Stephenson & Company, Inc. 13F 持仓 · 2026年Q2
Stephenson & Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 2.13 亿美元。前几大持仓：RSP（14.49%）、IVV（14.22%）、VEA（14.03%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $30.9M | 14.49% | 145,353 | 增持 |
| 2 | IVV | ISHARES TR | $30.4M | 14.22% | 40,539 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $29.9M | 14.03% | 420,205 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $29.1M | 13.64% | 58,177 | 增持 |
| 5 | BSV | VANGUARD BD INDEX FDS | $19.2M | 8.98% | 245,951 | 增持 |
| 6 | BIV | VANGUARD BD INDEX FDS | $11.9M | 5.58% | 155,421 | 增持 |
| 7 | IJR | ISHARES TR | $9.4M | 4.39% | 63,165 | 增持 |
| 8 | IJH | ISHARES TR | $8.8M | 4.14% | 114,533 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $7.5M | 3.51% | 125,603 | 增持 |
| 10 | TIP | ISHARES TR | $4.9M | 2.30% | 44,915 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 2.27% | 6,496 | 增持 |
| 12 | MUB | ISHARES TR | $2.3M | 1.10% | 21,786 | 减持 |
| 13 | AAPL | APPLE INC | $2.2M | 1.04% | 7,704 | 增持 |
| 14 | ITOT | ISHARES TR | $2.2M | 1.02% | 13,202 | 持平 |
| 15 | EMB | ISHARES TR | $2.1M | 1.00% | 22,243 | 增持 |
| 16 | JNK | SPDR SERIES TRUST | $2.0M | 0.96% | 21,208 | 增持 |
| 17 | IWM | ISHARES TR | $1.5M | 0.73% | 5,158 | 减持 |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.70% | 2 | 持平 |
| 19 | VOO | VANGUARD INDEX FDS | $1.4M | 0.67% | 2,080 | 增持 |
| 20 | LEND | SEI EXCHANGE TRADED FUNDS | $1.1M | 0.50% | 42,600 | 新建仓 |
| 21 | EFA | ISHARES TR | $973,667 | 0.46% | 9,373 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $766,745 | 0.36% | 3,832 | 持平 |
| 23 | ANET | ARISTA NETWORKS INC | $575,214 | 0.27% | 3,386 | 减持 |
| 24 | EEM | ISHARES TR | $462,930 | 0.22% | 6,767 | 增持 |
| 25 | CGIC | CAPITAL GROUP INTERNATIONAL | $417,612 | 0.20% | 11,476 | 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