Kavar Capital Partners Group, LLC 13F 持仓 · 2026年Q2
Kavar Capital Partners Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 204 只证券,申报市值合计 8.12 亿美元。前几大持仓:SCHX(6.40%)、FNDX(6.33%)、AAPL(5.40%)。本季前 25 大持仓中:增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $52.0M | 6.40% | 1.8M | 增持 |
| 2 | FNDX | SCHWAB STRATEGIC TR | $51.3M | 6.33% | 1.7M | 增持 |
| 3 | AAPL | APPLE INC | $43.8M | 5.40% | 151,324 | 减持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $42.6M | 5.25% | 1.5M | 增持 |
| 5 | GOOGL | ALPHABET INC | $35.4M | 4.36% | 98,917 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $32.3M | 3.98% | 161,272 | 增持 |
| 7 | CAT | CATERPILLAR INC | $25.2M | 3.11% | 23,665 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $20.9M | 2.58% | 42,370 | 增持 |
| 9 | AVEM | AMERICAN CENTY ETF TR | $17.5M | 2.15% | 180,897 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $16.2M | 2.00% | 43,548 | 增持 |
| 11 | AVUV | AMERICAN CENTY ETF TR | $16.1M | 1.98% | 129,081 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $14.6M | 1.79% | 44,470 | 增持 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $14.5M | 1.79% | 28,923 | 增持 |
| 14 | SCHM | SCHWAB STRATEGIC TR | $13.9M | 1.71% | 376,253 | 增持 |
| 15 | ABBV | ABBVIE INC | $11.8M | 1.46% | 47,061 | 增持 |
| 16 | JNJ | JOHNSON & JOHNSON | $11.1M | 1.36% | 43,615 | 减持 |
| 17 | AVDV | AMERICAN CENTY ETF TR | $10.8M | 1.33% | 104,566 | 增持 |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $10.4M | 1.29% | 49,105 | 减持 |
| 19 | SCHA | SCHWAB STRATEGIC TR | $10.5M | 1.29% | 289,888 | 增持 |
| 20 | VUG | VANGUARD INDEX FDS | $10.5M | 1.29% | 121,681 | 增持 |
| 21 | ORLY | OREILLY AUTOMOTIVE INC | $10.3M | 1.27% | 112,322 | 增持 |
| 22 | AVLV | AMERICAN CENTY ETF TR | $9.9M | 1.22% | 108,993 | 增持 |
| 23 | PG | PROCTER & GAMBLE CO | $9.8M | 1.20% | 66,498 | 增持 |
| 24 | WMT | WALMART INC | $9.6M | 1.18% | 84,577 | 增持 |
| 25 | AMZN | AMAZON COM INC | $9.4M | 1.15% | 39,319 | 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