InvesTrust 13F 持仓 · 2026年Q2
InvesTrust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 95 只证券，申报市值合计 2.60 亿美元。前几大持仓：VEA（6.37%）、IBDS（3.30%）、IJJ（3.24%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $16.6M | 6.37% | 232,340 | 增持 |
| 2 | IBDS | ISHARES TR | $8.6M | 3.30% | 353,843 | 增持 |
| 3 | IJJ | ISHARES TR | $8.4M | 3.24% | 57,033 | 减持 |
| 4 | IBDT | ISHARES TR | $8.4M | 3.23% | 332,478 | 增持 |
| 5 | IBDR | ISHARES TR | $7.7M | 2.96% | 317,326 | 减持 |
| 6 | AAPL | APPLE INC COM | $7.4M | 2.83% | 25,406 | 减持 |
| 7 | IBDU | ISHARES TR | $7.2M | 2.76% | 309,429 | 增持 |
| 8 | IWO | ISHARES TR | $6.9M | 2.67% | 17,580 | 减持 |
| 9 | MSFT | MICROSOFT CORP COM | $6.8M | 2.60% | 18,109 | 减持 |
| 10 | IJK | ISHARES TR | $6.7M | 2.59% | 57,284 | 减持 |
| 11 | LLY | ELI LILLY & CO COM | $6.7M | 2.57% | 5,576 | 减持 |
| 12 | JPM | JPMORGAN CHASE & CO. COM | $6.4M | 2.47% | 19,579 | 减持 |
| 13 | IJH | ISHARES TR | $6.4M | 2.46% | 82,892 | 减持 |
| 14 | IWN | ISHARES TR | $6.2M | 2.40% | 28,181 | 减持 |
| 15 | INTC | INTEL CORP COM | $6.1M | 2.33% | 43,339 | 减持 |
| 16 | IBDV | ISHARES TR | $5.7M | 2.21% | 262,812 | 增持 |
| 17 | CSCO | CISCO SYS INC COM | $5.3M | 2.03% | 44,879 | 减持 |
| 18 | XOM | EXXONMOBIL HOLDINGS CORP | $5.0M | 1.93% | 36,755 | 新建仓 |
| 19 | JNJ | JOHNSON & JOHNSON COM | $4.5M | 1.73% | 17,721 | 减持 |
| 20 | NTRS | NORTHERN TR CORP COM | $4.1M | 1.59% | 23,790 | 减持 |
| 21 | IJS | ISHARES TR | $4.0M | 1.54% | 29,311 | 减持 |
| 22 | IWF | ISHARES TR | $3.8M | 1.47% | 30,824 | 增持 |
| 23 | NUE | NUCOR CORP COM | $3.7M | 1.42% | 16,608 | 减持 |
| 24 | MCD | MCDONALDS CORP COM | $3.4M | 1.29% | 12,445 | 减持 |
| 25 | PM | PHILIP MORRIS INTL INC COM | $3.3M | 1.27% | 18,261 | 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