Kastel Capital Advisors, LLC 13F 持仓 · 2026年Q2
Kastel Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 1.58 亿美元。前几大持仓：IVV（14.61%）、FBND（13.96%）、IXUS（10.09%）。本季前 25 大持仓中：新建仓 3 只、增持 11 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.1M | 14.61% | 35,362 | 增持 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $22.1M | 13.96% | 483,888 | 增持 |
| 3 | IXUS | ISHARES TR | $15.9M | 10.09% | 184,076 | 减持 |
| 4 | IVOO | VANGUARD ADMIRAL FDS INC | $9.6M | 6.05% | 83,696 | 增持 |
| 5 | SCHP | SCHWAB STRATEGIC TR | $7.7M | 4.88% | 289,935 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $5.9M | 3.75% | 27,602 | 增持 |
| 7 | SGOV | ISHARES TR | $5.0M | 3.19% | 50,044 | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $4.8M | 3.06% | 8,095 | 减持 |
| 9 | MUB | ISHARES TR | $4.1M | 2.59% | 38,536 | 增持 |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $3.9M | 2.45% | 41,178 | 新建仓 |
| 11 | SGOL | ETFS GOLD TR | $3.7M | 2.36% | 83,754 | 减持 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $3.7M | 2.31% | 57,114 | 减持 |
| 13 | AGG | ISHARES TR | $3.2M | 2.03% | 32,266 | 减持 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $3.1M | 1.94% | 38,679 | 增持 |
| 15 | VXUS | VANGUARD STAR FDS | $3.0M | 1.87% | 38,400 | 减持 |
| 16 | VIOO | VANGUARD ADMIRAL FDS INC | $2.8M | 1.75% | 24,136 | 增持 |
| 17 | QUAL | ISHARES TR | $2.6M | 1.68% | 13,814 | 减持 |
| 18 | DYNF | BLACKROCK ETF TRUST | $2.6M | 1.64% | 44,692 | 新建仓 |
| 19 | SCHB | SCHWAB STRATEGIC TR | $2.6M | 1.62% | 102,003 | 减持 |
| 20 | EMGF | ISHARES INC | $2.5M | 1.59% | 41,526 | 减持 |
| 21 | IBMP | ISHARES TR | $1.9M | 1.21% | 74,959 | 增持 |
| 22 | VYM | VANGUARD WHITEHALL FDS | $1.9M | 1.19% | 12,734 | 增持 |
| 23 | IBMO | ISHARES TR | $1.8M | 1.16% | 71,546 | 减持 |
| 24 | FLDR | FIDELITY MERRIMACK STR TR | $1.7M | 1.08% | 34,048 | 新建仓 |
| 25 | FENI | FIDELITY COVINGTON TRUST | $1.6M | 0.98% | 41,763 | 持平 |
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