Mason & Associates Inc 13F 持仓 · 2026年Q2
Mason & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 161 只证券，申报市值合计 6.19 亿美元。前几大持仓：IWB（10.99%）、RECS（7.05%）、DFUS（6.37%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $68.0M | 10.99% | 166,139 | 增持 |
| 2 | RECS | COLUMBIA ETF TR I | $43.6M | 7.05% | 1.0M | 减持 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $39.5M | 6.37% | 481,535 | 减持 |
| 4 | SMH | VANECK ETF TRUST | $25.7M | 4.16% | 39,237 | 减持 |
| 5 | HFXI | NEW YORK LIFE INVESTMENTS ET | $24.9M | 4.02% | 653,490 | 减持 |
| 6 | AVDE | AMERICAN CENTY ETF TR | $24.3M | 3.93% | 272,600 | 增持 |
| 7 | JAAA | JANUS DETROIT STR TR | $18.8M | 3.04% | 372,620 | 增持 |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $18.3M | 2.96% | 231,559 | 增持 |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | $17.9M | 2.88% | 247,077 | 新建仓 |
| 10 | SJNK | SPDR SERIES TRUST | $15.9M | 2.57% | 634,715 | 增持 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $14.2M | 2.29% | 24,403 | 减持 |
| 12 | AVEM | AMERICAN CENTY ETF TR | $13.7M | 2.21% | 141,979 | 增持 |
| 13 | UYLD | ANGEL OAK FUNDS TRUST | $13.7M | 2.21% | 268,513 | 增持 |
| 14 | GPIX | GOLDMAN SACHS ETF TR | $12.5M | 2.01% | 224,343 | 减持 |
| 15 | AAPL | APPLE INC | $12.4M | 2.00% | 42,888 | 增持 |
| 16 | USFR | WISDOMTREE TR | $12.0M | 1.94% | 238,592 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $11.6M | 1.88% | 58,055 | 减持 |
| 18 | VOX | VANGUARD WORLD FD | $10.8M | 1.74% | 58,465 | 增持 |
| 19 | URA | GLOBAL X FDS | $10.4M | 1.68% | 237,713 | 减持 |
| 20 | BAR | GRANITESHARES GOLD TR | $8.2M | 1.32% | 206,312 | 增持 |
| 21 | TSLA | TESLA INC | $7.9M | 1.28% | 18,813 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.9M | 1.12% | 13,824 | 增持 |
| 23 | VO | VANGUARD INDEX FDS | $6.8M | 1.10% | 84,183 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $6.7M | 1.09% | 18,070 | 增持 |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $6.7M | 1.08% | 131,826 | 新建仓 |
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