Noble Family Wealth, LLC 13F 持仓 · 2026年Q2
Noble Family Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 74 只证券,申报市值合计 5.59 亿美元。前几大持仓:VIG(9.99%)、VTV(9.96%)、VEA(9.83%)。本季前 25 大持仓中:增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $55.8M | 9.99% | 235,981 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $55.7M | 9.96% | 255,451 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $54.9M | 9.83% | 771,158 | 增持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $50.9M | 9.11% | 1.6M | 增持 |
| 5 | SCHA | SCHWAB STRATEGIC TR | $35.7M | 6.39% | 988,541 | 增持 |
| 6 | VB | VANGUARD INDEX FDS | $27.4M | 4.90% | 90,379 | 增持 |
| 7 | SCHV | SCHWAB STRATEGIC TR | $25.4M | 4.54% | 728,348 | 增持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $24.8M | 4.43% | 893,584 | 增持 |
| 9 | SCHM | SCHWAB STRATEGIC TR | $24.6M | 4.41% | 667,905 | 减持 |
| 10 | VUG | VANGUARD INDEX FDS | $23.8M | 4.26% | 276,518 | 增持 |
| 11 | IWD | ISHARES TR | $19.9M | 3.57% | 82,217 | 减持 |
| 12 | EFA | ISHARES TR | $14.5M | 2.59% | 139,167 | 持平 |
| 13 | VO | VANGUARD INDEX FDS | $13.0M | 2.32% | 160,836 | 增持 |
| 14 | AIVL | WISDOMTREE TR | $11.4M | 2.05% | 87,291 | 减持 |
| 15 | VBR | VANGUARD INDEX FDS | $11.0M | 1.97% | 45,356 | 增持 |
| 16 | EMXC | ISHARES INC | $9.5M | 1.71% | 93,311 | 增持 |
| 17 | SCHG | SCHWAB STRATEGIC TR | $9.4M | 1.69% | 278,570 | 减持 |
| 18 | IWO | ISHARES TR | $8.4M | 1.51% | 21,418 | 减持 |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $7.5M | 1.34% | 48,603 | 增持 |
| 20 | EFV | ISHARES TR | $7.0M | 1.26% | 91,785 | 增持 |
| 21 | IWN | ISHARES TR | $5.7M | 1.01% | 25,619 | 减持 |
| 22 | IWC | ISHARES TR | $4.2M | 0.75% | 20,998 | 持平 |
| 23 | IWF | ISHARES TR | $4.0M | 0.71% | 31,880 | 增持 |
| 24 | SCHY | SCHWAB STRATEGIC TR | $3.6M | 0.64% | 112,522 | 增持 |
| 25 | VBK | VANGUARD INDEX FDS | $3.2M | 0.58% | 8,878 | 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