Newport Capital Group, LLC 13F 持仓 · 2026年Q2
Newport Capital Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 1.78 亿美元。前几大持仓：IWF（10.72%）、IWD（10.14%）、BND（8.42%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $19.1M | 10.72% | 153,722 | 增持 |
| 2 | IWD | ISHARES TR | $18.1M | 10.14% | 74,500 | 增持 |
| 3 | BND | VANGUARD BD INDEX FDS | $15.0M | 8.42% | 204,409 | 增持 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $14.4M | 8.11% | 244,928 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $14.0M | 7.88% | 197,004 | 增持 |
| 6 | AJG | GALLAGHER ARTHUR J & CO | $11.8M | 6.61% | 51,261 | 减持 |
| 7 | IWM | ISHARES TR | $10.0M | 5.63% | 33,360 | 减持 |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | $8.5M | 4.76% | 12,055 | 增持 |
| 9 | AGG | ISHARES TR | $5.4M | 3.02% | 54,295 | 增持 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $5.3M | 2.97% | 104,781 | 增持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $5.1M | 2.86% | 85,296 | 增持 |
| 12 | IEI | ISHARES TR | $4.4M | 2.45% | 37,196 | 增持 |
| 13 | IVV | ISHARES TR | $4.2M | 2.36% | 5,613 | 增持 |
| 14 | VDE | VANGUARD WORLD FD | $3.5M | 1.99% | 23,576 | 增持 |
| 15 | GII | SPDR INDEX SHS FDS | $3.1M | 1.75% | 41,282 | 增持 |
| 16 | IJH | ISHARES TR | $2.3M | 1.27% | 29,273 | 增持 |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.17% | 37,036 | 减持 |
| 18 | EFA | ISHARES TR | $2.0M | 1.14% | 19,592 | 减持 |
| 19 | AAPL | APPLE INC | $2.0M | 1.10% | 6,756 | 减持 |
| 20 | IWR | ISHARES TR | $1.9M | 1.09% | 17,565 | 减持 |
| 21 | GOOGL | ALPHABET INC | $1.8M | 1.02% | 5,097 | 减持 |
| 22 | BSCR | INVESCO EXCH TRD SLF IDX FD | $1.6M | 0.91% | 82,409 | 持平 |
| 23 | VNQ | VANGUARD INDEX FDS | $1.6M | 0.91% | 16,794 | 增持 |
| 24 | EEM | ISHARES TR | $1.4M | 0.78% | 20,431 | 减持 |
| 25 | IVE | ISHARES TR | $1.4M | 0.77% | 6,042 | 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