Hoge Financial Services, LLC 13F 持仓 · 2026年Q2
Hoge Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 2.09 亿美元。前几大持仓：IWB（21.86%）、BIV（13.42%）、VT（9.48%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $45.7M | 21.86% | 111,486 | 减持 |
| 2 | BIV | VANGUARD BD INDEX FDS | $28.0M | 13.42% | 365,539 | 增持 |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $19.8M | 9.48% | 126,119 | 减持 |
| 4 | VTV | VANGUARD INDEX FDS | $14.6M | 6.97% | 66,802 | 减持 |
| 5 | VB | VANGUARD INDEX FDS | $12.2M | 5.84% | 40,272 | 减持 |
| 6 | EFA | ISHARES TR | $11.4M | 5.43% | 109,261 | 增持 |
| 7 | FLOT | ISHARES TR | $11.0M | 5.27% | 215,695 | 增持 |
| 8 | EEM | ISHARES TR | $5.5M | 2.62% | 79,901 | 减持 |
| 9 | IFRA | ISHARES TR | $4.2M | 1.99% | 65,856 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $3.9M | 1.85% | 19,315 | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $3.6M | 1.72% | 41,694 | 增持 |
| 12 | QCOM | QUALCOMM INC | $3.3M | 1.60% | 18,047 | 增持 |
| 13 | MUB | ISHARES TR | $2.8M | 1.34% | 25,925 | 减持 |
| 14 | IDEV | ISHARES TR | $2.7M | 1.29% | 30,199 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $2.6M | 1.25% | 7,024 | 减持 |
| 16 | AAPL | APPLE INC | $2.2M | 1.05% | 7,616 | 增持 |
| 17 | META | META PLATFORMS INC | $2.1M | 1.02% | 3,791 | 增持 |
| 18 | GOOGL | ALPHABET INC | $1.5M | 0.70% | 4,116 | 增持 |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.4M | 0.68% | 2,973 | 增持 |
| 20 | VBR | VANGUARD INDEX FDS | $1.2M | 0.59% | 5,048 | 减持 |
| 21 | AMZN | AMAZON COM INC | $1.2M | 0.57% | 4,962 | 增持 |
| 22 | IGF | ISHARES TR | $1.2M | 0.55% | 17,378 | 减持 |
| 23 | ROK | ROCKWELL AUTOMATION INC | $1.1M | 0.53% | 2,215 | 增持 |
| 24 | MFC | MANULIFE FINL CORP | $1.1M | 0.52% | 26,939 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $1.1M | 0.52% | 1,588 | 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