Parkside Advisors LLC 13F 持仓 · 最近申报 2025年Q2
Parkside Advisors 在 2025年Q2(报告期截至 2025-06-30)的 SEC 13F 申报中报告了 89 只证券,申报市值合计 4.55 亿美元。前几大持仓:IWB(16.50%)、IWM(7.97%)、EFA(6.85%)。本季前 25 大持仓中:增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $75.1M | 16.50% | 221,192 | 减持 |
| 2 | IWM | ISHARES TR | $36.3M | 7.97% | 168,122 | 增持 |
| 3 | EFA | ISHARES TR | $31.2M | 6.85% | 348,561 | 减持 |
| 4 | IEF | ISHARES TR | $31.1M | 6.82% | 324,216 | 增持 |
| 5 | AGG | ISHARES TR | $27.1M | 5.95% | 272,892 | 增持 |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | $27.0M | 5.93% | 582,759 | 增持 |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $24.9M | 5.47% | 109,567 | 增持 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $20.5M | 4.50% | 358,942 | 增持 |
| 9 | STIP | ISHARES TR | $20.3M | 4.46% | 197,185 | 增持 |
| 10 | VOO | VANGUARD INDEX FDS | $15.3M | 3.37% | 26,919 | 增持 |
| 11 | VB | VANGUARD INDEX FDS | $11.6M | 2.55% | 48,795 | 增持 |
| 12 | IEMG | ISHARES INC | $11.0M | 2.43% | 183,993 | 增持 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $10.0M | 2.20% | 126,148 | 增持 |
| 14 | ESGU | ISHARES TR | $9.6M | 2.11% | 70,855 | 增持 |
| 15 | VNQ | VANGUARD INDEX FDS | $8.0M | 1.75% | 89,444 | 增持 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $6.6M | 1.46% | 79,870 | 增持 |
| 17 | MBB | ISHARES TR | $6.2M | 1.37% | 66,555 | 增持 |
| 18 | VTI | VANGUARD INDEX FDS | $6.0M | 1.32% | 19,764 | 减持 |
| 19 | AAPL | APPLE INC | $5.3M | 1.16% | 25,729 | 减持 |
| 20 | ESML | ISHARES TR | $4.9M | 1.07% | 117,432 | 减持 |
| 21 | IVV | ISHARES TR | $4.2M | 0.92% | 6,746 | 增持 |
| 22 | AVGO | BROADCOM INC | $4.1M | 0.90% | 14,815 | 增持 |
| 23 | EAGG | ISHARES TR | $3.7M | 0.80% | 76,859 | 减持 |
| 24 | SCHK | SCHWAB STRATEGIC TR | $3.5M | 0.76% | 116,215 | 减持 |
| 25 | ESGD | ISHARES TR | $3.3M | 0.73% | 37,245 | 减持 |
来源:SEC 13F 申报文件 · 截至 2025-06-30
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