Hrc Wealth Management, LLC 13F 持仓 · 2026年Q2
Hrc Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 2.44 亿美元。前几大持仓：SCHG（30.99%）、SCHV（18.55%）、SCHX（14.97%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $75.8M | 30.99% | 2.2M | 减持 |
| 2 | SCHV | SCHWAB STRATEGIC TR | $45.3M | 18.55% | 1.3M | 减持 |
| 3 | SCHX | SCHWAB STRATEGIC TR | $36.6M | 14.97% | 1.2M | 减持 |
| 4 | VOT | VANGUARD INDEX FDS | $19.6M | 8.01% | 63,909 | 增持 |
| 5 | SLYG | SPDR SERIES TRUST | $9.4M | 3.84% | 78,831 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $8.7M | 3.56% | 274,610 | 增持 |
| 7 | AAPL | APPLE INC | $6.9M | 2.81% | 23,694 | 减持 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $2.5M | 1.03% | 16,084 | 减持 |
| 9 | QQQ | INVESCO QQQ TR | $2.5M | 1.02% | 3,395 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $2.4M | 0.97% | 11,827 | 增持 |
| 11 | IJR | ISHARES TR | $1.6M | 0.67% | 11,034 | 增持 |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.61% | 2 | 持平 |
| 13 | VGT | VANGUARD WORLD FD | $1.4M | 0.58% | 11,775 | 增持 |
| 14 | XLK | SELECT SECTOR SPDR TR | $1.4M | 0.56% | 7,238 | 增持 |
| 15 | VTI | VANGUARD INDEX FDS | $1.3M | 0.54% | 3,591 | 减持 |
| 16 | VXUS | VANGUARD STAR FDS | $1.2M | 0.51% | 14,568 | 增持 |
| 17 | BA | BOEING CO | $1.2M | 0.49% | 5,481 | 减持 |
| 18 | GOOG | ALPHABET INC | $1.2M | 0.47% | 3,261 | 增持 |
| 19 | FNDX | SCHWAB STRATEGIC TR | $1.0M | 0.41% | 32,254 | 增持 |
| 20 | IEFA | ISHARES TR | $991,093 | 0.41% | 10,262 | 减持 |
| 21 | IMCG | ISHARES TR | $999,351 | 0.41% | 10,166 | 减持 |
| 22 | AGG | ISHARES TR | $945,480 | 0.39% | 9,552 | 减持 |
| 23 | IVV | ISHARES TR | $957,644 | 0.39% | 1,279 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $939,732 | 0.38% | 1,878 | 减持 |
| 25 | MGC | VANGUARD WORLD FD | $938,035 | 0.38% | 3,428 | 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