Morton Capital Management LLC/CA 13F 持仓 · 2026年Q2
Morton Capital Management LLC/CA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 160 只证券，申报市值合计 7.31 亿美元。前几大持仓：OUNZ（18.57%）、DFAX（12.42%）、USFR（11.98%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | OUNZ | VANECK MERK GOLD ETF | $135.8M | 18.57% | 3.5M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $90.8M | 12.42% | 2.5M | 增持 |
| 3 | USFR | WISDOMTREE TR | $87.6M | 11.98% | 1.7M | 增持 |
| 4 | FLXR | TCW ETF TRUST | $71.8M | 9.82% | 1.8M | 增持 |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $70.3M | 9.61% | 1.6M | 增持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $29.0M | 3.97% | 573,696 | 新建仓 |
| 7 | HAP | VANECK ETF TRUST | $25.6M | 3.50% | 372,552 | 减持 |
| 8 | AAPL | APPLE INC | $16.7M | 2.29% | 57,763 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $14.9M | 2.04% | 39,977 | 增持 |
| 10 | DCOR | DIMENSIONAL ETF TRUST | $12.6M | 1.73% | 154,034 | 减持 |
| 11 | IAU | ISHARES GOLD TR | $11.3M | 1.55% | 150,109 | 减持 |
| 12 | IWD | ISHARES TR | $10.9M | 1.49% | 45,061 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $9.2M | 1.26% | 12,336 | 增持 |
| 14 | DFAU | DIMENSIONAL ETF TRUST | $7.8M | 1.06% | 150,195 | 增持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $5.5M | 0.76% | 23,346 | 增持 |
| 16 | QQQ | INVESCO QQQ TR | $5.4M | 0.74% | 7,380 | 增持 |
| 17 | PID | INVESCO EXCHANGE TRADED FD T | $5.3M | 0.72% | 236,547 | 减持 |
| 18 | AMZN | AMAZON COM INC | $4.7M | 0.65% | 19,886 | 增持 |
| 19 | GDX | VANECK ETF TRUST | $4.7M | 0.65% | 62,550 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $4.7M | 0.64% | 23,426 | 增持 |
| 21 | GOOGL | ALPHABET INC | $4.5M | 0.61% | 12,542 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $3.5M | 0.48% | 10,708 | 减持 |
| 23 | PG | PROCTER & GAMBLE CO | $3.3M | 0.45% | 22,608 | 减持 |
| 24 | CSCO | CISCO SYS INC | $3.1M | 0.42% | 26,158 | 增持 |
| 25 | GOOG | ALPHABET INC | $3.0M | 0.41% | 8,569 | 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