Mycio Wealth Partners, LLC 13F 持仓 · 2026年Q2
Mycio Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 5.35 亿美元。前几大持仓：CB（62.74%）、IEFA（4.47%）、IVV（4.38%）。本季前 25 大持仓中：增持 15 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LIMITED | $335.7M | 62.74% | 985,086 | 增持 |
| 2 | IEFA | ISHARES TR | $23.9M | 4.47% | 247,421 | 增持 |
| 3 | IVV | ISHARES TR | $23.4M | 4.38% | 31,261 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $21.5M | 4.02% | 28,825 | 增持 |
| 5 | AAPL | APPLE INC | $15.0M | 2.80% | 51,748 | 减持 |
| 6 | EFA | ISHARES TR | $12.7M | 2.38% | 122,608 | 减持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $11.4M | 2.13% | 159,953 | 增持 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $11.2M | 2.10% | 47,481 | 增持 |
| 9 | NOBL | PROSHARES TR | $10.6M | 1.98% | 188,948 | 增持 |
| 10 | IWF | ISHARES TR | $8.9M | 1.67% | 71,941 | 增持 |
| 11 | KKR | KKR & CO INC | $7.2M | 1.35% | 78,670 | 减持 |
| 12 | BNL | BROADSTONE NET LEASE INC | $6.0M | 1.13% | 292,666 | 增持 |
| 13 | IWR | ISHARES TR | $5.5M | 1.03% | 49,815 | 增持 |
| 14 | SDY | SPDR SERIES TRUST | $4.7M | 0.87% | 30,635 | 增持 |
| 15 | IWM | ISHARES TR | $4.4M | 0.82% | 14,550 | 增持 |
| 16 | VB | VANGUARD INDEX FDS | $4.3M | 0.81% | 14,239 | 增持 |
| 17 | IEMG | ISHARES INC | $2.9M | 0.54% | 35,095 | 减持 |
| 18 | LMT | LOCKHEED MARTIN CORP | $2.6M | 0.49% | 5,195 | 减持 |
| 19 | APD | AIR PRODUCTS AND CHEMICALS I | $2.3M | 0.43% | 7,876 | 持平 |
| 20 | EEM | ISHARES TR | $2.2M | 0.42% | 32,575 | 增持 |
| 21 | IWD | ISHARES TR | $2.1M | 0.39% | 8,715 | 持平 |
| 22 | EFV | ISHARES TR | $1.4M | 0.27% | 18,925 | 增持 |
| 23 | GOOGL | ALPHABET INC | $1.3M | 0.25% | 3,700 | 减持 |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.25% | 6,290 | 持平 |
| 25 | GOOG | ALPHABET INC | $1.3M | 0.24% | 3,649 | 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