SkyOak Wealth, LLC 13F 持仓 · 2026年Q2
SkyOak Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 251 只证券，申报市值合计 6.12 亿美元。前几大持仓：SPYV（4.85%）、JPST（4.80%）、SCHG（4.35%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $29.7M | 4.85% | 487,942 | 减持 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $29.4M | 4.80% | 581,430 | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $26.6M | 4.35% | 786,395 | 增持 |
| 4 | AAPL | APPLE INC | $24.4M | 3.99% | 84,424 | 减持 |
| 5 | IEF | ISHARES TR | $23.4M | 3.83% | 247,664 | 增持 |
| 6 | IUSV | ISHARES TR | $20.9M | 3.41% | 189,458 | 减持 |
| 7 | IEFA | ISHARES TR | $19.7M | 3.22% | 204,042 | 增持 |
| 8 | LLY | ELI LILLY & CO | $19.6M | 3.20% | 16,314 | 增持 |
| 9 | SPYM | SPDR SERIES TRUST | $16.7M | 2.73% | 189,822 | 减持 |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | $14.8M | 2.41% | 313,090 | 增持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $13.2M | 2.15% | 69,234 | 减持 |
| 12 | AVUV | AMERICAN CENTY ETF TR | $11.2M | 1.83% | 89,676 | 增持 |
| 13 | IJR | ISHARES TR | $10.4M | 1.70% | 70,005 | 增持 |
| 14 | DYNF | BLACKROCK ETF TRUST | $10.0M | 1.64% | 147,220 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $8.8M | 1.44% | 26,977 | 增持 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $8.8M | 1.44% | 147,895 | 增持 |
| 17 | MS | MORGAN STANLEY | $8.6M | 1.40% | 40,946 | 减持 |
| 18 | JPIE | J P MORGAN EXCHANGE TRADED F | $8.4M | 1.37% | 181,837 | 减持 |
| 19 | FV | FIRST TR EXCHANGE TRADED FD | $8.0M | 1.31% | 105,819 | 减持 |
| 20 | SSUS | STRATEGY SHS | $8.0M | 1.31% | 144,880 | 减持 |
| 21 | VBK | VANGUARD INDEX FDS | $8.0M | 1.31% | 21,886 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $8.0M | 1.30% | 39,918 | 减持 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $7.8M | 1.28% | 33,160 | 减持 |
| 24 | GOOG | ALPHABET INC | $7.8M | 1.27% | 22,057 | 减持 |
| 25 | AMZN | AMAZON COM INC | $7.6M | 1.25% | 32,066 | 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