Hopwood Nicholas Hunter 13F 持仓 · 2026年Q2
Hopwood Nicholas Hunter 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 131 只证券,申报市值合计 3.65 亿美元。前几大持仓:VUG(6.20%)、VEA(6.04%)、SPYM(4.82%)。本季前 25 大持仓中:增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $22.6M | 6.20% | 262,180 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $22.0M | 6.04% | 308,894 | 增持 |
| 3 | SPYM | SPDR SERIES TRUST | $17.6M | 4.82% | 199,881 | 增持 |
| 4 | BBUS | J P MORGAN EXCHANGE TRADED F | $17.5M | 4.81% | 130,148 | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $17.3M | 4.73% | 79,163 | 增持 |
| 6 | BOND | PIMCO ETF TR | $14.8M | 4.05% | 160,276 | 增持 |
| 7 | PYLD | PIMCO ETF TR | $12.2M | 3.36% | 461,330 | 增持 |
| 8 | CGBL | CAPITAL GROUP CORE BALANCED | $11.0M | 3.01% | 288,664 | 增持 |
| 9 | AOA | ISHARES TR | $10.1M | 2.77% | 103,374 | 增持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $7.7M | 2.12% | 129,401 | 增持 |
| 11 | AOR | ISHARES TR | $7.6M | 2.09% | 109,627 | 减持 |
| 12 | VTI | VANGUARD INDEX FDS | $7.6M | 2.08% | 20,501 | 减持 |
| 13 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $6.7M | 1.85% | 158,961 | 增持 |
| 14 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $6.6M | 1.81% | 175,686 | 增持 |
| 15 | DYNF | BLACKROCK ETF TRUST | $6.1M | 1.68% | 90,074 | 减持 |
| 16 | IVW | ISHARES TR | $5.9M | 1.62% | 42,933 | 增持 |
| 17 | ACWX | ISHARES TR | $5.7M | 1.56% | 74,935 | 增持 |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | $5.6M | 1.53% | 115,463 | 增持 |
| 19 | IVE | ISHARES TR | $5.5M | 1.52% | 24,417 | 减持 |
| 20 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.4M | 1.47% | 108,680 | 增持 |
| 21 | BSV | VANGUARD BD INDEX FDS | $5.3M | 1.46% | 68,194 | 增持 |
| 22 | JIRE | J P MORGAN EXCHANGE TRADED F | $5.0M | 1.39% | 61,202 | 增持 |
| 23 | VB | VANGUARD INDEX FDS | $4.9M | 1.35% | 16,229 | 增持 |
| 24 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $4.7M | 1.28% | 132,891 | 增持 |
| 25 | JPIE | J P MORGAN EXCHANGE TRADED F | $4.3M | 1.18% | 93,644 | 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