Mb, Levis & Associates, LLC 13F 持仓 · 2026年Q2
Mb, Levis & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 254 只证券，申报市值合计 2.71 亿美元。前几大持仓：VV（8.43%）、VEU（8.27%）、DHS（6.65%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $22.9M | 8.43% | 66,504 | 增持 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $22.4M | 8.27% | 267,836 | 增持 |
| 3 | DHS | WISDOMTREE TR | $18.0M | 6.65% | 158,666 | 增持 |
| 4 | DGRW | WISDOMTREE TR | $16.7M | 6.15% | 174,441 | 增持 |
| 5 | VCRM | VANGUARD MUN BD FDS | $14.0M | 5.15% | 182,879 | 增持 |
| 6 | IBCA | ISHARES TR | $13.9M | 5.12% | 542,068 | 增持 |
| 7 | IBCB | ISHARES TR | $13.9M | 5.11% | 551,113 | 新建仓 |
| 8 | IBDZ | ISHARES TR | $13.4M | 4.95% | 515,551 | 增持 |
| 9 | IBDX | ISHARES TR | $13.3M | 4.90% | 527,546 | 增持 |
| 10 | VB | VANGUARD INDEX FDS | $12.8M | 4.71% | 42,150 | 增持 |
| 11 | IBDY | ISHARES TR | $12.8M | 4.70% | 495,495 | 增持 |
| 12 | CGMU | CAPITAL GRP FIXED INCM ETF T | $11.6M | 4.28% | 422,343 | 增持 |
| 13 | QGRO | AMERICAN CENTY ETF TR | $10.6M | 3.90% | 89,650 | 增持 |
| 14 | CAT | CATERPILLAR INC | $6.9M | 2.56% | 6,512 | 减持 |
| 15 | AAPL | APPLE INC | $4.9M | 1.79% | 16,822 | 增持 |
| 16 | JPM | JPMORGAN CHASE & CO | $4.0M | 1.47% | 12,200 | 减持 |
| 17 | VTEB | VANGUARD MUN BD FDS | $3.3M | 1.20% | 64,314 | 增持 |
| 18 | GOOG | ALPHABET INC | $3.0M | 1.12% | 8,592 | 增持 |
| 19 | TDVG | T ROWE PRICE EXCHANGE-TRADED | $2.9M | 1.07% | 59,470 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $2.8M | 1.04% | 7,597 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON | $2.7M | 1.00% | 10,703 | 增持 |
| 22 | IWN | ISHARES TR | $2.6M | 0.97% | 11,890 | 增持 |
| 23 | LOW | LOWES COS INC | $2.2M | 0.82% | 10,140 | 增持 |
| 24 | QCOM | QUALCOMM INC | $2.0M | 0.75% | 11,000 | 减持 |
| 25 | EMR | EMERSON ELEC CO | $2.0M | 0.72% | 13,625 | 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