Parisi Gray Wealth Management 13F 持仓 · 2026年Q2
Parisi Gray Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 155 只证券,申报市值合计 4.87 亿美元。前几大持仓:VOO(9.22%)、QQQ(5.74%)、NVDA(5.01%)。本季前 25 大持仓中:增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $44.9M | 9.22% | 65,403 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $28.0M | 5.74% | 37,979 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $24.4M | 5.01% | 122,082 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $23.5M | 4.83% | 63,547 | 增持 |
| 5 | AKRE | PROFESIONALLY MANAGED PORTFO | $21.4M | 4.39% | 402,474 | 减持 |
| 6 | IVV | ISHARES TR | $18.1M | 3.71% | 24,135 | 减持 |
| 7 | USFR | WISDOMTREE TR | $16.6M | 3.41% | 329,772 | 增持 |
| 8 | AAPL | APPLE INC | $15.7M | 3.21% | 54,091 | 减持 |
| 9 | GOOGL | ALPHABET INC | $13.5M | 2.78% | 37,906 | 减持 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $13.5M | 2.77% | 115,583 | 减持 |
| 11 | EFA | ISHARES TR | $10.4M | 2.14% | 100,528 | 减持 |
| 12 | IWM | ISHARES TR | $10.0M | 2.04% | 33,128 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $9.6M | 1.98% | 25,811 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $9.3M | 1.91% | 28,459 | 减持 |
| 15 | MA | MASTERCARD INCORPORATED | $8.2M | 1.68% | 15,895 | 减持 |
| 16 | LLY | ELI LILLY & CO | $7.5M | 1.54% | 6,274 | 减持 |
| 17 | EEM | ISHARES TR | $7.1M | 1.46% | 103,988 | 减持 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $6.7M | 1.37% | 11,508 | 减持 |
| 19 | BSCS | INVESCO EXCH TRD SLF IDX FD | $6.6M | 1.36% | 325,874 | 增持 |
| 20 | GS | GOLDMAN SACHS GROUP INC | $6.2M | 1.28% | 6,155 | 增持 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $6.1M | 1.26% | 6,562 | 减持 |
| 22 | IJH | ISHARES TR | $6.1M | 1.26% | 79,654 | 增持 |
| 23 | META | META PLATFORMS INC | $5.9M | 1.21% | 10,440 | 增持 |
| 24 | AMZN | AMAZON COM INC | $5.8M | 1.20% | 24,463 | 增持 |
| 25 | AVGO | BROADCOM INC | $5.7M | 1.17% | 15,038 | 减持 |
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