Joel Isaacson & Co., LLC 13F 持仓 · 2026年Q2
Joel Isaacson & Co. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 479 只证券，申报市值合计 34.55 亿美元。前几大持仓：SDY（12.75%）、VIG（9.39%）、VTI（5.73%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SDY | SPDR SERIES TRUST | $440.5M | 12.75% | 2.9M | 增持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $324.5M | 9.39% | 1.4M | 增持 |
| 3 | VTI | VANGUARD INDEX FDS | $197.9M | 5.73% | 534,699 | 增持 |
| 4 | GOOGL | ALPHABET INC | $184.4M | 5.34% | 515,976 | 增持 |
| 5 | GOOG | ALPHABET INC | $172.0M | 4.98% | 486,768 | 减持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $166.5M | 4.82% | 1.1M | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $155.8M | 4.51% | 1.9M | 增持 |
| 8 | AAPL | APPLE INC | $132.7M | 3.84% | 458,534 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $101.3M | 2.93% | 135,617 | 增持 |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | $75.1M | 2.17% | 908,664 | 增持 |
| 11 | VB | VANGUARD INDEX FDS | $66.5M | 1.93% | 219,403 | 增持 |
| 12 | IJK | ISHARES TR | $58.9M | 1.70% | 501,110 | 增持 |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $57.6M | 1.67% | 823,931 | 增持 |
| 14 | VXUS | VANGUARD STAR FDS | $54.2M | 1.57% | 633,831 | 增持 |
| 15 | AMZN | AMAZON COM INC | $45.4M | 1.32% | 190,668 | 增持 |
| 16 | VUG | VANGUARD INDEX FDS | $45.1M | 1.30% | 523,090 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $44.6M | 1.29% | 119,469 | 增持 |
| 18 | XLK | SELECT SECTOR SPDR TR | $37.1M | 1.07% | 194,523 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $33.2M | 0.96% | 166,062 | 增持 |
| 20 | META | META PLATFORMS INC | $30.7M | 0.89% | 54,477 | 减持 |
| 21 | ESGU | ISHARES TR | $29.3M | 0.85% | 178,905 | 增持 |
| 22 | VOO | VANGUARD INDEX FDS | $28.6M | 0.83% | 41,683 | 减持 |
| 23 | QQQ | INVESCO QQQ TR | $27.8M | 0.80% | 37,699 | 增持 |
| 24 | VTEI | VANGUARD MUN BD FDS | $24.3M | 0.70% | 240,333 | 增持 |
| 25 | VYMI | VANGUARD WHITEHALL FDS | $22.9M | 0.66% | 233,051 | 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