Madden Advisory Services, Inc. 13F 持仓 · 2026年Q2
Madden Advisory Services 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 110 只证券,申报市值合计 2.79 亿美元。前几大持仓:VOO(7.35%)、VGT(7.29%)、SCHB(6.19%)。本季前 25 大持仓中:增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $20.5M | 7.35% | 29,840 | 减持 |
| 2 | VGT | VANGUARD WORLD FD | $20.3M | 7.29% | 169,988 | 增持 |
| 3 | SCHB | SCHWAB STRATEGIC TR | $17.3M | 6.19% | 595,799 | 减持 |
| 4 | VTV | VANGUARD INDEX FDS | $14.9M | 5.33% | 68,169 | 增持 |
| 5 | EFA | ISHARES TR | $11.0M | 3.93% | 105,547 | 增持 |
| 6 | IBDR | ISHARES TR | $7.9M | 2.83% | 325,410 | 减持 |
| 7 | SCHX | SCHWAB STRATEGIC TR | $7.3M | 2.60% | 246,436 | 减持 |
| 8 | IBDS | ISHARES TR | $6.7M | 2.42% | 278,182 | 减持 |
| 9 | IAU | ISHARES GOLD TR | $6.7M | 2.40% | 88,555 | 增持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $6.7M | 2.40% | 181,685 | 增持 |
| 11 | VHT | VANGUARD WORLD FD | $6.4M | 2.29% | 21,316 | 增持 |
| 12 | VXUS | VANGUARD STAR FDS | $6.3M | 2.26% | 73,824 | 减持 |
| 13 | SCHG | SCHWAB STRATEGIC TR | $6.2M | 2.22% | 183,325 | 减持 |
| 14 | QQQ | INVESCO QQQ TR | $5.5M | 1.98% | 7,501 | 减持 |
| 15 | SHYG | ISHARES TR | $5.2M | 1.87% | 123,071 | 增持 |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $5.2M | 1.87% | 65,868 | 增持 |
| 17 | VDC | VANGUARD WORLD FD | $5.2M | 1.86% | 23,035 | 增持 |
| 18 | SCHI | SCHWAB STRATEGIC TR | $5.1M | 1.83% | 224,990 | 减持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $5.0M | 1.80% | 6,725 | 减持 |
| 20 | IJR | ISHARES TR | $4.6M | 1.66% | 31,306 | 减持 |
| 21 | VCR | VANGUARD WORLD FD | $3.9M | 1.41% | 9,909 | 减持 |
| 22 | IBDT | ISHARES TR | $3.9M | 1.39% | 153,604 | 减持 |
| 23 | VTI | VANGUARD INDEX FDS | $3.8M | 1.35% | 10,185 | 减持 |
| 24 | VIS | VANGUARD WORLD FD | $3.5M | 1.24% | 9,577 | 增持 |
| 25 | STIP | ISHARES TR | $3.4M | 1.23% | 33,682 | 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