O'ROURKE & COMPANY, Inc 13F 持仓 · 2026年Q2
O'ROURKE & COMPANY 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 2.87 亿美元。前几大持仓：AAPL（7.72%）、XLK（4.94%）、JPIE（4.61%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $22.1M | 7.72% | 76,402 | 减持 |
| 2 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $14.2M | 4.94% | 74,330 | 增持 |
| 3 | JPIE | JPMORGAN INCOME ETF | $13.2M | 4.61% | 286,947 | 增持 |
| 4 | SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $9.9M | 3.45% | 131,930 | 减持 |
| 5 | BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $7.7M | 2.70% | 77,724 | 减持 |
| 6 | JPM | JPMORGAN CHASE & CO COM | $7.0M | 2.46% | 21,517 | 减持 |
| 7 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $6.8M | 2.38% | 121,402 | 增持 |
| 8 | BX | BLACKSTONE INC COM | $6.4M | 2.22% | 54,092 | 增持 |
| 9 | GOOGL | ALPHABET INC CAP STK CL A | $6.0M | 2.11% | 16,882 | 减持 |
| 10 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $5.9M | 2.05% | 103,938 | 增持 |
| 11 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $5.7M | 1.98% | 26,639 | 增持 |
| 12 | GOOG | ALPHABET INC CAP STK CL C | $5.4M | 1.89% | 15,327 | 减持 |
| 13 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $5.1M | 1.79% | 13,867 | 减持 |
| 14 | MSFT | MICROSOFT CORP COM | $4.9M | 1.70% | 13,048 | 减持 |
| 15 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $4.5M | 1.57% | 59,358 | 新建仓 |
| 16 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $4.4M | 1.54% | 84,499 | 增持 |
| 17 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.2M | 1.48% | 51,302 | 减持 |
| 18 | AMZN | AMAZON COM INC COM | $4.0M | 1.39% | 16,728 | 增持 |
| 19 | KKR | KKR & CO INC COM | $3.5M | 1.23% | 38,335 | 增持 |
| 20 | VPU | VANGUARD UTILITIES ETF | $3.5M | 1.23% | 18,041 | 增持 |
| 21 | GS | GOLDMAN SACHS GROUP INC COM | $3.3M | 1.14% | 3,239 | 减持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.2M | 1.12% | 6,440 | 增持 |
| 23 | WELL | WELLTOWER INC COM | $3.2M | 1.11% | 13,961 | 增持 |
| 24 | SPY | STATE STREET SPDR S&P 500 ETF | $3.1M | 1.08% | 4,125 | 增持 |
| 25 | VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $3.0M | 1.06% | 12,497 | 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