MontVue Capital Management, Inc. 13F 持仓 · 2026年Q2
MontVue Capital 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 1.74 亿美元。前几大持仓：ITOT（17.60%）、IXUS（12.12%）、VTI（11.91%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $30.6M | 17.60% | 186,235 | 减持 |
| 2 | IXUS | ISHARES TR | $21.1M | 12.12% | 220,795 | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $20.7M | 11.91% | 55,936 | 增持 |
| 4 | XLK | SELECT SECTOR SPDR TR | $13.4M | 7.71% | 70,377 | 减持 |
| 5 | VXUS | VANGUARD STAR FDS | $11.9M | 6.84% | 139,022 | 增持 |
| 6 | VXF | VANGUARD INDEX FDS | $6.3M | 3.65% | 25,776 | 减持 |
| 7 | VGT | VANGUARD WORLD FD | $5.9M | 3.39% | 49,280 | 增持 |
| 8 | XLI | SELECT SECTOR SPDR TR | $3.4M | 1.97% | 18,522 | 减持 |
| 9 | XLF | SELECT SECTOR SPDR TR | $3.4M | 1.93% | 62,493 | 减持 |
| 10 | XLY | SELECT SECTOR SPDR TR | $3.2M | 1.84% | 27,294 | 减持 |
| 11 | XLV | SELECT SECTOR SPDR TR | $3.1M | 1.76% | 19,325 | 减持 |
| 12 | VOO | VANGUARD INDEX FDS | $2.5M | 1.45% | 3,666 | 增持 |
| 13 | VFH | VANGUARD WORLD FD | $2.5M | 1.41% | 18,625 | 持平 |
| 14 | VHT | VANGUARD WORLD FD | $2.2M | 1.25% | 7,246 | 持平 |
| 15 | VOX | VANGUARD WORLD FD | $2.1M | 1.22% | 11,555 | 持平 |
| 16 | TFC | TRUIST FINL CORP | $1.9M | 1.08% | 37,553 | 新建仓 |
| 17 | XLC | SELECT SECTOR SPDR TR | $1.9M | 1.08% | 17,577 | 增持 |
| 18 | VCR | VANGUARD WORLD FD | $1.7M | 0.98% | 4,308 | 持平 |
| 19 | VIS | VANGUARD WORLD FD | $1.6M | 0.95% | 4,576 | 持平 |
| 20 | VUSB | VANGUARD BD INDEX FDS | $1.6M | 0.93% | 32,553 | 减持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 0.92% | 2,143 | 减持 |
| 22 | VV | VANGUARD INDEX FDS | $1.5M | 0.87% | 4,407 | 持平 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.86% | 17,774 | 减持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.84% | 20,594 | 增持 |
| 25 | XLP | SELECT SECTOR SPDR TR | $1.3M | 0.77% | 16,079 | 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