Marino, Stram & Associates LLC 13F 持仓 · 2026年Q2
Marino, Stram & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 202 只证券，申报市值合计 6.28 亿美元。前几大持仓：VYM（14.29%）、IVV（10.83%）、VUG（8.29%）。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 | VYM | VANGUARD WHITEHALL FDS | $89.7M | 14.29% | 567,525 | 增持 |
| 2 | IVV | ISHARES TR | $68.0M | 10.83% | 90,811 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $52.0M | 8.29% | 603,992 | 增持 |
| 4 | SDY | SPDR SERIES TRUST | $42.6M | 6.78% | 279,804 | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $39.3M | 6.26% | 180,415 | 增持 |
| 6 | IJH | ISHARES TR | $21.7M | 3.45% | 281,143 | 增持 |
| 7 | IJR | ISHARES TR | $16.3M | 2.59% | 109,652 | 减持 |
| 8 | AAPL | APPLE INC | $13.5M | 2.15% | 46,551 | 增持 |
| 9 | HFXI | NEW YORK LIFE INVESTMENTS ET | $9.3M | 1.49% | 245,335 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $9.3M | 1.48% | 28,402 | 减持 |
| 11 | QUAL | ISHARES TR | $7.8M | 1.24% | 35,333 | 增持 |
| 12 | VTI | VANGUARD INDEX FDS | $7.7M | 1.23% | 20,882 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $7.5M | 1.20% | 20,207 | 增持 |
| 14 | IMCG | ISHARES TR | $7.2M | 1.15% | 73,252 | 增持 |
| 15 | QQQ | INVESCO QQQ TR | $7.1M | 1.13% | 9,617 | 增持 |
| 16 | DGRO | ISHARES TR | $6.7M | 1.07% | 88,429 | 增持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $6.6M | 1.06% | 31,212 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.5M | 1.03% | 12,897 | 增持 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $5.6M | 0.89% | 23,714 | 增持 |
| 20 | AMZN | AMAZON COM INC | $4.9M | 0.78% | 20,572 | 增持 |
| 21 | GOOG | ALPHABET INC | $4.3M | 0.69% | 12,188 | 增持 |
| 22 | GOOGL | ALPHABET INC | $4.2M | 0.66% | 11,649 | 增持 |
| 23 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.0M | 0.63% | 70,104 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $3.7M | 0.60% | 14,721 | 增持 |
| 25 | LLY | ELI LILLY & CO | $3.7M | 0.59% | 3,091 | 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