Nabity-Jensen Investment Management Inc 13F 持仓 · 2026年Q2
Nabity-Jensen Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.63 亿美元。前几大持仓：VTV（14.59%）、GSLC（10.25%）、VUG（7.47%）。本季前 25 大持仓中：增持 6 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $23.8M | 14.59% | 109,239 | 减持 |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $16.7M | 10.25% | 117,869 | 减持 |
| 3 | VUG | VANGUARD INDEX FDS | $12.2M | 7.47% | 141,437 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $10.3M | 6.30% | 13,967 | 减持 |
| 5 | VBR | VANGUARD INDEX FDS | $8.5M | 5.19% | 34,819 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $7.2M | 4.40% | 35,836 | 减持 |
| 7 | SCHG | SCHWAB STRATEGIC TR | $5.5M | 3.35% | 161,339 | 减持 |
| 8 | VBK | VANGUARD INDEX FDS | $5.1M | 3.15% | 14,039 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $5.1M | 3.15% | 72,192 | 减持 |
| 10 | AAPL | APPLE INC | $5.1M | 3.11% | 17,531 | 减持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.1M | 2.50% | 8,138 | 增持 |
| 12 | CAT | CATERPILLAR INC | $3.1M | 1.88% | 2,884 | 减持 |
| 13 | BIV | VANGUARD BD INDEX FDS | $2.9M | 1.75% | 37,167 | 增持 |
| 14 | VMI | VALMONT INDS INC | $2.9M | 1.75% | 4,939 | 持平 |
| 15 | MSFT | MICROSOFT CORP | $2.8M | 1.71% | 7,465 | 减持 |
| 16 | VTI | VANGUARD INDEX FDS | $2.7M | 1.68% | 7,387 | 减持 |
| 17 | GOOGL | ALPHABET INC | $2.5M | 1.52% | 6,921 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.45% | 7,210 | 持平 |
| 19 | AMZN | AMAZON COM INC | $2.2M | 1.36% | 9,290 | 增持 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $2.1M | 1.26% | 34,456 | 增持 |
| 21 | FNDX | SCHWAB STRATEGIC TR | $2.0M | 1.23% | 64,624 | 增持 |
| 22 | LLY | ELI LILLY & CO | $2.0M | 1.22% | 1,660 | 持平 |
| 23 | IWD | ISHARES TR | $1.9M | 1.16% | 7,818 | 持平 |
| 24 | VB | VANGUARD INDEX FDS | $1.6M | 0.95% | 5,120 | 减持 |
| 25 | CWB | SPDR SERIES TRUST | $1.3M | 0.83% | 12,488 | 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