Rose Capital Advisors LLC 13F 持仓 · 2026年Q2
Rose Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 2.00 亿美元。前几大持仓：IVV（12.19%）、ACN（6.84%）、VEA（6.38%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.3M | 12.19% | 32,464 | 新建仓 |
| 2 | ACN | ACCENTURE PLC IRELAND | $13.7M | 6.84% | 109,697 | 新建仓 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $12.7M | 6.38% | 178,645 | 新建仓 |
| 4 | AAPL | APPLE INC | $7.9M | 3.96% | 27,284 | 新建仓 |
| 5 | TOTL | SSGA ACTIVE ETF TR | $7.7M | 3.87% | 195,822 | 新建仓 |
| 6 | BAC | BANK OF AMER CORP | $7.5M | 3.75% | 131,295 | 新建仓 |
| 7 | VB | VANGUARD INDEX FDS | $7.4M | 3.71% | 24,429 | 新建仓 |
| 8 | GOOG | ALPHABET INC | $7.1M | 3.54% | 19,982 | 新建仓 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $6.9M | 3.47% | 116,148 | 新建仓 |
| 10 | VO | VANGUARD INDEX FDS | $6.6M | 3.32% | 82,236 | 新建仓 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.5M | 2.77% | 11,048 | 新建仓 |
| 12 | PWV | INVESCO EXCHANGE TRADED FD T | $4.6M | 2.29% | 60,314 | 新建仓 |
| 13 | QQQ | INVESCO QQQ TR | $4.4M | 2.19% | 5,929 | 新建仓 |
| 14 | MOAT | VANECK ETF TRUST | $3.5M | 1.75% | 33,493 | 新建仓 |
| 15 | MSFT | MICROSOFT CORP | $3.5M | 1.73% | 9,253 | 新建仓 |
| 16 | QUAL | ISHARES TR | $3.3M | 1.68% | 15,236 | 新建仓 |
| 17 | ARKK | ARK ETF TR | $3.2M | 1.62% | 39,945 | 新建仓 |
| 18 | SGOV | ISHARES TR | $3.0M | 1.52% | 30,073 | 新建仓 |
| 19 | DYNF | BLACKROCK ETF TRUST | $2.7M | 1.37% | 40,205 | 新建仓 |
| 20 | EFV | ISHARES TR | $2.5M | 1.27% | 33,011 | 新建仓 |
| 21 | GS | GOLDMAN SACHS GROUP INC | $2.4M | 1.18% | 2,327 | 新建仓 |
| 22 | NVDA | NVIDIA CORPORATION | $2.3M | 1.13% | 11,311 | 新建仓 |
| 23 | IWP | ISHARES TR | $2.1M | 1.07% | 14,577 | 新建仓 |
| 24 | WINN | HARBOR ETF TRUST | $2.1M | 1.03% | 63,445 | 新建仓 |
| 25 | AIG | AMERICAN INTL GROUP INC | $1.9M | 0.96% | 25,760 | 新建仓 |
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