Hofer & Associates. Inc 13F 持仓 · 2026年Q2
Hofer & Associates. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 2.07 亿美元。前几大持仓：SPYG（11.93%）、BIL（8.03%）、SPYV（6.66%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $24.7M | 11.93% | 207,313 | 减持 |
| 2 | BIL | SPDR SERIES TRUST | $16.6M | 8.03% | 181,339 | 减持 |
| 3 | SPYV | SPDR SERIES TRUST | $13.8M | 6.66% | 226,703 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $12.1M | 5.84% | 140,328 | 增持 |
| 5 | AMGN | AMGEN INC | $10.0M | 4.81% | 27,480 | 增持 |
| 6 | VCRB | VANGUARD MALVERN FDS | $7.8M | 3.75% | 100,511 | 增持 |
| 7 | STOT | SSGA ACTIVE TR | $7.5M | 3.63% | 159,481 | 增持 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $7.2M | 3.49% | 30,540 | 增持 |
| 9 | SPSM | SPDR SERIES TRUST | $6.8M | 3.30% | 118,506 | 增持 |
| 10 | VYM | VANGUARD WHITEHALL FDS | $6.6M | 3.19% | 41,734 | 增持 |
| 11 | AAPL | APPLE INC | $6.5M | 3.14% | 22,455 | 增持 |
| 12 | SCHD | SCHWAB STRATEGIC TR | $6.3M | 3.03% | 197,820 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $5.9M | 2.83% | 29,245 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 2.73% | 11,278 | 增持 |
| 15 | VO | VANGUARD INDEX FDS | $5.4M | 2.62% | 67,355 | 增持 |
| 16 | IEFA | ISHARES TR | $5.2M | 2.50% | 53,611 | 增持 |
| 17 | EFG | ISHARES TR | $5.1M | 2.47% | 41,079 | 增持 |
| 18 | IWP | ISHARES TR | $4.8M | 2.30% | 32,498 | 增持 |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $4.5M | 2.19% | 54,824 | 增持 |
| 20 | SRLN | SSGA ACTIVE ETF TR | $3.8M | 1.83% | 93,745 | 增持 |
| 21 | SPIB | SPDR SERIES TRUST | $3.7M | 1.79% | 110,527 | 增持 |
| 22 | SPYM | SPDR SERIES TRUST | $3.3M | 1.62% | 38,066 | 增持 |
| 23 | AMZN | AMAZON COM INC | $3.2M | 1.55% | 13,425 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $2.6M | 1.27% | 7,038 | 增持 |
| 25 | SHYG | ISHARES TR | $2.1M | 1.03% | 50,392 | 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