Successful Portfolios LLC 13F 持仓 · 2026年Q3
Successful Portfolios 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 198 只证券，申报市值合计 2.17 亿美元。前几大持仓：IVV（5.13%）、SPY（4.43%）、BSV（4.41%）。本季前 25 大持仓中：增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $11.1M | 5.13% | 14,305 | 减持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 4.43% | 12,412 | 增持 |
| 3 | BSV | VANGUARD BD INDEX FDS | $9.6M | 4.41% | 125,544 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $7.9M | 3.64% | 20,775 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $6.6M | 3.06% | 27,941 | 减持 |
| 6 | AAPL | APPLE INC | $6.6M | 3.04% | 19,823 | 增持 |
| 7 | XLK | SELECT SECTOR SPDR TR | $6.4M | 2.96% | 31,980 | 减持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $6.2M | 2.88% | 209,368 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $6.1M | 2.80% | 11,570 | 减持 |
| 10 | SCHO | SCHWAB STRATEGIC TR | $5.8M | 2.65% | 241,307 | 增持 |
| 11 | WMT | WALMART INC | $5.4M | 2.47% | 50,990 | 持平 |
| 12 | MU | MICRON TECHNOLOGY INC | $5.2M | 2.42% | 4,902 | 持平 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $5.2M | 2.38% | 8,171 | 减持 |
| 14 | AMZN | AMAZON COM INC | $3.4M | 1.55% | 13,333 | 减持 |
| 15 | AMAT | APPLIED MATLS INC | $3.3M | 1.53% | 6,136 | 减持 |
| 16 | SGOV | ISHARES TR | $2.9M | 1.36% | 29,365 | 减持 |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $2.9M | 1.35% | 50,771 | 减持 |
| 18 | GOOGL | ALPHABET INC | $2.9M | 1.34% | 8,380 | 增持 |
| 19 | GOOG | ALPHABET INC | $2.8M | 1.31% | 8,259 | 减持 |
| 20 | SCHX | SCHWAB STRATEGIC TR | $2.7M | 1.26% | 89,724 | 增持 |
| 21 | HD | HOME DEPOT INC | $2.4M | 1.11% | 8,586 | 增持 |
| 22 | GBIL | GOLDMAN SACHS ETF TR | $2.2M | 1.03% | 22,344 | 减持 |
| 23 | SONY | SONY GROUP CORP | $2.2M | 1.01% | 91,543 | 持平 |
| 24 | VXUS | VANGUARD STAR FDS | $2.2M | 1.01% | 25,520 | 减持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 0.98% | 9,013 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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