TSG Advice Partners, LLC 13F 持仓 · 2026年Q1
TSG Advice Partners 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 135 只证券，申报市值合计 6.67 亿美元。前几大持仓：VOO（10.26%）、BND（9.99%）、SCHG（7.12%）。本季前 25 大持仓中：新建仓 9 只、增持 11 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $68.5M | 10.26% | 114,619 | 减持 |
| 2 | BND | VANGUARD BD INDEX FDS | $66.7M | 9.99% | 905,636 | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $47.5M | 7.12% | 1.6M | 新建仓 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $40.5M | 6.07% | 62,301 | 减持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $37.8M | 5.67% | 828,748 | 新建仓 |
| 6 | SPYM | SPDR SERIES TRUST | $37.1M | 5.56% | 485,200 | 增持 |
| 7 | VT | VANGUARD INTL EQUITY INDEX F | $31.5M | 4.73% | 228,011 | 增持 |
| 8 | SCHV | SCHWAB STRATEGIC TR | $30.9M | 4.63% | 1.0M | 新建仓 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $30.4M | 4.55% | 562,182 | 新建仓 |
| 10 | SPSM | SPDR SERIES TRUST | $29.0M | 4.34% | 599,773 | 增持 |
| 11 | SPMD | SPDR SERIES TRUST | $28.2M | 4.22% | 476,138 | 增持 |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | $21.8M | 3.27% | 35,383 | 减持 |
| 13 | AAPL | APPLE INC | $17.0M | 2.54% | 66,812 | 增持 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $11.9M | 1.78% | 143,627 | 新建仓 |
| 15 | SPHY | SPDR SERIES TRUST | $11.8M | 1.76% | 503,965 | 新建仓 |
| 16 | IVW | ISHARES TR | $10.3M | 1.54% | 90,641 | 减持 |
| 17 | IWM | ISHARES TR | $9.6M | 1.44% | 38,816 | 减持 |
| 18 | BCI | ABRDN ETFS | $8.2M | 1.22% | 336,363 | 新建仓 |
| 19 | NVDA | NVIDIA CORPORATION | $7.3M | 1.09% | 41,599 | 增持 |
| 20 | SPHQ | INVESCO EXCHANGE TRADED FD T | $6.8M | 1.01% | 89,803 | 增持 |
| 21 | AMZN | AMAZON COM INC | $6.2M | 0.93% | 29,906 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $5.9M | 0.89% | 15,956 | 增持 |
| 23 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $5.8M | 0.88% | 185,666 | 新建仓 |
| 24 | GOOG | ALPHABET INC | $5.3M | 0.79% | 18,481 | 增持 |
| 25 | SPLV | INVESCO EXCH TRADED FD TR II | $5.1M | 0.76% | 69,436 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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