Payne Capital Management, LLC 13F 持仓 · 2026年Q2
Payne Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 3.75 亿美元。前几大持仓：SCHF（11.60%）、MLPX（8.26%）、VWO（6.75%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $43.5M | 11.60% | 1.6M | 增持 |
| 2 | MLPX | GLOBAL X FDS | $31.0M | 8.26% | 420,592 | 增持 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $25.3M | 6.75% | 424,274 | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $24.9M | 6.64% | 349,447 | 减持 |
| 5 | BCI | ABRDN ETFS | $20.9M | 5.56% | 934,217 | 增持 |
| 6 | SCHG | SCHWAB STRATEGIC TR | $19.7M | 5.24% | 580,688 | 增持 |
| 7 | SCHV | SCHWAB STRATEGIC TR | $19.5M | 5.20% | 560,537 | 增持 |
| 8 | VUG | VANGUARD INDEX FDS | $17.3M | 4.62% | 201,200 | 增持 |
| 9 | VBK | VANGUARD INDEX FDS | $17.1M | 4.55% | 46,677 | 增持 |
| 10 | VOT | VANGUARD INDEX FDS | $15.9M | 4.25% | 52,013 | 增持 |
| 11 | VTV | VANGUARD INDEX FDS | $15.8M | 4.20% | 72,361 | 减持 |
| 12 | VBR | VANGUARD INDEX FDS | $15.7M | 4.18% | 64,545 | 增持 |
| 13 | VOE | VANGUARD INDEX FDS | $15.3M | 4.08% | 77,425 | 增持 |
| 14 | VNQI | VANGUARD INTL EQUITY INDEX F | $10.7M | 2.84% | 237,574 | 增持 |
| 15 | FREL | FIDELITY COVINGTON TRUST | $9.6M | 2.55% | 326,406 | 增持 |
| 16 | SCHE | SCHWAB STRATEGIC TR | $7.8M | 2.09% | 216,012 | 减持 |
| 17 | VNQ | VANGUARD INDEX FDS | $4.5M | 1.19% | 46,244 | 增持 |
| 18 | AMLP | ALPS ETF TR | $3.9M | 1.03% | 74,455 | 增持 |
| 19 | AAPL | APPLE INC | $3.8M | 1.00% | 13,019 | 减持 |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.00% | 5 | 新建仓 |
| 21 | NVDA | NVIDIA CORPORATION | $3.7M | 0.97% | 18,260 | 减持 |
| 22 | DB | DEUTSCHE BK AG | $2.5M | 0.66% | 73,599 | 新建仓 |
| 23 | SLYV | SPDR SERIES TRUST | $2.3M | 0.62% | 21,219 | 减持 |
| 24 | MDYV | SPDR SERIES TRUST | $2.1M | 0.56% | 22,067 | 增持 |
| 25 | REET | ISHARES TR | $2.1M | 0.56% | 75,826 | 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