Seamount Financial Group Inc 13F 持仓 · 2026年Q2
Seamount Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 2.48 亿美元。前几大持仓：AAPL（6.44%）、CGDV（4.95%）、JQUA（4.52%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.0M | 6.44% | 55,203 | 减持 |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.3M | 4.95% | 249,281 | 增持 |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | $11.2M | 4.52% | 155,205 | 增持 |
| 4 | AMZN | AMAZON COM INC | $10.7M | 4.31% | 44,893 | 减持 |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | $9.8M | 3.95% | 258,114 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $9.1M | 3.68% | 24,635 | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $7.3M | 2.95% | 10,666 | 增持 |
| 8 | QQQ | INVESCO QQQ TR | $7.2M | 2.90% | 9,771 | 增持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.0M | 2.84% | 14,077 | 减持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $6.2M | 2.51% | 26,286 | 增持 |
| 11 | CGUS | CAPITAL GROUP CORE EQUITY ET | $5.2M | 2.10% | 117,067 | 增持 |
| 12 | HYS | PIMCO ETF TR | $4.5M | 1.83% | 48,596 | 增持 |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $4.5M | 1.81% | 86,794 | 增持 |
| 14 | VO | VANGUARD INDEX FDS | $4.4M | 1.77% | 54,593 | 增持 |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $4.1M | 1.67% | 26,357 | 增持 |
| 16 | VDE | VANGUARD WORLD FD | $4.0M | 1.61% | 26,520 | 增持 |
| 17 | IWM | ISHARES TR | $4.0M | 1.60% | 13,235 | 减持 |
| 18 | CGGR | CAPITAL GROUP GROWTH ETF | $3.9M | 1.57% | 82,343 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $3.8M | 1.55% | 19,176 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $3.8M | 1.53% | 10,201 | 减持 |
| 21 | VNQ | VANGUARD INDEX FDS | $3.3M | 1.35% | 34,714 | 增持 |
| 22 | LQD | ISHARES TR | $3.2M | 1.30% | 29,528 | 增持 |
| 23 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $2.9M | 1.17% | 77,344 | 增持 |
| 24 | XOM | EXXON MOBIL CORP | $2.8M | 1.14% | 20,624 | 减持 |
| 25 | AVGO | BROADCOM INC | $2.8M | 1.13% | 7,441 | 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