Madison Park Capital Advisors, LLC 13F 持仓 · 2026年Q2
Madison Park Capital Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 65 只证券,申报市值合计 1.40 亿美元。前几大持仓:VXUS(7.77%)、VUG(7.49%)、SPY(6.95%)。本季前 25 大持仓中:增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $10.9M | 7.77% | 127,551 | 减持 |
| 2 | VUG | VANGUARD GROWTH ETF | $10.5M | 7.49% | 122,053 | 增持 |
| 3 | SPY | STATE STREET SPDR S&P 500 ETF | $9.8M | 6.95% | 13,068 | 增持 |
| 4 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $8.0M | 5.69% | 176,015 | 增持 |
| 5 | XLP | APPLE INC COM | $7.5M | 5.35% | 25,948 | 减持 |
| 6 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $7.5M | 5.33% | 10,644 | 增持 |
| 7 | AAPL | MICROSOFT CORP COM | $7.2M | 5.16% | 19,397 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6.0M | 4.25% | 11,918 | 减持 |
| 9 | MSFT | ISHARES CORE S&P SMALL CAP ETF | $5.7M | 4.09% | 38,705 | 增持 |
| 10 | IJR | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $4.7M | 3.32% | 56,147 | 增持 |
| 11 | AMLP | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $4.6M | 3.30% | 25,034 | 减持 |
| 12 | XLI | ALERIAN MLP ETF | $4.1M | 2.94% | 79,707 | 增持 |
| 13 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $3.7M | 2.64% | 69,225 | 减持 |
| 14 | COWZ | INVESCO QQQ TRUST SERIES I | $3.7M | 2.62% | 4,985 | 减持 |
| 15 | ARKK | ARK INNOVATION ETF | $3.5M | 2.51% | 43,544 | 增持 |
| 16 | QQQ | PACER US CASH COWS 100 ETF | $3.5M | 2.47% | 55,764 | 增持 |
| 17 | DIA | AMAZON COM INC COM | $2.9M | 2.06% | 12,109 | 增持 |
| 18 | AMZN | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2.8M | 2.02% | 5,434 | 减持 |
| 19 | VOO | VANGUARD S&P 500 ETF | $2.5M | 1.76% | 3,606 | 增持 |
| 20 | SCHM | SCHWAB U.S. MID-CAP ETF | $2.4M | 1.71% | 65,084 | 增持 |
| 21 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.4M | 1.68% | 65,085 | 减持 |
| 22 | BX | ISHARES U.S. CONSUMER STAPLES ETF | $2.3M | 1.65% | 31,849 | 增持 |
| 23 | VIG | BLACKSTONE INC COM | $1.9M | 1.36% | 16,237 | 增持 |
| 24 | RSP | VANGUARD DIVIDEND APPRECIATION ETF | $1.9M | 1.33% | 7,887 | 增持 |
| 25 | FBTC | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.4M | 1.02% | 6,744 | 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