Stone Summit Wealth LLC 13F 持仓 · 2026年Q2
Stone Summit Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 144 只证券，申报市值合计 3.94 亿美元。前几大持仓：MSFT（5.86%）、VTV（4.88%）、VCSH（4.48%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $23.1M | 5.86% | 61,882 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $19.2M | 4.88% | 88,161 | 减持 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $17.6M | 4.48% | 223,282 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $16.2M | 4.12% | 227,588 | 增持 |
| 5 | SPYM | SPDR SERIES TRUST | $14.3M | 3.62% | 162,191 | 增持 |
| 6 | BSV | VANGUARD BD INDEX FDS | $12.8M | 3.24% | 163,804 | 减持 |
| 7 | GOOG | ALPHABET INC | $12.7M | 3.22% | 35,941 | 减持 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $10.8M | 2.74% | 200,201 | 增持 |
| 9 | SPYV | SPDR SERIES TRUST | $9.2M | 2.35% | 152,106 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | $8.9M | 2.26% | 27,174 | 减持 |
| 11 | BNDW | VANGUARD SCOTTSDALE FDS | $8.8M | 2.23% | 128,126 | 增持 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $8.3M | 2.10% | 100,089 | 增持 |
| 13 | IVV | ISHARES TR | $8.2M | 2.08% | 10,928 | 减持 |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.6M | 1.93% | 15,958 | 减持 |
| 15 | VUG | VANGUARD INDEX FDS | $7.4M | 1.87% | 85,760 | 增持 |
| 16 | SPYG | SPDR SERIES TRUST | $7.3M | 1.85% | 61,190 | 增持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $6.7M | 1.71% | 31,632 | 减持 |
| 18 | CAT | CATERPILLAR INC | $6.1M | 1.54% | 5,707 | 减持 |
| 19 | APH | AMPHENOL CORP | $5.8M | 1.47% | 32,776 | 减持 |
| 20 | IEMG | ISHARES INC | $5.7M | 1.46% | 69,297 | 增持 |
| 21 | CMI | CUMMINS INC | $5.7M | 1.44% | 7,949 | 减持 |
| 22 | AVUV | AMERICAN CENTY ETF TR | $5.5M | 1.39% | 43,877 | 增持 |
| 23 | AVDV | AMERICAN CENTY ETF TR | $5.3M | 1.35% | 51,721 | 减持 |
| 24 | AAPL | APPLE INC | $5.2M | 1.32% | 17,958 | 减持 |
| 25 | STIP | ISHARES TR | $5.0M | 1.26% | 48,521 | 增持 |
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