John Boyer, Inc. 13F 持仓 · 2026年Q2
John Boyer 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.15 亿美元。前几大持仓：SCHB（29.98%）、VGT（13.52%）、IJR（7.25%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $34.6M | 29.98% | 1.2M | 增持 |
| 2 | VGT | VANGUARD WORLD FD | $15.6M | 13.52% | 130,456 | 增持 |
| 3 | IJR | ISHARES TR | $8.4M | 7.25% | 56,354 | 增持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $7.9M | 6.84% | 33,328 | 增持 |
| 5 | GLD | SPDR GOLD TR | $7.9M | 6.82% | 96,684 | 增持 |
| 6 | SCHX | SCHWAB STRATEGIC TR | $4.4M | 3.84% | 150,324 | 减持 |
| 7 | SCHA | SCHWAB STRATEGIC TR | $3.9M | 3.34% | 106,705 | 减持 |
| 8 | SCHM | SCHWAB STRATEGIC TR | $3.7M | 3.21% | 100,330 | 减持 |
| 9 | MO | ALTRIA GROUP INC | $3.0M | 2.59% | 41,560 | 增持 |
| 10 | AAPL | APPLE INC | $3.0M | 2.58% | 10,274 | 减持 |
| 11 | BEN | FRANKLIN RESOURCES INC | $2.3M | 1.99% | 68,964 | 增持 |
| 12 | AMZN | AMAZON COM INC | $2.2M | 1.89% | 9,146 | 增持 |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $2.1M | 1.86% | 50,590 | 增持 |
| 14 | D | DOMINION ENERGY INC | $1.7M | 1.43% | 24,158 | 增持 |
| 15 | PFE | PFIZER INC | $1.6M | 1.43% | 68,297 | 增持 |
| 16 | VYM | VANGUARD WHITEHALL FDS | $1.4M | 1.20% | 8,738 | 减持 |
| 17 | SCHV | SCHWAB STRATEGIC TR | $1.3M | 1.14% | 37,875 | 减持 |
| 18 | KLAC | KLA CORP | $1.2M | 1.01% | 3,859 | 增持 |
| 19 | IJH | ISHARES TR | $969,884 | 0.84% | 12,582 | 减持 |
| 20 | ORI | OLD REP INTL CORP | $882,582 | 0.77% | 21,568 | 增持 |
| 21 | XLU | SELECT SECTOR SPDR TR | $843,884 | 0.73% | 18,613 | 增持 |
| 22 | ABBV | ABBVIE INC | $826,906 | 0.72% | 3,287 | 增持 |
| 23 | SCHF | SCHWAB STRATEGIC TR | $553,717 | 0.48% | 19,988 | 增持 |
| 24 | DUK | DUKE ENERGY CORP NEW | $500,265 | 0.43% | 3,953 | 增持 |
| 25 | PG | PROCTER & GAMBLE CO | $499,635 | 0.43% | 3,406 | 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