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Meadow Creek Wealth Advisors LLC 13F 持仓 · 2026年Q2

Meadow Creek Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 139 只证券,申报市值合计 1.64 亿美元。前几大持仓:IVV(10.51%)、SON(8.22%)、KO(7.10%)。本季前 25 大持仓中:新建仓 1 只、增持 7 只、减持 17 只。

排名代码公司市值占组合股数变动
1IVVISHARES TR CORE S&P500 ETF$17.2M10.51%22,991增持
2SONSONOCO PRODUCTS COMPANY$13.5M8.22%238,936减持
3KOCOCA COLA COMPANY$11.6M7.10%143,053增持
4NVDANVIDIA CORPORATION$6.0M3.64%29,767减持
5AAPLAPPLE INCORPORATED$5.7M3.47%19,643减持
6RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET$5.3M3.26%181,531增持
7AVGOBROADCOM INCORPORATED$5.0M3.05%13,218减持
8PREFPRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF$3.4M2.05%175,941增持
9JPMJPMORGAN CHASE & COMPANY$3.3M2.02%10,130减持
10MSFTMICROSOFT CORPORATION$3.3M2.01%8,817减持
11AVUVAVANTIS U.S. SMALL CAP VALUE ETF$3.1M1.91%25,026增持
12WMTWALMART INC$2.9M1.76%25,457减持
13RSPINVESCO S&P 500 EQUAL WEIGHT ETF$2.8M1.73%13,346减持
14GOOGALPHABET INCORPORATED CAP STK CLASS C$2.3M1.42%6,600增持
15GOOGLALPHABET INCORPORATED CAP STK CLASS A$2.3M1.42%6,506减持
16AMZNAMAZON COM INCORPORATED$2.2M1.34%9,230减持
17JNJJOHNSON & JOHNSON$2.0M1.25%8,030减持
18VTIVANGUARD TOTAL STOCK MARKET ETF$2.0M1.24%5,497新建仓
19HDHOME DEPOT INCORPORATED$1.8M1.12%5,201减持
20ETNEATON CORPORATION PLC SHS (IRELAND)$1.8M1.09%4,185减持
21CSCOCISCO SYSTEMS INCORPORATED$1.7M1.04%14,454减持
22LLYELI LILLY & COMPANY$1.7M1.04%1,419减持
23CATCATERPILLAR INCORPORATED$1.7M1.02%1,573增持
24CBCHUBB LIMITED (SWITZERLAND)$1.5M0.90%4,331减持
25MRKMERCK & COMPANY INCORPORATED$1.4M0.85%10,790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