Golden Road Advisors LLC 13F 持仓 · 2026年Q2
Golden Road Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 67 只证券,申报市值合计 2.06 亿美元。前几大持仓:VUG(29.28%)、VTV(23.31%)、VB(10.13%)。本季前 25 大持仓中:新建仓 1 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $60.4M | 29.28% | 700,912 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $48.1M | 23.31% | 220,555 | 增持 |
| 3 | VB | VANGUARD INDEX FDS | $20.9M | 10.13% | 68,897 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $13.2M | 6.41% | 19,239 | 减持 |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | $6.9M | 3.33% | 53,797 | 增持 |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | $6.7M | 3.24% | 62,907 | 减持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $5.6M | 2.71% | 78,384 | 增持 |
| 8 | AAPL | APPLE INC | $3.6M | 1.76% | 12,515 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $3.3M | 1.60% | 16,454 | 增持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $2.6M | 1.24% | 42,857 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $2.3M | 1.12% | 6,264 | 增持 |
| 12 | IWF | ISHARES TR | $1.7M | 0.82% | 13,592 | 增持 |
| 13 | RJF | RAYMOND JAMES FINL INC | $1.5M | 0.73% | 9,917 | 减持 |
| 14 | AMZN | AMAZON COM INC | $1.4M | 0.67% | 5,808 | 增持 |
| 15 | GOOGL | ALPHABET INC | $1.2M | 0.61% | 3,492 | 增持 |
| 16 | VXF | VANGUARD INDEX FDS | $1.2M | 0.60% | 5,007 | 减持 |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | $1.2M | 0.58% | 3,520 | 持平 |
| 18 | MSFT | MICROSOFT CORP | $1.2M | 0.57% | 3,166 | 增持 |
| 19 | VTWO | VANGUARD SCOTTSDALE FDS | $1.1M | 0.55% | 9,388 | 减持 |
| 20 | AVGO | BROADCOM INC | $1.1M | 0.52% | 2,861 | 增持 |
| 21 | GOOG | ALPHABET INC | $1.0M | 0.49% | 2,841 | 增持 |
| 22 | IWD | ISHARES TR | $1.0M | 0.49% | 4,154 | 减持 |
| 23 | ESGV | VANGUARD WORLD FD | $998,676 | 0.48% | 7,552 | 减持 |
| 24 | OEF | ISHARES TR | $797,597 | 0.39% | 2,180 | 持平 |
| 25 | MU | MICRON TECHNOLOGY INC | $686,803 | 0.33% | 595 | 新建仓 |
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