Pathstone Holdings, LLC 13F 持仓 · 2026年Q2
Pathstone Holdings 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,324 只证券，申报市值合计 343.33 亿美元。前几大持仓：IVV（5.24%）、SPY（4.68%）、VUG（3.95%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.80B | 5.24% | 2.4M | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $1.61B | 4.68% | 2.2M | 减持 |
| 3 | VUG | VANGUARD INDEX FDS | $1.36B | 3.95% | 15.8M | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $1.30B | 3.78% | 1.9M | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $1.14B | 3.31% | 5.2M | 增持 |
| 6 | AAPL | APPLE INC | $850.6M | 2.48% | 2.9M | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $703.9M | 2.05% | 3.5M | 增持 |
| 8 | MSFT | MICROSOFT CORP | $635.0M | 1.85% | 1.7M | 减持 |
| 9 | MDY | STATE STR SPDR S&P MIDCAP 40 | $597.5M | 1.74% | 849,491 | 增持 |
| 10 | IJH | ISHARES TR | $545.1M | 1.59% | 7.1M | 减持 |
| 11 | IEFA | ISHARES TR | $519.2M | 1.51% | 5.4M | 增持 |
| 12 | IXUS | ISHARES TR | $514.4M | 1.50% | 5.4M | 增持 |
| 13 | IWB | ISHARES TR | $463.9M | 1.35% | 1.1M | 增持 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $390.9M | 1.14% | 5.5M | 增持 |
| 15 | AMZN | AMAZON COM INC | $370.4M | 1.08% | 1.5M | 增持 |
| 16 | GOOGL | ALPHABET INC | $350.5M | 1.02% | 978,356 | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $343.9M | 1.00% | 929,387 | 增持 |
| 18 | IEMG | ISHARES INC | $339.1M | 0.99% | 4.1M | 增持 |
| 19 | GOOG | ALPHABET INC | $337.4M | 0.98% | 953,309 | 增持 |
| 20 | IJR | ISHARES TR | $332.4M | 0.97% | 2.2M | 减持 |
| 21 | VV | VANGUARD INDEX FDS | $285.8M | 0.83% | 831,081 | 减持 |
| 22 | KO | COCA COLA CO | $271.9M | 0.79% | 3.3M | 增持 |
| 23 | IGF | ISHARES TR | $252.7M | 0.74% | 3.8M | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $248.3M | 0.72% | 495,630 | 增持 |
| 25 | IWM | ISHARES TR | $248.6M | 0.72% | 827,314 | 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