Sulzberger Capital Advisors, Inc. 13F 持仓 · 2026年Q2
Sulzberger Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 1.02 亿美元。前几大持仓：SHV（18.59%）、JEPI（8.07%）、NVDA（5.77%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $19.0M | 18.59% | 172,589 | 减持 |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.3M | 8.07% | 146,306 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $5.9M | 5.77% | 29,532 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $5.8M | 5.68% | 8,472 | 增持 |
| 5 | PMMF | BLACKROCK ETF TRUST | $4.8M | 4.66% | 47,629 | 减持 |
| 6 | GOOGL | ALPHABET INC | $4.0M | 3.94% | 11,295 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $3.9M | 3.78% | 10,378 | 减持 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $3.9M | 3.78% | 12,777 | 减持 |
| 9 | VTI | VANGUARD INDEX FDS | $3.3M | 3.20% | 8,865 | 减持 |
| 10 | NEE | NEXTERA ENERGY INC | $3.1M | 3.04% | 35,479 | 增持 |
| 11 | SGOV | ISHARES TR | $3.0M | 2.96% | 30,131 | 减持 |
| 12 | LQTI | FIRST TR EXCHANGE-TRADED FD | $3.0M | 2.90% | 154,057 | 减持 |
| 13 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.9M | 2.81% | 46,754 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.7M | 2.62% | 5,367 | 增持 |
| 15 | AVGO | BROADCOM INC | $2.2M | 2.11% | 5,717 | 减持 |
| 16 | AMZN | AMAZON COM INC | $1.9M | 1.84% | 7,902 | 减持 |
| 17 | GLD | SPDR GOLD TR | $1.6M | 1.56% | 4,347 | 增持 |
| 18 | AAPL | APPLE INC | $1.6M | 1.53% | 5,407 | 减持 |
| 19 | VPU | VANGUARD WORLD FD | $1.6M | 1.52% | 7,949 | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $1.5M | 1.48% | 2,065 | 减持 |
| 21 | HD | HOME DEPOT INC | $1.5M | 1.43% | 4,145 | 减持 |
| 22 | CSCO | CISCO SYS INC | $1.3M | 1.32% | 11,482 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.3M | 1.30% | 4,062 | 减持 |
| 24 | SIVR | ABRDN SILVER ETF TRUST | $1.2M | 1.19% | 21,642 | 减持 |
| 25 | LLY | ELI LILLY & CO | $1.1M | 1.06% | 907 | 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