Vilga Financial Planning LLC 13F 持仓 · 2026年Q3
Vilga Financial Planning 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 102 只证券，申报市值合计 1.68 亿美元。前几大持仓：VEA（14.11%）、UTHR（6.47%）、XERS（6.04%）。本季前 25 大持仓中：新建仓 4 只、增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $23.6M | 14.11% | 334,906 | 增持 |
| 2 | UTHR | UNITED THERAPEUTICS CORP DEL | $10.8M | 6.47% | 20,003 | 新建仓 |
| 3 | XERS | XERIS BIOPHARMA HOLDINGS INC | $10.1M | 6.04% | 1.1M | 新建仓 |
| 4 | SCHP | SCHWAB STRATEGIC TR | $9.4M | 5.60% | 373,311 | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $5.7M | 3.41% | 96,381 | 增持 |
| 6 | ICSH | ISHARES TR | $5.6M | 3.36% | 111,647 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $5.5M | 3.30% | 24,214 | 增持 |
| 8 | XLK | SELECT SECTOR SPDR TR | $5.2M | 3.12% | 26,743 | 增持 |
| 9 | IJH | ISHARES TR | $5.2M | 3.10% | 72,192 | 减持 |
| 10 | IEFA | ISHARES TR | $4.4M | 2.60% | 45,070 | 减持 |
| 11 | AAPL | APPLE INC | $4.3M | 2.58% | 12,998 | 减持 |
| 12 | GOOG | ALPHABET INC | $3.7M | 2.22% | 10,901 | 增持 |
| 13 | VTWO | VANGUARD SCOTTSDALE FDS | $3.6M | 2.17% | 32,470 | 增持 |
| 14 | VXUS | VANGUARD STAR FDS | $3.5M | 2.07% | 40,864 | 增持 |
| 15 | IEMG | ISHARES INC | $3.0M | 1.79% | 37,068 | 减持 |
| 16 | VTV | VANGUARD INDEX FDS | $2.8M | 1.69% | 13,148 | 减持 |
| 17 | GOOGL | ALPHABET INC | $2.7M | 1.63% | 7,963 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $2.3M | 1.40% | 4,568 | 减持 |
| 19 | AMZN | AMAZON COM INC | $2.3M | 1.38% | 9,268 | 减持 |
| 20 | VOO | VANGUARD INDEX FDS | $2.2M | 1.34% | 3,196 | 增持 |
| 21 | ABVX | ABIVAX SA | $2.2M | 1.30% | 22,000 | 新建仓 |
| 22 | VO | VANGUARD INDEX FDS | $2.1M | 1.26% | 26,950 | 增持 |
| 23 | VTI | VANGUARD INDEX FDS | $1.9M | 1.16% | 5,199 | 增持 |
| 24 | MU | MICRON TECHNOLOGY INC | $1.9M | 1.14% | 1,792 | 减持 |
| 25 | VEEV | VEEVA SYS INC | $1.7M | 1.02% | 6,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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