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Kopp Family Office, LLC 13F 持仓 · 2026年Q2

Kopp Family Office 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 29 只证券,申报市值合计 1.63 亿美元。前几大持仓:AGG(20.48%)、VEA(19.17%)、RSP(13.92%)。本季前 25 大持仓中:新建仓 7 只、增持 9 只、减持 7 只。

排名代码公司市值占组合股数变动
1AGGISHARES TR$33.4M20.48%337,533增持
2VEAVANGUARD TAX-MANAGED FDS$31.3M19.17%439,108减持
3RSPINVESCO EXCHANGE TRADED FD T$22.7M13.92%106,723增持
4SPYSTATE STR SPDR S&P 500 ETF T$22.5M13.80%30,163增持
5VWOVANGUARD INTL EQUITY INDEX F$13.4M8.22%224,815减持
6IJHISHARES TR$10.8M6.62%140,050增持
7XMTRXOMETRY INC$3.4M2.11%35,616减持
8ATECALPHATEC HLDGS INC$2.8M1.74%328,963增持
9WKWORKIVA INC$2.7M1.66%55,807减持
10XLUSELECT SECTOR SPDR TR$2.7M1.65%59,245新建仓
11TCMDTACTILE SYS TECHNOLOGY INC$2.5M1.52%83,153减持
12MANHMANHATTAN ASSOCIATES INC$2.3M1.40%16,347增持
13VCELVERICEL CORP$2.3M1.39%51,053减持
14NTNXNUTANIX INC$2.2M1.36%43,481增持
15MSFTMICROSOFT CORP$1.9M1.14%4,986增持
16HWKNHAWKINS INC$1.7M1.01%11,636减持
17SHOPSHOPIFY INC$1.3M0.83%11,803新建仓
18UTIUNIVERSAL TECHNICAL INST INC$726,7480.45%16,992新建仓
19LINCLINCOLN EDL SVCS CORP$714,8670.44%14,326新建仓
20CBLLCERIBELL INC$671,8030.41%34,540新建仓
21FNFABRINET$350,1760.21%623新建仓
22FPSFORGENT POWER SOLUTIONS INC$340,9690.21%6,104新建仓
23IVVISHARES TR$164,0070.10%219增持
24ISTBISHARES TR$104,8470.06%2,173持平
25IAGGISHARES TR$42,4530.03%839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