Joel Adams & Associates, Inc. 13F 持仓 · 2026年Q2
Joel Adams & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 1.56 亿美元。前几大持仓：VOO（14.31%）、AGG（12.15%）、CVLC（7.68%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $22.3M | 14.31% | 32,441 | 减持 |
| 2 | AGG | ISHARES TR | $18.9M | 12.15% | 191,138 | 增持 |
| 3 | CVLC | MORGAN STANLEY ETF TRUST | $12.0M | 7.68% | 126,566 | 增持 |
| 4 | VSGX | VANGUARD WORLD FD | $11.9M | 7.64% | 144,564 | 增持 |
| 5 | EAGG | ISHARES TR | $10.9M | 7.02% | 230,463 | 增持 |
| 6 | VTEB | VANGUARD MUN BD FDS | $10.7M | 6.86% | 211,201 | 增持 |
| 7 | IEFA | ISHARES TR | $5.6M | 3.62% | 58,417 | 增持 |
| 8 | MINT | PIMCO ETF TR | $5.3M | 3.39% | 52,430 | 增持 |
| 9 | VXUS | VANGUARD STAR FDS | $4.9M | 3.18% | 57,874 | 增持 |
| 10 | MUB | ISHARES TR | $3.3M | 2.14% | 30,985 | 增持 |
| 11 | IJH | ISHARES TR | $3.3M | 2.13% | 42,959 | 减持 |
| 12 | VO | VANGUARD INDEX FDS | $2.9M | 1.84% | 35,611 | 增持 |
| 13 | LLY | ELI LILLY & CO | $2.6M | 1.64% | 2,133 | 增持 |
| 14 | CVMC | MORGAN STANLEY ETF TRUST | $2.3M | 1.46% | 29,926 | 增持 |
| 15 | DFSU | DIMENSIONAL ETF TRUST | $2.3M | 1.46% | 48,915 | 增持 |
| 16 | IEMG | ISHARES INC | $2.3M | 1.46% | 27,460 | 减持 |
| 17 | USHY | ISHARES TR | $2.2M | 1.44% | 60,476 | 增持 |
| 18 | IJR | ISHARES TR | $2.2M | 1.42% | 14,905 | 减持 |
| 19 | BND | VANGUARD BD INDEX FDS | $2.0M | 1.31% | 27,792 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $1.7M | 1.10% | 4,646 | 增持 |
| 21 | AAPL | APPLE INC | $1.5M | 0.99% | 5,349 | 持平 |
| 22 | NEAR | ISHARES U S ETF TR | $1.4M | 0.89% | 27,473 | 增持 |
| 23 | ESGV | VANGUARD WORLD FD | $1.3M | 0.84% | 9,875 | 减持 |
| 24 | SUB | ISHARES TR | $1.1M | 0.72% | 10,539 | 增持 |
| 25 | ACWX | ISHARES TR | $888,488 | 0.57% | 11,674 | 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