Mokosak Advisory Group, LLC 13F 持仓 · 2026年Q2
Mokosak Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 4.62 亿美元。前几大持仓：SCHV（22.72%）、VBR（17.26%）、SCHA（9.26%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $104.9M | 22.72% | 3.0M | 增持 |
| 2 | VBR | VANGUARD INDEX FDS | $79.7M | 17.26% | 327,918 | 增持 |
| 3 | SCHA | SCHWAB STRATEGIC TR | $42.8M | 9.26% | 1.2M | 减持 |
| 4 | SCHM | SCHWAB STRATEGIC TR | $41.7M | 9.02% | 1.1M | 减持 |
| 5 | SCHG | SCHWAB STRATEGIC TR | $40.8M | 8.84% | 1.2M | 增持 |
| 6 | VGT | VANGUARD WORLD FD | $38.5M | 8.34% | 322,029 | 增持 |
| 7 | SCHZ | SCHWAB STRATEGIC TR | $30.0M | 6.50% | 1.3M | 增持 |
| 8 | CORP | PIMCO ETF TR | $26.4M | 5.72% | 272,417 | 增持 |
| 9 | VTV | VANGUARD INDEX FDS | $13.6M | 2.96% | 62,620 | 减持 |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | $10.8M | 2.33% | 91,679 | 减持 |
| 11 | FTEC | FIDELITY COVINGTON TRUST | $5.3M | 1.16% | 18,710 | 减持 |
| 12 | VB | VANGUARD INDEX FDS | $5.4M | 1.16% | 17,695 | 减持 |
| 13 | VO | VANGUARD INDEX FDS | $5.1M | 1.11% | 63,894 | 增持 |
| 14 | LQD | ISHARES TR | $3.6M | 0.78% | 33,009 | 增持 |
| 15 | AAPL | APPLE INC | $2.1M | 0.45% | 7,126 | 增持 |
| 16 | CASY | CASEYS GEN STORES INC | $1.7M | 0.37% | 2,145 | 持平 |
| 17 | NVDA | NVIDIA CORPORATION | $1.2M | 0.26% | 6,072 | 增持 |
| 18 | DE | DEERE & CO | $753,491 | 0.16% | 1,188 | 增持 |
| 19 | PFG | PRINCIPAL FINANCIAL GROUP IN | $760,097 | 0.16% | 7,052 | 增持 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $604,126 | 0.13% | 1,265 | 持平 |
| 21 | WMT | WALMART INC | $589,375 | 0.13% | 5,205 | 增持 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $544,313 | 0.12% | 937 | 新建仓 |
| 23 | ESML | ISHARES TR | $558,791 | 0.12% | 9,992 | 增持 |
| 24 | ESGV | VANGUARD WORLD FD | $511,091 | 0.11% | 3,866 | 增持 |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $383,420 | 0.08% | 8,643 | 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