Serenity Investment Advisors 13F 持仓 · 2026年Q2
Serenity Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 2.35 亿美元。前几大持仓：SCHG（16.42%）、SCHV（14.53%）、SCHF（8.54%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $38.5M | 16.42% | 1.1M | 增持 |
| 2 | SCHV | SCHWAB STRATEGIC TR | $34.1M | 14.53% | 979,372 | 增持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $20.0M | 8.54% | 710,111 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $19.5M | 8.30% | 236,070 | 增持 |
| 5 | FMDE | FIDELITY COVINGTON TRUST | $13.0M | 5.53% | 307,968 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $12.5M | 5.34% | 208,575 | 增持 |
| 7 | VBR | VANGUARD INDEX FDS | $8.0M | 3.43% | 32,475 | 增持 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $7.8M | 3.31% | 134,329 | 增持 |
| 9 | VBK | VANGUARD INDEX FDS | $7.1M | 3.02% | 19,906 | 减持 |
| 10 | VXUS | VANGUARD STAR FDS | $6.8M | 2.88% | 77,118 | 增持 |
| 11 | SPCX | SPACE EXPLORATION TECHN CORP | $3.9M | 1.65% | 28,807 | 新建仓 |
| 12 | IJT | ISHARES TR | $3.0M | 1.28% | 17,364 | 增持 |
| 13 | SPHY | SPDR SERIES TRUST | $3.0M | 1.26% | 127,299 | 增持 |
| 14 | VTV | VANGUARD INDEX FDS | $2.9M | 1.25% | 13,016 | 增持 |
| 15 | AAPL | APPLE INC | $2.8M | 1.21% | 9,143 | 减持 |
| 16 | EFA | ISHARES TR | $2.8M | 1.21% | 26,410 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.20% | 8,008 | 减持 |
| 18 | SCHA | SCHWAB STRATEGIC TR | $2.6M | 1.12% | 75,901 | 减持 |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $2.5M | 1.08% | 111,150 | 增持 |
| 20 | VUG | VANGUARD INDEX FDS | $2.3M | 0.98% | 26,382 | 增持 |
| 21 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.3M | 0.97% | 28,004 | 增持 |
| 22 | IEMG | ISHARES INC | $2.0M | 0.87% | 25,049 | 减持 |
| 23 | ABBV | ABBVIE INC | $2.0M | 0.83% | 7,468 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $1.9M | 0.82% | 8,897 | 增持 |
| 25 | IWP | ISHARES TR | $1.9M | 0.81% | 13,283 | 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