Vertex Investment Solutions Co., Ltd. 13F 持仓 · 2026年Q2
Vertex Investment Solutions Co. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 1.48 亿美元。前几大持仓：VGSH（16.11%）、TIP（15.47%）、LQD（10.65%）。本季前 25 大持仓中：新建仓 3 只、增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $23.9M | 16.11% | 410,200 | 增持 |
| 2 | TIP | ISHARES TR | $22.9M | 15.47% | 208,600 | 增持 |
| 3 | LQD | ISHARES TR | $15.8M | 10.65% | 143,900 | 增持 |
| 4 | IGSB | ISHARES TR | $12.6M | 8.51% | 240,700 | 增持 |
| 5 | EMB | ISHARES TR | $11.9M | 8.01% | 122,600 | 增持 |
| 6 | VNQ | VANGUARD INDEX FDS | $9.0M | 6.07% | 91,736 | 增持 |
| 7 | XLY | SELECT SECTOR SPDR TR | $8.0M | 5.42% | 68,600 | 增持 |
| 8 | FCOM | FIDELITY COVINGTON TRUST | $6.3M | 4.23% | 89,900 | 新建仓 |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $5.1M | 3.47% | 86,800 | 增持 |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $5.0M | 3.35% | 102,400 | 增持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $4.4M | 2.96% | 23,500 | 减持 |
| 12 | XLI | SELECT SECTOR SPDR TR | $3.2M | 2.14% | 17,300 | 增持 |
| 13 | XLF | SELECT SECTOR SPDR TR | $2.7M | 1.84% | 50,900 | 增持 |
| 14 | USHY | ISHARES TR | $1.9M | 1.28% | 51,100 | 增持 |
| 15 | EWN | ISHARES INC | $1.8M | 1.19% | 25,300 | 增持 |
| 16 | EWQ | ISHARES INC | $1.7M | 1.17% | 38,200 | 新建仓 |
| 17 | EWC | ISHARES INC | $1.7M | 1.15% | 29,700 | 增持 |
| 18 | EWU | ISHARES TR | $1.7M | 1.15% | 36,900 | 增持 |
| 19 | EWA | ISHARES INC | $1.7M | 1.14% | 60,000 | 新建仓 |
| 20 | EWH | ISHARES INC | $1.6M | 1.10% | 77,400 | 增持 |
| 21 | XLP | SELECT SECTOR SPDR TR | $1.2M | 0.83% | 14,600 | 增持 |
| 22 | HYG | ISHARES TR | $1.1M | 0.73% | 13,600 | 减持 |
| 23 | XSD | SPDR SERIES TRUST | $1.0M | 0.70% | 1,700 | 减持 |
| 24 | XLE | SELECT SECTOR SPDR TR | $929,989 | 0.63% | 17,400 | 减持 |
| 25 | KIE | SPDR SERIES TRUST | $734,200 | 0.50% | 12,000 | 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