Tarbox Family Office, Inc. 13F 持仓 · 2026年Q2
Tarbox Family Office 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 96 只证券，申报市值合计 6.98 亿美元。前几大持仓：IVV（33.29%）、IJH（8.27%）、AVEM（7.00%）。本季前 25 大持仓中：新建仓 1 只、增持 4 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $232.4M | 33.29% | 310,326 | 减持 |
| 2 | IJH | ISHARES TR | $57.7M | 8.27% | 748,612 | 减持 |
| 3 | AVEM | AMERICAN CENTY ETF TR | $48.9M | 7.00% | 506,746 | 减持 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $29.2M | 4.18% | 622,035 | 增持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $27.8M | 3.98% | 222,938 | 增持 |
| 6 | IEFA | ISHARES TR | $27.6M | 3.96% | 285,923 | 减持 |
| 7 | AVDE | AMERICAN CENTY ETF TR | $26.4M | 3.78% | 295,495 | 减持 |
| 8 | IWM | ISHARES TR | $25.8M | 3.69% | 85,850 | 减持 |
| 9 | AVTM | AMERICAN CENTY ETF TR | $21.5M | 3.08% | 395,590 | 减持 |
| 10 | AVMC | AMERICAN CENTY ETF TR | $19.3M | 2.76% | 240,067 | 增持 |
| 11 | VO | VANGUARD INDEX FDS | $16.2M | 2.32% | 200,702 | 增持 |
| 12 | IEMG | ISHARES INC | $13.7M | 1.96% | 164,779 | 减持 |
| 13 | VV | VANGUARD INDEX FDS | $13.2M | 1.89% | 38,385 | 持平 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $12.4M | 1.77% | 206,982 | 减持 |
| 15 | IJR | ISHARES TR | $11.6M | 1.66% | 78,162 | 减持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $11.2M | 1.60% | 157,159 | 减持 |
| 17 | ABBV | ABBVIE INC | $11.0M | 1.57% | 43,624 | 持平 |
| 18 | AVGO | BROADCOM INC | $8.1M | 1.16% | 21,494 | 新建仓 |
| 19 | AAPL | APPLE INC | $6.6M | 0.95% | 22,846 | 减持 |
| 20 | EFA | ISHARES TR | $4.9M | 0.70% | 47,265 | 减持 |
| 21 | ABT | ABBOTT LABORATORIES | $4.7M | 0.67% | 51,501 | 持平 |
| 22 | DE | DEERE & CO | $4.1M | 0.59% | 6,468 | 持平 |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.7M | 0.54% | 5 | 持平 |
| 24 | USB | US BANCORP | $3.0M | 0.42% | 48,913 | 持平 |
| 25 | PPG | PPG INDS INC | $2.6M | 0.37% | 21,212 | 持平 |
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