Mine & Arao Wealth Creation & Management, LLC. 13F 持仓 · 2026年Q2
Mine & Arao Wealth Creation & Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 78 只证券,申报市值合计 2.76 亿美元。前几大持仓:QQQ(18.55%)、SPY(15.13%)、DIA(9.86%)。本季前 25 大持仓中:增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $51.2M | 18.55% | 69,519 | 减持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $41.7M | 15.13% | 55,886 | 减持 |
| 3 | DIA | STATE STR SPDR DOW JONES IND | $27.2M | 9.86% | 52,051 | 减持 |
| 4 | AAPL | APPLE INC | $25.2M | 9.12% | 86,934 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $16.8M | 6.09% | 84,022 | 增持 |
| 6 | AMZN | AMAZON COM INC | $15.3M | 5.53% | 64,037 | 增持 |
| 7 | GOOG | ALPHABET INC | $12.5M | 4.55% | 35,509 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $8.5M | 3.08% | 25,931 | 增持 |
| 9 | SDY | SPDR SERIES TRUST | $6.9M | 2.49% | 45,107 | 增持 |
| 10 | V | VISA INC | $5.5M | 1.99% | 15,999 | 增持 |
| 11 | DVY | ISHARES TR | $4.6M | 1.65% | 29,171 | 增持 |
| 12 | GOOGL | ALPHABET INC | $4.0M | 1.46% | 11,289 | 减持 |
| 13 | IYH | ISHARES TR | $3.0M | 1.08% | 44,401 | 增持 |
| 14 | IJR | ISHARES TR | $3.0M | 1.07% | 19,979 | 增持 |
| 15 | ICF | ISHARES TR | $2.7M | 0.99% | 40,250 | 增持 |
| 16 | WFC | WELLS FARGO & CO | $2.7M | 0.99% | 33,013 | 增持 |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.96% | 31,501 | 增持 |
| 18 | IJH | ISHARES TR | $2.0M | 0.74% | 26,303 | 增持 |
| 19 | IYY | ISHARES TR | $1.9M | 0.70% | 10,568 | 减持 |
| 20 | LRCX | LAM RESEARCH CORP | $1.9M | 0.68% | 4,360 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $1.8M | 0.67% | 4,925 | 增持 |
| 22 | CAT | CATERPILLAR INC | $1.8M | 0.64% | 1,658 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.63% | 3,473 | 减持 |
| 24 | MA | MASTERCARD INCORPORATED | $1.3M | 0.46% | 2,464 | 增持 |
| 25 | WM | WASTE MGMT INC DEL | $1.3M | 0.46% | 5,723 | 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