Per Stirling Capital Management, LLC. 13F 持仓 · 2026年Q2

Per Stirling Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 332 只证券，申报市值合计 10.53 亿美元。前几大持仓：IVV（5.14%）、DGRW（2.98%）、VEA（2.85%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。

排名	代码	公司	市值	占组合	股数	变动
1	IVV	ISHARES TR	$54.2M	5.14%	72,314	减持
2	DGRW	WISDOMTREE TR	$31.4M	2.98%	328,739	增持
3	VEA	VANGUARD TAX-MANAGED FDS	$30.0M	2.85%	421,536	减持
4	IVW	ISHARES TR	$28.9M	2.75%	210,459	减持
5	EVSD	MORGAN STANLEY ETF TRUST	$27.6M	2.62%	542,407	增持
6	CGDV	CAPITAL GROUP DIVIDEND VALUE	$26.4M	2.51%	535,659	增持
7	IVE	ISHARES TR	$23.4M	2.23%	103,240	减持
8	CGGR	CAPITAL GROUP GROWTH ETF	$18.9M	1.79%	399,468	增持
9	FIIG	FIRST TR EXCHANGE-TRADED FD	$18.3M	1.74%	883,962	增持
10	FIXD	FIRST TR EXCHNG TRADED FD VI	$18.4M	1.74%	421,122	增持
11	RDVY	FIRST TR EXCHANGE TRADED FD	$17.5M	1.66%	215,875	减持
12	IEFA	ISHARES TR	$16.8M	1.59%	173,752	增持
13	JAAA	JANUS DETROIT STR TR	$16.5M	1.57%	327,763	增持
14	CGMS	CAPITAL GRP FIXED INCM ETF T	$16.4M	1.56%	599,845	增持
15	RFDI	FIRST TR EXCH TRADED FD III	$16.2M	1.54%	186,554	增持
16	VOO	VANGUARD INDEX FDS	$15.6M	1.48%	22,660	增持
17	JQUA	J P MORGAN EXCHANGE TRADED F	$15.3M	1.45%	211,334	增持
18	JMUB	J P MORGAN EXCHANGE TRADED F	$14.6M	1.39%	288,087	减持
19	SCHD	SCHWAB STRATEGIC TR	$14.3M	1.36%	452,483	增持
20	SCHG	SCHWAB STRATEGIC TR	$14.3M	1.36%	422,899	增持
21	RSP	INVESCO EXCHANGE TRADED FD T	$13.8M	1.31%	64,996	增持
22	JPLD	J P MORGAN EXCHANGE TRADED F	$13.7M	1.30%	263,352	新建仓
23	FDVV	FIDELITY COVINGTON TRUST	$13.3M	1.26%	219,942	增持
24	LMBS	FIRST TR EXCHANGE-TRADED FD	$13.0M	1.24%	261,396	增持
25	JCPB	J P MORGAN EXCHANGE TRADED F	$12.5M	1.19%	266,337	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