Hapanowicz & Associates Financial Services, Inc 13F 持仓 · 2026年Q2
Hapanowicz & Associates Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 3.21 亿美元。前几大持仓：VONG（21.11%）、VONV（20.33%）、SPY（13.74%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $67.9M | 21.11% | 531,074 | 增持 |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | $65.4M | 20.33% | 614,885 | 减持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $44.2M | 13.74% | 59,158 | 增持 |
| 4 | UTWO | RBB FD INC | $35.5M | 11.04% | 740,232 | 新建仓 |
| 5 | SCHR | SCHWAB STRATEGIC TR | $34.5M | 10.72% | 1.4M | 减持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $21.2M | 6.60% | 89,640 | 增持 |
| 7 | VOT | VANGUARD INDEX FDS | $9.4M | 2.92% | 30,605 | 增持 |
| 8 | VONE | VANGUARD SCOTTSDALE FDS | $7.3M | 2.26% | 21,485 | 减持 |
| 9 | FYX | FIRST TR EXCHANGE-TRADED ALP | $6.0M | 1.87% | 41,586 | 减持 |
| 10 | ACWX | ISHARES TR | $4.7M | 1.45% | 61,108 | 减持 |
| 11 | IWS | ISHARES TR | $3.6M | 1.12% | 21,935 | 减持 |
| 12 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $2.5M | 0.79% | 103,845 | 增持 |
| 13 | OSK | OSHKOSH CORP | $2.0M | 0.63% | 13,202 | 新建仓 |
| 14 | AMZN | AMAZON COM INC | $1.6M | 0.50% | 6,721 | 持平 |
| 15 | GOOG | ALPHABET INC | $1.6M | 0.50% | 4,541 | 减持 |
| 16 | DIA | STATE STR SPDR DOW JONES IND | $1.6M | 0.49% | 3,009 | 减持 |
| 17 | IWR | ISHARES TR | $1.6M | 0.49% | 14,146 | 减持 |
| 18 | AAPL | APPLE INC | $1.2M | 0.36% | 4,042 | 减持 |
| 19 | AMAT | APPLIED MATLS INC | $1.1M | 0.35% | 1,577 | 持平 |
| 20 | GLD | SPDR GOLD TR | $1.1M | 0.33% | 2,856 | 增持 |
| 21 | GOOGL | ALPHABET INC | $1.1M | 0.33% | 2,968 | 持平 |
| 22 | NVDA | NVIDIA CORPORATION | $996,047 | 0.31% | 4,978 | 增持 |
| 23 | PNC | PNC FINL SVCS GROUP INC | $726,105 | 0.23% | 2,949 | 持平 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $690,037 | 0.21% | 1,379 | 持平 |
| 25 | LMT | LOCKHEED MARTIN CORP | $614,409 | 0.19% | 1,206 | 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