HighRoad Wealth Advisors, LLC 13F 持仓 · 2026年Q2
HighRoad Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 1.19 亿美元。前几大持仓：VOO（29.89%）、BIL（10.57%）、QQQ（10.31%）。本季前 25 大持仓中：增持 10 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $35.5M | 29.89% | 51,626 | 增持 |
| 2 | BIL | SPDR SERIES TRUST | $12.5M | 10.57% | 136,787 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $12.2M | 10.31% | 16,600 | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $10.3M | 8.71% | 144,925 | 增持 |
| 5 | IVV | ISHARES TR | $9.3M | 7.86% | 12,450 | 减持 |
| 6 | VB | VANGUARD INDEX FDS | $8.3M | 7.01% | 27,426 | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $8.3M | 6.97% | 102,596 | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $3.7M | 3.13% | 62,115 | 增持 |
| 9 | EFA | ISHARES TR | $1.6M | 1.34% | 15,301 | 减持 |
| 10 | LLY | ELI LILLY & CO | $1.3M | 1.09% | 1,078 | 持平 |
| 11 | PATK | PATRICK INDS INC | $1.3M | 1.08% | 14,300 | 持平 |
| 12 | AAPL | APPLE INC | $1.2M | 1.00% | 4,117 | 减持 |
| 13 | CMI | CUMMINS INC | $1.2M | 0.99% | 1,650 | 持平 |
| 14 | CAT | CATERPILLAR INC | $995,682 | 0.84% | 935 | 持平 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $984,043 | 0.83% | 4,159 | 减持 |
| 16 | VGT | VANGUARD WORLD FD | $975,428 | 0.82% | 8,161 | 增持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $839,004 | 0.71% | 1,124 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $736,559 | 0.62% | 1,975 | 减持 |
| 19 | EWX | SPDR INDEX SHS FDS | $650,171 | 0.55% | 8,750 | 持平 |
| 20 | TSLA | TESLA INC | $644,605 | 0.54% | 1,533 | 持平 |
| 21 | IJR | ISHARES TR | $596,520 | 0.50% | 4,022 | 减持 |
| 22 | EEM | ISHARES TR | $576,311 | 0.49% | 8,424 | 减持 |
| 23 | TJX | TJX COS INC NEW | $568,125 | 0.48% | 3,750 | 持平 |
| 24 | IJH | ISHARES TR | $521,114 | 0.44% | 6,758 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $486,390 | 0.41% | 1,314 | 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