Formulate Financial LLC 13F 持仓 · 2026年Q2
Formulate Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 9,500.80 万美元。前几大持仓：VOO（18.45%）、QQQ（15.63%）、SPY（11.66%）。本季前 25 大持仓中：增持 10 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $17.5M | 18.45% | 25,521 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $14.8M | 15.63% | 20,162 | 增持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $11.1M | 11.66% | 14,830 | 增持 |
| 4 | IWB | ISHARES TR | $10.7M | 11.26% | 26,128 | 增持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $10.0M | 10.50% | 42,170 | 减持 |
| 6 | IVW | ISHARES TR | $7.5M | 7.88% | 54,414 | 增持 |
| 7 | ITOT | ISHARES TR | $4.7M | 4.95% | 28,621 | 增持 |
| 8 | IWF | ISHARES TR | $3.2M | 3.42% | 26,141 | 增持 |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | $2.5M | 2.59% | 7,262 | 持平 |
| 10 | MSFT | MICROSOFT CORP | $2.3M | 2.40% | 6,124 | 减持 |
| 11 | AMZN | AMAZON COM INC | $1.6M | 1.66% | 6,606 | 持平 |
| 12 | GOOG | ALPHABET INC | $1.4M | 1.45% | 3,900 | 持平 |
| 13 | VUG | VANGUARD INDEX FDS | $1.4M | 1.43% | 15,774 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $1.2M | 1.28% | 6,080 | 持平 |
| 15 | AAPL | APPLE INC | $1.1M | 1.13% | 3,724 | 持平 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $648,005 | 0.68% | 1,295 | 持平 |
| 17 | VTI | VANGUARD INDEX FDS | $520,703 | 0.55% | 1,407 | 增持 |
| 18 | ETN | EATON CORP PLC | $501,120 | 0.53% | 1,176 | 减持 |
| 19 | PFF | ISHARES TR | $468,478 | 0.49% | 15,365 | 减持 |
| 20 | JNJ | JOHNSON & JOHNSON | $371,558 | 0.39% | 1,463 | 增持 |
| 21 | ABBV | ABBVIE INC | $323,860 | 0.34% | 1,287 | 持平 |
| 22 | AVGO | BROADCOM INC | $290,584 | 0.31% | 769 | 减持 |
| 23 | HD | HOME DEPOT INC | $266,979 | 0.28% | 757 | 持平 |
| 24 | NEE | NEXTERA ENERGY INC | $263,574 | 0.28% | 3,003 | 持平 |
| 25 | PG | PROCTER & GAMBLE CO | $237,997 | 0.25% | 1,623 | 持平 |
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