Goepper Burkhardt LLC 13F 持仓 · 2026年Q2
Goepper Burkhardt 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 99 只证券，申报市值合计 3.33 亿美元。前几大持仓：SCHG（14.35%）、SCHB（10.09%）、VIG（8.14%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $47.8M | 14.35% | 1.4M | 增持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $33.6M | 10.09% | 1.2M | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $27.1M | 8.14% | 114,546 | 减持 |
| 4 | IVV | ISHARES TR | $20.1M | 6.03% | 26,800 | 增持 |
| 5 | SCHV | SCHWAB STRATEGIC TR | $14.4M | 4.32% | 412,923 | 减持 |
| 6 | BSCT | INVESCO EXCH TRD SLF IDX FD | $13.8M | 4.15% | 743,819 | 增持 |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | $13.6M | 4.08% | 666,697 | 增持 |
| 8 | BSCR | INVESCO EXCH TRD SLF IDX FD | $13.2M | 3.97% | 673,502 | 增持 |
| 9 | BSCU | INVESCO EXCH TRD SLF IDX FD | $11.5M | 3.47% | 693,597 | 增持 |
| 10 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $11.1M | 3.34% | 570,339 | 减持 |
| 11 | AAPL | APPLE INC | $10.0M | 3.00% | 34,583 | 减持 |
| 12 | BSCV | INVESCO EXCH TRD SLF IDX FD | $9.6M | 2.89% | 588,199 | 增持 |
| 13 | VGT | VANGUARD WORLD FD | $8.8M | 2.65% | 73,880 | 增持 |
| 14 | SCHD | SCHWAB STRATEGIC TR | $6.7M | 2.03% | 212,738 | 减持 |
| 15 | BSCW | INVESCO EXCH TRD SLF IDX FD | $5.9M | 1.79% | 290,056 | 增持 |
| 16 | VOT | VANGUARD INDEX FDS | $5.0M | 1.49% | 16,215 | 减持 |
| 17 | VOE | VANGUARD INDEX FDS | $4.6M | 1.38% | 23,226 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $4.1M | 1.22% | 10,896 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $3.9M | 1.18% | 19,664 | 增持 |
| 20 | IGRO | ISHARES TR | $3.8M | 1.13% | 42,746 | 增持 |
| 21 | XLK | SELECT SECTOR SPDR TR | $3.3M | 1.01% | 17,581 | 减持 |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $3.1M | 0.94% | 38,124 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.7M | 0.80% | 5,303 | 减持 |
| 24 | MOAT | VANECK ETF TRUST | $2.6M | 0.79% | 25,352 | 减持 |
| 25 | O | REALTY INCOME CORP | $2.5M | 0.76% | 41,007 | 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