Sonoma Private Wealth LLC 13F 持仓 · 2026年Q2
Sonoma Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 9,310.47 万美元。前几大持仓：MSFT（8.94%）、SGOV（8.29%）、IVV（7.01%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $8.3M | 8.94% | 22,313 | 减持 |
| 2 | SGOV | ISHARES TR | $7.7M | 8.29% | 76,672 | 减持 |
| 3 | IVV | ISHARES TR | $6.5M | 7.01% | 8,710 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $5.2M | 5.54% | 25,785 | 减持 |
| 5 | AAPL | APPLE INC | $3.6M | 3.92% | 12,599 | 减持 |
| 6 | NAVN | NAVAN INC | $3.3M | 3.59% | 146,296 | 新建仓 |
| 7 | PHYS | SPROTT ASSET MANAGEMENT LP | $2.9M | 3.10% | 95,614 | 减持 |
| 8 | FNDF | SCHWAB STRATEGIC TR | $2.7M | 2.90% | 51,238 | 减持 |
| 9 | IVE | ISHARES TR | $2.6M | 2.79% | 11,425 | 持平 |
| 10 | CEF | SPROTT ASSET MANAGEMENT LP | $2.3M | 2.44% | 56,438 | 减持 |
| 11 | VTV | VANGUARD INDEX FDS | $2.1M | 2.26% | 9,676 | 减持 |
| 12 | AMAT | APPLIED MATLS INC | $2.1M | 2.22% | 2,861 | 减持 |
| 13 | JNJ | JOHNSON & JOHNSON | $1.7M | 1.82% | 6,686 | 持平 |
| 14 | FXF | INVESCO CURRENCYSHARES SWISS | $1.7M | 1.80% | 15,359 | 减持 |
| 15 | GOOGL | ALPHABET INC | $1.5M | 1.64% | 4,282 | 增持 |
| 16 | DDOG | DATADOG INC | $1.4M | 1.46% | 5,214 | 减持 |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.40% | 8,290 | 增持 |
| 18 | ACWI | ISHARES TR | $1.3M | 1.36% | 8,080 | 减持 |
| 19 | VUG | VANGUARD INDEX FDS | $1.3M | 1.36% | 14,748 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 1.29% | 1,614 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.24% | 3,533 | 减持 |
| 22 | JUST | GOLDMAN SACHS ETF TR | $1.1M | 1.23% | 10,763 | 增持 |
| 23 | T | AT&T INC | $1.1M | 1.23% | 55,536 | 增持 |
| 24 | CSCO | CISCO SYS INC | $1.1M | 1.17% | 9,274 | 减持 |
| 25 | PANW | PALO ALTO NETWORKS INC | $1.1M | 1.16% | 3,160 | 增持 |
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