Stephens Consulting, LLC 13F 持仓 · 最近申报 2025年Q4
Stephens Consulting 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 475 只证券，申报市值合计 3.09 亿美元。前几大持仓：VOO（21.44%）、BND（9.74%）、FENI（8.85%）。本季前 25 大持仓中：增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $66.3M | 21.44% | 105,780 | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $30.2M | 9.74% | 407,094 | 增持 |
| 3 | FENI | FIDELITY COVINGTON TRUST | $27.4M | 8.85% | 748,808 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $25.7M | 8.30% | 88,518 | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $22.1M | 7.13% | 115,522 | 增持 |
| 6 | JMUB | J P MORGAN EXCHANGE TRADED F | $18.8M | 6.09% | 372,925 | 增持 |
| 7 | VB | VANGUARD INDEX FDS | $18.3M | 5.92% | 71,033 | 增持 |
| 8 | AVUV | AMERICAN CENTY ETF TR | $14.8M | 4.78% | 145,109 | 减持 |
| 9 | IBTG | ISHARES TR | $9.1M | 2.94% | 397,664 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.0M | 2.91% | 17,888 | 减持 |
| 11 | RJF | RAYMOND JAMES FINL INC | $6.5M | 2.09% | 40,278 | 减持 |
| 12 | IEFA | ISHARES TR | $6.4M | 2.06% | 71,189 | 减持 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $4.7M | 1.52% | 21,399 | 增持 |
| 14 | AAPL | APPLE INC | $3.3M | 1.07% | 12,191 | 减持 |
| 15 | VUG | VANGUARD INDEX FDS | $2.7M | 0.89% | 5,621 | 减持 |
| 16 | IWF | ISHARES TR | $2.7M | 0.88% | 5,770 | 减持 |
| 17 | JPM | JPMORGAN CHASE & CO. | $2.6M | 0.84% | 8,045 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $2.6M | 0.84% | 13,954 | 减持 |
| 19 | EFA | ISHARES TR | $2.1M | 0.67% | 21,466 | 增持 |
| 20 | BA | BOEING CO | $1.7M | 0.56% | 8,022 | 增持 |
| 21 | HOOD | ROBINHOOD MKTS INC | $1.5M | 0.48% | 13,000 | 增持 |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.40% | 6,413 | 持平 |
| 23 | DTE | DTE ENERGY CO | $1.1M | 0.36% | 8,686 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $1.1M | 0.34% | 2,189 | 增持 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $938,008 | 0.30% | 15,015 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
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