MidAtlantic Capital Management, Inc. 13F 持仓 · 2026年Q2
MidAtlantic Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 1.61 亿美元。前几大持仓：IVV（9.14%）、SPY（8.77%）、VUG（5.80%）。本季前 25 大持仓中：增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $14.7M | 9.14% | 19,649 | 减持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $14.1M | 8.77% | 18,896 | 减持 |
| 3 | VUG | VANGUARD INDEX FDS | $9.3M | 5.80% | 108,385 | 增持 |
| 4 | VYM | VANGUARD WHITEHALL FDS | $7.0M | 4.35% | 44,330 | 增持 |
| 5 | IWF | ISHARES TR | $6.6M | 4.12% | 53,392 | 增持 |
| 6 | IJR | ISHARES TR | $6.6M | 4.09% | 44,389 | 减持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $6.2M | 3.86% | 87,227 | 减持 |
| 8 | SPYG | SPDR SERIES TRUST | $5.1M | 3.17% | 42,887 | 减持 |
| 9 | IJH | ISHARES TR | $4.8M | 2.99% | 62,312 | 减持 |
| 10 | DLN | WISDOMTREE TR | $4.6M | 2.87% | 47,969 | 增持 |
| 11 | VOT | VANGUARD INDEX FDS | $4.2M | 2.59% | 13,601 | 减持 |
| 12 | SPYV | SPDR SERIES TRUST | $4.0M | 2.46% | 65,153 | 减持 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $3.1M | 1.93% | 39,220 | 减持 |
| 14 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $2.7M | 1.66% | 53,579 | 增持 |
| 15 | BIV | VANGUARD BD INDEX FDS | $2.6M | 1.63% | 34,252 | 减持 |
| 16 | MGK | VANGUARD WORLD FD | $2.6M | 1.63% | 29,898 | 增持 |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.55% | 53,225 | 减持 |
| 18 | VB | VANGUARD INDEX FDS | $2.4M | 1.52% | 8,065 | 减持 |
| 19 | DGRO | ISHARES TR | $2.4M | 1.46% | 31,009 | 增持 |
| 20 | SPSB | SPDR SERIES TRUST | $1.9M | 1.18% | 63,533 | 减持 |
| 21 | VTV | VANGUARD INDEX FDS | $1.9M | 1.18% | 8,711 | 增持 |
| 22 | IGSB | ISHARES TR | $1.8M | 1.14% | 34,920 | 减持 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $1.8M | 1.14% | 54,287 | 减持 |
| 24 | VONG | VANGUARD SCOTTSDALE FDS | $1.7M | 1.05% | 13,226 | 持平 |
| 25 | FNDX | SCHWAB STRATEGIC TR | $1.6M | 0.99% | 51,342 | 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