Western Reserve Capital Management, LLC 13F 持仓 · 2026年Q2
Western Reserve Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 1.35 亿美元。前几大持仓：VOO（18.09%）、VEA（14.01%）、AVLC（8.81%）。本季前 25 大持仓中：增持 18 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $24.4M | 18.09% | 35,536 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $18.9M | 14.01% | 265,276 | 增持 |
| 3 | AVLC | AMERICAN CENTY ETF TR | $11.9M | 8.81% | 132,044 | 增持 |
| 4 | SCHO | SCHWAB STRATEGIC TR | $9.0M | 6.70% | 374,271 | 增持 |
| 5 | STIP | ISHARES TR | $9.0M | 6.65% | 87,778 | 增持 |
| 6 | AVDE | AMERICAN CENTY ETF TR | $7.8M | 5.81% | 87,826 | 增持 |
| 7 | XOM | EXXON MOBIL CORP | $7.0M | 5.18% | 51,088 | 减持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $5.8M | 4.30% | 97,117 | 增持 |
| 9 | VXF | VANGUARD INDEX FDS | $5.6M | 4.18% | 22,929 | 增持 |
| 10 | SHW | SHERWIN WILLIAMS CO | $5.2M | 3.84% | 15,047 | 持平 |
| 11 | AVEM | AMERICAN CENTY ETF TR | $2.9M | 2.16% | 30,130 | 增持 |
| 12 | AVUS | AMERICAN CENTY ETF TR | $2.8M | 2.06% | 21,722 | 增持 |
| 13 | AAPL | APPLE INC | $2.2M | 1.67% | 7,774 | 持平 |
| 14 | VUG | VANGUARD INDEX FDS | $2.0M | 1.45% | 22,768 | 增持 |
| 15 | CVX | CHEVRON CORPORATION | $1.8M | 1.30% | 10,580 | 减持 |
| 16 | PH | PARKER-HANNIFIN CORP | $1.7M | 1.23% | 1,697 | 持平 |
| 17 | AVSC | AMERICAN CENTY ETF TR | $1.5M | 1.08% | 19,880 | 增持 |
| 18 | VTV | VANGUARD INDEX FDS | $1.2M | 0.88% | 5,440 | 增持 |
| 19 | DFUS | DIMENSIONAL ETF TRUST | $1.1M | 0.81% | 13,262 | 增持 |
| 20 | VGIT | VANGUARD SCOTTSDALE FDS | $1.0M | 0.76% | 17,400 | 增持 |
| 21 | SCHP | SCHWAB STRATEGIC TR | $998,202 | 0.74% | 37,668 | 增持 |
| 22 | SPDW | SPDR INDEX SHS FDS | $783,968 | 0.58% | 15,558 | 增持 |
| 23 | CFBK | CF BANKSHARES INC | $742,077 | 0.55% | 22,645 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $685,611 | 0.51% | 1,838 | 持平 |
| 25 | SYK | STRYKER CORPORATION | $669,350 | 0.50% | 2,126 | 减持 |
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