Voisard Asset Management Group, Inc. 13F 持仓 · 2026年Q2
Voisard Asset Management Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 111 只证券,申报市值合计 5.29 亿美元。前几大持仓:SPTM(14.93%)、AVLV(10.98%)、SPTI(10.53%)。本季前 25 大持仓中:增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $78.9M | 14.93% | 868,980 | 增持 |
| 2 | AVLV | AMERICAN CENTY ETF TR | $58.0M | 10.98% | 636,183 | 减持 |
| 3 | SPTI | SPDR SERIES TRUST | $55.6M | 10.53% | 2.0M | 增持 |
| 4 | IUSG | ISHARES TR | $41.3M | 7.81% | 219,334 | 增持 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $40.4M | 7.65% | 861,280 | 增持 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $36.9M | 6.97% | 1.3M | 增持 |
| 7 | SLQD | ISHARES TR | $19.8M | 3.76% | 394,083 | 减持 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $19.8M | 3.75% | 493,433 | 减持 |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $16.6M | 3.14% | 285,270 | 增持 |
| 10 | JAAA | JANUS DETROIT STR TR | $14.6M | 2.77% | 289,998 | 增持 |
| 11 | AVUV | AMERICAN CENTY ETF TR | $14.1M | 2.68% | 113,368 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $13.4M | 2.53% | 17,892 | 减持 |
| 13 | AVDV | AMERICAN CENTY ETF TR | $9.4M | 1.77% | 90,797 | 增持 |
| 14 | DIHP | DIMENSIONAL ETF TRUST | $9.2M | 1.74% | 269,529 | 增持 |
| 15 | MU | MICRON TECHNOLOGY INC | $5.5M | 1.04% | 4,759 | 减持 |
| 16 | SUB | ISHARES TR | $5.1M | 0.96% | 47,760 | 减持 |
| 17 | GEV | GE VERNOVA INC | $4.4M | 0.83% | 3,726 | 增持 |
| 18 | ITOT | ISHARES TR | $4.4M | 0.83% | 26,735 | 减持 |
| 19 | AVUS | AMERICAN CENTY ETF TR | $3.8M | 0.72% | 29,703 | 减持 |
| 20 | SCHX | SCHWAB STRATEGIC TR | $3.7M | 0.69% | 124,752 | 减持 |
| 21 | AAPL | APPLE INC | $3.3M | 0.62% | 11,397 | 增持 |
| 22 | MUB | ISHARES TR | $2.7M | 0.51% | 25,292 | 减持 |
| 23 | BOXX | EA SERIES TRUST | $2.5M | 0.48% | 21,737 | 增持 |
| 24 | GE | GE AEROSPACE | $2.4M | 0.45% | 6,300 | 增持 |
| 25 | IWF | ISHARES TR | $2.4M | 0.45% | 19,136 | 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