Monument Capital Management 13F 持仓 · 2026年Q3
Monument Capital Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 255 只证券，申报市值合计 4.80 亿美元。前几大持仓：MSFT（3.38%）、AAPL（2.38%）、DELL（2.21%）。本季前 25 大持仓中：新建仓 4 只、增持 15 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $16.2M | 3.38% | 31,647 | 增持 |
| 2 | AAPL | APPLE INC | $11.4M | 2.38% | 34,342 | 增持 |
| 3 | DELL | DELL TECHNOLOGIES INC | $10.6M | 2.21% | 19,703 | 减持 |
| 4 | IWM | ISHARES TR | $9.9M | 2.06% | 35,497 | 增持 |
| 5 | FIX | COMFORT SYS USA INC | $9.5M | 1.97% | 5,723 | 减持 |
| 6 | ITOT | ISHARES TR | $9.3M | 1.94% | 56,035 | 减持 |
| 7 | CAT | CATERPILLAR INC | $9.0M | 1.87% | 11,063 | 减持 |
| 8 | IWD | ISHARES TR | $8.4M | 1.76% | 34,034 | 增持 |
| 9 | IWB | ISHARES TR | $8.3M | 1.73% | 19,933 | 增持 |
| 10 | GOOGL | ALPHABET INC | $8.2M | 1.71% | 23,786 | 增持 |
| 11 | MU | MICRON TECHNOLOGY INC | $6.6M | 1.37% | 6,190 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $6.4M | 1.34% | 8,669 | 减持 |
| 13 | IBB | ISHARES TR | $6.1M | 1.27% | 28,887 | 新建仓 |
| 14 | APH | AMPHENOL CORP | $5.9M | 1.24% | 70,512 | 增持 |
| 15 | IGV | ISHARES TR | $5.6M | 1.18% | 53,036 | 新建仓 |
| 16 | IDGT | ISHARES TR | $5.6M | 1.17% | 50,075 | 新建仓 |
| 17 | IYZ | ISHARES TR | $5.5M | 1.15% | 133,797 | 新建仓 |
| 18 | LRCX | LAM RESEARCH CORP | $5.5M | 1.15% | 16,747 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 1.15% | 7,223 | 减持 |
| 20 | FLOT | ISHARES TR | $5.5M | 1.14% | 106,800 | 增持 |
| 21 | WMT | WALMART INC | $5.4M | 1.12% | 51,833 | 增持 |
| 22 | FXR | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.10% | 64,860 | 增持 |
| 23 | EMB | ISHARES TR | $5.2M | 1.09% | 57,499 | 增持 |
| 24 | VCIT | VANGUARD SCOTTSDALE FDS | $5.2M | 1.08% | 65,889 | 增持 |
| 25 | EWO | ISHARES INC | $5.1M | 1.06% | 119,691 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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