Stephen J. Garry & Associates, LLC 13F 持仓 · 2026年Q2
Stephen J. Garry & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 1.37 亿美元。前几大持仓：VUG（18.80%）、IAU（8.84%）、BND（7.83%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $25.8M | 18.80% | 299,155 | 增持 |
| 2 | IAU | ISHARES GOLD TR | $12.1M | 8.84% | 160,529 | 增持 |
| 3 | BND | VANGUARD BD INDEX FDS | $10.7M | 7.83% | 146,210 | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $10.7M | 7.79% | 15,542 | 减持 |
| 5 | BIV | VANGUARD BD INDEX FDS | $8.6M | 6.29% | 112,412 | 增持 |
| 6 | VTV | VANGUARD INDEX FDS | $7.2M | 5.27% | 33,146 | 增持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $6.3M | 4.61% | 8,462 | 减持 |
| 8 | VBK | VANGUARD INDEX FDS | $5.6M | 4.08% | 15,303 | 减持 |
| 9 | IVOG | VANGUARD ADMIRAL FDS INC | $5.4M | 3.97% | 37,208 | 增持 |
| 10 | IVV | ISHARES TR | $4.9M | 3.55% | 6,496 | 减持 |
| 11 | IWO | ISHARES TR | $4.1M | 3.03% | 10,527 | 增持 |
| 12 | XLI | SELECT SECTOR SPDR TR | $2.7M | 1.93% | 14,314 | 增持 |
| 13 | ARTY | ISHARES TR | $2.6M | 1.90% | 34,114 | 减持 |
| 14 | SHY | ISHARES TR | $2.0M | 1.49% | 24,793 | 增持 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $2.0M | 1.48% | 25,697 | 减持 |
| 16 | ITA | ISHARES TR | $1.9M | 1.42% | 8,042 | 增持 |
| 17 | BAI | BLACKROCK ETF TRUST | $1.6M | 1.18% | 30,780 | 减持 |
| 18 | XBI | SPDR SERIES TRUST | $1.5M | 1.06% | 9,215 | 增持 |
| 19 | AAPL | APPLE INC | $1.4M | 1.04% | 4,922 | 减持 |
| 20 | QQQ | INVESCO QQQ TR | $1.4M | 1.00% | 1,870 | 持平 |
| 21 | MUB | ISHARES TR | $1.4M | 0.99% | 12,671 | 减持 |
| 22 | VO | VANGUARD INDEX FDS | $1.3M | 0.92% | 15,686 | 增持 |
| 23 | VTEI | VANGUARD MUN BD FDS | $941,545 | 0.69% | 9,325 | 减持 |
| 24 | IVW | ISHARES TR | $920,076 | 0.67% | 6,690 | 持平 |
| 25 | USMV | ISHARES TR | $920,711 | 0.67% | 9,545 | 持平 |
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