Roof Eidam Maycock Peralta, LLC 13F 持仓 · 2026年Q2
Roof Eidam Maycock Peralta 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 5.08 亿美元。前几大持仓：VEA（10.46%）、JPST（6.68%）、JQUA（4.89%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $53.1M | 10.46% | 745,582 | 增持 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $33.9M | 6.68% | 670,922 | 增持 |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | $24.8M | 4.89% | 343,162 | 减持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $23.3M | 4.60% | 98,637 | 减持 |
| 5 | VUG | VANGUARD INDEX FDS | $22.7M | 4.47% | 263,185 | 增持 |
| 6 | VB | VANGUARD INDEX FDS | $22.6M | 4.45% | 74,582 | 减持 |
| 7 | IVV | ISHARES TR | $17.4M | 3.42% | 23,215 | 增持 |
| 8 | QQQ | INVESCO QQQ TR | $17.0M | 3.35% | 23,097 | 增持 |
| 9 | AAPL | APPLE INC | $16.8M | 3.31% | 58,015 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $16.7M | 3.28% | 206,711 | 增持 |
| 11 | OEF | ISHARES TR | $16.4M | 3.23% | 44,874 | 减持 |
| 12 | JSCP | J P MORGAN EXCHANGE TRADED F | $16.4M | 3.22% | 347,102 | 减持 |
| 13 | MINT | PIMCO ETF TR | $15.1M | 2.97% | 149,639 | 增持 |
| 14 | VTV | VANGUARD INDEX FDS | $13.5M | 2.67% | 62,162 | 增持 |
| 15 | ESGD | ISHARES TR | $11.6M | 2.29% | 113,018 | 减持 |
| 16 | SHY | ISHARES TR | $11.0M | 2.17% | 134,335 | 新建仓 |
| 17 | SHV | ISHARES TR | $10.9M | 2.16% | 99,190 | 新建仓 |
| 18 | GOOG | ALPHABET INC | $8.8M | 1.73% | 24,917 | 减持 |
| 19 | JMST | J P MORGAN EXCHANGE TRADED F | $5.9M | 1.16% | 115,502 | 减持 |
| 20 | SUSA | ISHARES TR | $5.8M | 1.14% | 37,420 | 减持 |
| 21 | VBR | VANGUARD INDEX FDS | $5.4M | 1.06% | 22,182 | 减持 |
| 22 | FNDA | SCHWAB STRATEGIC TR | $5.3M | 1.04% | 139,396 | 减持 |
| 23 | DGRW | WISDOMTREE TR | $5.2M | 1.03% | 54,485 | 减持 |
| 24 | HEFA | ISHARES TR | $5.2M | 1.02% | 109,825 | 减持 |
| 25 | JPIB | J P MORGAN EXCHANGE TRADED F | $4.7M | 0.93% | 97,660 | 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