Seven Post Investment Office LP 13F 持仓 · 2026年Q2
Seven Post Investment Office 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 42 只证券,申报市值合计 3.52 亿美元。前几大持仓:VNQ(23.47%)、SPY(14.82%)、VMRK(11.63%)。本季前 25 大持仓中:新建仓 2 只、增持 14 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | $82.7M | 23.47% | 857,363 | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $52.2M | 14.82% | 69,908 | 增持 |
| 3 | VMRK | EQUITY RESIDENTIAL | $41.0M | 11.63% | 603,185 | 增持 |
| 4 | PLD | PROLOGIS INC. | $20.3M | 5.78% | 150,185 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $17.0M | 4.83% | 45,938 | 减持 |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.7M | 4.46% | 21 | 持平 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $14.0M | 3.98% | 196,873 | 减持 |
| 8 | ELS | EQUITY LIFESTYLE PROPERTIES | $12.8M | 3.63% | 198,260 | 增持 |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | $11.3M | 3.20% | 306,976 | 增持 |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $11.0M | 3.13% | 70,182 | 增持 |
| 11 | PSA | PUBLIC STORAGE | $9.8M | 2.78% | 30,780 | 增持 |
| 12 | COLD | AMERICOLD REALTY TRUST INC | $8.9M | 2.53% | 566,170 | 增持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.5M | 2.42% | 17,043 | 增持 |
| 14 | ORCL | ORACLE CORP | $8.3M | 2.36% | 56,722 | 新建仓 |
| 15 | SLV | ISHARES SILVER TR | $6.7M | 1.90% | 125,061 | 增持 |
| 16 | GLDM | WORLD GOLD TR | $6.3M | 1.79% | 79,348 | 增持 |
| 17 | WMB | WILLIAMS COS INC | $4.6M | 1.30% | 61,760 | 持平 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.04% | 61,114 | 减持 |
| 19 | IEFA | ISHARES TR | $1.8M | 0.51% | 18,548 | 减持 |
| 20 | AAPL | APPLE INC | $1.7M | 0.49% | 5,951 | 增持 |
| 21 | LII | LENNOX INTL INC | $1.7M | 0.49% | 3,000 | 新建仓 |
| 22 | VV | VANGUARD INDEX FDS | $1.3M | 0.37% | 3,800 | 持平 |
| 23 | EFA | ISHARES TR | $1.2M | 0.33% | 11,268 | 持平 |
| 24 | NVDA | NVIDIA CORPORATION | $1.0M | 0.29% | 5,093 | 增持 |
| 25 | IJR | ISHARES TR | $934,056 | 0.27% | 6,298 | 持平 |
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