Hudson Oak Wealth Advisory LLC 13F 持仓 · 2026年Q2
Hudson Oak Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 1.30 亿美元。前几大持仓：VOO（9.62%）、IEFA（9.03%）、DDOG（8.14%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $12.5M | 9.62% | 18,165 | 增持 |
| 2 | IEFA | ISHARES TR | $11.7M | 9.03% | 121,238 | 增持 |
| 3 | DDOG | DATADOG INC | $10.6M | 8.14% | 40,528 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $7.1M | 5.46% | 99,374 | 减持 |
| 5 | QUAL | ISHARES TR | $5.1M | 3.93% | 23,235 | 减持 |
| 6 | IJH | ISHARES TR | $4.6M | 3.55% | 59,757 | 减持 |
| 7 | VTV | VANGUARD INDEX FDS | $4.6M | 3.52% | 20,970 | 减持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $4.6M | 3.51% | 76,239 | 增持 |
| 9 | AGG | ISHARES TR | $4.4M | 3.36% | 44,053 | 增持 |
| 10 | AVLV | AMERICAN CENTY ETF TR | $4.1M | 3.15% | 44,804 | 增持 |
| 11 | ICSH | ISHARES TR | $4.1M | 3.14% | 80,420 | 增持 |
| 12 | AVUV | AMERICAN CENTY ETF TR | $4.0M | 3.09% | 32,134 | 减持 |
| 13 | MTUM | ISHARES TR | $3.5M | 2.71% | 10,235 | 减持 |
| 14 | SUB | ISHARES TR | $3.0M | 2.32% | 28,307 | 减持 |
| 15 | BIL | SPDR SERIES TRUST | $2.9M | 2.22% | 31,463 | 减持 |
| 16 | SPTS | SPDR SERIES TRUST | $2.7M | 2.10% | 93,896 | 增持 |
| 17 | GLDM | WORLD GOLD TR | $2.6M | 2.04% | 33,285 | 减持 |
| 18 | USMV | ISHARES TR | $2.5M | 1.91% | 25,623 | 增持 |
| 19 | ACWV | ISHARES INC | $2.4M | 1.84% | 19,825 | 增持 |
| 20 | IEMG | ISHARES INC | $2.4M | 1.84% | 28,786 | 减持 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $2.4M | 1.83% | 11,154 | 增持 |
| 22 | IJR | ISHARES TR | $2.4M | 1.82% | 15,904 | 减持 |
| 23 | AVDV | AMERICAN CENTY ETF TR | $2.2M | 1.70% | 21,329 | 减持 |
| 24 | MUB | ISHARES TR | $2.1M | 1.61% | 19,351 | 增持 |
| 25 | IVV | ISHARES TR | $1.9M | 1.44% | 2,497 | 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