Sigma Investment Counselors Inc 13F 持仓 · 2026年Q2
Sigma Investment Counselors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 218 只证券，申报市值合计 20.52 亿美元。前几大持仓：IVV（19.35%）、VEA（7.80%）、IJH（7.13%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $397.0M | 19.35% | 530,151 | 减持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $160.1M | 7.80% | 2.2M | 减持 |
| 3 | IJH | ISHARES TR | $146.3M | 7.13% | 1.9M | 减持 |
| 4 | IJR | ISHARES TR | $79.9M | 3.89% | 538,823 | 减持 |
| 5 | VTV | VANGUARD INDEX FDS | $56.3M | 2.75% | 258,496 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $48.5M | 2.36% | 812,502 | 减持 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $44.5M | 2.17% | 209,070 | 增持 |
| 8 | STIP | ISHARES TR | $42.6M | 2.08% | 416,939 | 增持 |
| 9 | IWB | ISHARES TR | $42.4M | 2.07% | 103,531 | 减持 |
| 10 | SJNK | SPDR SERIES TRUST | $42.1M | 2.05% | 1.7M | 增持 |
| 11 | IBDX | ISHARES TR | $39.9M | 1.95% | 1.6M | 增持 |
| 12 | IBDW | ISHARES TR | $39.6M | 1.93% | 1.9M | 增持 |
| 13 | IBDY | ISHARES TR | $38.1M | 1.86% | 1.5M | 增持 |
| 14 | IBDU | ISHARES TR | $36.2M | 1.76% | 1.6M | 增持 |
| 15 | IBDV | ISHARES TR | $36.2M | 1.76% | 1.7M | 增持 |
| 16 | IBDZ | ISHARES TR | $34.0M | 1.66% | 1.3M | 增持 |
| 17 | IBDT | ISHARES TR | $33.8M | 1.65% | 1.3M | 增持 |
| 18 | IBDS | ISHARES TR | $32.2M | 1.57% | 1.3M | 增持 |
| 19 | AAPL | APPLE INC | $29.0M | 1.41% | 100,323 | 减持 |
| 20 | IBDR | ISHARES TR | $27.8M | 1.35% | 1.1M | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $26.9M | 1.31% | 134,534 | 减持 |
| 22 | IWR | ISHARES TR | $26.7M | 1.30% | 242,040 | 减持 |
| 23 | IEFA | ISHARES TR | $22.9M | 1.11% | 236,645 | 减持 |
| 24 | CAT | CATERPILLAR INC | $19.8M | 0.96% | 18,547 | 减持 |
| 25 | QQQ | INVESCO QQQ TR | $18.6M | 0.91% | 25,299 | 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