Vestmark Advisory Solutions, Inc. 13F 持仓 · 2026年Q2
Vestmark Advisory Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,464 只证券，申报市值合计 106.48 亿美元。前几大持仓：VTI（2.80%）、BBUS（2.27%）、DFAC（2.10%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $298.3M | 2.80% | 806,052 | 减持 |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | $242.0M | 2.27% | 1.8M | 减持 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $223.7M | 2.10% | 5.0M | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $191.7M | 1.80% | 279,177 | 增持 |
| 5 | AAPL | APPLE INC | $172.3M | 1.62% | 595,353 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $158.6M | 1.49% | 792,402 | 增持 |
| 7 | VXUS | VANGUARD STAR FDS | $148.7M | 1.40% | 1.7M | 减持 |
| 8 | BND | VANGUARD BD INDEX FDS | $135.1M | 1.27% | 1.8M | 增持 |
| 9 | MSFT | MICROSOFT CORP | $118.8M | 1.12% | 318,424 | 增持 |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | $115.2M | 1.08% | 2.5M | 增持 |
| 11 | GOOGL | ALPHABET INC | $108.0M | 1.01% | 302,205 | 增持 |
| 12 | BOKF | BOK FINL CORP | $106.9M | 1.00% | 770,021 | 新建仓 |
| 13 | VUG | VANGUARD INDEX FDS | $102.7M | 0.96% | 1.2M | 增持 |
| 14 | AMZN | AMAZON COM INC | $99.9M | 0.94% | 419,029 | 减持 |
| 15 | JIRE | J P MORGAN EXCHANGE TRADED F | $100.3M | 0.94% | 1.2M | 减持 |
| 16 | GLD | SPDR GOLD TR | $91.5M | 0.86% | 248,442 | 减持 |
| 17 | QQQ | INVESCO QQQ TR | $86.1M | 0.81% | 116,875 | 增持 |
| 18 | DGCB | DIMENSIONAL ETF TRUST | $84.3M | 0.79% | 1.5M | 持平 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $84.5M | 0.79% | 1.2M | 增持 |
| 20 | AVGO | BROADCOM INC | $81.7M | 0.77% | 216,255 | 减持 |
| 21 | JBND | J P MORGAN EXCHANGE TRADED F | $80.1M | 0.75% | 1.5M | 减持 |
| 22 | IEMG | ISHARES INC | $73.6M | 0.69% | 888,139 | 增持 |
| 23 | AVLV | AMERICAN CENTY ETF TR | $70.7M | 0.66% | 775,298 | 增持 |
| 24 | IVV | ISHARES TR | $68.7M | 0.65% | 91,712 | 增持 |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $65.2M | 0.61% | 1.3M | 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