Morningstar Investment Services LLC 13F 持仓 · 最近申报 2025年Q1
Morningstar Investment Services 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 5.46 亿美元。前几大持仓：VTI（14.16%）、BND（10.77%）、VEA（6.10%）。本季前 25 大持仓中：新建仓 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $77.3M | 14.16% | 281,306 | 减持 |
| 2 | BND | VANGUARD BD INDEX FD INC | $58.8M | 10.77% | 800,224 | 减持 |
| 3 | VEA | VANGUARD TAX MANAGED INTL FD | $33.3M | 6.10% | 655,294 | 减持 |
| 4 | VCRB | VANGUARD MALVERN FDS | $23.0M | 4.22% | 297,313 | 新建仓 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $15.5M | 2.85% | 261,544 | 减持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $10.7M | 1.96% | 235,987 | 减持 |
| 7 | META | META PLATFORMS INC | $10.4M | 1.90% | 18,028 | 减持 |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | $9.1M | 1.67% | 197,477 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $9.1M | 1.66% | 24,172 | 减持 |
| 10 | BKNG | BOOKING HLDGS INC | $8.8M | 1.62% | 1,918 | 减持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.6M | 1.57% | 16,077 | 减持 |
| 12 | SCHW | SCHWAB CHARLES CORP | $8.3M | 1.52% | 105,850 | 减持 |
| 13 | SPSM | SPDR SERIES TRUST | $7.4M | 1.35% | 180,530 | 减持 |
| 14 | PM | PHILIP MORRIS INTL INC | $7.2M | 1.33% | 45,585 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $7.2M | 1.32% | 29,387 | 减持 |
| 16 | MOAT | VANECK ETF TRUST | $6.8M | 1.24% | 77,211 | 减持 |
| 17 | V | VISA INC | $6.5M | 1.20% | 18,623 | 减持 |
| 18 | AMZN | AMAZON COM INC | $6.1M | 1.12% | 32,222 | 减持 |
| 19 | ELV | ELEVANCE HEALTH INC | $6.1M | 1.11% | 13,982 | 减持 |
| 20 | WFC | WELLS FARGO CO NEW | $6.1M | 1.11% | 84,523 | 减持 |
| 21 | KMX | CARMAX INC | $5.5M | 1.01% | 70,668 | 减持 |
| 22 | GOOGL | ALPHABET INC | $5.4M | 0.98% | 34,683 | 减持 |
| 23 | CMCSA | COMCAST CORP NEW | $5.1M | 0.93% | 138,002 | 减持 |
| 24 | SBUX | STARBUCKS CORP | $5.1M | 0.93% | 51,808 | 减持 |
| 25 | MA | MASTERCARD INCORPORATED | $5.0M | 0.92% | 9,175 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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