Kagan Cocozza Asset Management 13F 持仓 · 2026年Q2
Kagan Cocozza Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 1.60 亿美元。前几大持仓：SPYM（15.79%）、SPAB（11.24%）、SPDW（8.85%）。本季前 25 大持仓中：增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $25.2M | 15.79% | 286,656 | 增持 |
| 2 | SPAB | SPDR SERIES TRUST | $17.9M | 11.24% | 702,691 | 增持 |
| 3 | SPDW | SPDR INDEX SHS FDS | $14.1M | 8.85% | 280,223 | 增持 |
| 4 | SPIB | SPDR SERIES TRUST | $9.2M | 5.74% | 273,730 | 减持 |
| 5 | VO | VANGUARD INDEX FDS | $9.2M | 5.73% | 113,577 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $9.1M | 5.69% | 38,355 | 增持 |
| 7 | AGG | ISHARES TR | $7.1M | 4.47% | 72,064 | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $6.3M | 3.97% | 106,055 | 增持 |
| 9 | VNQ | VANGUARD INDEX FDS | $5.6M | 3.50% | 57,936 | 增持 |
| 10 | IJR | ISHARES TR | $4.9M | 3.05% | 32,831 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 2.54% | 5,438 | 减持 |
| 12 | SPMD | SPDR SERIES TRUST | $3.9M | 2.44% | 57,678 | 减持 |
| 13 | XLK | SELECT SECTOR SPDR TR | $3.9M | 2.42% | 20,283 | 减持 |
| 14 | LLY | ELI LILLY & CO | $2.9M | 1.79% | 2,385 | 减持 |
| 15 | IVV | ISHARES TR | $2.3M | 1.45% | 3,097 | 增持 |
| 16 | AAPL | APPLE INC | $1.7M | 1.07% | 5,911 | 减持 |
| 17 | SPEM | SPDR INDEX SHS FDS | $1.4M | 0.90% | 27,876 | 减持 |
| 18 | SPSM | SPDR SERIES TRUST | $1.4M | 0.89% | 24,743 | 减持 |
| 19 | META | META PLATFORMS INC | $1.3M | 0.84% | 2,376 | 减持 |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $1.2M | 0.74% | 14,312 | 增持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.1M | 0.70% | 15,703 | 持平 |
| 22 | GOOG | ALPHABET INC | $1.1M | 0.68% | 3,093 | 减持 |
| 23 | SPYD | SPDR SERIES TRUST | $1.1M | 0.67% | 22,296 | 减持 |
| 24 | USRT | ISHARES TR | $1.0M | 0.65% | 15,576 | 减持 |
| 25 | XLI | SELECT SECTOR SPDR TR | $1.0M | 0.65% | 5,565 | 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