Morningstar Investment Management LLC 13F 持仓 · 2026年Q2
Morningstar Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 317 只证券，申报市值合计 16.22 亿美元。前几大持仓：GOVT（14.81%）、MSFT（3.29%）、VTI（3.27%）。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOVT | ISHARES TR | $240.2M | 14.81% | 10.5M | 持平 |
| 2 | MSFT | MICROSOFT CORP | $53.4M | 3.29% | 144,303 | 持平 |
| 3 | VTI | VANGUARD INDEX FDS | $53.0M | 3.27% | 165,190 | 持平 |
| 4 | AAPL | APPLE INC | $51.5M | 3.18% | 202,910 | 持平 |
| 5 | GOOGL | ALPHABET INC | $42.6M | 2.63% | 148,172 | 持平 |
| 6 | NVDA | NVIDIA CORPORATION | $39.7M | 2.45% | 227,923 | 持平 |
| 7 | SCHO | SCHWAB STRATEGIC TR | $39.2M | 2.41% | 1.6M | 持平 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $38.1M | 2.35% | 793,418 | 持平 |
| 9 | SPSM | SPDR SERIES TRUST | $37.4M | 2.31% | 774,051 | 持平 |
| 10 | FNDE | SCHWAB STRATEGIC TR | $27.7M | 1.71% | 723,788 | 持平 |
| 11 | FTEC | FIDELITY COVINGTON TRUST | $24.5M | 1.51% | 117,953 | 持平 |
| 12 | SLYV | SPDR SERIES TRUST | $24.2M | 1.49% | 255,802 | 持平 |
| 13 | META | META PLATFORMS INC | $21.6M | 1.33% | 37,736 | 持平 |
| 14 | KXI | ISHARES TR | $17.5M | 1.08% | 260,487 | 持平 |
| 15 | VOX | VANGUARD WORLD FD | $17.0M | 1.05% | 94,391 | 持平 |
| 16 | VHT | VANGUARD WORLD FD | $15.4M | 0.95% | 56,514 | 持平 |
| 17 | SCHH | SCHWAB STRATEGIC TR | $15.2M | 0.93% | 705,180 | 持平 |
| 18 | ICSH | ISHARES TR | $13.1M | 0.81% | 259,023 | 持平 |
| 19 | V | VISA INC | $13.2M | 0.81% | 43,563 | 持平 |
| 20 | AMZN | AMAZON COM INC | $12.8M | 0.79% | 61,551 | 持平 |
| 21 | AVGO | BROADCOM INC | $12.4M | 0.76% | 39,937 | 持平 |
| 22 | FLJP | FRANKLIN TEMPLETON ETF TR | $11.9M | 0.73% | 328,512 | 持平 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.1M | 0.68% | 32,832 | 持平 |
| 24 | BLK | BLACKROCK INC | $10.7M | 0.66% | 11,168 | 持平 |
| 25 | JNJ | JOHNSON & JOHNSON | $10.7M | 0.66% | 43,576 | 持平 |
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