Strategic Advisory Partners, LLC 13F 持仓 · 2026年Q2
Strategic Advisory Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 41 只证券，申报市值合计 1.41 亿美元。前几大持仓：VOO（38.84%）、BND（25.15%）、XLV（7.13%）。本季前 25 大持仓中：新建仓 1 只、增持 8 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 | $54.8M | 38.84% | 79,851 | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $35.5M | 25.15% | 483,724 | 增持 |
| 3 | XLV | SELECT SECTOR SPDR TR | $10.1M | 7.13% | 63,412 | 增持 |
| 4 | XLP | SELECT SECTOR SPDR TR | $9.7M | 6.90% | 117,325 | 增持 |
| 5 | SPLV | INVESCO EXCH TRADED FD TR II | $7.2M | 5.12% | 96,573 | 增持 |
| 6 | SCHO | SCHWAB STRATEGIC TR | $4.2M | 2.94% | 172,194 | 增持 |
| 7 | VB | VANGUARD INDEX FDS | $2.0M | 1.43% | 6,666 | 减持 |
| 8 | IBB | ISHARES TR | $2.0M | 1.40% | 10,367 | 减持 |
| 9 | QQQ | INVESCO QQQ TR | $1.3M | 0.94% | 1,797 | 增持 |
| 10 | AAPL | APPLE INC | $1.3M | 0.90% | 4,408 | 减持 |
| 11 | IEMG | ISHARES INC | $1.1M | 0.81% | 13,800 | 持平 |
| 12 | EFA | ISHARES TR | $941,984 | 0.67% | 9,068 | 减持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $926,535 | 0.66% | 13,004 | 减持 |
| 14 | AVGO | BROADCOM INC | $911,912 | 0.65% | 2,414 | 持平 |
| 15 | GOOG | ALPHABET INC | $687,934 | 0.49% | 1,947 | 持平 |
| 16 | MSFT | MICROSOFT CORP | $638,604 | 0.45% | 1,712 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $591,646 | 0.42% | 2,957 | 增持 |
| 18 | SGOV | ISHARES TR | $558,719 | 0.40% | 5,550 | 持平 |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $470,854 | 0.33% | 14,144 | 持平 |
| 20 | ESGD | ISHARES TR | $407,642 | 0.29% | 3,965 | 持平 |
| 21 | AMZN | AMAZON COM INC | $378,484 | 0.27% | 1,588 | 持平 |
| 22 | IVV | ISHARES TR | $375,943 | 0.27% | 502 | 减持 |
| 23 | LRCX | LAM RESEARCH CORP | $380,897 | 0.27% | 879 | 新建仓 |
| 24 | SCHF | SCHWAB STRATEGIC TR | $366,731 | 0.26% | 13,239 | 减持 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $333,652 | 0.24% | 5,590 | 减持 |
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