | $3.7M | 2.01% | 24,602 | 减持 |
| 10 | VO | VANGUARD INDEX FDS | $3.7M | 1.97% | 45,542 | 增持 |
| 11 | VXUS | VANGUARD STAR FDS | $3.5M | 1.87% | 40,719 | 增持 |
| 12 | CSCO | CISCO SYS INC | $3.5M | 1.86% | 29,465 | 增持 |
| 13 | XLU | SELECT SECTOR SPDR TR | $3.1M | 1.66% | 68,160 | 持平 |
| 14 | VYM | VANGUARD WHITEHALL FDS | $3.1M | 1.65% | 19,473 | 减持 |
| 15 | ABBV | ABBVIE INC | $3.0M | 1.61% | 11,906 | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.54% | 11,302 | 增持 |
| 17 | AMZN | AMAZON COM INC | $2.7M | 1.44% | 11,230 | 减持 |
| 18 | GLDM | WORLD GOLD TR | $2.6M | 1.42% | 33,250 | 持平 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 1.37% | 35,766 | 增持 |
| 20 | VB | VANGUARD INDEX FDS | $2.4M | 1.30% | 7,991 | 增持 |
| 21 | SGOV | ISHARES TR | $2.4M | 1.29% | 23,813 | 减持 |
| 22 | AMGN | AMGEN INC | $2.3M | 1.25% | 6,415 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $2.2M | 1.20% | 11,211 | 减持 |
| 24 | QQQ | INVESCO QQQ TR | $2.1M | 1.13% | 2,854 | 增持 |
| 25 | IJR | ISHARES TR | $2.1M | 1.12% | 14,073 | 减持 |
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