Steele Capital Management, Inc. 13F 持仓 · 2026年Q2
Steele Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 27.18 亿美元。前几大持仓：IVV（10.41%）、FNDX（7.35%）、SCHF（7.20%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $282.8M | 10.41% | 377,597 | 增持 |
| 2 | FNDX | SCHWAB STRATEGIC TR | $199.8M | 7.35% | 6.4M | 增持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $195.8M | 7.20% | 7.1M | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $158.5M | 5.83% | 2.2M | 增持 |
| 5 | VOO | VANGUARD INDEX FDS | $154.7M | 5.69% | 225,206 | 增持 |
| 6 | QQQ | INVESCO QQQ TR | $148.1M | 5.45% | 200,903 | 减持 |
| 7 | SCHX | SCHWAB STRATEGIC TR | $121.1M | 4.46% | 4.1M | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $117.7M | 4.33% | 2.0M | 增持 |
| 9 | IJR | ISHARES TR | $104.5M | 3.85% | 704,827 | 增持 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $102.4M | 3.77% | 1.3M | 减持 |
| 11 | AGG | ISHARES TR | $98.2M | 3.61% | 991,812 | 增持 |
| 12 | FNDA | SCHWAB STRATEGIC TR | $82.8M | 3.05% | 2.2M | 增持 |
| 13 | SCHA | SCHWAB STRATEGIC TR | $82.2M | 3.03% | 2.3M | 增持 |
| 14 | ILCV | ISHARES TR | $68.3M | 2.51% | 674,771 | 增持 |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $63.0M | 2.32% | 762,109 | 增持 |
| 16 | BND | VANGUARD BD INDEX FDS | $49.7M | 1.83% | 676,531 | 减持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $47.2M | 1.74% | 221,915 | 增持 |
| 18 | VONG | VANGUARD SCOTTSDALE FDS | $39.1M | 1.44% | 306,208 | 增持 |
| 19 | AAPL | APPLE INC | $38.2M | 1.41% | 132,054 | 减持 |
| 20 | SCHD | SCHWAB STRATEGIC TR | $37.1M | 1.36% | 1.2M | 增持 |
| 21 | VTV | VANGUARD INDEX FDS | $27.8M | 1.02% | 127,476 | 增持 |
| 22 | SPYM | SPDR SERIES TRUST | $27.4M | 1.01% | 311,237 | 减持 |
| 23 | ICSH | ISHARES TR | $26.2M | 0.96% | 518,375 | 增持 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $24.1M | 0.89% | 152,205 | 减持 |
| 25 | MDY | STATE STR SPDR S&P MIDCAP 40 | $23.2M | 0.86% | 32,975 | 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