Rogco, LP 13F 持仓 · 2026年Q2
Rogco 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 224 只证券，申报市值合计 3.27 亿美元。前几大持仓：IVV（20.69%）、IEFA（7.08%）、BND（6.48%）。本季前 25 大持仓中：增持 15 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $67.6M | 20.69% | 90,254 | 减持 |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $23.1M | 7.08% | 239,379 | 增持 |
| 3 | BND | Vanguard Total Bond Market ETF | $21.2M | 6.48% | 288,292 | 增持 |
| 4 | VGSH | Vanguard Short-Term Treasury ETF | $17.1M | 5.25% | 294,478 | 增持 |
| 5 | SPSB | State Street SPDR S/t Corp Bd ETF | $15.1M | 4.61% | 501,723 | 增持 |
| 6 | VGIT | Vanguard Intmdt-Term Trs ETF | $12.3M | 3.77% | 209,038 | 增持 |
| 7 | IAU | iShares Gold Trust | $11.9M | 3.65% | 158,010 | 增持 |
| 8 | IEMG | iShares Core MSCI Emerging Markets ETF | $11.2M | 3.43% | 135,204 | 减持 |
| 9 | SMMD | iShares Russell 2500 ETF | $10.3M | 3.15% | 112,165 | 增持 |
| 10 | PREF | Principal Spectrum Pref Secs Actv ETF | $7.8M | 2.37% | 406,720 | 增持 |
| 11 | TSPA | T. Rowe Price Exchangetraded Funds Inc U.S. Equity Research Etf | $7.0M | 2.14% | 147,360 | 减持 |
| 12 | AAPL | Apple Inc. | $5.9M | 1.79% | 20,254 | 增持 |
| 13 | LECO | Lincoln Electric Holdings Inc. | $5.3M | 1.63% | 20,020 | 持平 |
| 14 | NVDA | Nvidia Corp Common | $4.4M | 1.34% | 21,804 | 持平 |
| 15 | IVE | iShares S&P 500 Value ETF | $4.3M | 1.32% | 18,926 | 持平 |
| 16 | GOOGL | Alphabet Inc. Class A | $4.2M | 1.29% | 11,752 | 持平 |
| 17 | IVW | iShares S&P 500 Growth ETF | $3.9M | 1.19% | 28,170 | 增持 |
| 18 | MSFT | Microsoft Corp. | $3.9M | 1.19% | 10,438 | 增持 |
| 19 | SUB | iShares Short-Term National Muni Bond ETF | $3.2M | 0.99% | 30,390 | 增持 |
| 20 | JNJ | Johnson & Johnson | $3.0M | 0.92% | 11,871 | 增持 |
| 21 | AVGO | Broadcom Inc | $2.9M | 0.89% | 7,735 | 增持 |
| 22 | AMZN | Amazon.com Inc. | $2.4M | 0.73% | 9,993 | 持平 |
| 23 | EFIV | Spdr Series Trust State Street S&p 500 Esg Etf | $2.3M | 0.71% | 31,802 | 增持 |
| 24 | CAT | Caterpillar Inc. | $2.2M | 0.68% | 2,077 | 减持 |
| 25 | JPM | JPMorgan Chase & Co. | $2.1M | 0.63% | 6,268 | 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