Hillcrest Wealth Advisors - NY, LLC 13F 持仓 · 2026年Q2
Hillcrest Wealth Advisors - NY 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 2.79 亿美元。前几大持仓：VOO（23.79%）、IWM（8.93%）、VEA（7.49%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $66.5M | 23.79% | 96,774 | 减持 |
| 2 | IWM | ISHARES TR | $24.9M | 8.93% | 83,009 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $20.9M | 7.49% | 293,551 | 减持 |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $16.3M | 5.84% | 194,800 | 增持 |
| 5 | IWN | ISHARES TR | $15.5M | 5.55% | 70,047 | 减持 |
| 6 | IWO | ISHARES TR | $15.1M | 5.41% | 38,392 | 减持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $13.0M | 4.67% | 17,458 | 减持 |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $11.6M | 4.14% | 140,081 | 增持 |
| 9 | AGG | ISHARES TR | $10.1M | 3.62% | 102,330 | 增持 |
| 10 | TIP | ISHARES TR | $10.0M | 3.58% | 91,445 | 增持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $8.6M | 3.06% | 143,416 | 减持 |
| 12 | STIP | ISHARES TR | $6.1M | 2.18% | 59,736 | 增持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.7M | 2.06% | 11,486 | 持平 |
| 14 | IWD | ISHARES TR | $5.8M | 2.06% | 23,738 | 减持 |
| 15 | VTV | VANGUARD INDEX FDS | $4.9M | 1.75% | 22,500 | 持平 |
| 16 | VUG | VANGUARD INDEX FDS | $4.7M | 1.68% | 54,600 | 增持 |
| 17 | IWF | ISHARES TR | $4.4M | 1.59% | 35,800 | 增持 |
| 18 | IWB | ISHARES TR | $3.1M | 1.12% | 7,625 | 减持 |
| 19 | DBEF | DBX ETF TR | $2.3M | 0.83% | 42,459 | 减持 |
| 20 | SDY | SPDR SERIES TRUST | $2.1M | 0.77% | 14,100 | 减持 |
| 21 | SLV | ISHARES SILVER TR | $2.1M | 0.73% | 38,365 | 增持 |
| 22 | JNK | SPDR SERIES TRUST | $1.9M | 0.66% | 19,240 | 增持 |
| 23 | XLF | SELECT SECTOR SPDR TR | $1.8M | 0.66% | 34,445 | 减持 |
| 24 | FXI | ISHARES TR | $1.7M | 0.61% | 53,775 | 增持 |
| 25 | GE | GE AEROSPACE | $1.6M | 0.56% | 4,171 | 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