Red Door Wealth Management, LLC 13F 持仓 · 2026年Q2
Red Door Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 320 只证券，申报市值合计 10.96 亿美元。前几大持仓：SCHX（5.16%）、NVDA（4.83%）、AAPL（4.10%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $56.5M | 5.16% | 1.9M | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $52.9M | 4.83% | 264,377 | 增持 |
| 3 | AAPL | APPLE INC | $44.9M | 4.10% | 155,184 | 减持 |
| 4 | DELL | DELL TECHNOLOGIES INC | $44.8M | 4.09% | 103,814 | 减持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $42.0M | 3.84% | 83,979 | 增持 |
| 6 | GOOG | ALPHABET INC | $40.6M | 3.71% | 114,957 | 减持 |
| 7 | EAGL | 2023 ETF SERIES TRUST | $38.7M | 3.53% | 1.2M | 增持 |
| 8 | AMZN | AMAZON COM INC | $32.0M | 2.92% | 134,397 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $27.5M | 2.51% | 84,114 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $27.1M | 2.47% | 72,583 | 增持 |
| 11 | VOO | VANGUARD INDEX FDS | $26.3M | 2.40% | 38,290 | 增持 |
| 12 | WMT | WALMART INC | $18.3M | 1.67% | 161,318 | 增持 |
| 13 | IVV | ISHARES TR | $17.1M | 1.56% | 22,870 | 增持 |
| 14 | V | VISA INC | $16.4M | 1.50% | 47,886 | 减持 |
| 15 | JMST | J P MORGAN EXCHANGE TRADED F | $15.8M | 1.44% | 310,180 | 增持 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $15.7M | 1.43% | 16,755 | 减持 |
| 17 | META | META PLATFORMS INC | $15.0M | 1.37% | 26,606 | 增持 |
| 18 | MRK | MERCK & CO INC | $15.1M | 1.37% | 117,172 | 增持 |
| 19 | AVGO | BROADCOM INC | $14.7M | 1.34% | 38,909 | 增持 |
| 20 | ASML | ASML HLDG NV | $14.4M | 1.32% | 7,263 | 增持 |
| 21 | QQQ | INVESCO QQQ TR | $14.0M | 1.28% | 19,039 | 增持 |
| 22 | B | BARRICK MNG CORP | $13.2M | 1.21% | 360,199 | 增持 |
| 23 | TDG | TRANSDIGM GROUP INC | $12.4M | 1.14% | 9,339 | 增持 |
| 24 | AMGN | AMGEN INC | $12.4M | 1.13% | 34,111 | 增持 |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.4M | 1.13% | 25,956 | 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