Steffes Financial, Ltd. 13F 持仓 · 2026年Q2
Steffes Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 2.32 亿美元。前几大持仓：ITOT（28.53%）、VOO（22.06%）、SCHG（12.17%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $66.1M | 28.53% | 402,246 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $51.1M | 22.06% | 74,410 | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $28.2M | 12.17% | 832,673 | 增持 |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | $26.1M | 11.25% | 315,325 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $22.8M | 9.83% | 319,617 | 增持 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.2M | 3.12% | 146,787 | 增持 |
| 7 | AAPL | APPLE INC | $3.8M | 1.66% | 13,288 | 增持 |
| 8 | VYM | VANGUARD WHITEHALL FDS | $3.6M | 1.55% | 22,678 | 增持 |
| 9 | VCRB | VANGUARD MALVERN FDS | $3.4M | 1.46% | 43,663 | 增持 |
| 10 | VXUS | VANGUARD STAR FDS | $2.6M | 1.14% | 30,898 | 增持 |
| 11 | GOOGL | ALPHABET INC | $2.3M | 1.01% | 6,518 | 减持 |
| 12 | VB | VANGUARD INDEX FDS | $2.3M | 0.99% | 7,578 | 增持 |
| 13 | AMZN | AMAZON COM INC | $1.6M | 0.70% | 6,811 | 增持 |
| 14 | GOOG | ALPHABET INC | $1.5M | 0.64% | 4,195 | 增持 |
| 15 | IJH | ISHARES TR | $851,907 | 0.37% | 11,048 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $735,131 | 0.32% | 3,674 | 增持 |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $708,476 | 0.31% | 8,572 | 增持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $661,534 | 0.29% | 20,862 | 减持 |
| 19 | VTI | VANGUARD INDEX FDS | $617,040 | 0.27% | 1,667 | 减持 |
| 20 | AVGE | AMERICAN CENTY ETF TR | $556,447 | 0.24% | 5,615 | 新建仓 |
| 21 | MSFT | MICROSOFT CORP | $471,124 | 0.20% | 1,263 | 增持 |
| 22 | LIN | LINDE PLC | $445,769 | 0.19% | 859 | 持平 |
| 23 | PFE | PFIZER INC | $451,094 | 0.19% | 18,733 | 增持 |
| 24 | SCHB | SCHWAB STRATEGIC TR | $446,619 | 0.19% | 15,422 | 增持 |
| 25 | IVV | ISHARES TR | $360,965 | 0.16% | 482 | 新建仓 |
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