New Perspectives, Inc 13F 持仓 · 2026年Q2
New Perspectives 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 3.26 亿美元。前几大持仓：WCPB（24.05%）、SPYM（19.78%）、IEFA（10.15%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WCPB | NORTHERN LTS FD TR II | $78.4M | 24.05% | 3.1M | 增持 |
| 2 | SPYM | SPDR SERIES TRUST | $64.5M | 19.78% | 733,557 | 增持 |
| 3 | IEFA | ISHARES TR | $33.1M | 10.15% | 342,517 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $32.0M | 9.82% | 43,452 | 减持 |
| 5 | USFR | WISDOMTREE TR | $22.1M | 6.77% | 438,385 | 增持 |
| 6 | SPMD | SPDR SERIES TRUST | $20.7M | 6.35% | 306,457 | 增持 |
| 7 | IWM | ISHARES TR | $19.4M | 5.96% | 64,653 | 增持 |
| 8 | GLDM | WORLD GOLD TR | $11.5M | 3.53% | 144,811 | 减持 |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $10.1M | 3.09% | 33,221 | 增持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $9.1M | 2.80% | 38,494 | 减持 |
| 11 | AAPL | APPLE INC | $3.1M | 0.95% | 10,720 | 减持 |
| 12 | VO | VANGUARD INDEX FDS | $2.8M | 0.87% | 35,127 | 增持 |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.46% | 2 | 持平 |
| 14 | EES | WISDOMTREE TR | $1.4M | 0.43% | 20,533 | 减持 |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.39% | 15,155 | 减持 |
| 16 | LLY | ELI LILLY & CO | $1.2M | 0.37% | 1,014 | 持平 |
| 17 | SHW | SHERWIN WILLIAMS CO | $1.2M | 0.35% | 3,350 | 持平 |
| 18 | AUSM | ALLSPRING EXCHANGE TRADED FU | $1.0M | 0.31% | 40,902 | 新建仓 |
| 19 | VUG | VANGUARD INDEX FDS | $945,300 | 0.29% | 10,974 | 增持 |
| 20 | EGP | EASTGROUP PPTYS INC | $695,624 | 0.21% | 3,435 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO | $557,673 | 0.17% | 1,704 | 持平 |
| 22 | MSFT | MICROSOFT CORP | $567,909 | 0.17% | 1,522 | 持平 |
| 23 | IWF | ISHARES TR | $477,806 | 0.15% | 3,848 | 增持 |
| 24 | SPXL | DIREXION SHARES ETF TRUST | $473,673 | 0.15% | 1,750 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION | $442,799 | 0.14% | 2,213 | 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