Soundwatch Capital LLC 13F 持仓 · 2026年Q2
Soundwatch Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 9.01 亿美元。前几大持仓：IVV（43.56%）、SPY（43.19%）、ESGV（2.66%）。本季前 25 大持仓中：增持 6 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $392.5M | 43.56% | 524,081 | 减持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $389.1M | 43.19% | 521,090 | 减持 |
| 3 | ESGV | VANGUARD WORLD FD | $24.0M | 2.66% | 181,428 | 增持 |
| 4 | AAPL | APPLE INC | $17.3M | 1.92% | 59,868 | 减持 |
| 5 | VOO | VANGUARD INDEX FDS | $14.8M | 1.64% | 21,506 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $11.1M | 1.23% | 15,057 | 增持 |
| 7 | VV | VANGUARD INDEX FDS | $8.6M | 0.96% | 25,068 | 减持 |
| 8 | AAUS | EA SERIES TRUST | $5.7M | 0.63% | 95,682 | 减持 |
| 9 | AAEQ | EA SERIES TRUST | $4.4M | 0.49% | 83,311 | 持平 |
| 10 | SHDG | ADVISOR MANAGED PORTFOLIOS | $4.3M | 0.48% | 132,428 | 持平 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $2.9M | 0.33% | 13,819 | 持平 |
| 12 | NVDA | NVIDIA CORPORATION | $2.4M | 0.27% | 12,062 | 减持 |
| 13 | MOAT | VANECK ETF TRUST | $1.4M | 0.15% | 13,424 | 增持 |
| 14 | AMAT | APPLIED MATLS INC | $1.2M | 0.14% | 1,703 | 减持 |
| 15 | GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.14% | 1,250 | 持平 |
| 16 | QUAL | ISHARES TR | $1.2M | 0.13% | 5,347 | 减持 |
| 17 | SCHD | SCHWAB STRATEGIC TR | $1.2M | 0.13% | 37,128 | 增持 |
| 18 | ITOT | ISHARES TR | $1.1M | 0.12% | 6,604 | 持平 |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $966,422 | 0.11% | 1,850 | 持平 |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.11% | 18,000 | 增持 |
| 21 | VGT | VANGUARD WORLD FD | $992,494 | 0.11% | 8,304 | 增持 |
| 22 | IWB | ISHARES TR | $935,708 | 0.10% | 2,285 | 减持 |
| 23 | OEF | ISHARES TR | $936,627 | 0.10% | 2,560 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $831,089 | 0.09% | 2,228 | 减持 |
| 25 | SCHG | SCHWAB STRATEGIC TR | $788,679 | 0.09% | 23,306 | 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