Pointe Capital Management LLC 13F 持仓 · 2026年Q2
Pointe Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 157 只证券，申报市值合计 2.23 亿美元。前几大持仓：IWF（9.05%）、VYM（6.97%）、VCSH（5.88%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $20.2M | 9.05% | 162,841 | 增持 |
| 2 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $15.6M | 6.97% | 98,634 | 增持 |
| 3 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $13.1M | 5.88% | 166,242 | 增持 |
| 4 | SHY | ISHARES 1-3 YR TREASURY BOND ETF | $11.2M | 5.03% | 136,813 | 增持 |
| 5 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $8.4M | 3.75% | 34,534 | 增持 |
| 6 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $8.2M | 3.67% | 98,996 | 增持 |
| 7 | AAPL | APPLE INC | $6.9M | 3.09% | 23,854 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $6.1M | 2.73% | 12,181 | 减持 |
| 9 | GLD | SPDR GOLD ETF | $5.5M | 2.46% | 14,952 | 增持 |
| 10 | EFA | ISHARES MSCI EAFE ETF | $3.5M | 1.55% | 33,359 | 增持 |
| 11 | GOOG | ALPHABET INC | $3.4M | 1.52% | 9,620 | 减持 |
| 12 | MSFT | MICROSOFT | $3.4M | 1.51% | 9,044 | 增持 |
| 13 | IWP | ISHARES RUSSELL MIDCAP GROWTH ETF | $3.3M | 1.48% | 22,524 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $3.3M | 1.47% | 10,062 | 增持 |
| 15 | COST | COSTCO WHOLESALE CORP | $3.1M | 1.38% | 3,292 | 增持 |
| 16 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $3.1M | 1.38% | 37,483 | 增持 |
| 17 | RTX | RTX CORPORATION | $3.1M | 1.37% | 16,130 | 持平 |
| 18 | AGG | ISHARES AGGREGATE BOND ETF | $2.9M | 1.28% | 28,985 | 增持 |
| 19 | IWS | ISHARES RUSSELL MIDCAP VALUE INDEX | $2.8M | 1.24% | 16,865 | 增持 |
| 20 | GOOGL | GOOGLE INC | $2.6M | 1.15% | 7,169 | 增持 |
| 21 | IWM | ISHARES RUSSELL 2000 ETF | $2.5M | 1.13% | 8,407 | 减持 |
| 22 | IWN | ISHARES RUSSELL 2000 VALUE | $2.5M | 1.12% | 11,300 | 增持 |
| 23 | CSQ | CALAMOS STRATEGIC TOTAL RETURN FD | $2.4M | 1.06% | 115,602 | 减持 |
| 24 | AMZN | AMAZON.COM INC | $2.3M | 1.04% | 9,727 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION | $2.2M | 0.98% | 10,976 | 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