Relyea Zuckerberg Hanson LLC 13F 持仓 · 2026年Q2
Relyea Zuckerberg Hanson 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 302 只证券,申报市值合计 12.00 亿美元。前几大持仓:VUG(10.74%)、VTV(8.42%)、IWF(4.78%)。本季前 25 大持仓中:增持 18 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $128.8M | 10.74% | 1.5M | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $101.0M | 8.42% | 463,300 | 减持 |
| 3 | IWF | ISHARES TR | $57.4M | 4.78% | 462,126 | 增持 |
| 4 | IWD | ISHARES TR | $52.3M | 4.36% | 215,569 | 增持 |
| 5 | BIL | SPDR SERIES TRUST | $48.4M | 4.03% | 527,732 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $47.2M | 3.93% | 662,188 | 增持 |
| 7 | AAPL | APPLE INC | $35.8M | 2.98% | 123,702 | 增持 |
| 8 | SGOV | ISHARES TR | $34.6M | 2.88% | 343,341 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $26.9M | 2.24% | 36,007 | 增持 |
| 10 | AAUS | EA SERIES TRUST | $26.7M | 2.22% | 446,173 | 持平 |
| 11 | NVDA | NVIDIA CORPORATION | $22.8M | 1.90% | 114,089 | 减持 |
| 12 | AVTM | AMERICAN CENTY ETF TR | $20.2M | 1.68% | 371,216 | 持平 |
| 13 | IDEV | ISHARES TR | $19.7M | 1.64% | 221,366 | 增持 |
| 14 | AAUA | EA SERIES TRUST | $19.3M | 1.61% | 339,700 | 持平 |
| 15 | MSFT | MICROSOFT CORP | $19.3M | 1.61% | 51,645 | 减持 |
| 16 | XLK | SELECT SECTOR SPDR TR | $19.1M | 1.59% | 100,169 | 增持 |
| 17 | VTI | VANGUARD INDEX FDS | $15.4M | 1.28% | 41,644 | 增持 |
| 18 | VOO | VANGUARD INDEX FDS | $14.4M | 1.20% | 20,998 | 增持 |
| 19 | VOOG | VANGUARD ADMIRAL FDS INC | $14.4M | 1.20% | 173,917 | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $13.6M | 1.13% | 18,421 | 增持 |
| 21 | ESGU | ISHARES TR | $12.9M | 1.07% | 78,634 | 增持 |
| 22 | LPTH | LIGHTPATH TECHNOLOGIES INC | $12.5M | 1.04% | 765,605 | 持平 |
| 23 | VBK | VANGUARD INDEX FDS | $12.2M | 1.02% | 33,370 | 增持 |
| 24 | GOOGL | ALPHABET INC | $11.9M | 0.99% | 33,216 | 增持 |
| 25 | GOOG | ALPHABET INC | $11.6M | 0.97% | 32,887 | 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