Seek First Inc. 13F 持仓 · 2026年Q2
Seek First 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 1.58 亿美元。前几大持仓：SCHG（15.56%）、AAPL（15.25%）、SCHV（12.97%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $24.6M | 15.56% | 728,152 | 减持 |
| 2 | AAPL | APPLE INC | $24.2M | 15.25% | 83,496 | 减持 |
| 3 | SCHV | SCHWAB STRATEGIC TR | $20.5M | 12.97% | 589,947 | 增持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $6.6M | 4.15% | 207,076 | 增持 |
| 5 | SCHF | SCHWAB STRATEGIC TR | $6.4M | 4.03% | 230,631 | 减持 |
| 6 | VBR | VANGUARD INDEX FDS | $6.0M | 3.78% | 24,620 | 增持 |
| 7 | VBK | VANGUARD INDEX FDS | $5.9M | 3.71% | 16,084 | 增持 |
| 8 | SCHE | SCHWAB STRATEGIC TR | $4.4M | 2.76% | 120,559 | 增持 |
| 9 | SCHI | SCHWAB STRATEGIC TR | $4.2M | 2.67% | 187,106 | 减持 |
| 10 | LRCX | LAM RESEARCH CORP | $4.0M | 2.52% | 9,222 | 增持 |
| 11 | TSLA | TESLA INC | $3.6M | 2.28% | 8,599 | 减持 |
| 12 | CMF | ISHARES TR | $2.9M | 1.83% | 50,270 | 新建仓 |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $2.9M | 1.80% | 61,010 | 增持 |
| 14 | AMAT | APPLIED MATLS INC | $2.3M | 1.47% | 3,227 | 持平 |
| 15 | AMZN | AMAZON COM INC | $2.1M | 1.30% | 8,658 | 减持 |
| 16 | SCHM | SCHWAB STRATEGIC TR | $1.9M | 1.23% | 52,854 | 减持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.20% | 2,543 | 减持 |
| 18 | VTV | VANGUARD INDEX FDS | $1.9M | 1.20% | 8,720 | 减持 |
| 19 | SCHA | SCHWAB STRATEGIC TR | $1.8M | 1.15% | 50,462 | 减持 |
| 20 | NVMI | NOVA LTD | $1.8M | 1.13% | 3,307 | 减持 |
| 21 | GOOG | ALPHABET INC | $1.8M | 1.12% | 5,032 | 减持 |
| 22 | CSCO | CISCO SYS INC | $1.7M | 1.07% | 14,479 | 减持 |
| 23 | VYM | VANGUARD WHITEHALL FDS | $1.5M | 0.94% | 9,435 | 减持 |
| 24 | SCHY | SCHWAB STRATEGIC TR | $1.4M | 0.89% | 44,188 | 减持 |
| 25 | NVDA | NVIDIA CORPORATION | $1.3M | 0.83% | 6,576 | 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