Rodgers & Associates, LTD 13F 持仓 · 2026年Q2
Rodgers & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 108 只证券，申报市值合计 11.02 亿美元。前几大持仓：VTV（7.89%）、VBR（7.11%）、VOE（6.70%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $86.9M | 7.89% | 398,813 | 减持 |
| 2 | VBR | VANGUARD INDEX FDS | $78.3M | 7.11% | 322,177 | 增持 |
| 3 | VOE | VANGUARD INDEX FDS | $73.8M | 6.70% | 373,683 | 减持 |
| 4 | IWP | ISHARES TR | $63.7M | 5.79% | 435,416 | 增持 |
| 5 | IWF | ISHARES TR | $60.9M | 5.53% | 490,509 | 增持 |
| 6 | SPYG | SPDR SERIES TRUST | $53.5M | 4.86% | 449,619 | 减持 |
| 7 | SPSB | SPDR SERIES TRUST | $53.0M | 4.81% | 1.8M | 增持 |
| 8 | VBK | VANGUARD INDEX FDS | $50.3M | 4.56% | 137,533 | 减持 |
| 9 | SLYG | SPDR SERIES TRUST | $48.1M | 4.36% | 403,692 | 减持 |
| 10 | SLYV | SPDR SERIES TRUST | $35.2M | 3.20% | 322,641 | 减持 |
| 11 | VOT | VANGUARD INDEX FDS | $32.5M | 2.95% | 106,123 | 减持 |
| 12 | SPYV | SPDR SERIES TRUST | $29.7M | 2.69% | 487,758 | 减持 |
| 13 | IWS | ISHARES TR | $27.3M | 2.48% | 165,969 | 减持 |
| 14 | USRT | ISHARES TR | $26.7M | 2.42% | 401,892 | 增持 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $25.6M | 2.33% | 324,430 | 减持 |
| 16 | VNQ | VANGUARD INDEX FDS | $23.6M | 2.14% | 244,354 | 增持 |
| 17 | IMCG | ISHARES TR | $23.3M | 2.11% | 236,684 | 减持 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $21.8M | 1.98% | 305,643 | 减持 |
| 19 | MDYG | SPDR SERIES TRUST | $21.0M | 1.90% | 187,167 | 减持 |
| 20 | MDYV | SPDR SERIES TRUST | $20.9M | 1.89% | 220,077 | 增持 |
| 21 | VUG | VANGUARD INDEX FDS | $20.2M | 1.83% | 233,969 | 增持 |
| 22 | SPEM | SPDR INDEX SHS FDS | $20.1M | 1.82% | 387,231 | 增持 |
| 23 | IVW | ISHARES TR | $19.1M | 1.74% | 139,031 | 减持 |
| 24 | SPDW | SPDR INDEX SHS FDS | $17.6M | 1.60% | 349,364 | 减持 |
| 25 | PRF | INVESCO EXCHANGE TRADED FD T | $12.4M | 1.13% | 229,435 | 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